Ethermonk 📿

professional roundtripper, no paid groups or call channels, will not dm you for money

[Ethermonk 📿 @ether_monk]

Two ecosystems I’ve been actively using and positioning myself in ahead of potential future airdrops and rewards is @arcus_xyz and @metricxyz

I genuinely believe both are worth getting involved in early, especially while the majority of the market is still overlooking them.

1. ARCUS
I've covered my bullish thesis on Arcus in previous posts, so scroll back if you want to understand why I think this could become a major player.

The platform is currently invite-only, and I have approximately 30 invite codes remaining.

Once those are gone, you'll have to wait for the next batch of invites to be released.

If you've been sitting on the sidelines, I'd seriously consider getting started while access is still available.

https://t.co/PEfPuPqETH

2. METRIC
I've been hearing consistently positive feedback about Metric from people I trust, and the platform has reportedly already processed over $10B in trading volume.

That's significant traction for a protocol still relatively early in its growth.

I believe there's a massive opportunity for a credible AMM alternative to Uniswap, and Metric is one of the projects I'm positioning myself around.

If it continues to gain traction, getting involved early could prove worthwhile, particularly if the team eventually introduces incentives for active users.

https://t.co/zFWpGo4tH2

Don't wait until your entire timeline is farming something before deciding it's worth your attention

[Ethermonk 📿 @ether_monk]

@fomo @solana damn

[Ethermonk 📿 @ether_monk]

@HalfHalftrol @TimepieceTyler_ @watchking69 @ProsperityTime_ @JakesVision @kenziesays_ @SolanaLake @dirtydan1of1 @DrDiveWatch @brndnmedia ye i had to, market's bustin my ass though so good to lock up more money in illiquid assets

[Ethermonk 📿 @ether_monk]

Watched this twice over the past few days and it reminded me why I’m so bullish on $DGXX.

My average is around $3. Still down 7 figs, still holding and trusting the team to execute. I still believe this can become a multibillion-dollar company if they deliver.

Sentiment around AI is fucking terrible rn. $NBIS, $CRWV, $IREN have all been bleeding and DGXX wasn’t spared either

I added more under $2. obviously wish I’d waited longer before sizing in so heavily, but that’s part of the game. Would be lying if I said being this early hasn’t hurt.

The risks are there, but I still see more upside here relative to the risk than in any of my other bags. That’s why I’ve sized it this way.

Down a lot, but I haven’t seen a reason to change my mind.

Godspeed as always

[Frank Curzio @FrankCurzio]

The interview you’ve all been waiting for from my Curzio One Wealth Forum...

@DigipowerX $DGXX CEO @michelamar3 took the stage and was in execution mode, delivering a full update on where the company stands: balance sheet, construction progress, new contracts, elections, proxy voting, and more.

If you’re a shareholder, this is a must listen. You won’t be disappointed.

A huge thank you to Michel for joining me on stage and coming to the conference. Speaking with shareholders directly makes a world of difference.

One quick note: One and Alpha members have had access to this interview, and all the others, for days.

Early access means more time to digest, research, and make your own decisions, while everyone else is just now seeing it.

If you’re interested in joining and getting access to the portfolio and every interview like this one, press the link below for more info.

[Ethermonk 📿 @ether_monk]

@chunibro @standard_rsv @0xbeans bro leave some for us

[Ethermonk 📿 @ether_monk]

@watchking69 Woohoo! a refund!

[J777Crypto 📿 @J777Crypto]

Everybody wants to be a whale but nobody wants to be underwater

[Ethermonk 📿 @ether_monk]

@mooncat2878 CHOO mode

[Ethermonk 📿 @ether_monk]

@seyong mad respect

[Ethermonk 📿 @ether_monk]

@degentradingLSD check out $DGXX

[Ethermonk 📿 @ether_monk]

@VoidCashio @Enter_Elysium wow 👀

[Ethermonk 📿 @ether_monk]

@iruletrenches volta looks good 🤝

[Ethermonk 📿 @ether_monk]

@aleabitoreddit you should check out $DGXX then

[fomo ecosystem @tryfomo]

+$105K

@ether_monk caught the NBIS bounce and turned it into a quick six-figure gain.

