Arkham Intelligence claims to have uncovered a previously undisclosed heist of 127,426 BTC, now worth ~$14.5B, from Chinese mining pool LuBian in December 2020 (Zack Abrams/The Block)

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— Microsoft datacenter strategy - still in⏸️mode 🧵 @JeremieEO Four months ago we flagged Microsoft's pause on more than 1.5 GW of self-build capacity — on top of the leasing freeze we called out in December. Microsoft's latest 10-K backs us up: committed datacenter construction [image]

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Arkham Intelligence claims to have uncovered a previously undisclosed heist of 127,426 BTC, now worth ~$14.5B, from Chinese mining pool LuBian in December 2020 (Zack Abrams/The Block)

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