Kungsleden Inc. @KungsledenInc Twitter profile

Pinned Tweet

Kungsleden Inc.

@KungsledenInc

2 months

Evergreen tweet.

Kungsleden Inc.

@KungsledenInc

2 months

Rackspace >>> ASICS FEW.

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Kungsleden Inc.

@KungsledenInc

1 month

"Whoever builds the best chicken shack miner farm wins" @adam3us Looooooooooooooong RACK SPACE.

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Kungsleden Inc.

@KungsledenInc

2 months

😤😤😤😤😤😤😤😤😤😤😤😤

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Kungsleden Inc.

@KungsledenInc

1 month

NOBRAKES

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Kungsleden Inc.

@KungsledenInc

2 months

"We shape our buildings; thereafter, they shape us." - Winston Churchill

Cathedra Bitcoin

@CathedraBitcoin

2 months

Cathedra Bitcoin announces merger with @KungsledenInc to create an infrastructure company for the digital economy Find the complete news release here: $CBIT $CBIT.V $CBTTF

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Kungsleden Inc.

@KungsledenInc

2 months

Developing thesis... the real decoupling is habbening. ASIC prices declining vs. rack space assets mooning in value. ($1.22m/MW for that site purchase)

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Kungsleden Inc.

@KungsledenInc

2 months

MANY SUCH CASES Rack Space > ASICS

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Kungsleden Inc.

@KungsledenInc

2 months

Dune scene or Phase 2 dirtwork?

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Kungsleden Inc.

@KungsledenInc

2 months

Stacked Sats.

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Kungsleden Inc.

@KungsledenInc

2 months

Where the term “Mullet Miner” was born. AI in the front $Bitcoin in the back.

Drew Armstrong

@_drewarmstrong_

2 months

Another great conference from @DWildcatters

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Kungsleden Inc.

@KungsledenInc

2 months

Rackspace >>> ASICS FEW.

Cathedra Bitcoin

@CathedraBitcoin

2 months

And this slide illustrates why we are so excited about this new business model (and the deal): @KungsledenInc can build bitcoin mining data centers cheaper and faster than anyone else - At $170k/MW Kungsleden has some of the lowest development costs in the industry - Once…

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Kungsleden Inc.

@KungsledenInc

2 months

We have ways of mining Bitcoin that you know nothing of.

Drew Armstrong

@_drewarmstrong_

2 months

You can just earn profits and stack bitcoin, you know. ASICs not required

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Kungsleden Inc.

@KungsledenInc

16 days

IF YOU BUILD IT THEY WILL COME

Mike Alfred

@mikealfred

16 days

BREAKING: Goldman Sachs Equity Research out with a new piece this morning calling for 15% CAGR in data center power demand from 2023-2030 and the need for 47 GW of incremental power generation capacity!! So bullish for large BTC miners with owned infrastructure and secured power.

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Kungsleden Inc.

@KungsledenInc

2 months

“ASICs are a 💩🪙 Access to power is the most important and fundamental human resource. the decoupling will continue” - @astridwilde1

Kungsleden Inc.

@KungsledenInc

2 months

😤😤😤😤😤😤😤😤😤😤😤😤

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Kungsleden Inc.

@KungsledenInc

26 days

Looooooooong Deployable Rack Space

Alex ₿rammer, ₿allin/Out

@AB_Brammer

26 days

Haven't seen the underlying valuation methodology yet, but if this is even directionally accurate, it represents one of the most interesting arbitrage opportunities I've ever seen for #bitcoin companies long power and infrastructure right now. Also suggests public #bitcoin …

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Kungsleden Inc.

@KungsledenInc

26 days

You don't say.....

Alex ₿rammer, ₿allin/Out

@AB_Brammer

26 days

Haven't seen the underlying valuation methodology yet, but if this is even directionally accurate, it represents one of the most interesting arbitrage opportunities I've ever seen for #bitcoin companies long power and infrastructure right now. Also suggests public #bitcoin …

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Kungsleden Inc.

@KungsledenInc

2 months

Balkanized Hashrate & Rack Space

Cathedra Bitcoin

@CathedraBitcoin

2 months

Now for a closer look at the different sites of the Pro Forma Company:

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Kungsleden Inc.

