$XMW is STILL the most asymmetric AI infra bet of 2025 💎 After a small pullback, it might be a good time to get in. 🫡 A Month of Alpha! 🧵👇

I’ve been watching @MorphwareAI ($XMW) for over 7 months. I've been talking about it since < $15M MCap. And they've been only building since. AI Infra, DGX B200s, real clients, and BTC cashflow. Not hype. Not vapor. Not vibes. → Infra. Revenue. Scale. Here’s why this AI x twitter.com/143786033425414144...

AI is growing fast - but the infrastructure behind it is breaking. ❌Compute is too expensive ❌Access is limited to the few ❌Power is the next bottleneck Morphware is solving all three. Affordable AI. Real hardware. Clean, scalable energy.

✦ Let’s start with the hardware alpha $XMW is deploying NVIDIA DGX B200s—the fastest AI chips in the world. Only a handful of players globally is able to get it. It's not just about having the money, it's about having the connections. That’s elite positioning. twitter.com/143786033425414144...

But it’s not just power—it’s power economics ⚡ They’re running it all on sub-2¢/kWh hydroelectric from the Itaipu Dam in Paraguay. That’s 60–90% cheaper than AWS, Azure, or GCP.

And they now have 600+ miners. Hashrate doubled. And more is coming: 🔗 http:/x.com/gbCrypto_/status/1... twitter.com/143786033425414144...

✦ Now the alpha that isn't priced in yet They’ve already got paying clients. Representatives from: • Porsche • Jordan (Shoes) • Adidas Paraguay • Nike Paraguay • Vans Paraguay • Honda Paraguay twitter.com/143786033425414144...

As @MorphwareAI is based in Paraguay for the dam, they're strengthening their position there. This isn’t “maybe someday” alpha—this is active AI deployments for real brands. Of course, it's official, and the CEO explained how it actually works.

But Morphware doesn't just aim for Paraguay of course, they aim for the world. That's why they're now also expanding to Dubai. "They’ve been offered an energy deal to expand operations into the UAE, with some insane pricing. The government wants them in the country, and the twitter.com/143786033425414144...

Another Alpha that came out of TOKEN2049 and Morphware's Month of Alpha: The team has opened up a $BTC futures deal. What it means is they can get in advance for example a whole year's worth of the $BTC they would mine. Receiving the money before the $BTC is even mined allows

On top of Mining Power, and AI Compute, Morphware has working products. • GPU Compute Rental • Enterprise Agent • LLM API • Image Generation API • Speech Generation API • ... Three of the most advanced open-source LLMs are now live in the Morphware app, along with other twitter.com/143786033425414144...

They've got execution too. The Roadmap is clear and ambitious. The Morphware Blockchain is coming. 👀

✦ Tokenomics are clean • Circ. Supply: ~780M (63%) • Max: 1.23B • ~42% locked, linearly vesting (no cliff nukes) • 5% Sell/Buy Tax until the treasury hits $10M (still around $8M) Float is tight. No ticking time bombs. The Morphware Flywheel: • