Brian Goodman

#BTC | $IREN | $CIFR AI/BTC is the future—own it. Aviation/Medicine

[Brian Goodman @BrianTGoodman]

@danroberts0101 Thank you Dan!! Let’s go!

[Brian Goodman @BrianTGoodman]

@mikealfred Subscribed Mike. Let’s do this sir

[Brian Goodman @BrianTGoodman]

@phongle @saylor Did you mean billion?

[Brian Goodman @BrianTGoodman]

@gerovich Good morning from USA!! 🇺🇸 Let’s crush it today!!

[Daniel Roberts @danroberts0101]

12 months ago we had ~3MW of self-built AI Cloud capacity. Today: 480MW being delivered this year, $2.8bn in new contracts signed, and our 2026 ARR target raised to $4bn+ with ~85% already under contract.

Demand continues to exceed everything we can build. Recent contracts include customer prepayments covering ~45% of the associated GPU capex, with weighted average contract terms of ~4 years across the portfolio.

Data centers. Compute. Software. The three-layer thesis, executing as written:
https://t.co/VP7KeVpV3F

We're in a good spot. Proud of the team.

[Brian Goodman @BrianTGoodman]

@BritishHodl Bad move. Wake up man

[Brian Goodman @BrianTGoodman]

@mikealfred At first I thought Jackson Hole, but I’m leaning Aspen. Enjoy some life above 7000 feet

[Brian Goodman @BrianTGoodman]

@SmallCapSnipa $IREN still misunderstood

[Brian Goodman @BrianTGoodman]

@EricBalchunas Given Vanguards past hardline stance on Bitcoin, this is LITERALLY bending the knee

[Brian Goodman @BrianTGoodman]

@bitcoinbutcher1 Very mature decision to own your actions and learn from them. I have made this exact mistake more than once. It’s much easier said than done to remove emotions from this process. Welcome back to the IREN community! Your insight is invaluable

[Brian Goodman @BrianTGoodman]

$IREN $CIFR $WULF $CLSP $NUAI $NBIS
There will be NO SPARE COMPUTE

[Small Cap Snipa @SmallCapSnipa]

$META employees consumed more than 60 TRILLION tokens in the past 30 days

Goldman Sachs projects token use by AI agents to increase 24x by 2030

[Brian Goodman @BrianTGoodman]

Metaplanet $MTPLF $MPJPY and Strategy $MSTR are loading. There will be a violent re-rating when BTC starts moving north. These companies will likely be #1 and #2 holders of BTC. Strive $ASST will also rip faces off. This is going to be a rocket ship ride over the next 12 months

Literally everyone is fearful right now. Now is the time to be loading up

[Brian Goodman @BrianTGoodman]

@ZynxBTC Same story with Metaplanet. I’m averaging in heavier currently

[Jim Liu @jiahanjimliu]

Should $IREN CEO RSU Compensation Package be tied to $150 Stock Price?

[Jim Liu @jiahanjimliu]

$IREN: Performance Target for CEO RSU Compensation - Calling All Retail

I support @neel_epochal's call that we need to attach a performance target for each of @danroberts0101's and Will's 9.1m share compensation package.

I believe in $IREN hitting $150, shouldn't Dan and Will? If Dan and Will do what they claim, then $150 is a nothing burger. Even by 2027 when their first tranche vests. Can Dan and Will please consider adding a $150 stock price target as a performance metric for their RSU compensation package? This will instill confidence in retail that has supported them for years.

I am a small retailer with 37.2k shares. I can confirm @neel_epochal has 703k shares. There are significant retail whales with one person at 3m+ common shares. Can we get @leopoldasch whose fund owns 11m shares to support this?

Poll in quoted post since X didn't let me attach poll to long post.

[Brian Goodman @BrianTGoodman]

@bitcoinbutcher1 Sorry to see you go BB, if you aren’t convinced, selling is correct. But the $IREN thesis remains unchanged for me. Massive upside ahead on multiple fronts

[Brian Goodman @BrianTGoodman]

@TheBTCTherapist We have been consolidating around 60k for a month. Sellers have been exhausted. It’s time for a breakout.

[Brian Goodman @BrianTGoodman]

We are at max $MSTR capitulation. This is the period of time where it feels like you need to sell because it feels like it will never recover.

Remember that feeling, for me it is a pretty predictable bottom signal

[Brian Goodman @BrianTGoodman]

$BTC I really am not a 4 year cycle bro, but so far Bitcoin is following the typical 4 year cycle. I don’t make the rules