Blockspace

We're hiding from red candles in our chat 📉 Join us 👇 xitter.twitterapi.xyz/i/chat/group_join/g210…

Nebius Q3 2026 EARNINGS LIVESTREAM xitter.twitterapi.xyz/i/broadcasts/2nQJXLyWg…

$WULF CO-FOUNDER: WE’RE NOT IMPACTED BY MORATORIUMS Nazar Khan outlined the road map for TeraWulf: Lake Mariner (’25), Justified Kentucky (next year), and Muskie (’28-’29) are all moving forward. None of them are touched by moratoriums or local pushback. Near-term is completely unaffected.

$CRWV SURGED 30% AT MARKET OPEN TODAY Management cited there is 10x more qualified demand than available capacity through the end of 2027, as neocloud GPU rental prices continue to rise. $SPCX $NBIS $IREN

NEOCLOUDS ARE GREEN TODAY 🟢 $CRWV +24% $NBIS +17% $IREN +6%

LIVE INTERVIEW: $WULF CTO Nazar Khan! also: $CRWV just saved the AI trade xitter.twitterapi.xyz/i/broadcasts/2VNRRJRnA…

$MARA Q3 earnings report with no HPC deal… yet Management still targeting two by year-end, but said timing could slip into 2027. Power pipeline path to ~4.8 GW remains the long-term story, but securing their first HPC deal is important.

$KEEL CEO Ben Gagnon: “We’re not going to pigeonhole ourselves into a date just to sign a lease.” Ben explained why the company won’t lock in arbitrary timelines for AI/data center lease. They’re advancing three priority projects in parallel and will only sign the best possible deal, not the first one that hits a calendar deadline.

🚨 Goldman Sachs cut $IREN price target to $30 But it’s not all negative news here… IREN rented out four year old NVIDIA H100 GPUs at DOUBLE their old price on a multi-year deal.

CoreWeave Q3 2026 EARNINGS LIVESTREAM xitter.twitterapi.xyz/i/broadcasts/2JQPYWJlq…

Is $IREN a buy at $20? We discuss on the show 👇 xitter.twitterapi.xyz/i/broadcasts/2qVXpBmWn…

THE BITCOIN MINING GAME CHANGED IN OCTOBER ⚡️ • Network back over 1 zeta hash • Difficulty up ~11% in two weeks • Hashprice down 8.7% to $32.86/PH

Goldman Sachs initiates coverage on $KEEL with $2.00 price target and Neutral rating ⚡️ “Although we recognize the upside potential for KEEL with demand likely to outpace available data center capacity given power and lead time constraints, the absence of signed leases and any substantial data center construction progress to-date keeps us on the sidelines.”

Want to ask Ben a question? Join our group chat: xitter.twitterapi.xyz/i/chat/group_join/g210…