Zeean Veljee

Engineer | ₿uilder | Free Markets are cool

[Zeean Veljee @ZeeanVeljee]

@ActuallyClimber @mc_khristina August, the streak won’t pull any unlocks forward. Instead, the unlocks post Q2 earnings will be larger.

[Zeean Veljee @ZeeanVeljee]

@amitisinvesting One of those days when the daily rebalancing dynamics of leveraged ETFs meaningfully amplified the move

[Zeean Veljee @ZeeanVeljee]

If the NVDA deal is indicative of GPU pricing going forward, $IREN is on track for ~$12B ARR on 1,200 MW gross load by the end of 2027. This number could climb higher depending on GPU mix and VR200 concentration in the stack.

The current market cap is barely ~$20B. Do with this what you will.

[moneyordebt ∞/21M @moneyordebt]

MSTR has 843738 BTC.
We are at block height 950186

If Saylor wants to get to 1 million BTC by block height 1 million, about 50 weeks away, he needs to acquire around 3125 per week.

That is almost identical to the nominal weekly block subsidy of 3150. He has to acquire the equivalent of all new Bitcoin production for nearly a year.

$12 billion at current prices.

Will they do it? @Strategy

[Zeean Veljee @ZeeanVeljee]

@westmainstorage @saylor Half BTC, half STRC. It’s on the website.

[Zeean Veljee @ZeeanVeljee]

@TheTechInvest If that’s the case, they’re selling their vol cheap.

[Zeean Veljee @ZeeanVeljee]

@atif_alc Yes. I’d say we’re more similar in our position than different. I think starting with 12.5% is the right balance, and arguably even somewhat conservative given the overall cash position is going to grow quarter over quarter.

[Zeean Veljee @ZeeanVeljee]

@danroberts0101 Well done team. Congratulations and Happy Birthday Dan!

[Zeean Veljee @ZeeanVeljee]

I voted FOR on both my MSTR and STRC shares 🫡

[Zeean Veljee @ZeeanVeljee]

@chad_ventures It’s a matter of time. Triple digits.

[Zeean Veljee @ZeeanVeljee]

Initiated a small position in $NUAI and plan to keep accumulating.

This is a highly asymmetric bet with the potential of being a 20+ bagger in the short to medium term. The risk/reward is meaningfully stronger than 3, 6 or 12 months ago due to recent management announcements and funding arrangements.

DYOR and size for risk.

[Zeean Veljee @ZeeanVeljee]

@Dr_Crossroads State-wise exposure will be relevant going forward, with a nationwide moratorium being the worst case during a blue administration.

I think IREN is the most insulated among these 3, given their largest sites are in TX and OK.

[Zeean Veljee @ZeeanVeljee]

@Polymarket

[Zeean Veljee @ZeeanVeljee]

@Rory_Johnston Is it true that overall flows out of Yanbu are in fact less than 7 MMbpd, as the port’s loading capacity is only 4 to 4.5 MMbpd? Would make the swing a lot smaller if that is the case.

https://t.co/3WqVfLJJWr

[Zeean Veljee @ZeeanVeljee]

@abcampbell This should also impact copper production across the globe, no?

Food is much more foundational on Maslow’s hierarchy of needs, but this doesn’t bode well for the AI buildout and everything downstream of it either.

[Zeean Veljee @ZeeanVeljee]

@zerohedge If this is true, @KrakenRobotics it’s time for you to cook.

[Yam Peleg @Yampeleg]

The dumbest person you know is being told 'you are absolutely right' by some LLM right now.