IREN (IREN)

Classic marketing $IREN - Oh, $NBIS too. https://t.co/Q5XWC82Chh

深入研究 $IREN 日线图，技术形态目前看起来异常精准。 空头已经玩得尽兴，但结构性基础暗示着一次大幅转向可能就在眼前。 > 明显的下降楔形走势充当了最初的突破催化剂，启动宏观看涨序列。 > 深度回撤使标准的第4波冲动失效，使得主要的 ABC 修正结构成为极有可能的情形。 > 当前 38.82 的价格与宏观趋势线支撑以及关键的 38.2% 斐波那契回撤水平完美吻合。 > 日线相对强弱指数已跌至 30.58，显示出深度超卖状态以及在此关键点位可能出现的卖方疲软。 > 把握此结构性支撑枢纽为下一个宏观周期奠定基础，目标在接近 102.37 的 161.8% 延伸水平。 > 机构持仓仍在增长并持续累积。 图表结构展示了波数、斐波那契水平和超卖动量信号的教材式对齐。密切关注价格在当前累积区的表现。 -BP 请注意，始终如一，这不是金融建议。

The $IREN Hunt #5: $WULF. The series continues. Last hunt: $CIFR, the control group, proof this space CAN do comp reasonably. Today we go back to the dark side, because WULF's story isn't in the comp table at all. TeraWulf. And the most creative founder-equity structure I've found: the money doesn't flow through compensation. It flows through the land. Flavor one, the visible one: comp. Per the proxy... ➟ CEO Paul Prager took 2.5M RSUs in the 2025 round. ➟ CSO Kerri Langlais 1.5M, the COO a comparable award. ➟ Prager's 2025 total comp: ~$39.4M. Roughly 1.5% of the company for the founding trio. Aggressive, but survivable. If that were the whole story, WULF might pass like CIFR did. It's not the whole story. Flavor two, the one most retail never reads: related-party land deals. October 2024: TeraWulf paid 20 million shares plus $12M cash to Riesling Power LLC, an entity controlled by its own CEO, to terminate and renegotiate the Lake Mariner ground lease. Straight from the 8-K. August 2025: TeraWulf paid another 15 million shares, roughly $95M, plus $3M cash to the same CEO-controlled entity, for an 80-year lease at Lake Hawkeye. That's 35 million shares. Roughly 9% of the company, flowing to entities controlled by the CEO in under a year. On top of comp. The company pays rent, for decades, on land its own CEO's entity controls. And the lockup on those 20M Lake Mariner shares? 5 million sellable after 12 months. ALL of them unrestricted after April 2026. Eighteen months, total. That date has already passed. Now put IREN next to that, piece by piece. The land. IREN's shareholders OWN it. Freehold sites, company-owned substations. Prince George, Childress, Sweetwater: the dirt, the buildings, the grid connections sit on IREN's balance sheet. Nobody's LLC collects rent on them for 80 years. When you buy IREN, the landlord is YOU. Forever. The equity. A fixed 18.2M shares combined, ~5.1% once, covering five years of comp, shrinking as a slice every year the share count grows. Zero additional equity until fiscal 2031, in writing. Not one share sellable before 2029, and after that the unlocks are staggered at roughly 25% a year through 2032. So run the honest comparison. One structure: ~9% of the company to CEO-controlled entities in ten months, plus annual comp on top, fully sellable within eighteen months, with the company as a rent-paying tenant on its own flagship sites. The other: ~1% a year and shrinking, all comp, zero related-party landlords, first sellable share three years out, ceiling sealed until 2031. You can dislike the size of IREN's grant. I've said so myself. But if you're angry at IREN and quiet about structures like this one, you're not doing analysis. You're doing vibes. Do you have any suggestions? Drop it in the comments. The Hunt continues. Next ticker soon. This is not financial advice. Do your own research. I am long $IREN.

