Kotabu

Adapt or die 👊

[Kotabu @kozakduf]

@OBUMNEM93334728 @historyinmemes He is eating ice. Trying to fool the body that he is not thursty after chewing ice.

[𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 @Agrippa_Inv]

There are 3 major flaws in your $IREN model:

1) Your CAPEX sequencing is off.

With the initial 5 year deal, you are assuming that 100% of CAPEX occurs in year 0, with a 1 year delay until revenues kick in.

In reality, CAPEX cash outflows (especially GPUs) happen in phases and occur just weeks prior to revenue generation.

IRR is very time sensitive, so wrongfully assuming a 1 year gap between outflows & inflows does skew the results.

2) Your data center depreciation schedule is off.

You modelled 3 identical deals back to back and assumed full depreciation by the end of year 15.

In reality, these data centers will most likely last 20+ years.

While IRR isn't directly affected by depreciation, you should account for some residual value of the data center at the end of year 15, which you aren't doing.

3) You used an IRR formula for a period with MULTIPLE capex cycles.

This is the greatest mistake of them all & makes your model irrelevant for any serious discussions.

You absolutely CAN’T model IRR over multiple CAPEX cycles, using a standard formula (which I know you used). IRR formulas are not meant to handle this level of complexity.

As said earlier, IRR is extremely time sensitive, so modeling cash outflows (capex) in later years skews the entire picture (wrongfully).

This is absolutely an amateur mistake and it makes me cringe how confident you are in your model, showing it off at any chance you get.

There is an easy way to proof that I'm correct on this. Just model deals 2 & 3 out separately and look at their IRR.

In your own model, you assume that deals 2 & 3 have identical terms and $0 data center CAPEX.

Great, now just model out this scenario out in a separate 5-year term and see what IRR it yields. To save the readers some time, I have done exactly that.

👇

Unlevered IRRs for deal 2 & 3 (= no data center CAPEX) = 21.3%

Meanwhile, deal 1, which got the initial $3b data center CAPEX expense, has a combined unlevered IRR of 6%.

Now, if you average these 3 IRRs, you'd get 16.2% over the course of the 15 year period.

Keep in mind, that ~16% figure doesn't even take into account the residual value at year 15 of the DC, so it's likely >17%.

Your 8.4% figure is SEVERELY off from reality.

It's obvious that you have no clue what you are doing...

[Kotabu @kozakduf]

@historyinmemes Serbian Mulan 🇷🇸👏

[Air Serbia @airserbia]

✈️ Istorijski trenutak za srpsko nebo 🇷🇸

Er Srbija i SMATSA su zajedno obeležili milioniti let u 2025. godini.
Ovaj rekord desio se danas - 12. decembra na letu JU331 iz Ciriha za Beograd, potvrđujući ključnu ulogu Er Srbije u rastu domaćeg i regionalnog vazdušnog saobraćaja.

Uz sve veće operativne i tehnološke zahteve moderne avijacije, uspešna saradnja između Er Srbije i SMATSA nastavlja da se razvija i pomera granice. 💙 #AirSerbia

[Kotabu @kozakduf]

@historyinmemes Did you just sold yourself to a betting ad?

[Kotabu @kozakduf]

@VALTADV Can you provide the source for that information about shareholder vote autorizing 2 billion shares? I couldnt find it anywhere.

[𝒰𝓂𝒷𝒾𝓈𝒶𝓂 @Umbisam]

$IREN $CIFR Mike’s *Fundamental* Take. Yep, It’s That Simple. But Only A Few Got It & Many Still Don’t Get It: ‘Where’s The Deal ?’, They Claim. Those Are Missing That The *Real* Deal Is Done. Yeah, In Past Five Years, Acquiring Those Scarce Assets (Land & Power).

[CryptoShadow 👑 @CryptoShadowOff]

Reminder: There are only 4 @MetavMonkeys available under 2000$ left.

Two of these are hacked listings.

Once they are gone, to get into @Tier7Network you will have to pay 2000$+ at BARE minimum.

Stats
• Verified: 200+ 6 & 7 figure investors inside
• Verified: 7 years in operation
• Verified: Bought & sold multiple cycle tops & bottoms
• Inside: Key HTF insights for wealthy traders

Own one Monkey = life time pass ☑️

[CryptoShadow 👑 @CryptoShadowOff]

Why I’m long & very bullish on $CAT

TLDR: New coin, with no cycle, with low hanging supply, $80M MC, huge IP, major exchange edge, bullish structure, few mentions = ticking time 💣

1️⃣ Exchange edge
$CAT is the only Cat coin on Binance Spot and one of the few memes there that hasn’t cycled yet.

