Scott Bice

[Scott Bice @scottbice]

@nikitabier take this a step further- don't be mean, ever. life is too short.

[Scott Bice @scottbice]

@ericjackson @grok why are indexes forced to buy $OPEN at the end of June?

[Scott Bice @scottbice]

@TeslaBoomerMama I wonder how much account size comes into play here... larger total money with fidelity equals higher % of allotment

[Scott Bice @scottbice]

and philly fans get a bad name... wow.

[Scott Bice @scottbice]

@808_38hz @BitcoinMagazine agree - would love to know how their private keys were seized

[Scott Bice @scottbice]

@Sajwani

[Scott Bice @scottbice]

@afshineemrani @chamath $SLNH for disconnected from grid is an interesting area.

[Scott Bice @scottbice]

@InvestmentGuru_ @grok what's the counter case for $SLNH - everyone is talking about it in the infrastructure and energy space but its run up 135% in the last month.

[Scott Bice @scottbice]

@MarioNawfal tightening the grip on utilities through the strait will just force moving transit elsewhere long term.

[🇦🇪 HGS @Sajwani]

I KNEW it 😤

[Scott Bice @scottbice]

@SenLummis @NJGov what is NJ doing to progress digital assets?

[Metaman @coinreturns]

IREN's peers:
CRWV and NBIS each received roughly $2B in direct cash equity from Nvidia. Immediate capital for fast scaling, but at the cost of upfront dilution.

IREN:
5-year, $3.4B GPU compute contract with NVDA for 60 MW at $11.3M/MW. Nvidia also holds 5-year warrants for up to 30 million IREN shares at $70 ($2.1B potential), vesting with GPU deliveries up to ~600k units. The partnership targets IREN rolling out up to 5 GW of AI infrastructure. Aligning IREN’s entire ~5 GW secured power pipeline with NVIDIA’s DSX AI factory reference architecture for next-gen deployments (Blackwell, Vera Rubin, etc.).

You see? IREN’s financing is next level. It avoids near-term dilution entirely. It retains its $2.6B cash, stays fully funded for 2026 growth, and secures priority access to next-gen GPUs while NVDA pays as a customer. The warrants could bring in more capital later.

This setup favors stronger long-term unit economics, newer fleet mix, and cleaner balance sheet over pure speed. Market reaction looks like short-term optics disregarding the long-term strategic edge. It's analogous to the playbook $IREN used to kick a$$ as a ₿ miner, and the market is likely to catch on more quickly this time. 🚀

[Scott Bice @scottbice]

@martypartymusic at what cost though? sounds pricey

[Scott Bice @scottbice]

@elonmusk what percentage of the human race is in a good enough physical shape to walk, let alone more, in a suit and pack as depicted in this mars walk... 🤔

[Scott Bice @scottbice]

#76ers

[Scott Bice @scottbice]

Jo-Jo! #sixers

[Scott Bice @scottbice]

Jo-Jo! #sixers

[Scott Bice @scottbice]

@mikealfred @JoshMandell6 spring boards work for mascots, so its good enough for me.

[Scott Bice @scottbice]

@AdamBLiv we can discuss which should take priority, but ultimately it never hurts to spread your capital around across scarce / hard assets.

[Scott Bice @scottbice]

@APompliano

[Scott Bice @scottbice]

@PenguinsJesus can't agree more - +1