Twenty-One Million.

Finance, Technical Analysis, Cryptocurrency.

[Twenty-One Million. @singles_stories]

$corz 🚀🚀🚀

[J @JJJJJ_66666]

Jensen Huang’s recent estimate puts the total cost of a next-generation 1 GW AI factory at up to $100 billion.

Industry cost breakdowns show this splits approximately as:

60% Compute / GPU architecture — Chips, servers, memory, networking (~$60 billion)

40% Infrastructure — Buildings, power systems, substations, and cooling (~$40 billion)

The infrastructure portion represents the capital base recovered through lease revenue.

Realistic long-term lease rates for high-density AI infrastructure are in the range of $160–200+ per kW per month base rent (triple-net, with electricity as a pass-through).

For a fully leased 1 GW facility (1,000,000 kW):

At $180/kW/month (midpoint):
Annual base lease revenue = $2.16 billion

After minimal owner-level operating expenses (triple-net):
Stabilized NOI ≈ $1.95 – 2.25 billion per year (midpoint ~$2.1 billion)

Applying a 6–7% cap rate (standard for stabilized, long-term leased data center infrastructure) to the NOI produces:

Enterprise Value: $29–36 billion

Per MW: $29–36 million (midpoint ~$32–33 million per MW)

Apply this to AI infra peer group (colocation model, not full stack cloud), using their total energized capacity (gross) not including their development pipeline:

$KEEL - $9.9–12.3 billion
$CIFR - $23.4–29.1 billion
$HUT - $30.2–37.4 billion
$WULF - $36.5–45.3 billion
$RIOT - $36.6–45.4 billion
$MARA - $37.7–46.8 billion
$BTDR - $41.2–51.1 billion
$GLXY - $47.3–58.7 billion
$CORZ - $49.5–61.4 billion

The capacities shown above reflect the current total energized capacity (gross) of various Bitcoin mining companies that are in different stages of pivoting to AI colocation. Some of these companies are significantly further along in the transition, with large portions of their capacity already fully leased to AI tenants. Others are still early in the pivot and have yet to secure major AI leases.

The $29–36 million per MW range represents a long-term stabilized valuation assuming a successful full pivot to AI colocation, with the sites fully built and fully leased on long-term contracts. These figures are forward-looking projections and do not include any development pipeline or future growth capacity — they are based solely on each company’s current energized MW.

The significant gap between current enterprise values and these projections for many of the companies largely reflects differences in lease execution progress. Companies with already contracted AI capacity trade at much higher multiples today, while those still in the early stages of the pivot are valued at a discount to their long-term potential.

[Thomas (Team Underground) @TUnderground_]

My base scenario is 50k by October 2026, and 100k by end of 2027

[Twenty-One Million. @singles_stories]

@RepzdaCanes @integra_layer is developing a platform to solve this equation 🔥

The Al x Blockchain for Real Estate. Built by
leading firms with $12B+ in AuM.

[Twenty-One Million. @singles_stories]

@vu0tran @integra_layer

[Twenty-One Million. @singles_stories]

$corz 🔥

Capital is currently shifting towards data centers. 🚀

Semiconductors -> Data centers

#HPC #AI

💵💵💵💵💵💵💵

$cifr $iren $btdr $hut $wulf $nvda $avgo $amd $arm $intc $dell $sndk $sox $soxx $wyfi $txn $qcom $mu $tsm $tsla $pltr $msft $goog $bgde

[Justin Banks @RealJGBanks]

THE SUPER CYCLE PHASES

Phase 1 was Semis:
$NVDA $ARM $AMD $AVGO $INTC

Next money rotates into the next layers:

Memory:
$MU $WDC $STX $SNDK

Photonics / Optical:
$NOK $LITE $COHR $AAOI $GLW $CIEN $MRVL

Now it’s hitting

Compute / AI Data Centers:
$IREN $CIFR $WULF $CORZ $NBIS $CRWV $P

Next

Materials / Rare Earths:
$MP $USAR $UUUU $FCX $AA

Networking:
$ANET $AVGO $MRVL $CSCO

Power / Grid / Cooling:
$VRT $ETN $GEV $CEG $SMR $OKLO

Space:
$ASTS $RKLB $LUNR $PL

Defense / Drones:
$KTOS $AVAV $ONDS $LMT

Robotics / Autonomy:
$TSLA $PATH $SYM $SERV

[Twenty-One Million. @singles_stories]

@RepzdaCanes Which positions do you want to strengthen?

[Twenty-One Million. @singles_stories]

@Polytrade_fin Make the platform as easy to use as possible for beginners

[Twenty-One Million. @singles_stories]

@Polytrade_fin Was the transaction carried out on the platform?

