CasperBoyi retweeted
$KEEL - two major announcements. July 15. SHERBROOKE - official press release. Globe Newswire. Keel Infrastructure has received City of Sherbrooke approval to enter into an agreement with Hydro-Sherbrooke for the transfer and operation of 96 MW of existing capacity. No new power requested. Three existing Bitcoin mining sites consolidated into one HPC/AI campus. ✅ City of Sherbrooke approval received ✅ 96 MW recategorized from BTC mining to HPC/AI ✅ Land purchase agreement signed - ~100 miles east of Montreal 📋 Quebec Ministry of Economy (MEIE) approval still required for capacity transfer 📅 Land purchase expected to close Q1 2027 Philippe Fortier, EVP Corporate Development: "This project will be one of the largest data center projects in Québec." Sherbrooke has been in the pipeline since the beginning. It just became real. SHARON - the detail nobody noticed. Sharon City Council adopted a new zoning ordinance with guardrails for data centers. Keel's Sharon campus was grandfathered out of the new rules entirely. They didn't have to comply. They agreed to anyway. City Manager Bob Fiscus confirmed it to 21 News directly. "Since the data center that is already in Sharon is expanding, they do not have to abide by these new changes. However, Fiscus told 21 News that they agreed to them anyway." You don't voluntarily accept regulatory constraints you don't have to accept unless you're planning to be in that community for a very long time - and you want the community to know it. Keel's Sharon campus was grandfathered out of the new regulations - but they voluntarily agreed to comply with them anyway. That's a significant community relations move. They didn't have to. They chose to. That's exactly the APLD community engagement playbook we mentioned earlier - building goodwill before you need it. That's not a legal move. That's a relationship move. Still 0 leases signed. But the foundation keeps getting harder to ignore. $KEEL 🏗️⚡ DYOR. NFA. @MintzerMiguel
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CasperBoyi retweeted
$SLNH @SolunaHoldings Is Building a Multi-Leg Power Platform, Some investors want Soluna to distance itself from Bitcoin completely. The instinct is understandable. The market gives higher multiples to AI infrastructure, while Bitcoin-related businesses often trade with more volatility and less institutional confidence. But that is not really what Soluna management has been saying. The more accurate read is this: Soluna is moving away from being viewed as a proprietary Bitcoin mining company and toward being valued as a power-backed digital infrastructure platform. That distinction matters. In Q1 2026, Bitcoin hosting already represented the majority of Soluna’s revenue, while proprietary Bitcoin mining was a much smaller part of the mix. Hosting was roughly 70%+ of revenue, while proprietary mining was around 20%. And management has made it clear that the hosting model is expected to take more share over time as proprietary mining becomes less central. So the real pivot is not simply: Bitcoin → AI It is: proprietary mining → hosting infrastructure → multi-load compute platform Power is the constant. @jbelizaireCEO has repeatedly framed Soluna around one central idea: build data centers where the power already is. That is the core of the business model. The customer can be a Bitcoin hosting customer, an AI/HPC tenant, or another compute load. But the platform starts with power access, behind-the-meter infrastructure, curtailment, grid flexibility and speed-to-energization. That is why Bitcoin hosting still has a role. Bitcoin hosting is not the highest-value destination. AI/HPC is clearly the larger re-rating opportunity. Kati 2 (+350 MW) & Dorothy 3 (+300 MW) are the projects the market is watching because they could move Soluna into longer-term, higher-value infrastructure economics. But Bitcoin hosting is the operating bridge. It generates cash flow today. It proves that Soluna can operate compute behind the meter. It monetizes sites that may not yet be ready for AI/HPC. It builds operating experience around uptime, curtailment, power pricing, demand response and grid interaction. And it helps fund the pre-development work needed for larger AI campuses. That is not a distraction from AI. It is how the platform gets built. The stronger way to understand Soluna is as a company with several connected legs: ▪︎ BTC hosting is the current revenue engine. It provides recurring infrastructure revenue, flexible load and operational proof. ▪︎ AI/HPC infrastructure is the higher-value growth engine. Kati 2 and Dorothy 3 are the key projects that could validate this next layer. ▪︎ Grid and ancillary services create another monetization path by turning Soluna’s behind-the-meter flexible load into value for the power system. Power assets & power partnerships such as Las Majadas, EDF (now KKR)/Masdar, Briscoe Wind & additional power sourcing form the strategic base. Energy orchestration through systems like MaestroOS helps manage power, curtailment and compute load dynamically. Project development & financing turn the pipeline into a repeatable infrastructure platform rather than a collection of isolated sites. That is the platform story. So when investors say Soluna should distance itself from Bitcoin, the more precise answer is: Soluna should distance itself from being valued as a proprietary Bitcoin miner. But it should not abandon Bitcoin hosting as a platform leg. A pure miner is exposed to hashprice, machine cycles and Bitcoin volatility. A hosting & infrastructure platform is selling access to power-backed compute capacity. That is the model Soluna appears to be moving toward. In that framework, Bitcoin hosting and AI/HPC are not enemies. They are different workloads on the same power-first platform. Bitcoin hosting is more flexible and monetizes infrastructure today. AI/HPC is higher-value and will unlock a larger valuation
Replying to @SolunaHoldings
Please distance yourself from Bitcoin. You’ve pivoted to AI. Stay the course!!!
