bitcoinredux

Btc lurker

[CK Capital @CKCapitalxx]

$KEEL has a realistic path to a 10x, and it is simpler than people think. It all comes down to leasing the power they already control.

Here is the math that gets you there.

KEEL controls a 2.2 gigawatt pipeline across Pennsylvania, Washington, and Quebec, with grid interconnections already in place.

That power is the entire asset. The whole business model is turning secured megawatts into signed leases that throw off long term recurring revenue.

Start with what a lease is actually worth. AI data center colocation runs roughly $150 to $200 per kilowatt per month. Take the three leases the CEO has committed to signing by year end. Panther Creek at 350MW, Sharon at 110MW, and Moses Lake at 18MW.

That is roughly 478MW of near term capacity. Leased out, that alone is somewhere in the range of $850 million to $1.1 billion in annual recurring revenue. On a company with a current market cap a fraction of that.

Now extend it to the full pipeline. 2.2 gigawatts fully leased at those same rates is north of $4 billion in annual recurring revenue. Data center operators with contracted hyperscaler revenue trade at 6 to 7 times sales.

Put a conservative multiple on $4 billion in recurring revenue and you land around a $30 billion company. From where this trades today, that is the 10x.

And here is why the path is simple, not complicated. KEEL does not need to invent anything.

They do not need a new product. They do not need to win a technology race. They already own the power. They already have the interconnections.

They just need to sign the leases, and the CEO has told the market the priority for this year is signing three of them.

Every lease that gets signed converts speculative power into contracted cash flow and re rates the entire pipeline behind it.

We saw $DGXX do exactly this with Cerebras. The first signed hyperscaler lease changes the whole story overnight.

Secured power. Grid connections in place. Three leases targeted this year. A 2.2 gigawatt pipeline behind it.

The path to a $30 billion company runs straight through those signatures. And they are coming.

[bitcoinredux @bitcoin_redux]

@MintzerMiguel @hashoveride You know man I’ve been invested in bitf since 2020. I’ve seen all kinds of crazier fluctuations between 50 cents to $7. Just like with btc you can’t look at the weekly or monthly. Ben and BTC made me a millionaire because I just didn’t panic. All companies need to raise capital

[Billions777888 @Billions777888]

$KEEL There it is! Right on Amazon Jobs! Data Center Manager for MOSES LAKE - THAT'S F***ING KEEL!!!!!!
https://t.co/004DtPxHqD

[Dustin @DustinHuntwn]

$KEEL AWS posted a job to manage a data center in Moses Lake, WA. The listing literally says the facility is "still under development."

Some context most people are missing:

Wayne Duso sits on KEEL's board. He used to run Amazon's entire data center infrastructure org. The job posting mentions GovCloud — that's AWS's federal cloud region, and it runs through the Pacific Northwest. Moses Lake isn't a random commercial site. It feeds directly into that corridor.

Turner Construction is already confirmed as GC. These guys don't do strip malls.

Now look at the week's sequence — permits cleared June 1, $400M raise plus a Coverage Letter to Turner on June 4, construction kicks off June 8, and now AWS is hiring the facility manager.

That's not coincidence. That's choreography.
The real announcement hasn't dropped yet. Watch EDGAR.

At the end you can follow me,I'll be updating you with the latest info on KEEL and more related content.

[bitcoinredux @bitcoin_redux]

@Ellis8772678531 Nailed the timing. I’m so pumped

[bitcoinredux @bitcoin_redux]

@virq1n @FinanceCari It’s good for keel but short term the stock dilutes and thus so goes down to adjust for this expectation. Long term holders don’t have to worry but it ruins plans for short term traders

[CityByDaBay510 @citybydabay510]

$KEEL been watching Bloomberg this morning and for 1 hour they’ve been talking about nothing but AI Demand and AI Data Center shortages. Power to compute is scarce and $KEEL is there with available power.

[Eric Daugherty @EricLDaugh]

🚨 BREAKING: Slain 18YO white male Henry Nowak's father just WENT OFF, saying the killer stabbed his son and police did NOTHING despite his imminent death

"Henry told officers he could not breathe **9 times**." 😢

He says the police FAILED and refused to believe him. The killer is now jailed.

WHERE IS THE OUTRAGE?! BARBARIAN.

"Henry was pulled across the gravel his hands forced behind his back and he was placed in handcuffs. Instead of being treated as a dying victim the police formally arrested Henry for assault and read in his rights. That was the last thing he heard."

"Henry had been stabbed multiple times and as his chest filled with blood he tried to escape. He was chased, abused and filmed...when police arrived Henry was lying on the floor fairly able to sit up and plainly in severe medical distress. With his final words he told officers that he could not breathe. He told them he had been stabbed."

"The police have said they were misled by the murderers and that the scene when they arrived was complex."

"Unfortunately it seems to us the truth is much simpler. The police were told by our son himself and by a member of the public...but the police did not believe that."

"As a family we will not let this go. No other family should experience the heartbreak and horror of losing a child to knife crime."

"Finally, I want Henry to know. We are so proud of him and we love him." 🙏🏻

[Mike Selig @ChairmanSelig]

In my first public remarks as @CFTC Chairman, I made clear that the agency would use the tools at its disposal to onshore crypto asset perpetuals. Today, the @CFTC delivered on that commitment.

This morning, the @CFTC took historic action to permit the listing of a true bitcoin perpetual contract by a CFTC-registered exchange, charting a path for one of the most liquid segments of the crypto asset markets to exist within the US regulatory framework.

[bitcoinredux @bitcoin_redux]

@ArielleScarcell Hell ya

[bitcoinredux @bitcoin_redux]

@DustinHuntwn @McnallieM

[Dustin @DustinHuntwn]

$KEEL Pennsylvania fast track Sharon on the list

[Mario Zelaya @mario4thenorth]

Speak English.

Fast service.

Great drinks.

Don’t lobby the government for foreign workers.

Tim Hortons is cooked.

They’re no longer a Canadian company with Canadian values.

All Dunkin’ Donuts needs to do is hire our youth.

It was always that simple.

Canada First.

[Elon Musk @elonmusk]

Something is deeply wrong

[Elon Musk @elonmusk]

This poor boy was running away from someone who stabbed him & stole his phone, but the police in the UK attacked him instead of his murderer!

[bitcoinredux @bitcoin_redux]

@TheLaikYobaz He is literally in a war lol