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Ethermonk 📿

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@ether_monk

professional roundtripper, no paid groups or call channels, will not dm you for money
Joined November 2021
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Ethermonk 📿 Verified account @ether_monk
Two ecosystems I’ve been actively using and positioning myself in ahead of potential future airdrops and rewards is @arcus_xyz and @metricxyz

I genuinely believe both are worth getting involved in early, especially while the majority of the market is still overlooking them.

1. ARCUS
I've covered my bullish thesis on Arcus in previous posts, so scroll back if you want to understand why I think this could become a major player.

The platform is currently invite-only, and I have approximately 30 invite codes remaining.

Once those are gone, you'll have to wait for the next batch of invites to be released.

If you've been sitting on the sidelines, I'd seriously consider getting started while access is still available.

app.arcus.xyz/ref/ETHERMONK

2. METRIC
I've been hearing consistently positive feedback about Metric from people I trust, and the platform has reportedly already processed over $10B in trading volume.

That's significant traction for a protocol still relatively early in its growth.

I believe there's a massive opportunity for a credible AMM alternative to Uniswap, and Metric is one of the projects I'm positioning myself around.

If it continues to gain traction, getting involved early could prove worthwhile, particularly if the team eventually introduces incentives for active users.

app.metric.xyz/r/met

Don't wait until your entire timeline is farming something before deciding it's worth your attention
app.arcus.xyz Arcus Exchange Trade perpetuals and stock tokens on Arcus.
10 replies 2 reposts 23 likes 5.5K views View on X
Ethermonk 📿 Verified account @ether_monk
Down nearly $3m on my $DGXX position and I’m still buying my own blood

ngl, never expected us to revisit these levels after the $CBRS deal sent this thing flying to $9

either I’m completely fucking insane or the market is handing me one of the biggest opportunities of my life

Here’s why 👇🏼
Ste Verified account @ste_p_hen 2d
$DGXX CEO Michel Amar’s interview with Frank Curzio, key takeaways:

• ~$135M cash, zero debt and ~$155M invested into Alabama this year. Michel says construction is being self-funded.

• $200M straight debt financing targeted to close before Thanksgiving. He says the Goldman Sachs syndication secured a rate 2 percentage points below an earlier offer, saving ~$4M annually if fully drawn.

• Alabama Phase 1 expected complete in 7–8 weeks, with Phase 2 targeted for March 2027. All chillers for BOTH phases are installed and all equipment purchased. Around 250 people are working seven days a week on the 40MW IT-load facility.

• Initial Cerebras rent expected in December, with full rent from March 2027. Michel projects ~$6M MONTHLY EBITDA from March, equivalent to a ~$72M annual run rate.

• Michel says Cerebras wants all available DGXX power. However, DGXX is pursuing customer diversification, with 5–6 other contracts described as ready to sign, including some investment-grade customers.

• NVIDIA B200/B300 operations have been running since May with reported 100% uptime. Michel describes current income at roughly $1M monthly, while also citing ~$10M annually.

• Customers are reportedly accepting 30% upfront deposits for future GPU deployments. His illustrative example: a 3.6MW Vera Rubin pod generating ~$400M over five years could provide a $120M deposit to fund equipment.

• NeoCloudz launched its token factory in Berlin this week. Michel believes selling tokens can generate roughly twice the value of bare-metal GPU rental.

• Supermicro partnership supporting modular pod development for 2027. DGXX is also designing pods for Cerebras CS5/CS6 systems, with Vera Rubin equipment expected at the end of Q1.

• Within 36 months, Michel targets $500M+ annual revenue with ~25% EBITDA margins, implying ~$125M annual EBITDA at that revenue level.

• Michel estimates asset value above $400M versus the ~$225M market cap cited in the interview. He also highlighted New York preparations and potential West Virginia developments.

• No ATM use since June 13, according to Michel. He says he has never sold shares and is currently restricted from buying ahead of earnings.

• On equity compensation, he says awards are needed to compete for engineering talent. He described the intended increase as taking a 10% pool to 11%; the final proxy determines the actual authority.
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Ethermonk 📿 Verified account @ether_monk
Seeing Arcus getting featured on @NYSE only strengthens my conviction that this is going to be massive.

Been bullish on @arcus_xyz for a while now, and the thesis keeps getting stronger.

I've been actively using it for spot/perps trading, including tokenized stocks. Liquidity is already solid across most pairs, and having Robinhood's backing makes this even more interesting.

I genuinely believe this could be one of the biggest airdrop opportunities of the year, yet most people are still sleeping on it.

I have 40 invite codes left. Feel free to use mine to get started while access is still limited.

The biggest opportunities usually look obvious in hindsight.

Don't be the guy who discovers Arcus when everyone else is already farming it.

app.arcus.xyz/ref/ETHERMONK
Ethermonk 📿 Verified account @ether_monk
Been doing a lot of self-reflection lately

I've spent so much of my life fighting to build the life I've always wanted that I forgot how to switch off.

I've gone from 7 to 8 figures and roundtripped it all to under $50k at least three times. So it's not really the fear of being poor that keeps me going.

It's the fear of losing the freedom, the lifestyle, and everything I've spent years working so hard to build.

The irony is that every time I reach a milestone I once dreamed of, the goalpost just moves further. What once felt like more than enough suddenly doesn't feel like enough anymore.

Sometimes I wonder if I'll ever truly be satisfied, or if I'll just keep chasing the next number.

I like to call it a prisoner of my own ambitions and I guess that's something I need to work on. Learning when to push, when to slow down, and how to appreciate what I've already built without constantly worrying about losing it.