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I might become a whole coiner in 2027 😎
IREN potential 🚀
According to OpenAI managers, the provision of 1 GW of AI computing capacity will cost USD 50 billion at today's prices. Morgan Stanley forecasts a demand for new data centers of at least 65 GW by 2028.
$IREN (-9,15%) has secured 3GW, closely followed by a multi-GW pipeline. With a current market cap of around 16 billion dollars 🤔
I think we will still have a lot of fun here 👌
IREN 🚀
- Graphics from Bernstein
Analysts at research and brokerage firm Bernstein said Bitcoin miners are becoming the unexpected winners of the artificial intelligence infrastructure boom thanks to their access to pre-secured, high-density power capacity.
In a new report on Friday, analysts led by Gautam Chhugani argued that this power advantage makes miners key partners for AI cloud providers facing long connection delays and increasing network congestion. Bernstein named the leading listed Bitcoin miner by market capitalization IREN as its top recommendation, rated the stock as "outperform" and reiterated its recently raised price target of USD 75.
The report points out that Bitcoin miners have collectively secured access to more than 14 gigawatts of grid-connected power - much of it in regions with surplus renewable energy. This infrastructure could reduce the time it takes to deploy AI data centers by up to 75%, according to the analysts. This gives miners an edge over greenfield developers who face multi-year queues to connect to the grid. "Access to the power grid has become a very scarce resource in the US," the analysts write, emphasizing that miners are now attractive strategic partners for hyperscalers and AI infrastructure providers due to their early expansion.
$IREN (-9,15%) The company controls around 3 gigawatts of operational and in-development power capacity in North America alone and has been the fastest to capitalize on the opportunity, according to analysts. The company has also acquired more than 23,300 GPUs - including the latest Blackwell models from $NVDA (-6,14%) - and expects its AI cloud business to exceed $500 million in annual revenue by the first quarter of 2026. The upcoming 50-megawatt liquid-cooled data center from $IREN (-9,15%) and a 2-gigawatt Sweetwater hub in Texas are key components of this expansion.
$CIFR (-8,23%)
$BTC (+0,59%)
$BTBT
$BITF (-0,84%)
$CLSK (-6,94%)
Buying the Dip
$BTC (+0,59%) bought moderately. Monday when US opens I may buy again
The Quiet Side of Progress: What XRP ETFs and Consistency Teach Us
Not every breakthrough in crypto comes with noise,sometimes, real progress happens quietly.
Take the recent moves by $XRP (+0,63%) ETF issuers like Grayscale, Bitwise, and Franklin Templeton. Despite the U.S. government shutdown, they filed amended S-1s, with some including tickers like GXRP and XRPZ,subtle signs that approval could be closer than expected.
It’s a good reminder that the market rewards patience more than hype.
That same idea reflects in BingX’s current campaign, which focuses on discipline over volume. I actually just joined the event, and it’s still running till Nov 9, encouraging traders to build consistency through small, daily actions rather than big swings.
Both stories point to the same truth: in markets and in mindset, steady effort beats short bursts. Quiet moves often shape the loudest results.
What’s your take does consistency still matter more than timing in crypto?
I would be interested in your opinion based on your many years of stock market experience 🤓
Do you think that yesterday was a flash "crash" that will be quickly bought up again in the next few days and ultimately end in a year-end rally, or could we be looking at a real crash?
Following this, I believe in a quick V-shaped recovery and new highs - as is often the case in such political situations.
Of course, it could also be the beginning of a bear market - but I think that's unlikely at the moment :)
Yesterday saw the biggest liquidation event in the history of cryptocurrencies.
Almost 20 times bigger than the Covid crash in March 2020.
Covid crash: liquidations worth 1.2 billion US dollars
FTX crash: liquidations amounting to 1.6 billion US dollars
Yesterday: 19.16 billion US dollars in liquidations
This is the largest liquidation event in the history of cryptocurrencies and almost 20 times larger than the Covid crash in March 2020
Bitcoin and co. Crash
Who could beat yesterday when $BTC (+0,59%) and co. fell 20%. Unfortunately my order was not executed 🥺 I still hope that I will get another chance.
You can still execute the order now.
Impact of Chinese tariffs on IREN ?
The tariff on Chinese imports has no material impact on the core business of $IREN (-9,15%)
$IREN (-9,15%) operates data centers in the US and Canada, uses domestically sourced GPUs (from Nvidia/AMD) and sells computing services directly to US companies.
Take profits if you want, stay true to your strategy, but don't make emotional decisions.
You must be able to sleep well with your investment or weight it in your portfolio in such a way that it lets you sleep well.
2026 will also be a very exciting year for Irish as significant capacities are being expanded and added.
$IREN (-9,15%) methodical strategy - building a low-cost, high-density infrastructure initially through bitcoin mining and then expanding into AI computing - positions $IREN (-9,15%) as a more resilient, vertically integrated player. Its strong asset base, low operating costs and limited reliance on external funding lend $IREN (-9,15%) a structurally more profitable, lower risk business model compared to the highly leveraged, asset-light models of many newer cloud providers.
