bitfun

Swing Trader. Fundamentals first. BTC Class of ‘17.

[Perry Lin @perry_lin1]

$WULF Morgan Stanley raises price target to $66.50

“Our WULF price target rises to $66.50 from $42, a 58% increase. Our bull case
rises to $103 from $84, and our bear case rises to $15 from $12. The principal drivers
are the +1,000 MW addition and the 80/20 weighting toward hyperscaler-backed
economics on unsigned MWs.
The acquisition also reinforces a point that has been central to our positive view of
WULF: management has continued to add sizable, credible power opportunities while
converting existing assets into contracted HPC infrastructure. The time-to-
energization is not immaterial; the first 500 MW ramp begins in 2H28. However, in a
market where competing grid interconnection timelines can stretch for many years,
a large, transmission-backed 2H28 pathway remains highly relevant to hyperscale
buyers.”

[Luke Martin @VentureCoinist]

it's obviously not great when Saylor sells a tiny amount of Bitcoin worth $2.5M and price is down 4%

BUT

it's also a fact that last time Microstrategy sold bitcoin:native it was the literal pico-bottom of previous bear market

Dec 22, 2022: Sold 704 BTC for $11.8M at $16,776

[bitfun @BitFundamental]

@AskRobinhood I’m also getting the same error.

[bitfun @BitFundamental]

@TeraWulfInc @sebastian_ski Now announce the Hawesville tenant and squeeeeeze those shorts! 😎

[TeraWulf @TeraWulfInc]

BIG infrastructure expansion for $WULF 🐺

TeraWulf just acquired the 1+ GW Eastern Kentucky HPC Campus, “Muskie Data” — further expanding its growing AI & HPC infrastructure platform.

Here’s what you need to know…

[bitfun @BitFundamental]

@blknoiz06 $ROUTER @SolRouterAI - Private Inference Layer

[bitfun @BitFundamental]

@Nebraskangooner

[Conner Brown @BitcoinConner]

Just in from DC! 🇺🇸

Today, Rep. Begich introduced the American Reserve Modernization Act with an incredible amount of support — 16 original cosponsors!

ARMA creates a Strategic Bitcoin Reserve to secure America’s Bitcoin for 20 years and explores a range of budget neutral acquisition strategies.

This is a major step forward for a lasting framework for holding Bitcoin for our future generations. Begich has been working hard for months to push this forward.

It’s time for a Digital Fort Knox! We’re excited to see this move through the legislative process and will keep you all posted with updates.

[bitfun @BitFundamental]

@johnondrasik Springsteen
G Love
Tom Petty
Lupe Fiasco
Rusted Root
Dave Matthews
Violent Femmes
Paolo Nutini
Wyclef
George Clinton

[bitfun @BitFundamental]

@MattWallace888 cause Aaron Boone is a stud

[Luke Martin @VentureCoinist]

This is the best clip on how Kevin Warsh taking over as Fed Chair might impact rates

For the first time we'lll have real-time inflation data instead of legacy method of just surveying 8,000 ppl

When the Fed starts using Ai & new data do you think the real inflation number is higher or lower than the official numbers today? And how does that impact cuts or hikes...

That's the real variable to solve for. New era for the fed.

[bitfun @BitFundamental]

@mdudas SGA to the Spurs

[bitfun @BitFundamental]

The framework didn’t fail me. I failed to pull the trigger.

Fear of the last bad trade is not a strategy. It’s a tax on every good one.

[bitfun @BitFundamental]

@NetflixIsAJoke No @RickGlassman. Fake list.

[bitfun @BitFundamental]

@thatguybg Would love to try!

[bitfun @BitFundamental]

@Nebraskangooner @BloFin_Official $PACB

[bitfun @BitFundamental]

@Nebraskangooner Baseball baseball baseball

[bitfun @BitFundamental]

@everestchris6 Menu