Josh_Rayner's profile picture. Captivated by #Bitcoin

Josh Rayner 🧙🏻‍♂️

@Josh_Rayner

Captivated by #Bitcoin

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Had my Bitcoin USB miners framed and love the finished product. Tungsten coin at top by @MTS_Store

Josh_Rayner's tweet image. Had my Bitcoin USB miners framed and love the finished product. Tungsten coin at top by @MTS_Store

Josh Rayner 🧙🏻‍♂️ 님이 재게시함

Vertiv rolled out new MegaMod HDX configurations for AI and HPC data centers, combining direct to chip liquid cooling with air cooling in a prefabricated modular design. $VRT says it can scale up to 10 MW and support rack densities from 50 kW to over 100 kW per rack, with a…

wallstengine's tweet image. Vertiv rolled out new MegaMod HDX configurations for AI and HPC data centers, combining direct to chip liquid cooling with air cooling in a prefabricated modular design. 

$VRT says it can scale up to 10 MW and support rack densities from 50 kW to over 100 kW per rack, with a…

My wife 😂

This is 100% accurate

WallStreetMav's tweet image. This is 100% accurate


Josh Rayner 🧙🏻‍♂️ 님이 재게시함

I am grateful that I was born an optimist! The glass is half full people!! And if you let go, it will floweth over!!


Josh Rayner 🧙🏻‍♂️ 님이 재게시함

Satya: "You use it for training and then you use it for data gen, you will use it for inference in all sorts of ways. It’s like not it’s gonna be used for one workload forever." Guys, I think this might mean the useful life of GPUs might be more than 2-3 years Source:…


Josh Rayner 🧙🏻‍♂️ 님이 재게시함

Scenario costs to build a 1GW AI datacenter. I broke out all the variables in our model to create these three scenario paths. 1GW DC gets you a ~10 zettaFLOPS-class token factory.

BenBajarin's tweet image. Scenario costs to build a 1GW AI datacenter.  I broke out all the variables in our model to create these three scenario paths. 

1GW DC gets you a ~10 zettaFLOPS-class token factory.

Josh Rayner 🧙🏻‍♂️ 님이 재게시함

Quote of the Day - “I'm a greater believer in luck, and I find the harder I work, the more I have of it.” – Thomas Jefferson

bespokeinvest's tweet image. Quote of the Day - 
“I'm a greater believer in luck, and I find the harder I work, the more I have of it.” – Thomas Jefferson

Being a dad is awesome

Sharing because it’s the best clip I’ve seen in a few weeks. “Who are you jealous of?” “Anybody who’s still got little kids at home.” The purpose of life is to be a parent. To create an unbreakable family unit with a true partner. Everything else secondary.



This is big news, hopefully the same functionality coming to Canada. The Canadian banks will have to get their act together.

Looks like SEC just approved in-kind creation / redemption for all spot bitcoin and ether ETFs.

EricBalchunas's tweet image. Looks like SEC just approved in-kind creation / redemption for all spot bitcoin and ether ETFs.


Hiking around Whistler with the family and Bitcoin ATH’s. Life is good!

Josh_Rayner's tweet image. Hiking around Whistler with the family and Bitcoin ATH’s. Life is good!

Josh Rayner 🧙🏻‍♂️ 님이 재게시함

New Canadian M2 Money Supply level reached... At the historic 8.48% CAGR (1968 to present) $100 in CAD savings will have a purchasing power of $44.29 in 10 years and $19.62 after 20 years and $8.69 after 30 years. If your income/investments are growing at 7% a year you're…

tomkaradza's tweet image. New Canadian M2 Money Supply level reached...

At the historic 8.48% CAGR (1968 to present) $100 in CAD savings will have a purchasing power of $44.29 in 10 years and $19.62 after 20 years and $8.69 after 30 years.  

If your income/investments are growing at 7% a year you're…

Josh Rayner 🧙🏻‍♂️ 님이 재게시함

Macquarie: "Prospective neocloud clients may be lowering their demands for 5-9s uptime in exchange for securing incremental data center infra more quickly through bitcoin mining brownfield conversions." Says advances in cloud capacity task mgmt (software layer) helping.


Josh Rayner 🧙🏻‍♂️ 님이 재게시함

MUST WATCH: 🤯🤯 Dylan explains $STRF, $STRK, $STRD @DylanLeClair_ @natbrunell


Josh Rayner 🧙🏻‍♂️ 님이 재게시함

Update on the the same ribeye in the same store I've been tracking for 5 years now. Annualized inflation over the past year = 10.6% ($32.49/lb vs. $28.99 last April, 14 mths). Average of ~12% annual inflation (or 62% cumulative inflation since 2020, $32.49/lb vs. $19.99/lb).

parkeralewis's tweet image. Update on the the same ribeye in the same store I've been tracking for 5 years now. Annualized inflation over the past year = 10.6% ($32.49/lb vs. $28.99 last April, 14 mths). Average of ~12% annual inflation (or 62% cumulative inflation since 2020, $32.49/lb vs. $19.99/lb).

The cost of this same ribeye at the same exact store has increased 32% over 3 years and 45% over 4 years. Yeah yeah it’s a quality ribeye but it’s the same thing. This is what fiat does to food and it’s happening across the board. I buy from my rancher but this is the store.

parkeralewis's tweet image. The cost of this same ribeye at the same exact store has increased 32% over 3 years and 45% over 4 years. Yeah yeah it’s a quality ribeye but it’s the same thing.  This is what fiat does to food and it’s happening across the board. I buy from my rancher but this is the store.


Josh Rayner 🧙🏻‍♂️ 님이 재게시함
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Josh Rayner 🧙🏻‍♂️ 님이 재게시함

Happy Bitcoin Pizza Day! 15 years ago Laszlo spent 10,000 BTC on 2 pizzas. Today that's $1.1B of pizza 🤯

caprioleio's tweet image. Happy Bitcoin Pizza Day! 15 years ago Laszlo spent 10,000 BTC on 2 pizzas. Today that's $1.1B of pizza 🤯

Josh Rayner 🧙🏻‍♂️ 님이 재게시함

$109,000 You can’t stop an idea whose time has come.


Bitcoin treasury companies are great short term. During a long bear market they will likely be forced sellers. Would much rather see profitable companies like Tether utilizing FCF to acquire Bitcoin.

Highly profitable operating businesses that roll profits into bitcoin is way more exciting than pure play bitcoin treasury companies. There has never been a better time to start a business that finds PMF and cash flows quickly with 2-3 people. Bitcoin + AI will be the most…



Josh Rayner 🧙🏻‍♂️ 님이 재게시함

Stablecoin transaction volumes eclipsed Visa's for the first time in 2024. Stablecoins are also now a top 15 holder of US treasuries, & with fewer foreign buyers of our debt, the US will likely keep leaning into them. Stablecoin volumes/supplies = up only. (h/t @bitwiseinvest)

WClementeIII's tweet image. Stablecoin transaction volumes eclipsed Visa's for the first time in 2024.

Stablecoins are also now a top 15 holder of US treasuries, & with fewer foreign buyers of our debt, the US will likely keep leaning into them.

Stablecoin volumes/supplies = up only. (h/t @bitwiseinvest)

Josh Rayner 🧙🏻‍♂️ 님이 재게시함

America will be the Bitcoin superpower of the world. The Golden Age of America has BEGUN!

WhiteHouse's tweet image. America will be the Bitcoin superpower of the world.

The Golden Age of America has BEGUN!

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