[Twenty-One Million. @singles_stories]

@PG_inRWA Thank you for your hard work over these past months.
Your determination should serve as a model in this ecosystem.
This time, with @integra_layer, we're going much further.

#Tradestorm is coming 🌪️
#Integrastorm is coming ✨

#rwa

[BSCN @BSCNews]

🚨FINANCE: JPMORGAN COMMITS $500M TO CORE SCIENTIFIC, BRINGING TOTAL CREDIT FACILITY TO $1 BILLION

Two of Wall Street's biggest banks just backed a Bitcoin miner's pivot to AI infrastructure.

Core Scientific (NASDAQ: CORZ) closed an additional $500M commitment from JPMorgan Chase today under the accordion feature of its 364-day credit facility. Combined with Morgan Stanley's $500M tranche from March 5, total funded commitments now sit at $1 billion.

Terms: SOFR + 250 basis points (~6-7.8% effective rate). Proceeds going to data center buildout, equipment, real estate, and securing additional power capacity across facilities in Texas, Georgia, and North Dakota. Over 1,300 MW of contracted power.

The speed tells the story. Morgan Stanley on March 5. @jpmorgan 18 days later. Two Tier 1 banks providing non-dilutive debt to a company that came out of bankruptcy in 2024 and is now repositioning from $BTC mining to high-density AI/HPC colocation.

@Core_Scientific plans to liquidate most Bitcoin reserves in 2026 to fund the infrastructure transition. The mining-to-AI pipeline is real and Wall Street is financing it.

[Twenty-One Million. @singles_stories]

@Altsteinn $trade
$irl

@Polytrade_fin
@integra_layer

[Core Scientific @Core_Scientific]

Core Scientific is proud to be named the Official Data Center Partner of @Cadillac_F1.

As the Cadillac Formula 1® Team makes its debut this season, advanced compute is playing a growing role in how teams design, simulate, and compete.

This evolution requires a new class of digital infrastructure.

Through this partnership, Core Scientific will support the team’s data center strategy, providing strategic consulting, architectural guidance, and optimization expertise to ensure the team’s infrastructure is secure, scalable, and capable of supporting the high-density computing demands of modern Formula 1 development.

Read the full press release here: https://t.co/nLIZxXBHPd
Learn more about the partnership: https://t.co/jnRmOuuHAm

#cadillacf1 #formula1

[Twenty-One Million. @singles_stories]

@midascabal $corz 🚀🚀

[Twenty-One Million. @singles_stories]

@cryptopunk7213 $corz 🚀🚀

[Twenty-One Million. @singles_stories]

@Polytrade_fin @Polytrade_fin The one and only

#forsure
#rwa

$trade

[The Dor Brothers @thedorbrothers]

We just made a $200,000,000 AI movie in just one day.

Yes, this is 100% AI.

[Twenty-One Million. @singles_stories]

The real estate agent who is selling the property is Sofia from the agency Elsewhere living

@Polytrade_fin
@integra_layer

@ShreyaBerry2
@PG_inRWA

[Twenty-One Million. @singles_stories]

The @solana villa in Koh Samui, well-known in the crypto ecosystem, is for sale

Asking price: $7 million

Rental rates start at approximately $2,600 USD per night (low season) and go up to $4,500 USD+ in high season

Let's tokenize this real estate gem

@Polytrade_fin

$trade

[Polytrade @Polytrade_app]

Friendly reminder: RWAs are everywhere 🌍

Post a photo of an asset you’d tokenize if you could in the replies. 👇

[Twenty-One Million. @singles_stories]

@PG_inRWA @ShreyaBerry2 @polytrade @integra_layer @Polytrade_fin The real estate agency selling the property is Keller Williams Realty, through agent Alicia Feil

After further investigation, it appears the property is under contract, but a deal might still be possible

Here is the link:

https://t.co/xhiuEO2eQN

[Twenty-One Million. @singles_stories]

Walter White's iconic house from "Breaking Bad" is back on the market for $400,000 USD 🎬

If @polytrade and @integra_layer could tokenize this property, that would be fantastic 🔥

Global media exposure 🚀

$trade
$irl
#rwa
#realestate

$ondo $bnb $btc $eth $sol $link

[Polytrade @Polytrade_app]

Friendly reminder: RWAs are everywhere 🌍

Post a photo of an asset you’d tokenize if you could in the replies. 👇

[Twenty-One Million. @singles_stories]

@ShreyaBerry2 @polytrade @integra_layer In my opinion, we can create mass adoption of #RWAs by starting with tokenizing iconic assets like this one.

It's not just a simple piece of real estate
People will seek out scarcity, an entire generation will identify with the series.

Then comes investment and returns.

$trade