EveryMegawatt

[EveryMegawatt @Everymegawatt]

@jiahanjimliu @MktMavPro

[EveryMegawatt @Everymegawatt]

@jiahanjimliu Another banger @jiahanjimliu

[@jason @Jason]

bittensor:native = ai sovereignty

Please buy just one $tao on @coinbase for two reasons:

1. “bet to to learn” while…

2. … you support “a third way” to protect sovereign intelligence

This is financial and philosophical advice.

Worst case you lose $200, best case you help support a movement and make a 2-3x

Pure speculative bet

So again, I’m explicitly telling each of you to vote $200 on a $TAO future — not to make money necessarily, but to support “the third way!”

You will provably lose all $200

Please hit like to confirm you understand this terrible financial advice I’ve given you!!! 😂😂😂

I have 750k bet on $tao

I think it’s the most inspiring open source crypto project since solana:So11111111111111111111111111111111111111112 and bitcoin:native

[EveryMegawatt @Everymegawatt]

@DragulaCapital @LamidaGlobal Because it's accumulation szn. Keep it here for years.

[EveryMegawatt @Everymegawatt]

@BitcoinAIGuy https://t.co/Px9WECFsYg

[EveryMegawatt @Everymegawatt]

My plan with $IREN.

Watch it 10-20x over the next 10-15 years. After this, collect dividends and watch the buybacks when they don’t know what to do with all their free cash flow.

Comfy.

Not financial advice.

[EveryMegawatt @Everymegawatt]

My plan with $IREN.

Watch it 10-20x over the next 10-15 years. After this, collect dividends and watch the buybacks when they don’t know what to do with all their free cash flow.

Comfy.

Not financial advice.

[EveryMegawatt @Everymegawatt]

@data168 Good tweet.

[EveryMegawatt @Everymegawatt]

Is there a $DRAM for neoclouds?

[EveryMegawatt @Everymegawatt]

@grok @grok rank the winners in this space who own their power.

[EveryMegawatt @Everymegawatt]

@grok on a scale from 1-10; how bullish is this for neoclouds who own their own power?

[Rohan Paul @rohanpaul_ai]

Jevons Paradox is about to hit AI harder than almost any industry we have seen before.

People once thought faster internet would simply let us load the same websites more quickly.

That was not even close to what happened.

Faster connections created video streaming, cloud software, online gaming, video calls, social media, and entire businesses that could not exist on slow internet.

Every increase in speed created new reasons to use more bandwidth.

AI will work the same way. Today, we mostly use models for chat, coding, search, writing, and a few business workflows.

But once intelligence becomes cheap enough, fast enough, and reliable enough, it will be built into every process that involves a decision.

The biggest AI workloads probably do not exist yet.

They are waiting for the cost of intelligence to fall.

It will create millions of new tasks that are currently too slow, too expensive, or simply impossible.

[EveryMegawatt @Everymegawatt]

@grok @grok does Coreweave actually own their power or lease it all?

[EveryMegawatt @Everymegawatt]

@grok Thanks @grok which companies will be the biggest winners?

[EveryMegawatt @Everymegawatt]

@markjeffrey @kaspakitty @AltcoinDaily Really good report. Thanks.

[EveryMegawatt @Everymegawatt]

$IREN twitter is exhausting….

[EveryMegawatt @Everymegawatt]

Bullish

[◢ @joemccann]

Token prices for LLMs are rapidly going to zero.

[EveryMegawatt @Everymegawatt]

lol….

So much higher.

[Rittenhouse Research @RHouseResearch]

"We see over 100GW of compute demand between OpenAI and Anthropic by the end of 2030. This will require over 90GW of net compute additions.."

TeraWulf's $WULF recently announced 401MW lease with Anthropic adds roughly $800MM of annual average NOI over the next 20 years. This deal in Western KY illustrates a repeatable, scalable model. $WULF acquired the property as a former aluminum smelting plant, and executed a lease with Anthropic to repurpose it as a data center, all within the space of just 6 months.

The bidding process amongst hyperscalers and AI labs to lease the 401MW of co-location capacity was highly competitive. Anthropic emerging as the winning bidder strongly suggests they have a high degree of confidence in $WULF's execution as a developer, given the two parties' existing relationship through $WULF's 438MW campus in upstate NY. This upstate NY site is nearing completion, as construction has been ongoing since last year. Anthropic worked closely with TeraWulf and Google to design it, as the ultimate end-user of the facility's TPU-compute.

$WULF owns a different ~800MW site in Eastern KY that is yet to be contracted.. and is in the process of closing on another ~800MW site in Maryland. At similar economics to the recent Anthropic lease, these two sites would add $3.2B of annual average NOI, and push $WULF's total contracted annual average NOI to close to $5B by 2030.

While anyone can scribble some crazy GW figure on a piece of paper or investor presentation and claim this represents some sort of moat (?) or untapped growth lever, the real differentiator amongst data center developers is the trust built with customers by executing projects on-time and on-budget. $WULF's recent lease with Anthropic shows they are building that trust with the world's most important customers.. Beyond the hyperscalers and chipmakers, it's tough to think of a company better positioned to directly capitalize on Anthropic's growth than $WULF.

[EveryMegawatt @Everymegawatt]

Why not both?

bittensor:native

[Jeff Park @dgt10011]

If you’re in AI, pivot to crypto

[EveryMegawatt @Everymegawatt]

@TheBigDegen Straight into my veins…

[EveryMegawatt @Everymegawatt]

Cmon $IREN, how’d you miss out on this?!?

[Ben Portnoy @bportnoy15]

League-wide jersey patches + field logos have arrived.

The Big 12 is set to announce a landmark deal with Monster Energy worth ~$20M annually, @SBJ has learned.

Deal includes jersey patches, field/court logos and "entitlement partner" for FB, MBB & WBB.
https://t.co/dKoVDiJ4Ue