BTC

#bitcoin

[The Tech Investor @TheTechInvest]

$IREN could 4x by next year for these reasons:

1. Sweetwater 1 (1.4GW) was energized on time.

2. The company doubled its power capacity (2.9GW to 5.8GW; now the largest neocloud in the world surpassing $CRWV and $NBIS)

3. Announced building Oklahoma (1.6GW) data center.

4. Announced its first data center in Australia (800MW).

5. Raised its ARR from $3.4B to $4.4B.

6. Acquired Mirantis, a strategic partner of $NVDA.

7. Announced its expansion in Europe.

8. Announced its strategic partnership with $NVDA to accelerate deployment of up to 5GW of AI Infrastructure.

9. Signed a $3.4B deal with $NVDA.

10. $NVDA to invest up to $2.1B in $IREN (still an option conditional upon deployment of 600K GPUs.)

11. Sweetwater (2GW) selected as a flagship deployment for $NVDA DSX AI factory architecture.

12. Disclosed having a global pipeline.

[The Wolf Of All Streets @scottmelker]

Respectfully.

“Deleverage Strategy” implies they’re overleveraged.

They’re not.

Net debt is about 11% of Bitcoin holdings, with no meaningful near-term maturities and no margin calls.

You can argue about dilution, preferreds, or future capital raises. But the idea that Strategy is one bad candle away from blowing up is simply not supported by the numbers.

[Simon Dixon @SimonDixonTwitt]

In this short clip, I share my perspective on the early days and potential origins of Bitcoin. From my point of view, I believe the creation of Bitcoin and the identity of Satoshi Nakamoto might actually be tied to an intelligence operation.

[Jelle @CryptoJelleNL]

We're already 35 weeks into this bear market.

If the past is any indication, we have about 20 more weeks to go.

Survive until then, and you'll be just fine.

$BTC

[investing @DollarCostAvg]

When I know where this company is headed, why would I sell?

I believe $IREN has the potential to be a $200-$300 stock by 2027. That’s my conviction, and short-term volatility isn’t changing it.

Red days don’t scare me. FUD doesn’t shake me. Market noise doesn’t matter.

AI COMPUTE WITH 5.8 GW SECURED AND GROWING: $IREN ✅

[Vivek Sen @Vivek4real_]

WHALES ARE BUYING BITCOIN LIKE NEVER SEEN BEFORE

SOMETHING IS COMING BIG TIME 🚀

[David Lawrence @d_1awrence]

When Bitcoin hit an ATH in early December 2026, every single expert were predicting a huge run in Q4 & Q1.

Calls for $180k, $250k and even $444k were common. I bought into the hype based on analysis of previous cycles. I think we all did.

The experts were looking at charts and previous cycles and predicting that it's price would be much higher.

Nobody predicted we'd have a 50% correction over the coming 9 months.

Fast forward to today and we're in the opposite zone.

Same over-zealous calls, but in the opposite direction.

Bears with squiggly charts pointing to previous 4 year cycles to justify predictions of drops to $40k, $30k or even $10k! Yes, I'm looking at you @mikemcglone11 👀

The calls for significant lows are as over-zealous as the bull predictions in October 2025.

Both are likely to be proven spectacularly wrong.

Bitcoin proved that it had broken away from its typical cycle action when it didn't move past the linear price levels on the power law chart for the first cycle ever.

It's acting differently, yet the experts are still fighting to show that its trajectory is the same as what it's done in the past.

Could it drop lower? Of course.

But lets stop pretending it's because it's following the same pattern as it did last cycle because that pattern is dead.

It wasn't the same on the way up. There's every chance it wont be same as everyone predicts on the way down.

Bitcoin will do what it wants in the short term, but in the medium to long term, the only direction the chart will point to is up and to the right.

I'm doubling down on accumulation at these levels.

[Phong Le @phongle]

"We're the largest holder of Bitcoin in the world. We're the largest purchaser of Bitcoin in the world. And we'll continue to be". Watch my conversation with @CNBC @PowerLunch below.

00:00 — "We're net purchasers of Bitcoin." The 32 BTC sale helped inoculate the market, test our processes, and capture tax losses over time
1:47 — We balance the needs of our constituents: $MSTR and $STRC shareholders, $BTC hodlers, and debt holders
3:07 — Four-year cycles, macro volatility, geopolitical conflict, inflation uncertainty, Fed policy, Clarity
4:15 — Bitcoin is a hedge against inflation and big government
5:32 — Capital that rotates from $BTC to AI will come back to $BTC
6:42 — With clearer rules, every major bank is going to flood into $BTC and crypto
7:27 — Expanding financial-system access is good for Bitcoin

[_Checkonchain @_checkonchain]

Bear market bottoms are a process, not an event.

First, price-sensitive investors capitulate. Then comes the harder phase: months of sideways action that slowly wear down the conviction of those who remain.