@KungsledenInc

2 months

🤫🤫🤫

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Kungsleden Inc.

@KungsledenInc

1 month

“Land is the basis of an aristocracy, which clings to the soil that supports it; for it is not by privileges alone, nor by birth, but by landed property handed down from generation to generation, that an aristocracy is constituted. A nation may present immense fortunes and…

Cathedra Bitcoin

@CathedraBitcoin

1 month

We have long emphasized the importance of diversification, both in terms of geography and energy source. The new Cathedra will continue this approach, following the best opportunities with an eye toward maintaining a balanced portfolio of infrastructure Growth will not always be…

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Kungsleden Inc.

@KungsledenInc

2 months

One of the sharpest minds when it comes to the public markets and bitcoin miners.

The Mining Pod

@theMiningPod

2 months

Bitcoin Mining Stocks Are…Down? @bitcoinbeezy

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Kungsleden Inc.

@KungsledenInc

2 months

👇🏼

Cathedra Bitcoin

@CathedraBitcoin

2 months

Last week Cathedra announced its proposed merger with @KungsledenInc Over the next few weeks we’ll be unpacking some of the details of the transaction To start, we will keep it simple. Kungsleden is a developer and operator of alternative high-density compute infrastructure.…

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Kungsleden Inc.

@KungsledenInc

1 month

"Coming together is a beginning, staying together is progress, and working together is success." – Henry Ford

Cathedra Bitcoin

@CathedraBitcoin

1 month

To say nothing of the people. With hundreds of MWs of data center development experience and decades of (combined) bitcoin mining experience, we think the pro forma company will boast one of the best teams in the industry

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Kungsleden Inc.

@KungsledenInc

2 months

$487k/MW 📈📈📈📈📈

MARA

@MarathonDH

2 months

We have entered into a definitive agreement to acquire a 200-MW nameplate capacity #Bitcoin mining data center in Garden City, TX.

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Kungsleden Inc.

@KungsledenInc

1 month

The OG Miner episode with @_drewarmstrong_ , @MartyBent and @FarmahTom from @CathedraBitcoin via @DWildcatters

The OG Miner episode with Drew, Marty and Tom from Cathedra

This week we’re joined by Drew Armstrong, Marty Bent, and Tom Masiero. Enough said. Key Points:Merger Insight: Cathedra and Kungsleden team up, merging minin...

www.youtube.com

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Kungsleden Inc.

@KungsledenInc

2 months

$CBIT 👀👀👀👀👀

Rob W.

@BikesandBitcoin

2 months

Riot was here.

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Kungsleden Inc.

@KungsledenInc

2 months

Mike Alfred

@mikealfred

2 months

The industry will be chronically short infrastructure throughout the next 24 months. Doesn't feel like it right at this moment but it will be a desperate scramble to secure infrastructure that simply won't exist or be available to most market participants. This is NOT priced in

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Kungsleden Inc.

@KungsledenInc

29 days

“Success seems to be connected with action. Successful men keep moving. They make mistakes, but they don’t quit." - Conrad Hilton

Cathedra Bitcoin

@CathedraBitcoin

29 days

Thus concludes our investor deck walk through Here’s a final look at the pro forma company We will continue to share more news in the coming weeks and months

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Kungsleden Inc.

@KungsledenInc

2 months

Let’s build!!

The Mining Pod

@theMiningPod

2 months

NEW: Cathedra Bitcoin Merges! With Drew Armstrong, Tom Masiero & Marty Bent @_drewarmstrong_ @MartyBent @FarmahTom

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Kungsleden Inc.

@KungsledenInc

27 days

NOBRAKES!

FarmahTom

@FarmahTom

27 days

Fremen hard at work!

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Kungsleden Inc.

@KungsledenInc

2 months

Low time preference vision. Whoever has the most rack space wins in the end. Much faster to scale rackspace vs. hashrate.

Cathedra Bitcoin

@CathedraBitcoin

2 months

Now, for a closer look at the @KungsledenInc recipe: - Rapid growth - Quick builds - Low cost - Solid margins In short, the team uses their extensive experience developing fit-for-purpose infrastructure to build quality bitcoin mining data centers faster and cheaper than the…

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Kungsleden Inc.

