$IREN just got a potentially huge capacity unlock.
Its 2GW Sweetwater Hub was conditionally included in ERCOT Batch Zero as Base Load: 1.4GW Sweetwater 1 + 600MW Sweetwater 2.
More interesting: IREN says additional large-scale projects are also in Batch Zero but aren’t yet included in its >5GW announced portfolio.
The market sees >5GW. IREN is quietly working on something larger #BTC Price Analysis# #IREN
Its 2GW Sweetwater Hub was conditionally included in ERCOT Batch Zero as Base Load: 1.4GW Sweetwater 1 + 600MW Sweetwater 2.
More interesting: IREN says additional large-scale projects are also in Batch Zero but aren’t yet included in its >5GW announced portfolio.
The market sees >5GW. IREN is quietly working on something larger #BTC Price Analysis# #IREN
