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BTCBTC
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ETHETH
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+
6.53%
SOLSOL
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+
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Mike Alfred
Mike Alfred|Jun 15, 2025 16:42
mNAV is already yesterday’s news. The multiple that actually matters by the end of this AI and Bitcoin capex cycle is fully operational gigawatts (GWs) of power and infrastructure per 100B of market cap. It is inevitable. Do not get sucked in to or distracted by short term games
+4
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Timeline

Jul 13, 19:38【6 use cases for decentralized physical infrastructure】
Jul 10, 19:04【Launch the artificial intelligence encryption industry and focus on on on on chain construction projects】
Jul 06, 16:21【The prosperity of artificial intelligence drives the use of power in data centers】
Jul 01, 11:41【IREN reaches 50 EH/s hash rate milestone】
Jun 27, 14:18【Trump will issue a presidential decree to promote the construction of artificial intelligence energy infrastructure】
Jun 25, 15:59【Bitcoin catalyzes economic development in other industries】
Jun 19, 21:04【Gradient invests $10 million to develop Solana protocol】
Jun 19, 13:39【NATIX Network launches DePAI initiative】
Jun 18, 17:59【Launch the artificial intelligence encryption industry and focus on on on on chain construction projects】
Jun 14, 12:30【The prosperity of artificial intelligence drives the use of power in data centers】

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