Mary @marykools - Twitter Profile

Mary @marykools

19 days ago

@BitcoinIntelX Why are we crashing then?

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Mary @marykools

28 days ago

@cknaidoo Disappointed in the drop

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marykools retweeted

The Bitcoin Historian

@pete_rizzo_

about 1 month ago

THIS MAN JUST MADE THE BEST #BITCOIN AD EVER HE PUT $100,000 IN THE BANK AND CAME BACK THE NEXT DAY TO WITHDRAW IT THEY REFUSED TO GIVE IT BACK "IT’S YOUR MONEY UNTIL YOU ACTUALLY WANT IT" MUST WATCH 🔥

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Mary @marykools

3 months ago

@AshCrypto Nope

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Who to follow

oluwatomisin

@OluwatomisinMi9

when fear is around me I calm myself down & conquer it, but than when I see nothing to fear am more scared, I have nothing overcome. I was born to conquer fear

3 months ago

@CelsiusFacts HODL!!!!

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marykools retweeted

CelsiusFactsNumbers

@CelsiusFacts

4 months ago

🚨How to price your #IonicDigital shares ? 🤑 In today’s alpha, I’ll focus on putting the company’s assets, contracts, future revenue, and profit into context relative to the share count and potential dilution. Because the company dilutes as it reaches higher prices, it’s essential to track how many shares may come to market. In total, there are roughly 48.5M shares currently expected, including warrant conversions, unlocked shares from the $400M round, and officer and board compensation. However, most of these won’t trade on day one. Many Celsius Network creditors have not yet transferred their shares, and about 3M shares remain unclaimed. There is also limited shorting pressure. Most of it will likely come from market makers. To estimate a fair price: Look at profit and assets in the chart below 👇and decide which are most likely to be priced in by the market. Then take your market cap and divide it by the number of shares on the X-axis. Key company milestones (afaik): • Midland project conversion approval by leadership, end of July ’26 • ERCOT approval of up to 499MW expansion, around Aug 7 • Nscale rent payments starting in August • Turnkey contract expected this year if baseload is approved • Oncor and TNMP infrastructure completion in Ward County by Dec ’26 • First turnkey delivery expected between late ’27 and ’28 • Midland conversion and contract signing • First agentic data center in a major urban connection • Additional tenants beyond Nscale Other relevant events: • Nscale, Ionic’s largest tenant, goes public • One year after listing, unclaimed shares (excluding contested) may be sold by the state • Warrant conversions at 63.6, 74.2, and 87.5 • 6-month investor unlock, potentially earlier if the stock reaches $70 (7.5M shares) Share this with anyone with Ionic Digital shares or looking to buy/sell! ‼️This is one of my most important posts and should help you understand how cheap or expensive $IOND really is. Open the comments below ⬇️for the full resolution image.. If you have any questions post them below will try to answer them.

CelsiusFacts's tweet photo. 🚨How to price your #IonicDigital shares ? 🤑

In today’s alpha, I’ll focus on putting the company’s assets, contracts, future revenue, and profit into context relative to the share count and potential dilution.
Because the company dilutes as it reaches higher prices, it’s essential to track how many shares may come to market. In total, there are roughly 48.5M shares currently expected, including warrant conversions, unlocked shares from the $400M round, and officer and board compensation.

However, most of these won’t trade on day one. Many Celsius Network creditors have not yet transferred their shares, and about 3M shares remain unclaimed.
There is also limited shorting pressure. Most of it will likely come from market makers.

To estimate a fair price:
Look at profit and assets in the chart below 👇and decide which are most likely to be priced in by the market. Then take your market cap and divide it by the number of shares on the X-axis.

Key company milestones (afaik):
• Midland project conversion approval by leadership, end of July ’26
• ERCOT approval of up to 499MW expansion, around Aug 7
• Nscale rent payments starting in August
• Turnkey contract expected this year if baseload is approved
• Oncor and TNMP infrastructure completion in Ward County by Dec ’26
• First turnkey delivery expected between late ’27 and ’28
• Midland conversion and contract signing
• First agentic data center in a major urban connection
• Additional tenants beyond Nscale

Other relevant events:
• Nscale, Ionic’s largest tenant, goes public
• One year after listing, unclaimed shares (excluding contested) may be sold by the state
• Warrant conversions at 63.6, 74.2, and 87.5
• 6-month investor unlock, potentially earlier if the stock reaches $70 (7.5M shares)

Share this with anyone with Ionic Digital shares or looking to buy/sell!

‼️This is one of my most important posts and should help you understand how cheap or expensive $IOND really is.
Open the comments below ⬇️for the full resolution image..
If you have any questions post them below will try to answer them.

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marykools retweeted

Block1 Capital

@Block1Capital

4 months ago

Ionic Digital $IOND is set to direct list on NASDAQ Tuesday, July 28, with opening price determined by market demand—not a traditional IPO. AI infrastructure story is compelling. As demand for AI and HPC continues to accelerate. Key publicly traded peers include Cipher Digital $CIFR, IREN $IREN, Hut 8 $HUT, and TeraWulf $WULF —companies that have pivoted from Bitcoin $BTC mining toward AI infrastructure with significant power assets and hyperscaler partnerships. Estimated fair value: $45–$65/share, based on: • Recent private valuation of approximately $2.0–2.4B • 323 MW platform and a $2.6B contracted Nscale lease • Strong 2026 guidance • Clean balance sheet • Valuation discounted modestly versus larger AI infrastructure peers If execution continues, $IOND could become one of the more interesting new publicly traded AI infrastructure names to watch. NFA DYOR