https://xitter.cf/t.co/z2XBoVbI0Q | Investor Relations & Retail Strategy @OGAdvisors $IREN $MARA $FLD $BTGO $BKKT $NUAI $EXOD $BGDE $SLNH| AI, Bitcoin, Robotics| 🇻🇪

Nashville, TN
Joined January 2022
Walking into the next quarter with a lot of momentum.😎 September was a big month at @OGAdvisors . We brought our community together in NYC for OG After Dark at @PubKey , creating a room where our clients, investors, industry leaders and partners could connect, share ideas and build real relationships across digital assets, fintech and AI infrastructure. The impact went beyond the event itself more visibility for our clients, stronger connections across our portfolio, new conversations and a lot of momentum heading into. I’m very excited for what @OGAdvisors is about to launch next… Stay tuned. 👀
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Everyone is running from neoclouds. I'm looking at the landlord. The bear case on CoreWeave $CRWV and the rest is real. Billions in debt secured by GPUs that may be worth half as much in three years, bonds yielding near 16%, and a handful of customers holding up the whole thing. But notice who carries that risk. The company that buys the chips. $BGDE doesn't. It owns energized grid power, 169 MW across four sites with a path to 266 MW, and the tenant brings the GPUs. Its Hood County JV signed an LOI with Tensor IQ for 7,748 B300s at a site that's already live, with about $546M of potential power-lease revenue over 15 years. In a cycle where everyone is short on power and long on debt, I'd rather own the plug than the chip. Management owns a big chunk of the company. It's tiny, it still burns cash, and the LOI isn't binding yet. Nov 5 earnings will tell us a lot. But if the neocloud shakeout happens (even in a less drastic way than the market is starting to price in), the survivors still need somewhere to plug in. This is how I’m playing the AI buildout.
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Someone asked me what made me invest in bitcoin back in 2022
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$BGDE 👏🏼👊🏻
Necessity is the mother of invention. AI compute can't wait years for grid connections, so it's adapting to travel to the power faster than ever. Compute is becoming mobile. Power isn't. Having the power is the asset. $BGDE
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Every workout is a vote for the person you’re becoming. If you read this: keep becoming. There is always another level of you waiting.
marched myself to nashville
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Analys Falchuk retweeted
A reminder to ask yourself: Why do I want what I say I want? As we start a new Jewish year, I am making a personal commitment to live from abundance starting today 09/22/26. These are the 10 principles I’m choosing to practice: 1. Source : I trust God as the ultimate source of abundance. 2. Identity : I don’t want to constantly chase abundance. I want to become the kind of person who lives from it. 3. Grace : I practice gratitude for what I receive, including the challenges that shape me. 4. Opportunity : I believe opportunities are abundant, but I also have a responsibility to prepare myself, recognize them, and act. 5. Resilience : Losing is part of winning. Falling is part of growing. I refuse to let setbacks define what is possible for me. 6. Commitment : I approach money with intention and purpose not simply to survive, but to build, create, serve, and expand. 7. Giving : I want to give generously: my time, knowledge, energy, connections, love, and resources. 8. Consciousness : I think, speak, feel, and act from a place of abundance. Abundance follows those who choose to live from it. 9. Purpose : Money is a tool for building the life and impact I believe I’m here to create. It serves my purpose my purpose does not serve money. 10. Investment : I invest in myself: my body, mind, soul, education, relationships, and environment. For me, abundance is becoming less about having more and more about expanding my capacity to receive more, create more, give more, and become more. This is the energy I’m committing myself to live from. 🤍
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Analys Falchuk retweeted
$BKKT recently raised its 2026 Total Transacting Volume target from ~$2.5B to ~$3B, citing stronger customer demand and a larger commercial pipeline. Read more: investors.bakkt.com/news-rel… Thanks for joining OG AFTER DARK 2026.
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A reminder to ask yourself: Why do I want what I say I want? As we start a new Jewish year, I am making a personal commitment to live from abundance starting today 09/22/26. These are the 10 principles I’m choosing to practice: 1. Source : I trust God as the ultimate source of abundance. 2. Identity : I don’t want to constantly chase abundance. I want to become the kind of person who lives from it. 3. Grace : I practice gratitude for what I receive, including the challenges that shape me. 4. Opportunity : I believe opportunities are abundant, but I also have a responsibility to prepare myself, recognize them, and act. 5. Resilience : Losing is part of winning. Falling is part of growing. I refuse to let setbacks define what is possible for me. 6. Commitment : I approach money with intention and purpose not simply to survive, but to build, create, serve, and expand. 7. Giving : I want to give generously: my time, knowledge, energy, connections, love, and resources. 8. Consciousness : I think, speak, feel, and act from a place of abundance. Abundance follows those who choose to live from it. 9. Purpose : Money is a tool for building the life and impact I believe I’m here to create. It serves my purpose my purpose does not serve money. 10. Investment : I invest in myself: my body, mind, soul, education, relationships, and environment. For me, abundance is becoming less about having more and more about expanding my capacity to receive more, create more, give more, and become more. This is the energy I’m committing myself to live from. 🤍
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Analys Falchuk retweeted
Eighteen months ago, several of these companies were pure-play Bitcoin miners. Today, they're capital allocators in the power infrastructure underpinning the AI buildout. The scale here is hard to overstate: public miners have signed over $70B in cumulative AI/HPC contracts, and ERCOT alone has 470+ gigawatts of interconnection requests in queue, roughly 90% of it data centers. The gap between what's announced and what actually gets built is the story to watch. @SolunaHoldings @BigDigital @Sphere3D @lincolntan89 Thank you for joining OG AFTER DARK 2026!
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We are the bullish signal the market has been waiting for - @OGAdvisors
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Analys Falchuk retweeted
Please update the Smart Cashtag $ANY -> $DRK @singhai @Support @X @striedinger @dinkin_flickaa Thank you 🙏
Smart Cashtag update request $ANY has rebranded to DarkHorse Technologies and now trades on Nasdaq as $DRK (effective today, Sept 17). Please update the Smart Cashtag mapping: Old: $ANY - Sphere 3D Corp. New: $DRK - DarkHorse Technologies Inc. (Nasdaq) Suggested picker label: DarkHorse Technologies ($DRK) · Nasdaq @singhai @Support @X @striedinger @dinkin_flickaa @DarkHorseDRK
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Analys Falchuk retweeted
This is inaccurate. @MARA did not purchase any additional bitcoin. We received it back from a loan.
JUST IN: Publicly traded #Bitcoin mining company Mara Holdings $MARA has bought an additional 1,292 BTC for $98.6 million, according to Arkham on-chain data.
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Analys Falchuk retweeted
$ANY is now $DRK - update your watch lists accordingly 🤝
Not ALL data centers are created EQUAL. $DRK
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Analys Falchuk retweeted
You can really feel the pull of the orange pill. Thanks for partying with us @OGAdvisors!
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