임뿌뿌

🧑🏻‍💻👽🤖💸🐱

Invetor in $MSTR & $IREN

[피아노핑🩷 @pianosunghee]

제주도 어느 목장 주차장이라는데..
남자는 쓰레기 투척..
여자는 담배꽁초 투척..

사랑하면 닮는다더니
참 잘만난거같아요 ..
두분 꼭 오래오래 행복하세요

[임뿌뿌 @bitcoiby]

@pianosunghee @100Xharfseal 인성 🤦🏻‍♂️

[상혁 | 투자와 선택권 @stack540179]

월요일 가슴운동 후에 먹는 족발+막국수
제 최고로 좋아하는 음식조합입니다
여러분들은 족발 좋아하시는지 궁금하네요 ㅎㅎ
한쌈 하시죠! 꺳잎? 상추? 쌈장? 국수?
모든 좋다!

[임뿌뿌 @bitcoiby]

@stack540179 야심한 밤 땡기네요 😋

[Kasumi(源かすみ) @Kasumi10077]

여친이 이런 도시락 싸온다면 즉시 바로 헤어질 겁니까?

[임뿌뿌 @bitcoiby]

@Kasumi10077 @FinFinbiz ㅋㅋㅋㅋㅋㅋㅋㅋ

[임뿌뿌 @bitcoiby]

Strategy가 250 BTC를 약 2,150만 달러에 추가 매입하면서 총 보유량 848,250 BTC를 달성함.

그런데, 같은 기간 $STRC 우선주 환매에는 무려 1억 9,240만 달러를 사용했음.

최근에는 BTC 매입보다 우선주 환매에 더 많은 자금을 투입하고 있다는 점이 흥미로움.

여기서 주목해야 할 점은 보통주를 발행해 BTC를 매입하면서, 동시에 우선주를 환매하고 있다는 것.

이는 할인된 우선주를 회수해 향후 배당 부담을 줄이고, 자본구조를 효율화하려는 전략으로 해석할 수 있음.

결국, BTC 보유량을 늘리는 동시에 장기적인 자금조달 부담도 관리하겠다는 것.

이제 비트코인만 무지성으로 사는 게 아니라 돈 굴리는 구조까지 손보는 중인가 봄 😗

[Michael Saylor @saylor]

Strategy has acquired 250 $BTC and repurchased $192M of $STRC. As of 10/11/26, we hold 848,250 BTC and $5.5B of USD Assets. $MSTR https://t.co/hhxR6N95mq

[Michael Saylor @saylor]

Strategy has acquired 250 $BTC and repurchased $192M of $STRC. As of 10/11/26, we hold 848,250 BTC and $5.5B of USD Assets. $MSTR https://t.co/hhxR6N95mq

[오뎅sla @3_TSLA]

아파트 행사장에
나타난 사이버트럭입니다.

𝕏에 계십니까?

[임뿌뿌 @bitcoiby]

@3_TSLA 와우 ㅋㅋㅋㅋ

[Jim Liu @jiahanjimliu]

$IREN x Anthropic: Win-Win Synergy

The $IREN community has been expecting an $IREN x Anthropic deal for a while with the most recent cliff hanger being that $IREN has signed with one of the two frontier labs said in a management call.

The Information Leak
Yesterday, @theinformation had a leak where $IREN is one of the AI Clouds that Anthropic has signed for capacity. This is no surprise because Anthropic is out bidding the rest of the market for capacity whether bare metal or managed services at managed services rates. It's 30m/MW bare metal deal for H100/H200 with SpaceX is at managed services rate.

Why NDA
The Anthropic deal with IREN cannot be formally announced likely due to the fact that additional capacity is being negotiated. I do not think Anthropic IPO is preventing the information from being made public because Anthropic has made other AI Clouds public.

On the otherhands, the other AI Clouds do not have alot of unsold capacity coming up in 2027 unlike $IREN. Additionally $IREN likes to sign contract close to delivery as possible while many other AI Clouds like to show case a massive backlog. These two facts together make it likely that Anthropic signed a small contract for 2026 or very early 2027 capacity and additional negotiations are in flight.

Why High Rates for Bare Metal
The big question is what are the rates? SpaceX has shown that Anthropic is signing bare metal capacity at managed service rates in it's 30m/MW deal for H100/H200. Even for surge pricing and monthly duration, these are much higher than bare metal rates for H100/H200.

Anthropic runs their own optimized inference stack on top of bare metal thus has no use for managed services. However, Anthropic needs to outbid everyone else on the market. Anthropic earns more per MW than startupus so it can outbid everyone and the clearing price is managed services rate. At the end of the day, Anthropic is a full AI Cloud is optimized to serves 1 set of models: Claude + Fable.

Why would Anthropic pay managed service rates for bare meta? For Anthropic, they already have the full inference stack software that runs on bare metal GPUs. A org of 100 elite Anthropic engineers can write an optimize inference stack and then a small org of 40 software ops engineers can support 500MW-1GW of GPUs but much more DC technicians aka bare metal software operators are needed. IREN bare metal includes DC technicians and that's all Anthropic needs. In other words, software scales but physical operations do not. This is because much of software ops is routine responses encoded in runbooks with automated script responses. If needed dispatches to DC technicians are needed it can be simultaneously to up to all the GPU racks at once. This is not downtime as there is usually a fallback state while DC technicians get to all the GPUs but it still has to be done in a timely manner.

[임뿌뿌 @bitcoiby]

@IREN_Bull 🚀🚀🚀

[IREN Bull @IREN_Bull]

$IREN.

My roadmap. I’m beginning to think it might be too bearish.

[나스닥 청년 @viver_0]

다들 따라합시다.

오늘도 텟카이.

오늘도 텟카이.

[임뿌뿌 @bitcoiby]

@viver_0 “그냥 사”

[투자왕김틱구 @investmentfire_]

팔로워 3300명 돌파 했습니다🐤👍

여러분 감사합니다🐥👍

그 다음은 3400명 입니다🐤