Lazarus Capital
@Lazarus_Capital
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My portfolio is just like Lazarus, dead. Only Jesus can save it and He has saved it. $DEFT $WYFI
Joined February 2024
case for $WFYI: - cloud revenue ✅ - colo revenue ✅ - operating a tier 3 data center ✅ - tier 3 data centers under construction✅ - multiple customers ✅ - customers lined up for DCs under construction ✅ - LOIs for DCs under construction ✅ - strategic site locations ✅
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But $CRWV literally used their GPUs as collateral in 2023. $NBIS and $WULF borrowed against their contract. In 2024 their SPV pledged GPUs as collateral. When you’re bigger, have contracts, have facilities, etc you have more options than just straight GPU financing. $IREN isn’t
To everyone asking why $CRWV and $NBIS can't also do FMV, they're already infra-lite; do you really think anyone will lend money to a company that is both GPU-lite and infra-lite (meaning they have no assets that can be collateralized)??? My followup to the original post explains
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Also, $IREN CEOs just sold $66m in one go. Arkady limited it to $200m and by February. https://t.co/UaEKRAnyfy
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Arkady filed under rule 10b5-1. Then filed a form 144 with the intent to sell $NBIS, sales may only commence on 9/11. Deal was announced and it ripped. He’s probably selling now, but he delivered. Listed on the Nasdaq with no MW and no DC in the US and just landed a $17B deal.
@Lazarus_Capital OMGG world is ending just like when $NBIS ceo dumped over 7x the amount last friday just to announce a deal with $MSFT a couple sessions later 🥱🥱
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Check how much they got paid YTD. How much shares they got. And they still dumped it. Just as a note, they could’ve held and borrowed against their stake if they truly believed in it.
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Called it. $IREN $66M just dumped on retail.
Hot take: Insiders starting selling $IREN before YE. They've already been hitting the ATM at lower prices. Will continue to do so at these prices. If insiders do start selling, how will that effect your thesis of $IREN being undervalued by several magnitudes?
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Called it. $IREN $66M just dumped on retail.
Hot take: Insiders starting selling $IREN before YE. They've already been hitting the ATM at lower prices. Will continue to do so at these prices. If insiders do start selling, how will that effect your thesis of $IREN being undervalued by several magnitudes?
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If FOR, $BTBT becomes an $ETH DAT. Overhang on $WYFI unless Sam states they will never sell. Maybe buys $WYFI on the open market to signal that they are open to the option of growing their $ETH or $WYFI stake. If against, $BTBT becomes a holding company that will trade at a
🚨BTBT Fails to Secure Quorum to Approve New Share Issuance to Buy ETH; Leaves Company in Limbo Ahead of September 17th Do-Over. No Word from @samirtabar On Next Steps. With Many ETH DATs Now Trading Below 1x NAV, Will Be Fascinating Case Study for Governance in the Space
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@AustranSkolSwft $DEFT - Valour funds. Basically ETF/ETP wrapper on crypto tokens, AUM roughly around a billion, exposure to altcoins. Monetize with management fees, staking, and lending income. Roughly ~7% blended take rate. - Defi Alpha. Arb like crypto trades, most of them seem to be locked
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Anyone concerned about the $CIFR sales. Hes nailed the relative peak the last few times
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Anyone know the news on $BITF?
Another day, another $BITF out performance…. Love it when kid chart analysts and value investors are indistinguishable!
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Really good tidbits here! $BTBT $WYFI $MARA $CIFR $CLSK $HUT $GLXY
If you're interested in the HCW Bitcoin Mining and High Performance Computing Panel @SamirTabar participated in on Tuesday you can access the replay here: https://t.co/qIF1Q2pQOy
#hpc $wyfi
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How is this not bullish for crypto? A high growth high inflationary environment seems perfect for crypto and crypto related equities?
US fiscal 2025 year-to-date deficit $1.973 trln vs comparable fiscal 2024 deficit $1.897 trln Despite tariffs, the FY ‘25 deficit is still outpacing FY ‘24 & next year there will be an even bigger growth impulse
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I may be mistaken but when $NBIS listed on the exchange they had ZERO operating data centers in the US. ZERO MWs in their pipeline. Yet they just landed a $17B deal. Hmm
At dinner last night: " If $NBIS with a Russian search-engine founder could build data centers and land MSFT for $17B, then $IREN Aussies with Macquarie Energy roots and $CIFR Americans with Google & META Data Center chops will have no trouble attractive far more. " 💯
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Starting position in $DEFT
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Back to back interviews from @Forson on $DEFT. Heading into the Symposium too. Great to see the team getting their story out! 🔥
Watch @Forson, President of DeFi Technologies, on @YahooFinance: 🔹 Bridging traditional markets & digital assets 🔹 Gemini’s IPO & market liquidity 🔹 Stablecoins + U.S. Treasuries 🔹 Why crypto’s long-term growth remains strong $DEFT $DEFI.NE
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So $CIFR is up more than $WULF since the deal was announced. There is a lot being baked into the stock.
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This is what I get for talking trash $GLXY
Sorry $GLXY bulls, suffering will continue until this changes.
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Finally. $BITF $WULF VERY surprised $WYFI is down. Seems like an opportunity due to the dislocation.
Nice to see them start to move but I really thought $BITF and $WULF would be leading the miners today by far
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