Look at me, I'm the hyperscaler now.
Here's 3 hot takes on:
➞ Bitcoin miners in the big leagues
➞ $IREN + $CIFR deals w/ Mag7
➞ Privacy loses in Samourai case
@IREN_Ltd and @CipherInc inked multibillion-dollar contracts with Microsoft and Amazon (first ever)
A $9.7B / 5-year deal with Microsoft.
A $5.5B / 15-year deal with Amazon.
"You're not bullish enough"
That's right, Cipher is winning Amazon's business where Berkshire Hathaway's Pacific Power is losing it.
Where are the next plays?
🤫 maybe Riot or Hut8?
In other news, privacy loses.
Keonne Rodriguez, co-developer of Samourai Wallet, was sentenced to 5 years in prison and fined $250,000
He pled guilty to “operating an unlicensed money transmitter.”
But let’s be honest — this case was never really about licensing.
It was about privacy.
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