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$KEEL doing the $CIFR & $WULF style thing 🚀🚀🚀🚀 Only for those who know the trending
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The Sunday Long Read or Listen The Heretic’s Guide to AI’s Stars Part III Nvidia’s $182 billion Supply Chain Gamble MetLife Selling Out for the AI Buildout $662 Billion Off-Balance Sheet debt among $MSFT $GOOG $AMZN $ORCL $META open.substack.com/pub/michae…
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RT @DollarCostAvg: $NBIS guidance with 3.2 GW. This basically tells everyone that $IREN is very undervalued given $IREN bringing much more…
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CasperBoyi retweeted
IRAN: ‘THREATS NEUTRALIZED,' NEW HORMUZ PROTOCOL IN PLACE
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CasperBoyi retweeted
Connected with an incredible group last night: Justin Blau, Phillip Lord, Michael Saylor, Brandon Lutnick, Phong Le, Frank Holmes, Gary Vecchiarelli, Salman Khan, and more. Interestingly met @jbelizaireCEO, CEO of Soluna, for first time. Very credible. Bought 100k shares just now
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CasperBoyi retweeted
It is a FACT that Rep. Ilhan Omar married her BLOOD BROTHER because he couldn't get into the country any other way. This has been known for YEARS. They should bother be DENATURALIZED and deported. Why is no one going anything about it?
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CasperBoyi retweeted
Journalist Nate Friedman exposes the Iran protests are PAID and being organized by a NGO The “Hands Off Iran” protest signs are seen being brought in by protest organizers Woman identified as a “Paid protester, base salary is $70,000 with an additional compensation of $8,649” Nate shows this NGO pays these protesters to travel and organize protests in American cities The NGO is The People’s Forum funded with $20 million dollars by a billionaire in China “They actually teach classes advocating for Marxism at the People's Forum.”
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CasperBoyi retweeted
Do NOT let this fade. Keep the pressure on. Ilhan Omar and Ahmed Nur Said Elmi’s (Omar’s BROTHER) marriage certificate. This incestuous SICKO married her full blood brother to skirt immigration laws. Denaturalize and deport her.
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CasperBoyi retweeted
Do NOT let this fade. Keep the pressure on. Ilhan Omar and Ahmed Nur Said Elmi’s (Omar’s BROTHER) marriage certificate. This incestuous SICKO married her full blood brother to skirt immigration laws. Denaturalize and deport her.
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CasperBoyi retweeted
🚨EXCLUSIVE: KAUFMAN COUNTY, TX SEE Holdings LLC is meeting with local county officials to discuss behind closed doors at an invite only meeting, their plans for a sustainable city in Kaufman County. Community members have already voiced their concerns for this 2,300 acre city, but it seems like this company from Dubai wants to move forward anyways, despite an open investigation from @KenPaxtonTX
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CasperBoyi retweeted
🇺🇸 Looking for young conservatives in Dallas County to work the polls on 3/3. Please reply below and I’ll get you connected. 3 hour mandatory training (paid) $18.24 / hr.
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CasperBoyi retweeted
Yesterday, @USCIS announced that they caught an Indian man on human trafficking charges. How many more are participating in this? Why are Indians only buying/selling to other Indians, completely destroying the housing market opportunities for Americans?
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👀🚨Frisco, Texas🚨👀 A Frisco resident exposes Indian H1-B Visa holders that are exploiting American resources. She is in Real Estate and explains how their fraudulent housing scam works. 💯🤬The conclusion is people from Indian are coming here and living above the rules, taking jobs, and not assimilating.🤬💯
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CasperBoyi retweeted
🚨FRISCO, TEXAS🚨A Frisco Woman details how H1-B Indian workers are exploiting American resources. She also details how Frisco is unrecognizable. Texans must fight back against The Great Replacement!! Follow: @Carlos__Turcios x.com/asian___cowboy/status/…
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CasperBoyi retweeted
🚨PLANO, TEXAS🚨GOP Iranian Candidate for Congress BLASTED Islam and Sharia Law, making the Muslims from EPIC LOSE THEIR MINDS! The room erupted wth chaos. Ban Sharia Law. America for Americans ONLY! Follow: @Carlos__Turcios
The Dallas Express News
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CasperBoyi retweeted
Another victim that told you exactly what was happening and was permanently silenced. “Obama’s gay, & Michelle is a trany”
Pepe Deluxe 🐸
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Bitcoin Fear and Greed Index is 14 - Extreme Fear Current price: $70,505
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