SCurveCapital

$IREN I’ve now tripled down on it and I’m going to rant. Efficient market hypothesis is dead. Either this is the next Enron (name kinda sounds similar unfortunately) and we’re about to get news of “Accounting Irregularities” or I’m going to make a lot of money alongside…

Ha! Couldn’t help but notice someone snuck bitty into the CMT III curriculum I see you @TonyTheBullCMT 🫡

Great read on $OPEN and a case study on why founder-led companies like $IREN outperform! Anyone who’s ever been in the trenches, as a founder, knows you *make time* for anything or anyone that has the potential to catalyze your business. Ironically, I was just stood up this…

I want to publicly express gratitude to @mikealfred Mike not only saved me a few bitty avoiding the Celsius bankruptcy, but also introduced me (and many, many others) to $IREN. Cheers to the Queen 🥂

The Crypto IQ Test *Option A* $IREN: a profitable, accelerating flywheel with real assets + many catalysts ($4B) *Option B* $XRP: a pre-mined insider coin with a bit of momo in search of PMF ($200B)

Cycle will top when a token makes their own treasury, goes public, and prints tokens to increase their tokens / sh.

Anyone aware of a service (you’d recommend) that tracks the mNAV of all the crypto treasury companies?

$IREN vs. $NBIS 🤜🤛 As a card-carrying troll, I love it, but we could all probably use a little chill 🧊 We've spent so much time protecting BTC from 💩 coiners and scam artists... we don't need the same immune response to NBIS fans. They're good-faith actors (I think)!

I know it’s a boomer metal, but gold looks like it’s primed for a move higher in the next few weeks: 1️⃣ Ascending Triangle 2️⃣ Weekly RSI at 59 (hasn’t been below 53 since 2023) 3️⃣ News cycle 💀 Interestingly, BTC and gold typically don’t pump together - they take turns.

Question: 🙋‍♂️ Anyone have any high conviction small- or micro-cap plays outside of crypto and data centers? If I end up taking a position, I’ll publicly announce it and post a write-up. Early is good. Ideally founder-led with some signs of product-market-fit.

Massive rotation from poor decision-making ( $CORZ ) to good decision-making ( $IREN ) today. ✈️ to quality!

UPDATE: a little over halfway there on the $IREN / $BTC fractal from March 2023. From a 0.60 to 1.50 ratio in two months... solid work. While it's cool this lined up, I'd expect the relationship to break down (or rather up) as $IREN re-rates to an AI Infra stock! Credit to…

Not that anyone cares, but I’ve trimmed 40% of my $IREN position. Will ride or die on the rest. Went in *heavy* in April and was getting way too concentrated. Taking chips off at 3x and shuffling into some $GDX + $GDXJ. Maybe some VIX calls… I don’t think it’s very likely, but…

If you hold $IREN watch this video and watch it again. With only 900 views, somehow, it fills in pretty much all the gaps I wished they’d addressed on the EC. Wheels up over the long-term ✈️