Horse-and-buggy maker says motorized automobile strategy not “viable.”
AT&T CEO says Elon Musk's SpaceX phone strategy not "viable" axios.com/2026/09/29/att-ceo…
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NATHAN FAST ⚡️ retweeted
Best single-play gunner performance in NFL history right here.
Who is this menace
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NATHAN FAST ⚡️ retweeted
🚀 HIVE has signed $600M in GPU cloud contract value in 2026, spanning Bell, Cohere, and an investment-grade hyperscaler across contracts ranging from 2 to 5 years. #HIVE #AICloud #GPU #AIInfrastructure #DataCenters Read more: 🔗 poweranalysis.io/hive
HIVE has signed $600M in GPU cloud contract value in 2026. Bell: $30M TCV, 2-year. Cohere: $225M TCV, 3-year. IG hyperscaler: $350M TCV, 5-year. Full Q1 FY2027 investor presentation: hivedigitaltechnologies.com/…
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$4 BILLION of ARR (annual recurring revenue). HIVE is a beach ball held under water
🚨 @HIVEDigitalTech ~$20B Marketcap figure a clean, linear upside extrapolation: ~$4B ARR × a mid-single-digit multiple. Cc: $SPCX $NBIS $CRWV $IREN $CIFR $KEEL $SLNH $WULF $HUT $RIOT Here’s the math and context from the post (and corroborated by $HIVE’s recent disclosures): 🧮 The $4B ARR derivation ✅ Recent five-year deal (announced ~Aug 17, 2026): ~$350M total value for 2,016 NVIDIA Blackwell Ultra / GB300 NVL72 GPUs → ~$70M ARR.
That works out to roughly $34,700 ARR per GPU. ✅ Management (CEO Aydin Kilic and Executive Chairman Frank Holmes) has repeatedly noted access to ~400 MW of Canadian Tier-III capacity, with potential to bring over 120,000 GPUs online over the next ~2 years. The GTA AI Gigafactory alone is designed for 100,000+ GPUs (320 MW utility / ~200 MW IT load; targeted energization late 2027 / compute early 2028; ~CAD 3.5B CapEx). ✅Straight extrapolation:
120,000 GPUs × ~$34.7k ≈ $4.16B ARR. 🧮 This assumes the higher-margin GPU-cloud / owned-compute (BUZZ HPC) model rather than pure HPC colocation. Colo at the Gigafactory is guided at ~$150–160/kW/month → ~$360M ARR for that site alone (or ~$500M across the broader Canadian pipeline). HIVE explicitly retains the optionality to stand up its own GPUs instead. 🟠 Current baseline (as of the Aug 17, 2026 Q1 FY2027 update) •~5,500 GPUs live generating ~$35M active ARR. •Total contracted/active GPU-cloud ARR ~$180M (targeting ≥$200M by end of calendar 2026). •Bitcoin mining is still the majority of near-term revenue and provides cash flow to help fund the AI buildout. •Market cap ≈ $760M (price ~$2.82); enterprise value ≈ $920M. Trailing revenue ~$330M (mostly mining). Management’s own more conservative sum-of-the-parts (using peer multiples of ~5.5× on 2-year forward GPU-cloud revenue and ~11× on HPC colo) already pointed to multi-billion valuations on nearer-term targets ($200M GPU cloud + $500M colo). 🏆 Valuation context and the $20B upside A successful path to $4B ARR would put HIVE in a different league. Applying even conservative 3–6× ARR multiples (blending neocloud and pivoted-miner comps, adjusted for stage, funding needs, and Canadian hydro advantage) lands in the tens of billions — the post’s ~$20B is the straightforward ~5× case. ✍️ Peer reference points (roughly contemporaneous): 1️⃣ CoreWeave (CRWV): Market cap ~$50B; TTM revenue ~$7.6B; FY2026 guidance $12–13B with exit ARR guided ~$18–19B. Trades at roughly mid-single-digit multiples on near-term/forward revenue (higher EV due to debt-funded growth). 2️⃣ Nebius (NBIS): Market cap ~$61B; TTM revenue ~$1.36B with ARR already in the multi-billion range and rapid scaling. Higher current multiples that compress on forward ARR. Miner-to-AI pivots (IREN, WULF, CIFR, HUT, RIOT, etc.) have already re-rated substantially once multi-year, investment-grade or hyperscaler contracts were signed and capacity de-risked.
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NATHAN FAST ⚡️ retweeted
FUN FACT: Canada gave the world hockey sticks. 🏒
BREAKING: Bitcoin pumps above $69,000! 🚀
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NATHAN FAST ⚡️ retweeted
College football is better than the NFL. It just is.
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NATHAN FAST ⚡️ retweeted
FYI, we’re exactly 19 years away from an insane solar eclipse in the United States. August 12th, 2045 will feature an epic totality path lined with great viewing spots. Parts of the southeast will be under totality for six minutes!
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It's 2026. Normal people don't roll dice like Yahtzee and hammer random words into sheet metal like cavemen to protect their wealth. Absurd.
