Look who isn’t mentioned. Buy those. You’re early. Riot and Mara. These won’t just be data centers. They’ll be backed by the U.S. government.
“UNITED STATES OPEC”
DOPEC already in the works.
The pipes that decide what clears, under whose jurisdiction, and with what compliance.
Washington will cartelize hash under this 🇺🇸 and it will use the miners it can regulate and reward directly.
$mara
“MARA for America.”
Branding not an accident.
$riot
deep integration into ERCOT. not just miners but also grid stabilizers.
Everyone has shifted narrative.
While policy is written behind the scenes.
THANK YOU FOR YOUR ATTENTION!!!
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BITCOIN MINERS TURNED DATACENTERS ARE GOING PARABOLIC
This is a theme Wall Street is getting really heavy on. I’d be careful chasing size into this sector. If you want long-term exposure, DCA in... there will be plenty of cake to eat later. There’s always a bull market somewhere.
$IREN +9.46%
$CIFR +12.89%
$WULF +6.09%
$BITF +5.63%
$CLSK +7.36%
Some are lagging, but wouldn't look too deep into it. $APLD $CORZ
Until then, for those who got in, enjoy the ride and the power of a low cost basis. Trim if you'd like.
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