Cable Guy / Amateur Photographer / Beer / Cooking / Life / Radio Friendly Unit Shifter / Crypto Enthusiast / πŸ–€Horror Movies 🍿

Earth
Joined April 2015
Bruce πŸ¦‡πŸ”Š retweeted
🚨 @AnthropicAI in Talks With @nscale on a Second Multibillion-Dollar Deal, Per CNBC 🚨 ⚑ ~$45 billion β€” the potential value of the second deal, per an unnamed source, to lease a second 460-megawatt data center at the same West Virginia site as the first deal ⚑ Second deal β€” CNBC reported the first @AnthropicAI and @nscale deal in August, and Bloomberg first reported these new talks on Oct 19 ⚑ No confirmation β€” @AnthropicAI declined to comment and Nscale had not responded to CNBC's request for comment ⚑ Neocloud selloff β€” @CoreWeave is down 28% and @nebiusai 27% over the past month on concerns about heavy borrowing ⚑ @Microsoft exit β€” @nscale lost @Microsoft as anchor tenant of its London-area site over grid delays, but says its relationship with $MSFT is strong and that the issue has no impact on its other contracts ⚑ Public listing β€” @nscale filed to go public on the New York Stock Exchange in September
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Bruce πŸ¦‡πŸ”Š retweeted
πŸ“Š RWA holders are up nearly 600% this year to 6.4M. Most of the growth has come from tokenized stocks, which make up roughly 5.2M of those holders. Below are the top 12 networks by RWA holders and their YTD growth: @BNBCHAIN: 2.1M (+2,754%) @Solana: 1.6M (+837%) @RobinhoodApp Chain: 1.5M @base: 364.8K (+51.9%) @Ethereum: 346.8K (+63.7%) @Celo: 129.5K (+142%) @XLayerOfficial: 96.8K @arbitrum: 42.2K (+19.8%) @HyperliquidX (HyperEVM): 41.1K (+3.8%) @SuiNetwork: 21.8K (+8.0%) @0xPolygon: 21K (+12.9%) @StellarOrg: 18.8K (+245%)
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Bruce πŸ¦‡πŸ”Š retweeted
🚨 $HUT HIGHRISE AI HIRES NEW VP TO SCALE GPU FLEET TO 20,000+! Hut 8's wholly owned neocloud subsidiary, Highrise AI, has hired Erik Grundstrom as VP of AI Infrastructure to help lead its massive GPU expansion. Erik brings over 25 years of infrastructure experience, including leadership roles at: πŸ”Ή Core42: VP, AI Platform Infrastructure πŸ”Ή Applied Digital ($APLD): VP, HPC Infrastructure πŸ”Ή Supermicro ($SMCI): Director, Field Applications Engineering & Business Development The timing isn't a coincidence. Hut 8 is developing a $500 MILLION, 50 MW AI data center in Batavia, Illinois, with plans to deploy approximately 20,000 NVIDIA GPUs for Highrise AI. And the project has been making significant progress. Batavia city officials recently confirmed that the development has completed ALL power and grid approvals, clearing a major hurdle toward bringing the facility online. bataviail.gov/page/batavia-d… Connect the dots. Hut 8 is clearing the hurdles, building the infrastructure, and assembling the team to scale Highrise AI into a major player in the GPU cloud market. highrise.ai
🚨HUT 8'S NEXT DATA CENTER PROJECT IS UNDER DEVELOPMENT! $HUT is building a $500M, 50MW AI/HPC data center in Batavia, IL!!! 🀯 Unlike their River Bend and Beacon Point campuses, which are backed by long-term contracts with third parties, Anthropic and an undisclosed hyperscaler, Batavia is being built for Hut 8’s wholly owned neocloud platform, Highrise AI. highrise.ai This campus is expected to house their 20,000 new GPUs. bataviail.gov/page/batavia-d… archive.ph/Bo9wv batavia5thward.blog/2026/03/…
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Bruce πŸ¦‡πŸ”Š retweeted
🚨 @BitDigital_BTBT trades at a 33% Discount to NAV 🚨 ⚑ $1.70 net asset value per share β€” vs. a $1.14 share price, based on Bit Digital’s own net asset value calculator ⚑ $396M in Ethereum β€” 163,726 Ethereum alone is worth ~96% of $BTBT’s entire $412M market cap ⚑ $369M $WYFI stake β€” 27.0M WhiteFiber shares at $13.64, worth ~$1.02 per $BTBT share on its own ⚑ $765M combined assets β€” nearly 1.9x the market cap before netting out debt ⚑ $150M convertible notes β€” 4% notes due 2030, conversion price $4.16 (~3.6x today’s price), fully deducted as debt and still a 33% gap The market is pricing $BTBT below the value of what it owns, with the Ethereum stack nearly covering the whole company and $WYFI along for free!!! πŸ‘€πŸ‘€πŸ‘€
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Bruce πŸ¦‡πŸ”Š retweeted
Bitcoin continues to work off the huge recent rally, right at logical resistance. Nice chart from @FrankCappelleri in his note this AM. Overall, still constructive and I'm in the camp it breaks out, which can't be a bad thing for risk assets.
