Who mentions $BITF most on Surfaced?

@dustinhuntwn (Dustin) mentions $BITF most — 60 mentions in the past 12 months.

When was $BITF first mentioned on Surfaced?

The earliest tracked mention of $BITF in the Surfaced archive was on Oct 17, 2025.

How many voices track $BITF?

12 FinTwit voices have mentioned $BITF 167 times in the past 12 months.

What kind of voices mention $BITF most?

$BITF is mentioned most by Long Research voices on Surfaced.

$BITF — FinTwit mentions on Surfaced

Recent calls

46 calls

@ckcapitalxxApr 23, 2026 · 6:46 PM

I increased my position after the slight dip today after the top in $KEEL , and here is some reasoning on why for those who aren't familiar with $KEEL . Many of you remember $BITF. The Canadian Bitcoin miner that traded between $1 and $6 for years while the crypto cycle did its thing. That company no longer exists. What replaced it is one of the most interesting AI infrastructure setups on the market and almost nobody has updated their thesis. On April 1 2026 Bitfarms completed a full legal redomiciliation from Canada to the United States. Reheadquartered in New York City. Rebranded as Keel Infrastructure. New ticker $KEEL on Nasdaq and TSX. 99.3% of shareholders voted yes. The board voted unanimously. This was not a half measure. This was a complete corporate transformation approved by essentially everyone who touched it. The name is not an accident. A keel is the foundational spine of a ship. Remove it and everything collapses. Management chose that name deliberately because that is exactly what they are building. The irreplaceable foundation that AI compute platforms are built on top of. Now let me tell you what this company actually is today. The single most valuable asset in AI infrastructure right now is not GPUs. It is not software. It is secured power capacity in constrained markets. Every hyperscaler on earth is in a desperate race to find power for their data centers. They are waiting years for grid connections. They are paying premiums nobody talked about two years ago. Whoever owns the power wins. $KEEL owns the power. 2.2 gigawatts of development pipeline across North America. Let that number sink in. Not a vision board. Not a press release. Actual secured power capacity with existing interconnections, qualified land, and established relationships with utilities in markets where new entrants simply cannot get access anymore. The flagship sites are already real. Panther Creek Pennsylvania. 350 megawatts. Anchored in one of the most constrained data center markets on the east coast. Close proximity to major metropolitan demand. Existing power infrastructure. Zoning already secured. This is the site that KBW flagged as the primary valuation driver. Sharon Pennsylvania. 110 megawatts. Additional Pennsylvania footprint in the same high-demand corridor. Moses Lake Washington. 18 megawatts operational today. Cooler climate enabling free-cooling efficiencies that dramatically lower operating costs for high-density HPC workloads. The balance sheet transformation is just as important as the asset base. $520 million in total liquidity. Cash and Bitcoin combined. They repaid a $100 million Macquarie debt facility entirely and in full. Every restrictive covenant is gone. The capital structure is now clean enough to pursue project-level financing with investment grade counterparties. That matters because the next phase of growth gets funded by the projects themselves not by diluting shareholders. The team they are assembling is not a Bitcoin mining crew trying to pivot. These are infrastructure professionals. New CFO hired with deep infrastructure finance experience. New board chair from the infrastructure world. Senior go-to-market and engineering hires across the organization. Working with T5 on data center operations. Turner on construction. Corgan on design. WWT on technology integration. Vertiv on power and cooling infrastructure. These are the exact partners that the biggest hyperscalers use to build their own facilities. And the revenue base is already there. $229 million in 2025 revenue up 72% year over year. Yes the Bitcoin mining business is being wound down through 2026. That is intentional. Management is deliberately replacing cyclical crypto revenue with something that carries a completely different valuation multiple. Long term investment grade leases with hyperscalers that pay predictable recurring revenue for decades. Lease talks are already underway under NDA. Management confirmed it on the earnings call. Here is the re-rating math that makes this interesting. The market is currently pricing $KEEL near power-only valuations. It sees a money-losing miner in transition and is applying a discount accordingly. But the comp set for what this company is becoming is not Bitcoin miners. It is data center REITs and infrastructure developers that trade at 20 to 30x EBITDA on long term contracted cash flows. A single signed investment-grade lease with a hyperscaler changes the entire narrative overnight. Not gradually. Overnight. The moment one of the major cloud providers signs a long term capacity agreement at Panther Creek or Sharon, Wall Street has to reprice this as an AI infrastructure landlord not a struggling miner. KBW maintained a $3 price target with the stock trading well below that. 2026 is permits and lease signings. 2027 is first megawatts from new sites. 2028 and beyond is scale beyond 2 gigawatts. The assets are real. The power is secured. The team is built. The capital structure is clean. The pivot is done. $BITF holders who have not looked at $KEEL recently are looking at a completely different company than the one they remember.

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