BREAKING: Upcoming NYSE-affiliated tokenized securities platform’s core clearing and settlement layer will be built on top of Avalanche technology.
Avalanche will support the platform’s clearing firm, supporting the development of infrastructure for 24/7 trading, clearing, and settlement.
A landmark step toward the next generation of global financial markets.
Years from now, people are going to drive themselves mad when they could have bought $AVAX at bottom prices for the past few years and never did anything about it. Still one of my largest bags I have and will be in the future. Great work @avax !!
The New York Stock Exchange has selected Avalanche ($AVAX) as the exclusive blockchain for settling tokenized U.S. stocks on its upcoming 24/7 trading platform, according to the WSJ.
NYSE cited Avalanche’s speed, throughput and compliance capabilities.
The platform is targeting a Q4 launch, pending regulatory approval, with instant settlement and stablecoin funding.
I’ve been long $IREN since $5.30, and the call back then was pretty simple: if AI kept scaling, grid-connected power would go up in value. That played out, and I went quiet while it ran.
I’m back because the stock now looks more disconnected from the business than at any point since I bought it.
At $22 we're at an ~$8.4bn market cap and ~$19bn of EV once you include YE 2026 GPU debt: about 6.3x exit-2026 run-rate EBITDA, and ~2.3x 2028 EBITDA, including the debt needed to fund the buildout.
If the 2027 capacity signs even at bear-case prices, about 20% below today’s, it trades roughly at what its contracts are worth, even if every GPU and every building is worthless the day those contracts end. And it owns roughly 2.3GW of energized capacity at a time when the biggest buyers in the world are saying they can’t get enough.
My floor works out around $24–36 and my base case for end-2027 is around $130 🧵
$SOUN - Literally ran 4 different Ai Agent models looking at FA, TA, short interest, institutional holdings, market cap, and half dozen other factors. All picked SOUN for the yolo, super degen, and high risk/reward call options. Went in for April 2027 strike points of $11 and $6.
Making vibe trading great again!
IT IS TIME TO SELL $IREN
8.5 Billion Market Cap
7.6 Billion Cash on Balance sheet
9.7 Billion dollar deal with $MSFT
4 Billion end 2026 ARR
14 Billion projected end 2027 ARR
6+ GW of capacity secured.
Only 1 billion debt needs to be paid back before 2031
2% avg interest on the debt
4.2 Billion Shareholder Equity
500 mw to be signed in 2027 at 2x compute prices