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Bitcoin for Wall Street 🐂 A trade publication covering Bitcoin tech, markets, and compute. @opnext2026 NY, NY @bitcoinlayers

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Announcing our headline & livestream sponsor, Taproot Wizards! Yes, we are *livestreaming* OPNEXT! Stay locked for where you can tune in live to our Bitcoin scaling conference livestream (complete with magical wizard-flair 🪄)

Announcing our headline & livestream sponsor, Taproot Wizards! Yes, we are livestreaming OPNEXT! Stay locked for where you can tune in live to our Bitcoin scaling conference livestream (complete with magical wizard-flair 🪄)

80,063 次观看

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NEW DOCUMENTARY "The Bitcoin Professor" feat Eli Ben-Sasson | Starknet.io of StarkWare (BTCFi arc) 🥷 Eli's read every whitepaper but hasn't stepped foot in a Bitcoin mine. We hit the road to see the actual face of Bitcoin at a ranch, a mine, and a local bitcoin meetup! Watch the full documentary 👇

NEW DOCUMENTARY "The Bitcoin Professor" feat Eli Ben-Sasson | Starknet.io of StarkWare (BTCFi arc) 🥷 Eli's read every whitepaper but hasn't stepped foot in a Bitcoin mine. We hit the road to see the actual face of Bitcoin at a ranch, a mine, and a local bitcoin meetup! Watch the full documentary 👇

451,386 次观看 • 7 个月前

Mike Alfred details purchasing seven million shares of $CIFR back when it was trading between $1 and $2 His hedge fund Alpine Fox LP’s latest 13F shows they still hold 3.76M shares worth over $48 MILLION A massive winner on Cipher Digital

Mike Alfred details purchasing seven million shares of $CIFR back when it was trading between $1 and $2 His hedge fund Alpine Fox LP’s latest 13F shows they still hold 3.76M shares worth over $48 MILLION A massive winner on Cipher Digital

125,959 次观看 • 2 个月前

$CIFR CEO Tyler Page: “Hyperscalers & Neoclouds are looking for faster ways to get power” It appears as if Cipher Digital is targeting on-site generation to bring more compute capacity online for investment-grade hyperscalers

$CIFR CEO Tyler Page: “Hyperscalers & Neoclouds are looking for faster ways to get power” It appears as if Cipher Digital is targeting on-site generation to bring more compute capacity online for investment-grade hyperscalers

43,687 次观看 • 1 个月前

NEW GWART SHOW W/ SEC Commissioner Hester Peirce "You're buying rights to a treasury controlled by three guys in their basement" ⚡ Why code is code ⚡ Why most tokens aren't securities ⚡ The registration trap ⚡ Meme coins = unregulated gambling Presented by @Ellipsis_Labs

NEW GWART SHOW W/ SEC Commissioner Hester Peirce "You're buying rights to a treasury controlled by three guys in their basement" ⚡ Why code is code ⚡ Why most tokens aren't securities ⚡ The registration trap ⚡ Meme coins = unregulated gambling Presented by @Ellipsis_Labs

150,617 次观看 • 10 个月前

$IREN just signed a 800MW transmission deal for a datacenter campus in.... Australia 🐨 Not an LOI, not competing with other operators, signed power. Energization is targeted for 2028

$IREN just signed a 800MW transmission deal for a datacenter campus in.... Australia 🐨 Not an LOI, not competing with other operators, signed power. Energization is targeted for 2028

28,361 次观看 • 1 个月前

NEW PODCAST W/ Tay 💖 How North Korean Hackers Stole $300M+ Via Telegram w/ Taylor Monahan Taylor joins Colin Harper to discuss the Lazarus Group’s Telegram scam SWEEPING crypto groupchats. ⚡️ Over +$300 million stolen ⚡️On-device wallets most at risk ⚡️Funds traced to NK's infamous Lazarus Group

NEW PODCAST W/ Tay 💖 How North Korean Hackers Stole $300M+ Via Telegram w/ Taylor Monahan Taylor joins Colin Harper to discuss the Lazarus Group’s Telegram scam SWEEPING crypto groupchats. ⚡️ Over +$300 million stolen ⚡️On-device wallets most at risk ⚡️Funds traced to NK's infamous Lazarus Group

74,816 次观看 • 5 个月前

"We announced a $30 million deal recently. That was a 2 year contract for a cluster of 504 Blackwell B200s." "That increased our annual run-rate revenue from $20M ARR to $35M." "We've 4x the capacity at Bell across Canada." Aydin Kilic of HIVE Digital Technologies on deploying AI clusters.

