minahil halim

[David @david_eng_mba]

Venezuela Just Proved the Bitcoin Bull Case, And No One Is Paying Attention

Maduro used Tether to move 80% of Venezuela's oil revenue. Billions in sanctions evasion, settled on Tron since 2020.

Then the US made a phone call.

Tether froze the wallets.

Game over.

Everyone's focused on the arrest. The real story is the lesson every finance minister on earth just learned in real time:
Stable coins are a leash, not an escape.

If someone can freeze it, it isn't money. It doesn't solve sovereignty.

First principles:
USDT is dollar plumbing without SWIFT. Faster. Cheaper. Still has a CEO. Still has a compliance department. Still picks up when Washington calls.

This is why USDT adoption exploded, 71-year-old grandmothers in Caracas pay their HOA fees in tether now. But useful ≠ sovereign.

The entire value proposition for sanctions evasion just got publicly falsified.

Now do the game theory:
You're Iran. Russia. Any country hedging against dollar weaponization. You just watched Venezuela's "crypto solution" get shut off like a light switch.

Where do you put reserves now?
USDT? Compromised.
Yuan? Political strings.
Gold? Try settling $500M across borders in 10 minutes.
CBDCs? Same kill switch, government branding.

There's exactly one asset that clears final settlement without asking permission from anyone.

21 million units. No CEO. No freeze function. No phone number.

This is the ad Bitcoin never had to buy.
The most desperate, highest-stakes capital on earth just learned there's only one door.

Price doesn't reflect it yet.
It will.

[minahil halim @sdmhalim]

@smatthewschultz What a journey. Thank you and the team for everything that you've done. The transparency and the integrity in which you communicate is world class.

[minahil halim @sdmhalim]

Power to the miners! $CLSK $BITF $GLXY

AI companies are downplaying amount of energy and capital they need, Joe Lonsdale says

https://t.co/LpImewWXUK

[minahil halim @sdmhalim]

$CLSK Nice to see that the CFO is thinking how to productively utilize $BTC

[Gary A. Vecchiarelli @GaryVec]

We’re proving that #Bitcoin isn’t just something you hold…it’s a productive capital asset that can power a business. By pairing BTC with a cash-flowing business, we’re unlocking non-dilutive growth and real returns. $CLSK

[minahil halim @sdmhalim]

$CLSK Excellent perceived tailwind for the miners and their pivots! Let's Go! @CleanSpark_Inc @smatthewschultz

[S Matthew Schultz @smatthewschultz]

🚨 Major DOE Move on Flexible Loads

The U.S. Department of Energy just proposed giving FERC jurisdiction over large load interconnections nationwide — and requiring expedited connection for flexible loads like Bitcoin mining and data centers.

This is a major signal that DOE recognizes the value of flexible demand in strengthening the grid.

🔗 https://t.co/2SXKuGO8Jw

[minahil halim @sdmhalim]

@sunxliao How odd of you. Not only was the silence deafening but your cryptic word postulations make you seem like a shill

[minahil halim @sdmhalim]

@Pledditor I appreciate all that you do. You and @bigmagicdao are two of the best accounts to follow. Highly respect your efforts in uncovering and calling out alot of the BS out there. You've definitely SAVED me quite a bit 🙏

[minahil halim @sdmhalim]

$GLXY Beautiful looking chart.

[Reverse_Pyrate @Reverse_Pyrate]

$glxy Look at the beautiful accumulation over the past 60 days. Institutions know exactly how to slowly and patiently accumulate stock without spiking the price while retail remains oblivious to what's coming.

[minahil halim @sdmhalim]

@midlevelcruiser Hopped on board 🫡

[minahil halim @sdmhalim]

@midlevelcruiser My favorite band!

[minahil halim @sdmhalim]

@midlevelcruiser Do you have any thoughts or opinion on $GPUS? Always appreciate your insight 🙏

[minahil halim @sdmhalim]

The energy required is beyond staggering. Read below! $CLSK $BITF $CIFR $GLXY

[The Kobeissi Letter @KobeissiLetter]

This is BEYOND insane:

AI compute demand is now growing at over 2 TIMES the rate of Moore’s Law, creating a massive shortage.

Just to meet current demand, $500 billion must be invested in data centers PER YEAR until 2030.

What does this mean? Let us explain.

(a thread)

[minahil halim @sdmhalim]

@midlevelcruiser @captainkeel 💪 💪

[minahil halim @sdmhalim]

$GLXY Galaxy Digital is to Goldman Sachs
as the internet was to the printing press...

One was the pinnacle of the old world,
the other is the foundation of the new.

[minahil halim @sdmhalim]

This is a comtrarian bet come full fruition! Excellent planning team @CleanSpark_Inc

[S Matthew Schultz @smatthewschultz]

We went “asset heavy” years ago when the en vogue move for miners was to go asset light and stack asics.

We bought land.

We bought data centers.

We built substations.

We partnered with utilities.

We stacked power purchase agreements.

We own our infrastructure.

All the while stacking 13k BTC at 54%+ gross margins.

We use that MASSIVE stack of bitcoin as collateral to borrow cheap fiat and build more infrastructure. Also. We’re about to celebrate ONE WHOLE YEAR without selling a single share of equity and no ATM.

Z E R O EQUITY DILUTION OF ANY KIND SINCE 11/24.

Now all you hear about is the value of land and power.

It’s almost like the perfect storm.

33 data center locations. 1.03GW of CONTRACTED, AVAILABLE POWER.

1.7GW CURRENT PIPELINE.

Major cities. Rural communities. More to come.

Right where we need to be.

Stay tuned. $clsk @CleanSpark_Inc

[Sean @IamSeanWisdom]

$WYFI $BTBT

@WhiteFiber_ just posted a video walk through, due to X minimizing reach on post with links, I reposted the video here. @BitDigital_BTBT @SamirTabar

[minahil halim @sdmhalim]

I like this! Read below...

[Kaz Nejatian @nejatian]

I want to allow our core, every day shareholders to ask questions from our management team during the next earnings call.

I have some ideas on how to best do this, but if you have some ideas please send them my way.

[minahil halim @sdmhalim]

Read below from @seper8tor $GLXY. This is ACTUAL progress.

[JR @seper8tor]

$GLXY TCEQ permit for a temporary concrete mixing plant for Helios. Real permits reflecting real building going on. If your XXXX stock of choice is supposedly building in Texas but has non of these permits filed through TCEQ, Texas PUC or the Texas county they are in, be wary that perhaps things are not what they seem...

[minahil halim @sdmhalim]

We're getting ready for liftoff...

[Bitcoin Exchange Balance @btconexchanges]

🚨🚨🚨🚨🚨 FIVE-YEAR RECORD LOW

Almost 170,000 Bitcoins removed from exchanges in the last 30 days.

[minahil halim @sdmhalim]

Below in the video are some interesting comments from the CEO of @CleanSpark_Inc

[KONG @Th3KONG]

$CLSK #CLSK The honeybadger.
Eyes on upcoming HPC guidance in the next few weeks. 🚀🔥@TreasuryEdge