James Notaris

Attorney | CPA | PE | VC | BTC | AI | Dad | Husband | Coach

[Paul Prager @PaulBPrager]

Last week I shared 10 takeaways from our recent investor meetings. The response was tremendous, and so were the follow-up questions.

Many were with respect to the market; price action, volatility and sentiment. Interest rates. Geopolitics. Financing concerns. Rising costs. Community opposition. There's a lot weighing on the sector.

Listen - I can't control the market. But I can drive how we build this business, allocate capital and create shareholder value.

So let's address a few things head-on.

[Paul Prager @PaulBPrager]

I've spent the past few weeks on the road meeting with investors. Great conversations. A lot of the same questions.

Here are my top 10 takeaways.

[Paul Prager @PaulBPrager]

8. I'm not the only one writing checks.

Over the past month, our COO, CFO and CTO/co-founder all chose to pay taxes on vesting shares out of pocket rather than surrender shares at the current price.

That's real money and a meaningful decision. Our management team has substantial skin in the game and represents the largest insider ownership in the space.

[₿itcoin ₿utcher 🥩 🐑 🐷 @bitcoinbutcher1]

And you want to short data centers…

$iren $cifr $nuai $wulf

[Howie Rose @HowieRose]

Quite simply, one of the most surreal experiences of my career.

[Cindy Feng @itsCindyFeng]

$WULF stock soared ~60% in a single day, after announcing its AI hosting deal with Fluidstack.

The market has good reasons to cheer:
💰Predictable revenue + Google’s involvement

Here’s why this may be the most exciting HPC deal from a Bitcoin miner so far🧵

[TeraWulf @TeraWulfInc]

What are our thoughts on #BitcoinMining and why have we chosen to expand into the AI & HPC space? 👇

"The Future of Bitcoin Mining in America"
@SALTConference '25 with $WULF CFO Patrick Fleury 🐺

[TeraWulf @TeraWulfInc]

How did the deal with Fluidstack and Google come together?

CFO Patrick Fleury at #SALTConference2025 🐺

[Kerri Langlais @Kerri_Langlais]

Google (Alphabet) — the preeminent AI compute tech giant — is providing a $3.2B backstop and is now $WULF's largest shareholder...

That’s a powerful statement 🐺

[Paul Prager @PaulBPrager]

It didn’t take long for @fluidstack and @Google to seize the opportunity for further expansion at Lake Mariner.

In just a few days, they’ve nearly doubled AI hosting capacity to 360 MW — representing up to $16B in potential revenue with lease extensions, backed by @Google's $3.2B financial backstop and their 14% stake in $WULF.

Proud of the @TeraWulfInc team — now we nail execution + delivery 🐺

[Kerri Langlais @Kerri_Langlais]

🚨 In just 4 days, @FluidstackAI & @Google nearly DOUBLED AI/HPC capacity at Lake Mariner to 360 MW 🐺

With lease extensions, that’s up to $16B in potential revenue — and Google now holds a 14% stake in $WULF.

Couldn’t ask for stronger partners validating our vision.

🔗 https://t.co/kOR1EMzaEX
#AI #HPC #Datacenters #Bitcoin @TeraWulfInc

[Anthony Pompliano 🌪 @APompliano]

🇺🇸🇺🇸🇺🇸

[TaraBull @TaraBull]

1 year ago. Do you remember where you were when this happened?

[Curtis Sliwa @CurtisSliwa]

No matter what happens today, don’t lose hope. The chaos and corruption on display isn’t the end of the story.

In November, we get to choose a better path, and that path is taking our city back.

I’ve spent my life fighting for New Yorkers. I’ll be the People’s Mayor.

[James Notaris @JNotaris]

#NewProfilePic

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: 🇺🇸 President Trump’s full address at the Digital Assets Summit.

[Michael Saylor @saylor]

Bitcoin is the foundation of the crypto economy.

[Wall Street Apes @WallStreetApes]

BREAKING: Head of the weaponized SEC Gary Gensler just threatened charges against Elon Musk within 48 hours

Nothings changed. Here’s JD Vance calling out Gary Gensler for weaponizing the SEC against Democrats political enemies including Trump

JD Vance threatens Gary Gensler “Maybe I can appeal to your sense of self interest. If you guys use the SEC in such a politically motivated way, eventually, you're gonna be out of power.”

Gary Gensler was part of a corrupt Democrat dream team hired to target and bring fake investigations against Donald Trump

JD Vance
2016, you were the CFO of Hillary Clinton's failed presidential campaign. Is that correct?

Gary Gensler
I was proud to be chief financial officer to the Clinton campaign.

[Gunther Eagleman™ @GuntherEagleman]

This will give you chills.

Tom Homan: “When he comes back… I come back… WE FIX THIS SHlT”