Wall Street’s math on data center power is broken. $IREN: $11.5B cap on a 4.5 GW “pipeline.” $MARA: $3.3B cap with 38.7K BTC ($2.6B+ liquid). Reality: $MARA has more energized power today (1.1 GW vs ~810 MW). The market is pricing the Starwood JV deal at zero. 🧱⚡️

$MARA 🏳️ 🏳️🏳️

BE GREEDY WHEN THERE’S BLOOD IN THE STREETS🩸 When everyone else is panicking, the real ones are looking for OPPORTUNITY. 💎🙌 If the market gives me the chance to buy $MARA UNDER $7, I’M LOADING THE FUCKING BOAT. 🚢💰 Deals will soon be announced. Bitcoin back in 6 FIGURES is closer than people think. You either believe in the thesis or you don’t. I’m not here to chase green candles. I’m here to hunt for generational upside when everyone else is scared shitless. ZERO OR FUCKING HERO 🚀🔥 $MARA 💎🙌 $BTC

Dear @fgthiel, Fewer than 50 working days remain in 2026, and $MARA is now at $7. A CEO's word carries weight, and leading a public company comes with immense responsibility. We understand the debt pressures facing the industry, but MARA's AI/HPC pivot is a fundamentally different story. Shareholders need tangible progress on the commitments made, not continued silence. Time is running out. Please show us that your vision can become reality.

Prediction: with the next two weeks serving as a stretch where nearly all of the $BTC miners turned AI plays will be reporting quarterly earnings, $MARA has the potential to be the ONLY one that delivers GAAP Net Profits $RIOT and $CLSK have an outside chance but odds are low The rest will deliver MONSTER GAAP Net Losses

Oh sweet $MARA bottomed and now we can go up

Pure Speculation, but I anticipate that $MARA is planning to extinguish multiple Convertible Notes over the next few weeks while they are trading below par ($100) My expectation is that they will utilize their $BTC HODL via collateralized loans or OTC sales to raise the capital needed to buy back these notes FYI: Convertible Notes are devastating to longs as note holders hedge with puts by rule and then market makers manipulate share price into the extreme short interest so I say GOOD RIDDANCE if this turns out to be true

This is no longer a $BTC thing. Bitcoin didn’t do shit, still holds low 80s, and $MARA lost 50% to satisfy analyst targets.

Bought more $mara, again. Wow crypto is boring 🥱. Can we just do something already

@fgthiel “if we had just wanted to sign leases, we could have been doing that." “What you'll see us do is sign leases where we are being very kind of eyes wide open as we go into them. You know, we're not looking to just get announcements." ..he must be confident. $MARA

$MARA 61 trading days for 2 a.i tenant announcements. The quiet just means expectations build larger. Exciting news coming from Exaion as well! I hope no vacations are planned before end of year. @fgthiel @RobSamuelsIR @theRealSalKhan

Anyone see that new Finance Feed account @dollar_mara ? Finance Feed account: $MARA

Today, @fgthiel and @theRealSalKhan join the 2026 KBW Virtual AI Infrastructure Summit, an event spotlighting the companies building the infrastructure behind AI. Tune in to their fireside chat at 11:40 AM ET: buff.ly/WBLNjmN

$MARA Will MARA announce two deals? Yes. It is highly probable that MARA, acting in conjunction with Starwood Digital Ventures, will announce the signing of at least two AI/HPC lease agreements, or at minimum, binding Letters of Intent (LOls) with hyperscale or neo-cloud tenants

Do you remember when you joined X? I do! #MyXAnniversary

It smells like a breakout coming to me too $MARA

Someone tell $mara price makers that bitcoin is not going to $0 by Monday morning. Thanks

hovering right below 11.68 in premarket. Just need a little more juice to reclaim trend... $MARA

$MARA think we landed in the special pocket again. If not it’s damn close enough for me.

$BTC highest price in the last week. $MARA asleep at the wheel straight arrow down 😴