“支撑” https://t.co/ijB1eYGCB7

我几乎整整一年完美地交易了 $iren，或许也有一点运气——我再次在这里买入 https://t.co/0S8bX1FnRd

$IREN 正在重新测试需求区 阻力线和周线云应在 $38.82 处提供支撑 比特币矿工，也提供高性能 AI 基础设施 #IREN https://t.co/PQW56gUjqD

$IREN #IREN 很难看到这种情况的发生，但这是一种可能。 https://t.co/suQsSEfarx

这是我本周读到的最有趣的 $IREN 理论，正好呼应了我在序列化帖子中所说的：先坏消息，后好消息。\n\n遵循 Frans 的逻辑。\n\n它比表面看起来更犀利。\n\n如果你计划在 2027-2028 年升级董事会，序列几乎自己写好了。\n\n你先通过创始人套餐，借助将批准它的董事会。\n\n然后用一支重量级、独立、拥有云和 AI 背书的董事会取代该董事会，形象会彻底翻转：\n\n投票批准补助金的那些人离开，创始人被锁定且安全，而新董事会正是为了约束他们而存在。\n\n这正是我刚才说的同一本剧本。\n\n你不会在 $100 处与交易一起抛出补偿套餐，而是把它放在底部，承受一周的责备，然后让好消息干净利落地到来。\n\nFrans 只是把序列再向前延伸一步：交易完成后进行治理升级。\n\n先棍子，再胡萝卜，最后皇冠。\n\n机构会非常爱这种做法。\n\n补助金已经烘焙进所有模型，直至 FY2031 前是已知、封闭的数字。\n\n未被定价的是为超大规模公司而设的董事会。\n\n这为治理层面提供了纯粹的上行空间。\n\n并且请注意，这一次同时回答了两个最响亮的批评。\n\n\"为什么现在，为什么不在交易时进行？\"\n\n因为你不会让新董事会通过创始人套餐。\n\n你先让旧董事会通过，然后再升级。\n\n先坏消息，后好消息。\n\n再次强调序列。\n\n\"董事会没有云/AI 经验\"\n\n正确，公平的批评者已经说了好几周。这正是为什么一次刷新会如此成功：它是唯一可以把业界最常提到的 IREN 弱点转化为头条优势的举措。\n\n创始人将在经济上为世代保障，锁定至 2033 年，并向比支付他们的那个人更严苛、更有资质的董事会负责。\n\n说实话？\n\n这不是治理丑闻。\n\n这是治理阶梯。\n\n要明确，正如 Frans 本人所说：这只是一种理论。\n\n但如果你想成为一个拥有匹配企业机器和品牌的超大规模公司，匹配的董事会不是可选项。\n\n它已经在某个议程上。\n\n关注董事会席位。\n\n这就是现在的信号。\n\n自行研究。这不是金融建议。\n\n我看好 $IREN。

The $IREN Hunt #4: $CIFR. This chapter is different. And that difference is the point. The Hunt isn't a hit-piece series. It's an audit. And an audit that only ever finds villains isn't an audit, it's a script. So today: the peer that mostly passes. Cipher Mining. Bitcoin miner turned AI datacenter play, AWS and Fluidstack/Google leases, ~3.2 GW pipeline. The numbers, from the filings. CEO Tyler Page received: ~1.6% of the company in 2024 (a front-loaded year), ~0.75% in 2025. ~0.75% projected (more or less) for 2026. The full exec team: roughly 2.7%, then ~1.3%, stabilizing around ~1.3% a year, with Page consistently taking just under 60% of the exec pool. Credit where due. The Hunt is honest or it's nothing: ➟ The percentages DECLINE every year. ➟ Independent chair. ➟ Clawback policy. ➟ Anti-hedging. ➟ PSUs tied to market-cap hurdles. ➟ Moderate sizes, orthodox split. Of everything I've hunted so far, this is by far the most disciplined structure. NUAI and SLNH should take notes. Now, h