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Wow, I saw that IREN has ordered equipment to expand processing capacity by 50%. This is really serious; it's not just a roadmap promise.
What stands out most is that they are already preparing the spot market offer. Like, it's not speculation; it seems everything is on track. When a platform like this starts to move infrastructure like that, it means they are confident in the numbers.
Do you think this will have a significant impact on volume? Because if capacity increases by 50% and they already have the offer ready, we might see interesting movement soon.