Currently ranked in the top 20 on fomo’s all-time leaderboard.

[Ethermonk 📿 @ether_monk]

@J777Crypto @Enter_Elysium volta gang

[Volta @VoltaFamily]

The LARGEST AIRDROP Elysium has ever seen.

$125,000+ in VOLTA. 20% of the supply, live now.

10% → Volta traders & creators
5% → traders on other Elysium platforms
5% → hyperliquid:native & kinetiq:native OG holders

Every trade on Elysium since launch already counts.

Traded on BOXA, Kleos, ElysPump, Montra, Ascend or Stockium? You are also eligible, not just Volta!

Points are live until Nov 20. Paste any wallet to check yours, nothing to connect, nothing to sign.

👉 https://t.co/ONZlI2Okl1

[Ethermonk 📿 @ether_monk]

@christianAV6334 knowing your size, you are probably the more insane one in this case lol
either way let’s ride and hope we come out on top in a year

[Ethermonk 📿 @ether_monk]

Down nearly $3m on my $DGXX position and I’m still buying my own blood

ngl, never expected us to revisit these levels after the $CBRS deal sent this thing flying to $9

either I’m completely fucking insane or the market is handing me one of the biggest opportunities of my life

Here’s why 👇🏼

[Ste @ste_p_hen]

$DGXX CEO Michel Amar’s interview with Frank Curzio, key takeaways:

• ~$135M cash, zero debt and ~$155M invested into Alabama this year. Michel says construction is being self-funded.

• $200M straight debt financing targeted to close before Thanksgiving. He says the Goldman Sachs syndication secured a rate 2 percentage points below an earlier offer, saving ~$4M annually if fully drawn.

• Alabama Phase 1 expected complete in 7–8 weeks, with Phase 2 targeted for March 2027. All chillers for BOTH phases are installed and all equipment purchased. Around 250 people are working seven days a week on the 40MW IT-load facility.

• Initial Cerebras rent expected in December, with full rent from March 2027. Michel projects ~$6M MONTHLY EBITDA from March, equivalent to a ~$72M annual run rate.

• Michel says Cerebras wants all available DGXX power. However, DGXX is pursuing customer diversification, with 5–6 other contracts described as ready to sign, including some investment-grade customers.

• NVIDIA B200/B300 operations have been running since May with reported 100% uptime. Michel describes current income at roughly $1M monthly, while also citing ~$10M annually.

• Customers are reportedly accepting 30% upfront deposits for future GPU deployments. His illustrative example: a 3.6MW Vera Rubin pod generating ~$400M over five years could provide a $120M deposit to fund equipment.

• NeoCloudz launched its token factory in Berlin this week. Michel believes selling tokens can generate roughly twice the value of bare-metal GPU rental.

• Supermicro partnership supporting modular pod development for 2027. DGXX is also designing pods for Cerebras CS5/CS6 systems, with Vera Rubin equipment expected at the end of Q1.

• Within 36 months, Michel targets $500M+ annual revenue with ~25% EBITDA margins, implying ~$125M annual EBITDA at that revenue level.

• Michel estimates asset value above $400M versus the ~$225M market cap cited in the interview. He also highlighted New York preparations and potential West Virginia developments.

• No ATM use since June 13, according to Michel. He says he has never sold shares and is currently restricted from buying ahead of earnings.

• On equity compensation, he says awards are needed to compete for engineering talent. He described the intended increase as taking a 10% pool to 11%; the final proxy determines the actual authority.

[Ethermonk 📿 @ether_monk]

@notthreadguy legend

[Umbra Privacy @UmbraPrivacy]

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