"We announced a $30 million deal recently. That was a 2 year contract for a cluster of 504 Blackwell B200s." "That increased our annual run-rate revenue from $20M ARR to $35M." "We've 4x the capacity at Bell across Canada." Aydin Kilic of HIVE Digital Technologies on deploying AI clusters.

56,151 次观看 • 4 个月前

"We raised $1.3 billion dollars...we can go play offense." We caught up with @tylerpage of Cipher Digital at North American Blockchain Summit | November 2026 $CIFR

"We raised $1.3 billion dollars...we can go play offense." We caught up with @tylerpage of Cipher Digital at North American Blockchain Summit | November 2026 $CIFR

110,014 次观看 • 9 个月前

NEW MINING POD W/ Mike Alfred "the biggest and most challenging part is controlling the physical infrastructure" ⚡ $IREN from $2 → $31 ⚡ Anti-consensus investing ⚡ Why atoms > bits ⚡ CoreWeave's tell ⚡ The digital infrastructure thesis Brought to you by CleanSpark Inc.

NEW MINING POD W/ Mike Alfred "the biggest and most challenging part is controlling the physical infrastructure" ⚡ $IREN from $2 → $31 ⚡ Anti-consensus investing ⚡ Why atoms > bits ⚡ CoreWeave's tell ⚡ The digital infrastructure thesis Brought to you by CleanSpark Inc.

114,280 次观看 • 10 个月前

Per HIVE Digital Technologies CEO Aydin Kilic, some GPUs are retaining as much as 80% of their value years after being deployed 🤯 The reason? AI demand is insatiable. "Obviously China has a huge amount of demand and they're trying to get whatever GPUs they can. Maybe they can't buy the latest and greatest, but they're allowed to buy the older gear. So they'll take all that stuff."

Per HIVE Digital Technologies CEO Aydin Kilic, some GPUs are retaining as much as 80% of their value years after being deployed 🤯 The reason? AI demand is insatiable. "Obviously China has a huge amount of demand and they're trying to get whatever GPUs they can. Maybe they can't buy the latest and greatest, but they're allowed to buy the older gear. So they'll take all that stuff."

40,900 次观看 • 3 个月前

One year ago, $KEEL CEO Ben Gagnon spoke about the bottleneck he aims to solve: “What you don’t hear much about is all the power and infrastructure that’s necessary to operate Nvidia GPUs and make them run” Yesterday, KEEL closed a $458 million convertible senior notes offering to continue Ben’s mission of bringing compute online

One year ago, $KEEL CEO Ben Gagnon spoke about the bottleneck he aims to solve: “What you don’t hear much about is all the power and infrastructure that’s necessary to operate Nvidia GPUs and make them run” Yesterday, KEEL closed a $458 million convertible senior notes offering to continue Ben’s mission of bringing compute online

18,740 次观看 • 1 个月前

.Mike Alfred laid out his investment strategy to trade AI stocks on the latest Blockspace Live, explaining the rationale behind Alpine Fox hedge fund's positions in $IREN and $CIFR. When we asked him about sleeper opportunities in the AI stock market, he didn't mince words: being a first mover does not guarantee success. In fact, these AI deals are getting better as time goes on, and the best deals could be yet to come from companies with MWs that are currently unmonetized. "There's been this rush to see who can sign the best deal. And I remember being told two years ago in spaces that no one would ever sign a better deal than $CORZ. "But what's happened over time is we've seen a lot of other deals and the pricing has just gone up. "So actually the pricing is accelerating to the upside. The demands actually accelerated the episode. So the folks who have the most capacity in the future may see better monetization opportunities along the curve."

.Mike Alfred laid out his investment strategy to trade AI stocks on the latest Blockspace Live, explaining the rationale behind Alpine Fox hedge fund's positions in $IREN and $CIFR. When we asked him about sleeper opportunities in the AI stock market, he didn't mince words: being a first mover does not guarantee success. In fact, these AI deals are getting better as time goes on, and the best deals could be yet to come from companies with MWs that are currently unmonetized. "There's been this rush to see who can sign the best deal. And I remember being told two years ago in spaces that no one would ever sign a better deal than $CORZ. "But what's happened over time is we've seen a lot of other deals and the pricing has just gone up. "So actually the pricing is accelerating to the upside. The demands actually accelerated the episode. So the folks who have the most capacity in the future may see better monetization opportunities along the curve."