In our latest newsletter piece, @_Checkmatey_ examines the evidence suggesting Bitcoin may be experiencing a time-pain capitulation event, and what investor behaviour looks like during this phase of the cycle → https://t.co/DakgPAdzpg

Chart explainer:
The 200WMA Quantile measures where Bitcoin is trading relative to its 200-week moving average. Current readings sit in the bottom ~10% of all historical observations, a region only visited during the deepest stages of prior bear markets.

[Michael Saylor @saylor]

My beliefs: Retweets are notifications, not endorsements. Constructive dialogue leads to better outcomes. Bitcoin is hope and economic empowerment for everyone. Every good-faith effort to strengthen the network should be welcomed.

[River @River]

What if this bitcoin cycle is different?

[Bitcoin Munger @bitcoinmunger]

Bitcoin price will be revived only after CZ gets your coins.

But at least he is warning you before he takes them.

[Jeff Swanson @theswansjr]

Want to understand Bitcoin?

Money used to require trust in kings, priests, central bankers.
Bitcoin replaces trust with verification via energy.

Bitcoin exists because thermodynamics demands it. Each Bitcoin record (block) burns ~$280,000 in electricity.

Wasteful? No, it's an energy wall protecting your wealth and time that you can’t print or legislate away.

Bitcoin is built on energy.
Five thousand years of monetary history overturned.

[Matthew R. Kratter #BIP-110 @mattkratter]

And while I have your attention, I'd love to hear why you've started embracing shitcoin DeFi protocols and retweeting them, when you used to talk about "ethical money" and how Ethereum was not ethical. I guess shitcoin protocols are suddenly ethical, if they help to take down more STRC?

[Jeff Swanson @theswansjr]

To believe that Bitcoin has no intrinsic value means:

1. Believing that having a decentralized, global payment and settlement network outside the conventional financial system has no value.

2. Believing that having a way to protect your purchasing power from inflation has no value.

3. Believing that being able to store your wealth without counterparty risk has no value.

4. Believing that the ability to send $5 or $50 million anywhere, anytime, with minimal fees has no value.

Yet, people say bitcoin has no utility or value.

[𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 @Agrippa_Inv]

Pick up an investment book & learn to practice some patience. I started investing in $IREN since $4.8 & held through every major downturn since. This is nothing….

A 6-7 month period of stagnant performance won’t change my investment outlook, especially not when considering $IREN was trading at ~$10 this time last year.

It’s also not like $IREN isn’t performing fundamentally. Their secured power pipeline grew by nearly 3 GW since the start of the year & their $NVDA cloud contract, albeit small, will pull as much profits as the $MSFT one. The way I see it, $IREN just secured another “Microsoft contract” in a much more capital efficient manner (same profits for much less upfront capex).

You should probably just move on mate. Investing isn’t for everyone. You gotta practice patience if you aim beat the index over time.

[The Chairman's Ledger @ChairmansLedger]

Not long ago I sold my entire $NBIS position to double down on $IREN.

Was that a good idea?

Looking at price action alone, no.

Do I regret it? Yes.

Was it a mistake? No.

$NBIS is actually one of my favorite companies in the world right now and I think they have a very bright future. There are execution obstacles, but I would not be surprised to see it 3-5x from here over the next couple of years.

I just had to choose. And at this point in time, $IREN gives me the most conviction.

To me, it has the most asymmetry, the most defensible moat, and most importantly, owns one of the scarcest full-stack assets in the market today.

Power. Land. Time to compute. Speed. Execution. Global footprint and $NVDA validation in the purest sense.

That is the stack I want maximum exposure to.

Sometimes good investing is not choosing between good and bad.

It is choosing between great and greater.

I may be wrong on the timing. I may even be wrong on the choice. But I am very clear on the reason.

[Oli @OInvests]

“Don’t put all your eggs in one basket”

$IREN makes up 74% of my individual stock portfolio.

I’ve held over a year and haven’t touched it. I’ve continued to buy again in the 30s 40s and 50s .

Let’s start thinking about investing differently…

You have 5 friends. Each of these has setup a company. You have the option to invest in all 5.

The catch? 3 of these companies are in niches you have little understanding of.

One is in early stage and presents more risk than the others.

Then there’s the final company… you understand the thesis, the vision and the necessity for its service in the future.

Do you distribute equal amounts to the 5 friends companies? This strategy means your involvement is now split, your ability to keep up to date with updates diminishes.

Or do you decide to endeavour 100% of your efforts towards the company you believe offers the best upside?

I’m heavily invested because I understand the thesis, the direction and the competitive advantage of owned infrastructure and secured capacity in the future.

5.8GW in the pipeline.. this figure will increase over time also.

[Mike Alfred @mikealfred]

Never waste a dip. Took SLNH position up to 200,000 shares. Will look to add on any further weakness.

[Mark Harvey @thepowerfulHRV]

The sum of $MSTR's actions has resulted in a 9.4% increase in BTC per share QTD.

Anyone who tells you they are "DiLuTiNg" shareholders is just spreading FUD.