MashPatr

life

[MashPatr @PatriceMashe]

@thinklikeawhale Wooow, long time no see. Am glad to see a post from you.

[MashPatr @PatriceMashe]

@BitcoinAIGuy @danroberts0101 😂���😂

[MashPatr @PatriceMashe]

@BitcoinAIGuy And Still

[MashPatr @PatriceMashe]

@mikealfred @scottmelker I hope u do

[MashPatr @PatriceMashe]

@elonmusk RIP

[MashPatr @PatriceMashe]

@SPerki1618 @Cryptoze 😂🤣😂

[BecauseBitcoin.com @BecauseBitcoin]

https://t.co/NyAIchfMMJ

[MashPatr @PatriceMashe]

@LarryMadowo Elsalvador

[Mike Alfred @mikealfred]

There is risk everywhere. The point of life isn’t to avoid risk completely. It’s to lean in to it strategically to achieve your objectives when the odds are heavily in your favor. The more skilled you are, the better the results. You only get one life. Good luck!

[MashPatr @PatriceMashe]

@mikealfred 😂🤣😂. Answer is ZERO seconds.

[Mike Alfred @mikealfred]

AI is going to be inside everything. It’s going to pervade everything. It’s going to eat everything. It’s not going to be pretty. Doing nothing, complaining about it, calling it a bubble etc will not help. You must lean in and embrace it. Use it, invest in it, leverage it.

[MashPatr @PatriceMashe]

🚀🚀🚀

[Oguz Erkan @oguzerkan]

In the last two months:

1) $NBIS signed $17 billion deal $MSFT.

2) $GOOG signed $3.5 billion deal with $WULF.

3) $IREN signed $10 billion deal with $MSFT.

4) $AMZN signed $5.5 billion deal with $CIFR.

Why are hyperscalers renting capacity rather than building it?

They are trying to limit their risk if something goes wrong with AI or there happens to be significant excess capacity.

They are leaving the operational risk and balance sheet risk on others while limiting their own risk with what they have committed.

Despite being super bullish on AI, they still don’t know what the ROI will be and whether increasing the scale and capacity will solve all the problems.

[MashPatr @PatriceMashe]

@mikealfred Broo, thank you from the bottom of my heart.

[₿itcoin ₿utcher 🥩 🐑 🐷 @bitcoinbutcher1]

$iren 11/6 Earnings Week Wish List

1) IAAS deal for GB300s with a Hyper $amzn $msft $meta $goog at Horizon 1

2) 23k GPUs previously purchased all contracted with ARR of $300m

3) Additional GPU purchases with guidance for 100k operating by end of 2026

4) Expansion of Prince George and Mackenzie by additional 50 MW

5) More details on $nvda relationship

6) Plans for SW 1,2

7) Update on development pipeline

8) Analyst coverage by $gs $c

Special thanks to @roberto45580514 @willweathersby for their contributions

[MashPatr @PatriceMashe]

@theboymanager @StJsn1 Dont like this please

[MashPatr @PatriceMashe]

@mikealfred Good morning to you, I hope I get to catch your live stream this weekend. When live?

[MashPatr @PatriceMashe]

All aboard

[Chardonnay @Chardonnay_OG]

I rarely share my trades, but today is different. I bought 150,000 shares of $ASST we're in this together now @mikealfred again... 🤣

[MashPatr @PatriceMashe]

@ElephantSignal A

[MashPatr @PatriceMashe]

🔥🔥❤️❤️

[Mike Alfred @mikealfred]

Thrilled to welcome Lyn Alden to the Bakkt board. Lyn is one of the world’s most respected investment strategists, a renowned expert on money and technology, and a trusted friend. I’ve been looking for a way to work with Lyn on something meaningful for 5 years. The time is now.

[MashPatr @PatriceMashe]

@mikealfred 🤣😂🤣 That puts it into proper perspective. Thank you