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Bruce πŸ¦‡πŸ”Š retweeted
BREAKING: Bloxtel announces they’re bringing private 5G infrastructure onchain with Avalanche The newly unveiled AP 201 combines an entire private 5G stack into a single unit: 5G radio and core, edge computing, and AI-powered network management. Each physical AP 201 is registered on Avalanche, while Bloxtel’s dSIM technology moves subscriber identity and authentication onchain. From factories and warehouses to hospitals and stadiums, this puts real-world telecommunications infrastructure directly on Avalanche.
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Bruce πŸ¦‡πŸ”Š retweeted
USDC rewards just got even better. Coinbase One members now earn 3.75% APY on USDC.
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Bruce πŸ¦‡πŸ”Š retweeted
Big $CLSK πŸ—žοΈ The $2.227B senior secured note offering has launched. It has NOT priced yet. For shareholders wondering what happens next, recent AI data center financings give us a useful timeline. $CIFR Stingray: β€’ June 8: $810M offering launched β€’ June 8: priced at 6.00% β€’ June 15: closed $HUT Beacon Point: β€’ June 4: $4.25B offering priced at 6.129% β€’ June 9: closed Both moved from market launch/pricing to closing within days. So for $CLSK, my base case timeline: πŸ“ Sept. 17–21: pricing πŸ“ Sept. 22–28: closing If the book is heavily oversubscribed, CLSK could price as early as tonight or tomorrow. The number that matters the most is the coupon + issue price. The financing and the deal is worth a few billion dollars to the equity shareholders. No ATM needed. Texas can be leased. $CLSK can be a $10B+ MCap AI Data center key player by 2028, if not earlier.
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Bruce πŸ¦‡πŸ”Š retweeted
After 9 months on hold, the Fed raises rates 25 bps to 3.75–4% How markets are trading after the decision, from housing, car, and trading platforms to crypto, gold and Treasuries: $TSLA +1.2% 🟒 $GLXY +0.3% 🟒 $SOFI -1.3% πŸ”» $OPEN -1.9% πŸ”» $COIN -3.65% πŸ”» $BETR -4.1% πŸ”» $HOOD -5.16% πŸ”» bitcoin:native -0.6% πŸ”» ethereum:native -0.8% πŸ”» Gold +0.7% 🟒 10Y @ 4.957% -0.039 πŸ”» 30Y @ 5.319% -0.044 πŸ”»
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Bruce πŸ¦‡πŸ”Š retweeted
We ran our own benchmarks on the iPhone 18 Pro's A20 Pro chip. CPU came in 22 to 27% faster than the A19 Pro. GPU landed 40 to 45% faster. Both matched or beat what Apple claimed on stage. 🧡 1/3
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Bruce πŸ¦‡πŸ”Š retweeted
On September 15, 1965, the Ford Motor Company became the first automaker to offer factory-optional 8-track tape players in their passenger cars, debuting the system in 1966 Mustangs, Thunderbirds, and Lincolns. Developed alongside Bill Lear, Motorola, and RCA Victor, the 8-track allowed drivers to cruise down the highway playing their favorite albums on demand instead of being tied to local radio stations. 🎸 The 8-track tape was famous for its mechanical thunk right in the middle of a song when switching between stereo programs. What song do you remember getting interrupted by that infamous mid-track click? 🎸 πŸ‘‡οΈ Did you have an 8-track in your car?
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Bruce πŸ¦‡πŸ”Š retweeted
JUST IN: Canaan Inc. liquidated its entire Ethereum holdings of 3,952 ETH at an average price of $2,400 and 54 BTC at $79,000 each in August 2026, generating approximately $13.9 million in cash. @Canaanio $CAN
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Bruce πŸ¦‡πŸ”Š retweeted
The RTX 5090 is Nvidia’s flagship gaming GPU, but AI companies are buying them in huge quantities for servers. Reports show RTX 5090 cards purchased by the pallet, despite prices over $5,000 each. Compared with Nvidia’s $16,000 RTX 6000 Pro, a 5090 with 32GB of VRAM looks like a bargain for AI workloads. We are competing with AI companies that can buy these cards in bulk, making an already expensive GPU even harder to get. We need to stop calling the RTX 5090 a β€œgaming GPU”
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Bruce πŸ¦‡πŸ”Š retweeted
Energy's expected Q3 growth went from 79.3% on June 30 to 102.5% today. Info Tech went from 56.9% to 62.6%. All eleven sectors are projected to grow earnings and revenue. What's concentrated is the change.