In general, Bitcoin mining typically requires much lower capital expenditure (capex) than AI or HPC data centers. However, Iren's existing data centers (e.g. over 150 MW in Canada) are configured for both Bitcoin mining and high-density AI workloads, with rack densities of around 80 kW. Despite this, Iren achieved construction costs of around $650,000 per megawatt, well below the $6-15 million per megawatt typical of specialized AI facilities. Iren's designs are not only extremely fast to build, but also easy to retrofit (e.g. rack density should be scalable to 300 kW and beyond), giving Iren a significant advantage in terms of flexibility and time to market (e.g. in relation to the B200s).
This efficient, infrastructure-oriented approach has $IREN (-9,15%) enabled it to grow without taking on significant debt. In contrast, most of Neocloud's competitors, such as $CRWV (-5,69%) have financed their rapid expansion by eliminating large amounts of debt. Unlike Irish, most neoclouds typically own little land or physical infrastructure, which can hinder future growth.
$CIFR (-8,23%)
$CRWV (-5,69%)
$BTBT
$BITF (-0,84%)
$BTC (+0,59%)
$NVDA (-6,14%)
$AMD (-10,01%)
IREN 🚀
- Graphics from Bernstein
Analysts at research and brokerage firm Bernstein said Bitcoin miners are becoming the unexpected winners of the artificial intelligence infrastructure boom thanks to their access to pre-secured, high-density power capacity.
In a new report on Friday, analysts led by Gautam Chhugani argued that this power advantage makes miners key partners for AI cloud providers facing long connection delays and increasing network congestion. Bernstein named the leading listed Bitcoin miner by market capitalization IREN as its top recommendation, rated the stock as "outperform" and reiterated its recently raised price target of USD 75.
The report points out that Bitcoin miners have collectively secured access to more than 14 gigawatts of grid-connected power - much of it in regions with surplus renewable energy. This infrastructure could reduce the time it takes to deploy AI data centers by up to 75%, according to the analysts. This gives miners an edge over greenfield developers who face multi-year queues to connect to the grid. "Access to the power grid has become a very scarce resource in the US," the analysts write, emphasizing that miners are now attractive strategic partners for hyperscalers and AI infrastructure providers due to their early expansion.
$IREN (-9,15%) The company controls around 3 gigawatts of operational and in-development power capacity in North America alone and has been the fastest to capitalize on the opportunity, according to analysts. The company has also acquired more than 23,300 GPUs - including the latest Blackwell models from $NVDA (-6,14%) - and expects its AI cloud business to exceed $500 million in annual revenue by the first quarter of 2026. The upcoming 50-megawatt liquid-cooled data center from $IREN (-9,15%) and a 2-gigawatt Sweetwater hub in Texas are key components of this expansion.
$CIFR (-8,23%)
$BTC (+0,59%)
$BTBT
$BITF (-0,84%)
$CLSK (-6,94%)
Error? What? Really, please. 🤷🏼♀️
- 50 shares $VWRL (-2,71%) bought back cheaper 😎 The rest will follow in the next few days/weeks
- $EQQQ (-4,82%) I'll wait a little longer, or maybe I'll give priority to financing 🥲
- $1810 (-5,32%) and $ARM (-10,82%) minimally topped up. Buy the dip
- $VUSA (-3,84%) - $HMWO (-3,69%) - $BTC (+0,59%) one off-plan purchase each. Buy & Hold
- My $AMD (-10,01%) short has also performed well. My other warrants have very large KO distances and are held.
(of course I'm luckier than I am smart, but on the other hand it's crazy to believe that the stock market only ever goes in one direction 🤭)
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It looks like I've made a terrible mistake 🤓
At the beginning of October, I sold two of my ETFs, the $VWRL (-2,71%) and the $EQQQ (-4,82%) .
I was convinced that we would see at least a short-term but significant correction in October.
And since I was planning to transfer these ETFs from Trade Republic to Flatex anyway, I thought: Sell now, pick up cheaper later 🤪
Since then, of course, the market has rallied. Fortunately, I still have the $HMWO (-3,69%) and $VUSA (-3,84%) and my shares.
My original plan was to sell, wait out the crash and then get back in. Due to the broker's fee model and position size, I would have bought back the NASDAQ in one transaction as a savings plan, the savings plan is still active on October 23 and I could have bought back the All World flexibly in large tranches as there are no order fees at all.
At the moment, however, it looks as if the plan won't work out 🥲
The total amount is €20,000. I transferred € 9999 of this to my account without any problems (no proof, no delay, approx. 24 hours) and € 7500 of this to Flatex for the QQQ on the 23rd .
The rest is still with Trade Republic and is even earning a little interest there. I hope I don't have to wait until November to get the rest of the money out of Trade Republic without any problems...
Now I see the following options:
1) Put everything into All World right away.
I can buy the NASDAQ later with fresh capital if there is another setback.
2) Pay off the last financing.
I have around €10,000 outstanding, with a monthly installment of €238.
Apart from that, I am debt-free.
The interest rate is around 6-7%, plus hidden costs such as account management fees and endowment insurance.
So it would be worth considering closing the loan completely, but that would leave very little capital for ETFs.
3) Stick to the original plan
Uptober isn't over yet 🥲
4) All in $NVDA (-6,14%) 🤣
5) Gradually in with a savings plan.
6) Or will the seasonal setbacks only occur from January/spring 2026?
Which options do you think make sense? What are your thoughts?