AlbertoG

[Mike Alfred @mikealfred]

Connected with the CEO of one of the leading AI data center companies and he said he finds this price action "comical" as literally nothing has changed in the business from a fundamental standpoint. We've gone through this many times over the last 3.5 years and always recovered.

[AlbertoG @SALLC2023]

@ZeekTyt I added

[Sylent Capital @SylentTrade]

I believe the reason $IREN has been aggressively adding GWs of power across the globe is for this very reason. $NVDA wants to build their own cloud and they want to do it fast. $IREN are experts at building datacenters and securing power. This is the right partnership.

[Tradepal @tradepal_app]

$IREN is a MASSIVE buy right now a deal is H2 of this year is virtually guaranteed

[AlbertoG @SALLC2023]

@KennyZufall Same here , I bought 10K shares at $38.37. Now we wait *

[Kenny Zufall @KennyZufall]

I did what I said I would, aggressively sold some positions and added to $IREN below $40. Down to 2 larger positions ( $SOFI & $IREN - multi-year hold, may trim if i see valuations get truly stretched), Small bets on $ASST, $ZETA, $ONDS, $LAES 🤷‍♂️. Now its time to let it ride

[Sylent Capital @SylentTrade]

I was thinking very deeply today. I believe the timing of this pay package is very particular. We have had a string of large announcements lately. Why all in a stretch of 1-2 weeks? Why did the board move fast to lock in the CEOs for the next 6 years. Is there another huge announcement incoming that justifies all of this? $IREN

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

There are reason for $ETH / $BTC price ratio to rise in 2H2026

- in short, ETH is money narrative likely gains traction

See below 👏

[Ethereum Maxis @Ethereum_Maxis]

The era of Ethereum starts now.

You will forced to buy ETH.
You will be forced to accept the flipenning.
You will be forced to respect the new king.

The opportunity cost is too large and it will be impossible for the world to ignore.

[Ted @TedPillows]

Spot is bidding.

Perps are going long.

Looks promising for $ETH as long as spot demand is there.

[EthereanVibin | 0xVibin.eth @EthereanVibin]

|￣￣￣￣￣￣￣￣￣￣￣￣￣￣|
$5K $ETH in the blink of an eye
|＿＿＿＿＿＿＿＿＿＿＿＿＿＿|
\ (•◡•) /
\ /
——
| |
|_ |_

[Ethereum Maxis @Ethereum_Maxis]

@MaxCrypto Liquidate them all, destroy them all, up only to infinity, no mercy, no relief, send ETH straight to 5k in the next 22 days.

[Ash Crypto @AshCrypto]

Bitcoin has reclaimed $61,00

ETH is back above $1,600

Looks like we might get a Summer pump before the final Sept-Oct bottom dump.

[StockTrader_Max @StockTrader_Max]

$IREN Bulls need to recover the 50 WMA here..

We are in the smart money buy zone, a recovery of the 50 WMA could be the trigger that sends this stock to +$100 prices 📈

Stock set up is looking very good here 🎯

[Ethereum Maxis @Ethereum_Maxis]

Higher, faster, accelerate it, liquidate them all, take no fucking prisoners, no mercy, up only to infinity.

ETH is going to $5,000 in the next 22 days and there is nobody that can stop it now.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says the US spends more money on NATO than any other country "without getting any benefit from doing so."

[Satoshi Flipper @SatoshiFlipper]

Big day on Wall Street!

JOBS report comes out in 35 min

Fasten your seat belts 🚀🚀

[Gunther Eagleman™ @GuntherEagleman]

🚨 OIL CONTINUES TO TANK!

Down to $67 a barrel!

Trust Trump, gas prices are plummeting!

[Black Panther Capital @BlackPantherCap]

$IREN co-founders just got approved for a $1.14 billion pay package.

It lands a week after a $50 million a year Warriors jersey patch deal, and four months after a $6 billion ATM that replaced the $1 billion they’d already fully tapped.

The optics look like a management team spending someone else’s money. The mechanics say something different.

Here’s what the package actually is:

Nine million shares each, vesting in tranches through 2030. They have to hold every tranche two years before they can sell a single share. The board locked out any new grants until FY2031.

Now the number that matters. Each brother owns about 3.9% of IREN today, 14 million shares. Add the new grant and they’re each sitting on roughly 23 million shares once fully vested. Combined founder ownership pushes toward 12%.

That’s the same range Arkady Volozh holds at $NBIS, arguably the most founder-aligned name in this entire AI infrastructure trade. The Roberts brothers just bought themselves into that same tier.

Here’s the part I’m not waving away. This grant is the third major capital and spending decision from this board in four months, after the $6 billion ATM and the Warriors deal. Stack a nine-figure equity package on aggressive share issuance and a Bay Area sponsorship splash, and you get a leadership team spending like the AI Cloud ramp is already proven, when bitcoin mining still made up the majority of last quarter’s revenue.

A $1.14 billion pay packet reads like excess until you notice it’s the same bet Volozh made on Nebius: get paid in shares, get locked in for years, let the buildout do the talking.

The Roberts brothers just wagered four years of their own net worth on hitting numbers they haven’t hit yet.

I’m still long. But I also want the next earning to show results for the path forward. And based on recent activities and lack of PR I think @danroberts0101 owes retail some clarity.

-BP

Not financial advice.

[Ash Crypto @AshCrypto]

BREAKING: 🇺🇸 SEC Commissioner Hester Peirce says the Crypto Market Structure Bill could pass this summer.

We need this bill to end crypto market manipulation.