Grizz Oracle

Grizzly strength. Oracle vision.
Raw insights in a world of noise.

[Grizz Oracle @GrizzOracle]

@Micro2Macr0 Happy Birthday! 🍺

[Daniel Roberts @danroberts0101]

One of the most common questions we get about AI data centers is how much water do they use?

Fair question. Older designs cooled servers by evaporating water and people naturally assume ours do too. They don't.

$IREN's sites are different. Direct-to-chip liquid cooling in a closed loop. Same idea as a car radiator or a fridge. Fill it once and the water just goes round and round.

Over the life of a 200MW site, the initial fill plus every top-up averages out to about as much water each year as 3 households.

Not a town. Not a suburb. Not a street... 3 houses.

Water matters in the regions we build in. Which is precisely why our cooling barely uses any.

[Grizz Oracle @GrizzOracle]

@Micro2Macr0 Ok great, thanks Jesse. I’ll watch closely the next couple of weeks!

[Miller Cole @MillerC0le]

Since $BTC hit a local high on May 11 at $82,361:

$BTC has corrected around 12%
$ASST has only fallen 5% as of the timing of this post. $MSTR is down 25%

This is interesting because as a Bitcoin proxy, we would expect $ASST to obviously amplify Bitcoin on red days like $MSTR has been doing.

Why is this not the case? Here's some thoughts:

-> Proceeds from $SATA issuance are deployed into Bitcoin, typically within hours, per management's stated practice.
-> When Bitcoin falls, each dollar buys more Bitcoin.
-> BTC per share improves faster at lower prices.

The market is not pricing spot NAV. It is pricing forward Bitcoin Yield acceleration. See @RoaringRagnar spreasheet.

Three conditions make this work that $MSTR cannot replicate cleanly right now:
1. Zero debt. No convertible note delta hedging creating structural short pressure on the common equity during drawdowns.
2. Perpetual preferred capital. No maturity wall. No refinancing anxiety at the worst possible moment.
3. Daily dividend structure incoming. $SATA trading near par keeps the ATM open. Open ATM means continuous accumulation.

Although this is a small data size, with $SATA running as it is right now it's an incredible observation to watch.

With these dynamics, we can see another reason why @saylor is trying to remove the convertibles and clean the capital structure.

$ASST $MSTR

@ZynxBTC @AdamBLiv @EthanKasner_ @Z06Z07

[Chicken Genius @chickengenius]

Everyone finding the next “Bottleneck”
This is one of the stupidest narrative ever.

Businesses built on bottlenecks have only one option: if it breaks. GG.

A bottleneck is any single point of failure.

This bottleneck narrative shit is funded by AI capex buildout. Once gone, watch it tumble.

Bottleneck businesses are fragile by design.
Resilient businesses are antifragile by design, they get stronger when shit comes.

Before you buy the next bottleneck, think about who is your exit liquidity or are you the exit liquidity.

[Eco & Technology Investor @eco_techinvest]

@BitcoinAIGuy
@FransBakker9812
@bitcoinbutcher1
@mikealfred

At least $3 trillion is set to flow into data-center-related investments over the next five years, according to Moody’s https://t.co/pnxAPnMxuQ

[Grizz Oracle @GrizzOracle]

@chickengenius Happy 2026!🙏

[Grizz Oracle @GrizzOracle]

@Micro2Macr0 Good point, be great if we get a slight drop to trap the shorts before 🚀

[Elon Musk @elonmusk]

UK is prison island

[Grizz Oracle @GrizzOracle]

$IREN 🍻

[IREN @IREN_Ltd]

$IREN is pleased to announce the signing of a $9.7bn AI Cloud contract with @Microsoft

Key details of the transaction:

- $9.7bn AI Cloud contract value
- 5-year average term
- 20% prepayment
- 200MW (IT load) data centers
- NVIDIA GB300 GPU deployments

Refer to the press release and accompanying presentation below for further information

Press Release: https://t.co/3pG9N2HfkF

Presentation: https://t.co/uyysnL9ffS

[Grizz Oracle @GrizzOracle]

IREN

- 20% up premarket
- $20B market cap
- $9.7B 5 year Microsoft deal

$100 price target will need an upgrade.

[Grizz Oracle @GrizzOracle]

@AngelaLMorabito Entertaining Clowns and Queens

[Grizz Oracle @GrizzOracle]

@chickengenius Enjoy 🙌 well deserved break.

[Grizz Oracle @GrizzOracle]

@chickengenius @Jameseahx Great advice 🙌

[Chicken Genius @chickengenius]

For those that haven’t dump shitbet $sbet

They have $71M in cash trading at 0.9 mnav

They have 3 trading days, absolute last to chance to show if they are monkeys.

Buying back stock trading at discount
OR
Buy eth trading at a premium to book 🤡

U can make your decision after that. Or fk the whole drama and buy others.

[Signal & Scale 🕸️ @SignalScale]

@TBCTrades $SBET Dear @sharplink , whatever you do,

PLEASE DO NOT ATM under 1.0 mNAV. It will destroy all trust.

Thank you for your attention to this serious matter.

[Grizz Oracle @GrizzOracle]

@chickengenius Thanks for the heads up and transparency 🙏

[Grizz Oracle @GrizzOracle]

@Micro2Macr0 Wishing you and your family the best from the other side of the Atlantic.
🙏