JPMORGAN FORECASTS BITCOIN $BTC TO OUTPERFORM EVERY MAJOR ASSET OVER THE NEXT DECADE WITH 10% ANNUALIZED COMPOUND RETURN

$IREN is asking shareholders to approve repurchases tied to two specific financing transactions. Here’s what you need to know: 1/ Prepaid forward transactions Typically involve IREN agreeing to repurchase shares in connection with a financing arrangement, with the final share or cash settlement determined by the contract terms. 2/ Capped call transactions Derivative contracts typically used alongside convertible notes to reduce potential dilution when the share price rises. The repurchase relates to shares associated with those arrangements, not necessarily an ordinary open-market buyback. 3/ The distinction A conventional buyback reduces shares outstanding using company cash. These transaction-related repurchases may instead be part of managing IREN's convertible-note structure and potential dilution. More precisely, the vote allows $IREN to receive its own shares from financial counterparties when these contracts settle, rather than receiving cash. That can reduce shares outstanding and help offset dilution from convertible notes, depending on settlement. -BP Not financial advice.

🚨 $IREN SHAREHOLDERS — Something interesting in the upcoming Annual General Meeting on November 24. IREN is asking shareholders to vote on 6 proposals, but two caught my attention: 🔹 Proposal #2: Approve share repurchases through Prepaid Forward Transactions. 🔹 Proposal #3: Approve share repurchases through Capped Call Transactions. Why does this matter? These financial arrangements can help manage potential shareholder dilution, particularly from convertible debt. For a company aggressively expanding its AI infrastructure footprint, managing dilution is a BIG deal. ⚠️ Important distinction: This is NOT necessarily a traditional share buyback announcement. These are structured financial transactions, and the exact terms matter. My take? Potentially encouraging for existing shareholders, but I want to dig into the full proxy statement before drawing conclusions. $IREN investors — are you voting YES on these proposals? 👀

The first time $MSTR hit the current $154 share price, they held 245,000 BTC. Today they hold 848,000.

Even bigger projections on $NUAI. 🔥🔥

Got called a scammer this week by someone who’s never spoken to me. So here’s the deal. I post what I own, what I paid, what I’m up/down and what I think. I’ve explained the $100m+ exit including what that number actually meant for me. I’ve said the book you see here is only part of my wealth. I post screenshots of positions, trades and prems. I chat to lots of folks via DMs constantly and give away everything I’m willing to share about how I think. I sell nothing. No course, no sub, no paid room, no signals. The only money this account makes is whatever X pays creators. I’ve also been clear about what I want. Reach. A large audience might give me access to ppl I otherwise wouldn’t have if/when I decide to build again. I’m anon bc I value my privacy. That’s really it. I’ve told you I’ve had a pretty unusual life experiences across SpecOps, finance, building and selling a co and now managing my own capital. I try to turn what I’ve learned across all of it into something useful for ppl here, for free. Those are things I’ve told you about myself. Believe them or don’t. The screenshots are receipts. My bio isn’t. At some point there’s nothing left to show short of putting my LinkedIn and my passport on the timeline. And none of this means you should outsource your judgment to me. Quite the opposite. Don’t fall for fallacies, don’t confuse randomness with skill. Look at the evidence, understand the incentives, find the truth as best you can and then be brave enough to make your own decisions. That’s basically the only thing I want anyone to take from this account. And when someone calls a stranger a scammer with nothing behind it, apply the same standard to them. Good luck friends. - TCL

$NUAI Do people really think $VST would sign a 207 MW, 20-year power deal with little $NUAI without doing serious DD and getting extremely comfortable with what sits behind it? You don’t commit to something like that on hope. My guess is Vistra has seen a lot more than the public market has - and their DD gave them a very high degree of confidence that the broader deal is coming together.