Take the risk or lose the chance.
Joined November 2017
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Crypto Denis 🇺🇸 🦅 retweeted
This extended weekend could be the moment $CTO does something insane.
$CTO is paired directly against solana:XsfCC9VL4DamVGNgdJpfLXB3sBVa158Gbx8sh7NzmTk, the tokenized stock of a real NYSE company, with only ~$160K liquidity on Solana.
US markets are closed until Tuesday.
Crypto trades 24/7.
The meme already owns a real slice of the stock side and it’s only ~10x from flipping the company.
CEO @lylepratt is pro crypto and already talking about communities forming around tokenized equity.
@LaunchOnSF where $CTO was launched, is also pushing all-time highs
And this is where the setup gets interesting.
$CTO ran earlier this week while traditional markets were still open and the stock could react and rebalance.
Now it gets an entire extended weekend where that can’t happen.
No traditional price discovery until Tuesday, while $CTO keeps trading 24/7.
If the meme makes a serious push toward the flip before markets reopen, the story writes itself:
A memecoin flipped the public company it was built around while Wall Street was closed.
Not just another pump.
A headline that can viralize outside of CT
See the vision anon?
@omotrades solana:94Sm8joZMSRzpQmcNVn5zZpgnRLN2DBesJYDXwuNpump is a live AI trader on solana (omotrades.com) runs on claude opus and posts everything publicly — trades, bags, and reasoning
the model it’s running is simple: attention → new tokens → value flowing back one token isn’t enough for it. it wants multiple face tokens
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Crypto Denis 🇺🇸 🦅 retweeted
the $JUGGERNAUT thesis keeps getting stronger
several high-profile CT accounts have publicly taken positions over the last 24 hours
the founder’s favorite meme still feels like one of the best degen bets on the chain
and if the RH ecosystem keeps growing, $JUGGERNAUT should benefit with it
Crypto Denis 🇺🇸 🦅 retweeted
the-juggernaut:native pulled back a bit more than I expected, partly due to the sell-off in cash-cat:native as well.
That said, despite Robinhood’s positioning around RWAs, I believe it will still need a strong meme ecosystem, just like Base, Solana, and BNB Chain, to attract liquidity and retail users.
We’re still incredibly early.
In my opinion, this is probably one of the best entries you’ll get.
Crypto Denis 🇺🇸 🦅 retweeted
whether you believe it or not, several multi-billion-dollar runners will come from robinhood chain
$JUGGERNAUT is still one of the strongest candidates, remains vlad’s favorite meme and is still backed by some of the biggest RH whales
when the chain gets its next major bid, i think the move here will be extremely aggressive
WE ARE ENTERING THE MOST ABUNDANT BALANCED WEALTHY AND SUCCESSFUL PERIOD OF OUR LIVES STARTING TODAY
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$iren will melt faces soon
Alright $IREN crew let's breakdown this post a bit more:
IREN has been networking relentlessly the past few months. There's been lots of unsettled investors, questionable decisions, and little communication between management + the rest of the world.
With that said, I believe we're in the quiet period before multiple announcements.
Let's review May 1 - Present:
‣ Energized Sweetwater 1 (1.4GW)
‣ Acquired @MirantisIT for $625 Million
‣ Secured a 5-year, $3.4 billion contract to provide cloud services using air-cooled Blackwell GPUs for @nvidia
‣ Granted NVIDIA a 5-year right to buy up to 30 million shares of IREN stock at a fixed $70/share
‣ Acquired Ingenostrum (Nostrum Group) locking down 490MW of grid-connected capacity in Spain
‣ Announced and Priced Upsized Convertible Notes Offering (Due to overwhelming institutional demand, the deal was upsized from $2.0 billion to $2.6 billion within 24 hours)
‣ Closed $3.0 Billion Convertible Senior Notes & Capped Calls @ 1.00% (Insane!!)
‣ Acquired Awaken Agency
‣ Projected $4.4 Billion ARR Target
‣ Secured $3.65B GPU Financing: Closed an investment-grade, asset-backed financing facility to buy GPUs, while partnering with $BE Networks to roll out custom "AI Factories" using NVIDIA DSX architecture
‣ Announced First Australian Data Center Campus in APAC (800 MW)
‣ Completed Acquisition of Nostrum Group
‣ Jefferies Initiates Coverage with a Huge $79 Buy Rating
‣ @warriors Golden State Warriors Jersey Partnership (visibility in the Bay)
‣ Added to the Large-Cap Russell 1000 Index
‣ Poached Key Executives from Oracle and Google: Appointed Kambiz Aghili (former VP at Oracle Cloud Infrastructure) as Chief Product Officer and Michael Nudelman (former Google infrastructure lead) as Chief Development Officer
‣ Shortlisted for a Mind-Boggling $15B–$22B Anthropic Deal in Australia: A confidential Request for Proposal (RFP) leaked by The Australian Financial Review revealed that @Anthropic is seeking 1.4 Gigawatts of data center capacity in Australia
Now that we've reviewed I'm going to give you the pieces, and I'll let you put the puzzle together:
‣ RAISE Summit starts today for @IREN_Ltd, I'm going to breakdown IREN, Mirantis, and NVIDIA by teams:
1. IREN: Kent Draper (Chief Commercial Officer), Gabriel Nebreda (Head of Spain Operations), Chris Parker (Chief Marketing Officer), and Denis Skrinnikoff (Chief Technology Officer)
2. Mirantis: Alex Freedland (Co-Founder & CEO) and Shaun O'Meara (Chief Technology Officer)
3. NVIDIA: Paolo Guglielmini (Vice President EMEA), Rod Evans (VP Supercomputing & AI Cloud Infrastructure EMEA), Dion Harris (Senior Director, HPC & AI Infrastructure GTM), and Boris Neiman (Solutions Architect Manager)
‣ What does EMEA stand for?
- Europe, Middle East, and Africa
‣ Why is it important?
- EMEA represents a highly fragmented regulatory environment (driven by the European Union's strict GDPR, AI Act, and data sovereignty mandates). It symbolizes the push for countries to build and control their own computing power, data, and models within their actual geographic borders. (sounds a lot like IREN right?)
- IREN engaging heavily with the EMEA heads of NVIDIA symbolizes an attempt to become the premier alternative cloud provider for an entire hemisphere that is actively looking to reduce its total dependence on traditional US hyperscalers.
‣ Why is Spain important for IREN? (490MW)
- Spain has abundant renewable energy and strong fiber infrastructure. By connecting directly with Paolo Guglielmini (NVIDIA VP EMEA, who leads regional Sovereign AI deployment), IREN is signaling that Spain is their beachhead to become the primary Sovereign-Ready cloud alternative for the entire European Union
Closing Statement:
I don't believe for one second that IREN raised billions of dollars (via notes or ATM), bought an ad-heavy headline slot at RAISE/GSW sponsporship, gave themselves an egregious pay package, and gave NVIDIA millions of equity warrants just to sit there and do nothing.
They locked down a massive position in the European energy pipeline (Nostrum), integrated an automated enterprise cloud software stack (Mirantis), poached elite hyperscale operators from Oracle and Google, and built their entire footprint natively inside NVIDIA’s structural reference framework (DSX/DGX).
By sitting on panels with NVIDIA’s highest-level EMEA execution and infrastructure teams right now, they're sending a massive signal: They have built a fully vertical, renewable-energy-backed, sovereign-ready AI Cloud alternative.
Can you solve it?
teapaw.org/LandoInvests/status/20…
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