$CIFR digital is back at its last week’s prices before the TX data center decision
Today’s 12% down move on $CIFR is likely on the PA news, a place where $NBIS & $KEEL are but not $CIFR
Bought 33k shares of $CIFR with $VIX expiration tomorrow.
Gamma says $VIX pin
Long $CIFR
$CIFR Digital named as one of few to comply with Gov Abbott’s data center standards
@rftylerpage and his team are excellent, recently hiring former ERCOT director Bill Blevins to head grid strategy
Closed my position for +$30k as $VIX is somewhat low & switched to selling puts