2️⃣ IP moat (vs $PENGU)
- 25 M+ followers across platforms
- Licensed games, books, global merch
- Massive Gen Z & millennial mind-share(Lacks a crypto-native founder, but trades at 1/20th the MC of comparable IP memes.)

3️⃣ Relative value
$BONK, $FLOKI, $PENGU → billions MC, thick hard to move books & they are still still pumping.
$CAT → $80 M MC. Comparative HUGE gap & possible vacuum.

4️⃣ Order-book vacuum
Post-launch nuke cleared overhead; books are thin, limit buyers likely outweigh supply by a giant order of magnitude in this climate. With sector liquidity sloshing around, it’s a perfect vacuum setup.

5️⃣ Technical trigger
❌ Never reclaimed ATH
🛌 Six-month range
✅ Broke 12 M LH trend & swept listing lows
📈Next stop: flip 0.0000106 → floodgates.

6⃣Liquidity snapshot.
- $11 M on-chain
- $25 M+ Binance spot vol (rising)
- Listed on most major exchanges

7⃣Influencer normie gap
Influencer conviction still high, normies abandoned it last year. Usually the right conditions for repricing until they re-adpot it.

8⃣BTC.D
It may not be today, but if BTC.D slides, this could be one of the top gainers of the year.

📌 Long $CAT until further notice; targeting new ATH.

[Kotabu @kozakduf]

@WatcherGuru $IREN

[Kotabu @kozakduf]

@mikealfred Always bet on MVP, no matter how mispriced and undervalued they are $IREN #JOKIC 💪

[Kotabu @kozakduf]

@RektProof 💪💪💪

[Kotabu @kozakduf]

@h_bitcoiner Actually 500% is 6x but who is counting

[Kotabu @kozakduf]

This will be fun, lets go!

[Alex Becker 🍊🏆🥇 @ZssBecker]

On my potential upcoming meme coin drop.
A) I am speaking with lawyers first
B) Again I will OWN ZERO. BUY ZERO. HOLD ZERO. No insiders. 100% fair drop. I will not make a dime from this. No one will have an UNEARNED edge.
C) I will announce it officially "on" next week.
D) My Twitter/YT will be crucial for getting an EARNED edge.

To verify B I will have multiple crypto detective KOLs audit/referee the entire thing and give it a stamp of "clean & fair".

It will be totally out of my hands (and responsibility) after I press go. This is purely for the lulz.

I want to set of a nuke. Light a cigarette and watch and then walk away.

Leave a like if you like the idea still. Comment to be added to a special list to get an imaginary squirrel.

[Kotabu @kozakduf]

@CredibleCrypto You are not being appreciated in your time, definition of a genius 💪

[Kotabu @kozakduf]

@Geoffrey_Max @gigicat7_ Titles on tournaments where big three participated:

1. Djokovic 39
2. Nadal 35
3. Federer 32

Seems that Novak statpadding last 20 years.

[CryptoShadow 👑 @CryptoShadowOff]

My Pet Hooligan are legitimately built different.

So far they have done everything absolutely right

- Built an addictive game before a token
- Mastered their entire brand for character
- Formed a team that executes
- Shipped consistent updates
- Consistent amas & community engagement
- Have made fully functional NFTS
- Focused on what matters to Web2
- Are interacting with real world gamers
- Are leading Crypto gaming in the AI department
- Have the strongest influencers in the industry
- Have high level real partnerships
- Have their game filled with dopamine hooks
- And are consistently shipping

This is why I keep saying they are the next $AXS.

The market of course can do many things and there are many great games but, if there is my one pick, it is this.

Blowing the world up as a cartoon bunny is too widely applicable to be ignored.

$KARRAT

[Kotabu @kozakduf]

@ateet09 @TheTennisLetter Actually Federer's 2006 season was better then 2005 and Djokovic's 2015 is the best season ever played in tennis history. It was clearly just pure flattery given to Alcaraz and Federer.

[Kotabu @kozakduf]

@Big3Tennis So "weak era" guys, seems to me that Djokovic had "weak era" throughout his whole career 🤷‍♂️

[Kotabu @kozakduf]

@Big3Tennis Wins on grand slams against top 10 players:

Djokovic: 69
Federer: 64
Nadal: 55

Wins on grand slams against top 5 players:

Djokovic: 39
Nadal: 33
Federer: 29