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IREN continues to come up in our conversations with neocloud customers, and usually for the wrong reasons. In Prince George and Mackenzie in Northern BC, Canada, we’ve heard the stories: multi-day power outages, network upgrades, storage failures, air quality controls leading to link flaps, XIDs everywhere. The #1 worst site in the industry, according to users. And we are some of their users, as we’ve gotten to test IREN GPUs from multiple providers that resell their capacity. A lot of our users we are hearing from who aren’t having a good time aren’t renting from IREN resellers, but from IREN themselves. (1/3)🧵

Inference quality is partly a serving problem. A model that answers brilliantly in 900 milliseconds loses to one that answers well in 200, and distance is the variable you actually control. Aethir runs 430,000 GPU containers across 200+ locations in 94 countries, which means inference can execute near the user rather than three regions away, and data can stay in the jurisdiction it came from. Centralized clouds address this by opening more regions over time. Aethir’s decentralized GPU network starts distributed by construction.

$IREN's I like taking a peak at the charts. My fundamental thesis says $IREN is great longterm value here. The TA says it's becoming a coiled spring as volatility continues to compress (>100% down to 84% today) Likely volatility expansion and I don't think the bears have a leg to stand on at these valuations.