XLM Phoenix

[XLM Phoenix @phoenixrises777]

@bobocouncil @MigrateFun @Pumpfun @solana The great ethereum:0xb90b2a35c65dbc466b04240097ca756ad2005295 migration is upon us

[XLM Phoenix @phoenixrises777]

@rekt_tekashi If I have BOBO on ETH I bought in 2024, is there anything I have to do on my end?

[XLM Phoenix @phoenixrises777]

@matthew_sigel IREN AI Cloud Services revenue in Q4-2025 was 17.3 mm. Annualized its currently at 17.3*4=69.2 mm. So they are saying they will be going from 69.2 mm to 3,700 mm annualized AI Cloud revenue in the next 10 months? Yeah right not buying it 🥴

[XLM Phoenix @phoenixrises777]

@benjamincowen Trade the market you want, not the market you have 😁

[XLM Phoenix @phoenixrises777]

@smatthewschultz Tik tok 👀🔥 $CLSK

[XLM Phoenix @phoenixrises777]

@ponkesol @base Coinbase imminent? 👀🐒

[XLM Phoenix @phoenixrises777]

@matthew_sigel $CLSK 1.03gw operating under contract + 1.7gw development pipeline = 2.73gw. 2.73*8=$21.84 Bn market cap. 21,840 mm/281 mm shares =$77.7 USD per share. Divine triple 7 🚀 would represent +342% from current price of $22.72, still early!

[XLM Phoenix @phoenixrises777]

@CryptoPabloEx @ponkehq @X @Safety @PONKESolana @Safety @X free $ponke 🙏

[XLM Phoenix @phoenixrises777]

@BitcoinBigRig @JasonBr38474283 “We are now focused on maximizing our contracted power through mining and exploring other verticals.”

[XLM Phoenix @phoenixrises777]

@brian_armstrong When are you launching it in Canada?! Can’t wait

[XLM Phoenix @phoenixrises777]

@Geiger_Capital Putin’s reaction

[XLM Phoenix @phoenixrises777]

@benjamincowen @Sykodelic_ Ben but doesn’t alts bleeding against BTC and then against ETH align with @SecretsOfCrypto path to altseason? This path to altcoin season aligns with what we are seeing right now, as well as with Sycodelic’s view above. Curious to hear your thoughts, cheers

[XLM Phoenix @phoenixrises777]

@maxcrypto How can I get access to track these 30 bull market indicators live?

[XLM Phoenix @phoenixrises777]

Here is my CLSK US exit strategy:

- At $55: sell 20% of position
- At $65: sell 30% of position
- At $75: sell 25% of position
- At $90: sell 15% of position
- At $105: sell 10% of position

How likely is it that CLSK reaches these price targets this BTC bull cycle? Curious to hear everyone’s thoughts.

[XLM Phoenix @phoenixrises777]

@MrMigglesOnBase Question: is the new Base Day 1 today and Miggles Birthday today a coincidence? Or is it interconnected?

[XLM Phoenix @phoenixrises777]

Cleanspark ($CLSK) entered the BTC mining industry in December 2020 and has quickly become the leader of its comp group due to the following differentiating factors:

1) Operational excellence

• Among lowest production costs in the industry at approx. $42,667 per BTC, directly tied to having one of the most efficient mining fleets at 16.71 J/TH (as of May 31, 2025).

• Among highest uptime at ∼98% achieved by their in-house equipment repair team.

• 45.6 EH/s operating hashrate, representing ≈5% of the global BTC hashrate. This means that CLSK mines, on average, ≈5% of all BTC produced daily!

2) Great market timing

• Management has proven track record of timing the market perfectly. CLSK normally shifts to a HODL strategy as BTC bull cycles begin, and selectively sells portions of its BTC stack towards the end of bull cycles to raise capital for rainy bear market days. It then uses this capital to grow aggressively in the midst of bear markets when mining asset prices are at distressed levels.

3) 100% BTC focused & vertically integrated

• Last remaining pure-play BTC miner, with competitors shifting portions of their electric power capacity from BTC to HPC/AI.

• CLSK recently terminated its last remaining hosting ops, and now fully owns 100% of its mining infrastructure.

4) BTC treasury war chest

• Has amassed a huge treasury of 12,502 BTC, making it the 6th largest BTC holding entity in the world.

• Recently launched in-house institutional grade BTC treasury desk, first of its kind in the industry. This will allow CLSK to generate yield on its BTC stack.

5) Escape velocity achieved 🚀

• On April 15, 2025 CLSK announced that it has achieved escape velocity! While the BTC mining industry is riddled with massive equity issuances to fund operations that lead to shareholder dilution, CLSK’s healthy balance sheet & massive BTC treasury will allow it to fund future operations solely by selling portions of its BTC mined as well as by raising BTC collateralized debt, putting an end to shareholder dilution!

Fundamentally, CLSK is doing everything right. Surprisingly however, it has one of the highest short interest %s among publicly traded BTC miners at ≈27% of its float. This has suppressed its stock price & IMO caused significant market inefficiency, creating opportunity. For example, a recent research report published by Macquarie on March 18, 2025 had the following comp valuation analysis:

• EV/Projected EH/s: 0.3 CLSK < 0.6 comp average ✅
• EV/Deployed EH/s: 0.4 CLSK < 1.0 comp average ✅
• EV/FY1 EBITDA: 3.0 CLSK < 6.2 comp average ✅
• EV/FY2 EBITDA: 2.8 CLSK < 4.6 comp average ✅

When you find an industry leader trading at the lowest valuations in its comp group, you might have hit the jackpot & found pure alpha. And that's without factoring in how frothy EV/EH multiples can get during the mania phase of BTC bull markets, which could further magnify returns as the whole comp group re-rates. I’ll leave it at that, hope you found this insightful and let me know your thoughts! @smatthewschultz

[XLM Phoenix @phoenixrises777]

@theBTCMiningGuy Proud member here, CLSK just a matter of time ⏳

[XLM Phoenix @phoenixrises777]

@BTC_Bella69420 Me 🙋‍♂️

[XLM Phoenix @phoenixrises777]

@CrashiusClay69 Let’s goo! 🔥

[XLM Phoenix @phoenixrises777]

@bitcoinminorMKH $WNGMI