Brian Fry

Love Peter’s Hard Truth about personal health. Add a solid intergenerational wealth plan using the asymmetric upside of #Bitcoin and Bitcoin proxies (like $IREN), and you have the formula for an incredible life for you and your family.

The part most will miss about this achievement is that data center players unable to power and cool 200 kWh per rack will soon be irrelevant to the AI race. We're headed for 1 MW next. Why? Because closer GPUs communicate faster. Supercomputing requires the largest possible…

NEW: GROK AI SAYS THE FEDERAL RESERVE IS CORRUPT BECAUSE IT "CREATES MONEY FROM THIN AIR." ITS ONE WORD SOLUTION: #BITCOIN 👏

I love this summary of $IREN's positioning at the intersection of #Bitcoin and AI, key to becoming a major AI infrastructure player. It brings back memories of Will and Daniel Roberts' visionary 2019 plan, now strikingly prescient.

At one point over the last few months, Coreweave was an $85B company and IREN was a $1.5B company. Today it’s $56B and $4B. The gap will continue to close and it was all completely predictable in advance. Watch and enjoy how value arbitrage works at scale.

I’ve been in the data center business a long time. 200kW rack density will be one heck of an achievement and critical to winning the AI compute race. Go $IREN!

Big few months ahead as we bring online one of the world’s largest liquid-cooled AI data centers. 50MW of direct-to-chip IT load, with day one rack density of 200kW!

If you’re not a millionaire yet and want to become one, just buy 1 Bitcoin for $116,666 and hold for 4-8 years. Easy.

I still don’t understand why I have to pay income taxes when the Fed can just create $3 trillion dollars out of thin air whenever it wants arbitrarily.

$CRWV earnings Aug 12 and lock up ends and selling start Aug 15 $IREN and $CIFR are going to be a better version of CRWV going forward Power - not software - is going to eat the world

At $IREN, we’re building not just what AI demands now, but what AI demands next.

The more I think about $nvda lepton, the more I believe that Nvda really upset the status quo. IMO, Nvda completely changed the game in May (just two months ago). Hyperscalers understood immediately, and investors are only now appreciating the nuances.

What $NVDA thinks about Lepton: nvidia.wd5.myworkdayjobs.com/nvidiaexternal… “One of DGX Cloud’s top priorities” “Neoclouds are very mad at NVDA because of Lepton.” - Dylan Patel. “The message is clear: whether you’re training LLMs or deploying foundation models for inference, Lepton handles the…

The problem with altcoin treasury companies is that the asset side of their balance sheet is far less liquid and far less scarce than bitcoin. Altcoins can’t accrue value long term, they will continue to be demonetized by bitcoin.

Bitcoin has built a massive amount of power as it consolidates in this $117,000-$120,000 area. It's like a reflexive flywheel that generates its own radiant energy. I expect a pivotal breakout towards $125,000 and in to renewed price discovery within the next 1-5 days.

Fidelity amends its #Bitcoin ETF to allow in-kind creations and redemptions.

Kamah is on to something big for $IREN 👇

We did talk about these hires before several times, but the missing link between: Lepton AI ➡️ Digital Ocean ➡️ $IREN Was not made before, unless you were @danroberts0101 and @kentpdraper doing the hiring. The connection of how Digital Ocean was the infrastructure provider for…

I have written about $IREN and $NVDA DGX Cloud Lepton quite a lot recently, and how it's a game changer of a platform for an AI infrastructure player such as IREN that even exist until 3 months ago. I have also mentioned about $IREN's hiring of senior level personnel from…