26,428 次观看 • 2 个月前

Last year, $IREN CEO Dan Roberts discussed how the company was never just a Bitcoin miner. In 2018, Dan and his brother had a vision that the future world would need more HPC data centers. At the time of this interview IREN was trading at $7 and had 2.3 GW secured.

Last year, $IREN CEO Dan Roberts discussed how the company was never just a Bitcoin miner. In 2018, Dan and his brother had a vision that the future world would need more HPC data centers. At the time of this interview IREN was trading at $7 and had 2.3 GW secured.

16,190 次观看 • 1 个月前

NEW @gwartygwart show: Why Crypto Options Are So Slow To Mature w/ , founder of Derive.xyz "Options markets are always the last vertical to mature in finance." → Capturing 90% on-chain market share → RFQ and institutional liquidity Brought to you by Ellipsis Labs

NEW @gwartygwart show: Why Crypto Options Are So Slow To Mature w/ , founder of Derive.xyz "Options markets are always the last vertical to mature in finance." → Capturing 90% on-chain market share → RFQ and institutional liquidity Brought to you by Ellipsis Labs

34,504 次观看 • 4 个月前

NY, NY April 16th 🎟️

NY, NY April 16th 🎟️

39,919 次观看 • 6 个月前

TeraWulf's $WULF Lake Mariner facility is "an entirely different scale than we're used to seeing" "I've toured a lot of data centers" says Rich Miller Each building is ~30,000, "or about 2 or 3 Wal-Marts" Their biggest challenge? Directing traffic

TeraWulf's $WULF Lake Mariner facility is "an entirely different scale than we're used to seeing" "I've toured a lot of data centers" says Rich Miller Each building is ~30,000, "or about 2 or 3 Wal-Marts" Their biggest challenge? Directing traffic

12,687 次观看 • 1 个月前

Tyler Maroney said one thing quickly became clear when they were investigating the identity of Bitcoin's creator for the Finding Satoshi documentary: they wouldn't get intel if they featured Faketoshi in their film. "At one point, people at this conference said, "I'll talk to you as long as you can confirm to me that Craig Wright is not one of your candidates." Because they felt very much, I realized, like Satoshi was one of their own." Watch on for the full segment of our interview with PI Tyler Maroney and journalist William Cohan as they share their findings from the Finding Satoshi documentary.

Tyler Maroney said one thing quickly became clear when they were investigating the identity of Bitcoin's creator for the Finding Satoshi documentary: they wouldn't get intel if they featured Faketoshi in their film. "At one point, people at this conference said, "I'll talk to you as long as you can confirm to me that Craig Wright is not one of your candidates." Because they felt very much, I realized, like Satoshi was one of their own." Watch on for the full segment of our interview with PI Tyler Maroney and journalist William Cohan as they share their findings from the Finding Satoshi documentary.

20,935 次观看 • 3 个月前

Fractal Bitcoin is coming 🐚 We interviewed Lorenzo, founder of UniSat - wallet, explorer & extension for bitcoin., about the mechanics & launch of their new merge-mined sidechain, Fractal Bitcoin.

Fractal Bitcoin is coming 🐚 We interviewed Lorenzo, founder of UniSat - wallet, explorer & extension for bitcoin., about the mechanics & launch of their new merge-mined sidechain, Fractal Bitcoin.

79,858 次观看 • 1 年前

NEW MINING POD: "If you can't be flexible, it's going to take 3 to 7 years because you're going to have to build your own generation." TeraWulf ⚡️ Anthropic, Google, $WULF ⚡️$50.6M Q3 rev ($7.2M from AI) ⚡️ Converts & Secured Notes Presented by @cleanspark_inc

NEW MINING POD: "If you can't be flexible, it's going to take 3 to 7 years because you're going to have to build your own generation." TeraWulf ⚡️ Anthropic, Google, $WULF ⚡️$50.6M Q3 rev ($7.2M from AI) ⚡️ Converts & Secured Notes Presented by @cleanspark_inc

30,405 次观看 • 8 个月前

NEW MINING POD W/ Cleanspark CEO S Matthew Schultz "The future of mining is going to be about operational efficiency and scale" 🔸 OpEx reduced to $43k per BTC 🔸 WY sites hit 99.2% uptime 🔸 Targeting 37 EH/s by year end Presented by @cleanspark_inc

NEW MINING POD W/ Cleanspark CEO S Matthew Schultz "The future of mining is going to be about operational efficiency and scale" 🔸 OpEx reduced to $43k per BTC 🔸 WY sites hit 99.2% uptime 🔸 Targeting 37 EH/s by year end Presented by @cleanspark_inc

26,092 次观看 • 7 个月前