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Bruce πŸ¦‡πŸ”Š retweeted
This week, Ionic Digital announced that ERCOT has provisionally classified the Company’s remaining 466 MW energization request for its Ward County campus as Base Load in the Batch Zero process. Learn more in the press release below: investors.ionicdigital.com/n… $IOND
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Bruce πŸ¦‡πŸ”Š retweeted
Here's a breakdown of the ERCOT Batch Zero classifications!! $CIFR $CLSK $CORZ $GLXY $HUT $IREN $SLNH $MARA
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Bruce πŸ¦‡πŸ”Š retweeted
𝗛𝗔π—₯π— π—’π—‘π—œπ—– π—”π—šπ—˜π—‘π—§: π—–π—’π— π—£π—¨π—§π—˜ π—œπ—¦ π—Ÿπ—œπ—©π—˜ Rent a machine’s time on Robinhood Chain. Or sell your own. Settled in USDG. π—ͺ𝗛𝗔𝗧 π—œπ—¦ π—”π—–π—§π—¨π—”π—Ÿπ—Ÿπ—¬ π——π—œπ—™π—™π—˜π—₯π—˜π—‘π—§ Every other compute network asks a provider to expose an endpoint to the internet: a static address, an open port, a certificate. That requirement is what starves them, because the hard side of a compute market has never been buyers. Here the machine dials out and holds the line. Work arrives down the connection it already made, and the result goes back up the same one. A card behind a home router is a first class provider. The absence is the product. π—§π—›π—˜ π— π—’π—‘π—˜π—¬ β†’ escrow 0xc1663c22254cd3418fedc4bc56dfc0f94baaff8c β†’ no owner, no admin, no pause, no withdraw β†’ it can pay exactly two parties: the machine that delivered, or the buyer who was not served β†’ 5% of a job, taken out of the total, never added on top β†’ that 5% enters the same allocator every creator fee does: buy, burn, equities Nobody here can take it, freeze it or redirect it. That is the absence of the functions, not a promise anybody made. π—§π—›π—˜ 𝗕𝗒𝗑𝗗 π—œπ—¦ 𝗔 π—–π—˜π—œπ—Ÿπ—œπ—‘π—š, 𝗑𝗒𝗧 𝗔 π—§π—’π—Ÿπ—Ÿ β†’ $1 minimum, and it carries $20 of work at once β†’ raise it the day you want to carry more β†’ it is yours, it earns us nothing, it comes back when you leave β†’ a slash is capped at the protocol fee and can never exceed the bond A $50 deposit is a wall in front of exactly the people whose spare card you want. π—§π—›π—˜ π—™π—œπ—₯𝗦𝗧 π— π—”π—–π—›π—œπ—‘π—˜ π—œπ—¦ 𝗒𝗑 π—§π—›π—˜ 𝗕𝗒𝗔π—₯𝗗 β†’ 0xd1d2a87268caa1215752c143ba73ea8c1c3417af β†’ bonded 1.5 USDG, carries $30 of work at once β†’ registered, admitted and bonded in public, on chain 𝗧𝗒 𝗕𝗨𝗬 Pick a machine and the minutes. The price is shown to the unit before you sign anything. Approve exactly that, fund the job, accept when it delivers. If the run window passes with nothing delivered, cancel and every unit comes back, no fee. 𝗧𝗒 π—¦π—˜π—Ÿπ—Ÿ Register with one signature. Post a bond. Run the worker. No port, no address, no certificate. 𝗣π—₯π—’π—©π—˜π—‘, 𝗑𝗒𝗧 𝗣π—₯π—’π— π—œπ—¦π—˜π—— harmonicagent.solutions/#/co… 𝗠𝗔𝗧𝗛 π—œπ—¦ π—§π—›π—˜ π— π—˜π—–π—›π—”π—‘π—œπ—¦π— .
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Bruce πŸ¦‡πŸ”Š retweeted
πŸš¨πŸš€ Ionic Digital gets conditional base load status for 466 MW in ERCOT! As I previously posted this was very likely to happen. Yet this doesnt meant they get 466MW only that $IOND passes to the next round! This explains the $85 pump! uk.investing.com/news/assort…
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