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NATHAN FAST ⚡️ retweeted
Re: Cold Card Hack Hello fellow Bitcoiners, It’s been nearly one week since my wallet was drained. I lost my entire bitcoin stack, presumably the most in the entire attack - an amount I’m more than embarrassed and ashamed to even admit publicly. This was not only my life savings but my time, energy, hardcore conviction and identity after 13 years in this space. I am posting pseudonymously as I’ve always preferred to stay out of the spotlight - and privacy (inspired by Satoshi) is something I value. I debated whether or not I should say anything at all, but after much deliberation I decided it may be beneficial for other victims who are struggling. While this incident certainly forced upon me the darkest days of my life so far - I have now accepted it and will slowly put together my life again. I came from nothing and did everything right (except rolling the damn dice apparently 😅). I stayed away from trading, exchanges, shitcoins, ICOs, NFTs, false prophets, etc and quietly and consistently built up over the years through all the ups and downs - never spending frivolously on material goods but instead using bitcoin as my sense of freedom and security - with the hopes to pass it on to my future children. Even though that peace, freedom and security is now gone - I am beyond grateful for the journey and life that bitcoin enabled me to have. To all the other victims, as cliche as it is to say “it’s only money” - true wealth, as I’ve learned over and over again is in health, family, and friendships. I’d be lying if I told you I’m not afraid of the uncertainty ahead, but I know by taking one step at a time it will be possible to rebuild. Trust me if I can come to these realizations, you can too! The hardest challenges in life make us stronger and turn us into the best versions of ourselves - don’t give in to the hopelessness. By being in this community you are apart of something special that the majority of the world still hasn’t realized yet. It’s still early! Thanks to all the wonderful people in the community I’ve been DMing over the past week - your kind words of support mean the world to me and helped me start to believe in myself again. To the hacker: you still can do the right thing here and come clean - you have prompted a serious wake-up call that has brought the community together which will bring more resilience for the future. Doing the noble thing now will prevent a lifelong hunt. To all the amazing bitcoiners who have jumped to action from the very beginning to support each other and mitigate further damage - it’s been a beautiful thing to watch. To the @blocks team and especially @intangiblecoins, your efforts are inspiring and provide me with hope. Believe me when I say that IF I ever get my coins back you will all be taken care of very well, along with massive donations to the open source community. For now I will withhold any judgement towards @nvk and the @Coinkite team - while I’m still processing this loss and dealing with the gravity of building my life up from the ruins - I have 0 anger or resentment. Bitcoin security is a tough job, mistakes are made, and lessons are learned by all. I made mistakes by trusting and not verifying as well as not having a more robust security solution so the responsibility must be shared, hindsight is 20/20 and even though it’s tough: I’m okay admitting that. Bitcoin humbles all. Having said all that… I’M NOT FUCKING LEAVING!!! I will start building a new stack from the ground up like all the other plebs as my conviction in Bitcoin is even stronger today then when I got my first coins in 2013. This was never about the money - it was always about the revolution, and that can’t be stopped. We will win. Let’s keep our heads high. The march continues. It’s time to rebuild. PS: Thanks for everything Satoshi ❤️ -M
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NATHAN FAST ⚡️ retweeted
Replying to @DylanLeClair
👀
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NATHAN FAST ⚡️ retweeted
The first external cardiac pacemaker was built in Toronto in 1950. An irregular heartbeat was often fatal, until a device kept the rhythm steady. HIVE's @BUZZHPC is building the compute behind what gets solved next: a sovereign AI factory in the Greater Toronto Area.
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NATHAN FAST ⚡️ retweeted
I've been thinking a lot about how the core of this community has operated like a big family. We did, in fact, seemingly trust each other. And for the most part, we could, as evidenced by all the other companies doing good works, properly. And by all the good people helping each other through this tragedy emotionally, technically, any way we can. But as Bitcoin continues to grow, we need to remember it has grown. We need to protect ourselves and each other with greater vigilance. We are growing up. Painful, but necessary.
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NATHAN FAST ⚡️ retweeted
Podcasters and YouTubers please put out short 5-10 min emergency broadcast episodes today or tomorrow with a technical guest about the coldcard situation. That way we can reach all the people in the audience who aren’t too online twitter people. There are still bitcoiners who don’t know this is happening.
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NATHAN FAST ⚡️ retweeted
i know this is going to be a shock for some but bitcoin is money
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I’m still amazed at how I didn’t understand money at all until bitcoin.
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NATHAN FAST ⚡️ retweeted
The AI race won't be won by whoever buys the most GPUs. HIVE saw this coming nearly a decade ago. Canada. 🇨🇦 Sweden. 🇸🇪 Paraguay. 🇵🇾 Transforming renewable energy into accelerated human capability.
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NATHAN FAST ⚡️ retweeted
Bitcoin protects freedom. AI accelerates human potential. @bulldogholmes, from the streets of Madrid, on why both matter and why HIVE converts every watt of clean power into intelligence and sovereignty.
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Goosebumps
A cinematic opening at the start of each NBA Finals game? We are so back. Knicks-Spurs NOW on ABC and the ESPN App 🏆
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