@KungsledenInc

2 months

🤔 "CAPACITY is a constraint... there's a lot of orders out there. People have a lot of machines on order and now they're scrambling to find places to plug those in" @fgthiel

Bitcoin Frenzy: Exploring Massive Demand and Miner Sell-offs | Fred...

Join Fred Thiel, CEO of Marathon Digital Holdings, as we unravel the Bitcoin frenzy in this podcast. From how Bitcoin gets halved to the impact of ETFs on mi...

www.youtube.com

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Kungsleden Inc.

@KungsledenInc

2 months

The Mining Pod

@theMiningPod

2 months

Bitcoin mining is one of the hardest industries to survive as a founder. Mining veterans are built different.

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Kungsleden Inc.

@KungsledenInc

2 months

Be like water...

Cathedra Bitcoin

@CathedraBitcoin

2 months

Zooming out, this new business model and expertise will empower the Company to toggle between the fixed-margin hosting business and variable-margin prop mining - The fixed-margin hosting business provides downside protection + defensible post-halving cash flows - Meanwhile,…

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Kungsleden Inc.

@KungsledenInc

2 months

FarmahTom

@FarmahTom

2 months

Going into a bull market scale is all that matters. 🎯🎯

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Kungsleden Inc.

@KungsledenInc

2 months

🎯🎯🎯🎯🎯

Steve Barbour

@SGBarbour

2 months

@CK_Cryptoklepto @Bill121281 Two phase immersion is generally terrible. It is not new tech, it is old tech that does not scale.

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Kungsleden Inc.

@KungsledenInc

2 months

WE ARE GOING TO WIN!

James Rippeon

@satsquo

2 months

I am happy to report that the 1st Annual (unofficial) @CathedraBitcoin Investor Appreciation Day was a smashing success. The day included one on one panel discussions with @FarmahTom about bitcoin, the mining industry, and how $CBTTF is positioned to do some incredible things…

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Kungsleden Inc.

@KungsledenInc

2 months

TL;DR - BUILD.

Cathedra Bitcoin

@CathedraBitcoin

2 months

This slide summarizes our rationale for the transaction and why we are so excited by the merger with @KungsledenInc

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Kungsleden Inc.

@KungsledenInc

2 months

🧢🧢LOCKHART

@BrianLockhart

2 months

@satsquo I'M KICKING MYSELF FOR NOT ADHERING TO THE NUMBER ONE TRUTH ABOUT BITCOIN MINING: "NOT YOUR RACKS, NOT YOUR STACKS"

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Kungsleden Inc.

@KungsledenInc

2 months

It’s coming……..

FarmahTom

@FarmahTom

2 months

Infrastructure components will as well … Containers 📈 Transformers 📈

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Kungsleden Inc.

@KungsledenInc

2 months

@SGBarbour @FarmahTom Respect my friend!! 🙌🏼 Just getting started!!

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Kungsleden Inc.

@KungsledenInc

1 month

Get in here freaks 👇🏼

James Rippeon

@satsquo

1 month

We have 142 members in the @CathedraBitcoin group. Please share with anyone that might be interested in following along. We'll be moving fast once this merger closes!

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Kungsleden Inc.

@KungsledenInc

2 months

Choose your mining equipment wisely anon.

Jeff

@PunterJeff

2 months

@FarmahTom @thapaashish @Bill121281 @saylor @Micro2Macr0 Using aging TradFi financial infrastructure for mining instead of natural resources. Fascinating

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Kungsleden Inc.

@KungsledenInc

1 month

FarmahTom

@FarmahTom

1 month

Rack Space >>> ASICS

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Kungsleden Inc.

@KungsledenInc

1 month

Brick by Brick.

Drew Armstrong

@_drewarmstrong_

1 month

A cathedral is built one stone at a time

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Kungsleden Inc.

@KungsledenInc

2 months

🎯🎯🎯🎯🎯🎯🎯🎯🎯

Mes Finances Perso

@MesFinances

2 months

Thanks for sharing the podcast guys! It is very enlightening. Very optimistic for the future. Once again, be investors with a long ass timeframe.

