Piffle

[Piffle @pifflepif]

@FrankCurzio How was it free…USDC was part of DigiX and spun off…It went from shareholders to Hans, not the other way around.

[Piffle @pifflepif]

@vercinyc ⚽️

[Piffle @pifflepif]

@vercinyc nyc

[Piffle @pifflepif]

@stargirlcodes LLLA

[Piffle @pifflepif]

@stargirlcodes <3

[Piffle @pifflepif]

@stargirlcodes <3

[Piffle @pifflepif]

@stargirlcodes <3

[Piffle @pifflepif]

@stargirlcodes Enough sad. Lock in, go time now.

[Piffle @pifflepif]

@stargirlcodes <3

[Piffle @pifflepif]

@_Sgr_A_Star Fair, they didn’t explicitly confirmed for either. Agreed that if 2026, it would be for very tiny capacity - odd. OTOH, if it’s 2027, shouldve been an easy and beneficial thing to clarify on the call (contracted 4b for 2026 AND frontier for 2027) without disclosing name

[Piffle @pifflepif]

@stargirlcodes <3

[Piffle @pifflepif]

@SmallCapSnipa https://t.co/hcL1NvVgdT

[Piffle @pifflepif]

$CIFR $WULF $KEEL $NUAI

YOU ARE NOT BULLISH ENOUGH.

Amazon just dropped a bombshell on their earnings call

They’re modeling 30-year useful lives for data centers.

This makes colocation economics insane! (Simple math, not a rigorous model, DYOR)

Thread:

[Piffle @pifflepif]

Right now:
• $CIFR ~$9.3B market cap
• $WULF ~$8.8B market cap
• $KEEL ~$2.5B market cap

These names (and peers) are aggressively signing AI/HPC colocation deals with hyperscalers.

Every new contracted MW is rocket fuel.

[Piffle @pifflepif]

$CIFR $WULF $KEEL $NUAI

YOU ARE NOT BULLISH ENOUGH.

Amazon just dropped a bombshell on their earnings call

They’re modeling 30-year useful lives for data centers.

This makes colocation economics insane! (Simple math, not a rigorous model, DYOR)

Thread:

[Piffle @pifflepif]

You build once for ~$10M/MW.

On a $2M/MW NNN deal it pays off in the first ~5 years.

Then you pocket ~$2M/MW of nearly pure profit for the next 25 years.

20x multiple on the tail = $40M equity value per contracted MW.

That’s $40 BILLION in equity value for just 1GW signed.

[Piffle @pifflepif]

@bitcoinbutcher1 15 TO 25, not a range (currently 15, changing to 25) so 20 additional years if accurate dep schedule