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Week #53

USD/BTC = $79,392
Block 965,996

Here are the stocks I plan on buying this week:

🐂 = Bull Case
🐻 = Bear Case

CompanyTickerPriceSat Price🐂 🐻BTC in TreasuryMore Info
Sphere 3DANY$2.322,987See week #1span_1span_123 BTCInvestor Relations Page
FoldFLD$0.53682See week #1span_2span_2194 BTCInvestor Relations Page
LQWD TechnologiesLQWD$0.62798See week #2span_3span_3267 BTCInvestor Relations Page
NakamotoNAKA$8.1310,468See week #3span_4span_44,467 BTCInvestor Relations Page
StriveASST$27.1423,156See week #4span_5span_520,246 BTCInvestor Relations Page
BTC Development Corp.BDCI$10.1513,068See week #9span_6span_60 BTCSPAC company no page yet
SecuritizeSECZ$7.429,554See SN Postspan_7span_70 BTCInvestor Relations Page
Fractyl HealthGUTS$0.70901See week #18span_8span_80 BTCInvestor Relations Page
Bitcoin Infrastructure Acquisition Corp. Ltd. Class ABIXI$10.1013,005See Week #39span_9span_90 BTCInvestor Relations Page
BitGoBTGO$7.309,399See week #22span_10span_102,523 BTCInvestor Relations
Angel StudiosANGX$4.585,897Blok’s Daily Stockspan_11span_11303.1 BTCInvestor Relations
Cipher MiningCIFR$17.7422,842See Week #43span_12span_121,500 BTCInvestor Relations
Space XSPCX$149.28192,218See Week #43span_13span_1318,712 BTCInvestor Relations
IREN LimitedIREN$45.1058,072See Week #43span_14span_140 BTCInvestor Relations

Latest Updates:

Fold (FLD)

Will still selling shares!

Cipher Mining (CIFR)

Cipher Digital Begins Development of Lateral Pipelines to Facilitate Data Center Expansion via Bring-Your-Own-Generation

PDF Version

Sep 3, 2026 

Developing Lateral Pipelines Capable of Delivering Natural Gas Sufficient to Support Up to 2.5 GW of New Generation Across Multiple Sites

New Generation Expected to Increase Cipher’s Leasable HPC Data Center Capacity

NEW YORK, Sept. 03, 2026 (GLOBE NEWSWIRE) -- Cipher Digital Inc. (NASDAQ: CIFR) (“Cipher” or the “Company”), a leading developer, owner, and operator of industrial-scale data centers, today announces that it has begun the development of lateral pipelines at multiple sites to deliver natural gas to support bring-your-own-generation capacity.

The lateral pipelines will connect Cipher’s sites to nearby natural gas supplies, enabling on-site generation of up to 2.5 gigawatts (“GW”) of electricity. Cipher will work with power providers to develop and operate generation infrastructure at these sites, and building the lateral pipelines is a significant step toward making new power available to the sites before the end of 2027.

The Company plans to use this bring-your-own-generation capacity to develop and lease additional industrial-scale data center capacity to premier tenants for HPC workloads. The proximity of Cipher’s sites to significant natural gas resources provides an excellent opportunity for the Company to expand its leasing portfolio.

“Securing and delivering power is the foundation of everything we do and bringing our own electricity generation allows us to unlock significant new capacity quickly,” said Tyler Page, Chief Executive Officer. “By developing these lateral pipelines, we are taking a decisive step toward adding up to 2.5 GW of power to our portfolio, and we plan to seek grid connection for this generation capacity, in an effort to proactively contribute to greater grid stability in the communities in which we build our data centers.”

Commentary:

Thinking about adding SLE to this stock portfolio! Everything will remain the same for now. I added more fiat to increase the share count to add a few more in addition to my DCA into these positions.

Do you own Tesla?

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Yes in my other experiment

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Cybercab looks great. It's an expensive stock but I don't see how they aren't a 5T company within 5 years.

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A 5x from here huh

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148 sats \ 1 reply \ @grayruby 8 Sep

1.4T now so let's call it a 3.5x.

Also someone I know said he is saving a lot of money on his insurance through Tesla because of FSD. With the direct driving data insurance should be a really easy line of business for them.

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I ended my options wheel because I got assigned 10 contracts of strive... I think I'm just going to hold them now lol.

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Howdy stranger. Haven't seen you around these parts in a while.

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Yea, i still lurk occasionally. It's definitely been a while though.

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How is everything going?

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Same as ever. Still stacking while the getting is good. How about you?

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Pretty good. We moved in February. Rented out our house and are renting a bigger place. Needed more space. Herniated a disc in my back in March so that sucked for about 6 weeks. Went to Texas in May, visited SN for a couple hours when I was there and then after that just mostly been enjoying the summer with the kiddos.

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Did @k00b feed you a kebab? If not, boooo!

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43 sats \ 1 reply \ @grayruby 8 Sep

No got there kind of late because traffic from Fort Worth to Austin was horrible so didn't stick around very long. Will enjoy some lunch next time I pop in.

Haha not the worst thing

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No, it's super lucky! I almost sold covered calls on them at 14.50. I would have fot blown the fuck out.

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