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Kungsleden Inc.

@KungsledenInc

2 months

For years Nivdia has championed the idea that “the data center is the new unit of computing.” - @d51mmons

Kungsleden Inc.

@KungsledenInc

2 months

Developing thesis... the real decoupling is habbening. ASIC prices declining vs. rack space assets mooning in value. ($1.22m/MW for that site purchase)

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Kungsleden Inc.

@KungsledenInc

1 month

💪🏼💪🏼💪🏼💪🏼💪🏼

James Rippeon

@satsquo

1 month

We’re going to start seeing a ton more of this coverage for @CathedraBitcoin moving forward. It’s going to be a fantastic setup for the shareholders that had the patience to hold through the silence as the merger with @KungsledenInc was stitched together. Analyst opinion: “We…

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Kungsleden Inc.

@KungsledenInc

2 months

“I’m looooooong rack space“ - @joe_tulane 🔥🔥🔥🔥🔥🔥🔥🔥🔥

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Kungsleden Inc.

@KungsledenInc

13 days

Behind the Meter is the way …

Kevin Stevens 🔋⚡️

@kevindstevens

13 days

The US has basically stopped building the transmission infrastructure needed to bring more generation online. New policies passed this week should improve the permitting process. But, other factors like interest rates and high costs drive the slow down too.

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Kungsleden Inc.

@KungsledenInc

11 days

It’s THE most important thing.

James Van Straten

@jvs_btc

13 days

@theBTCMiningGuy I think in the future the BTC mining part will only be a fraction of the revenue stream. Source cheap energy will be one of the most important things

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Kungsleden Inc.

@KungsledenInc

2 months

❤️'s & 🧠's

FarmahTom

@FarmahTom

2 months

Behind the meter and smaller distributed ops are the way anon

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Kungsleden Inc.

@KungsledenInc

1 month

For years Nvidia has championed the idea that “the data center is the new unit of computing.”

Drew Armstrong

@_drewarmstrong_

1 month

There is a lot of white space for growth in the AI HPC market. @KungsledenInc and ourselves have both been exploring sound ways to break into this market to further strengthen the business. This should help us stack more bitcoin in the long run

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Kungsleden Inc.

@KungsledenInc

2 months

Recommended podcast for those wanting to learn more about Bitcoin and Energy.

How Bitcoin Mining is Bridging the Gap Between Tech and Energy

In this episode, we delve into the fascinating intersection of the energy sector and technology through the lens of Bitcoin mining. With insights from indust...

www.youtube.com

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Kungsleden Inc.

@KungsledenInc

2 months

🤔

FarmahTom

@FarmahTom

2 months

🤔

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Kungsleden Inc.

@KungsledenInc

2 months

👇🏼

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Kungsleden Inc.

@KungsledenInc

2 months

How do you mine Bitcoin without owning an ASIC???

FarmahTom

@FarmahTom

2 months

@PunterJeff @thapaashish @Bill121281 @saylor @Micro2Macr0 It’s a good framework. $MSTR is an asset lite miner in the truest sense.

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Kungsleden Inc.

@KungsledenInc

2 months

👀

FarmahTom

@FarmahTom

2 months

Preach!

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Kungsleden Inc.

@KungsledenInc

2 months

YES.

Bill Miller

@billfour

2 months

"The road to success is always under construction." - Harry V. Quadracci

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Kungsleden Inc.

@KungsledenInc

2 months

Steve Barbour

@SGBarbour

2 months

@TheRulersBroken @CathedraBitcoin @KungsledenInc @IsaacFithian @Rete_B @_drewarmstrong_ @ajscalia You should be excited, you will see.

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Kungsleden Inc.

@KungsledenInc

2 months

@ShuttleJim @CathedraBitcoin @mikealfred

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Kungsleden Inc.

@KungsledenInc

2 months

🎯🎯🎯🎯🎯

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Kungsleden Inc.

@KungsledenInc

2 months

Adaptive and smart design is the 🔑

FarmahTom

@FarmahTom

2 months

The challenge of this next mining epoch. New gen machines are more powerful and more efficient but are more or less the same size as the models they’re replacing. The result: Less machines on the same rack space.

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Kungsleden Inc.

@KungsledenInc

2 months

FarmahTom

@FarmahTom

2 months

The big question is ... What do all these pubcos do with all these new machines that will be ordered in this cycle (S21 Pro's etc) Replace existing machines? Or new rack space commeth? Both??

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Kungsleden Inc.

@KungsledenInc

2 months

It already is….

daniiaroff

@adiletech

2 months

This might be the most important excerpt from the pod: Sam Altman: "I think compute is going to be the currency of the future. I think it will be maybe the most precious commodity in the world, and I think we should be investing heavily to make a lot more compute..."

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Kungsleden Inc.

@KungsledenInc

1 month

Note - Consider the following: For every $1 spent on a GPU, roughly $1 needs to be spent on energy costs to run the GPU in a data center.

AI’s $200B Question

GPU capacity is getting overbuilt. Long-term, this is good for startups. Short-term, things could get messy. Follow the GPUs to find out why.

www.sequoiacap.com

Kungsleden Inc.

@KungsledenInc

1 month

For years Nvidia has championed the idea that “the data center is the new unit of computing.”

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Kungsleden Inc.

@KungsledenInc

1 month

🫡

Andrew Burchwell

@AndrewBurchwell

1 month

@aaron__foster @DWildcatters @KungsledenInc @FarmahTom @_drewarmstrong_ Unfortunately I bit my tongue while practicing. On the bright side it made it easier to pronounce!

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Kungsleden Inc.

@KungsledenInc

2 months

@BTCGandalf @CathedraBitcoin 🙌🏻🙌🏻🙌🏻🙌🏻🙌🏻🙌🏻🙌🏻🙌🏻🙌🏻

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Kungsleden Inc.

@KungsledenInc

2 months

@mjredeker @BTCGandalf @Techcenterr Same.

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Kungsleden Inc.

@KungsledenInc

1 month

More original thinking in Bitcoin Mining 👇🏼👇🏼

CoinDesk Podcast Network

@CoinDeskPodcast

1 month

“There’s a lot of ways to get #bitcoin . You don't have to mine it — it has to be helping someone with a problem,” @upstreamdatainc 's @SGBarbour says. Check out the full conversation on @theminingpod 👇 Spotify 🎧 Apple 🎧

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Kungsleden Inc.

@KungsledenInc

2 months

“Competition is a sin”

Andrew Graham

@Mine_n_Hodl

2 months

@FarmahTom “Next to doing the right thing, the most important thing is to let people know you are doing the right thing.”

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Kungsleden Inc.

@KungsledenInc

2 months

“Whoever builds the best chicken shack GPU compute box wins” - Some Hillbilly Farmer

FarmahTom

@FarmahTom

2 months

“Whoever builds the best chicken shack mining farm wins” - @adam3us (paraphrased)

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Kungsleden Inc.

@KungsledenInc

2 months

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Kungsleden Inc.

@KungsledenInc

2 months

@Mine_n_Hodl @Techcenterr @ShuttleJim @MartyBent @IsaacFithian @_drewarmstrong_ @ajscalia @FarmahTom @CathedraBitcoin

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Kungsleden Inc.

@KungsledenInc

2 months

👀👀👀👀👀👀

pennyether

@penny_ether

2 months

@smatthewschultz Much praise for addressing concerns head-on. I've been working on a document that outlines specific metrics that miners should consider disclosing in each monthly ops update. It's definitely a complex issue -- there are pros and cons to each metric, and, taken out of context,…

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Kungsleden Inc.

@KungsledenInc

2 months

Co-Signed!!

Tyler Stevens ⚡️

@tylerkstevens

2 months

@pod256 has been one of my favorite resources for learning more about #bitcoin mining. I highly recommend it. Especially for those who believe in decentralizing hash rate. Fun, educational, great guests, well hosted. @bitkite and @econoalchemist are absolute pros.

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Kungsleden Inc.

@KungsledenInc

2 months

👇🏼

Chief AI Officer

@chiefaioffice

2 months

a16z just released an enterprise AI report after speaking to dozens of Fortune 500 companies. Thanks @sarahdingwang for this. Here are 8 insightful slides: 1. For production use cases, OpenAI still has dominant market share.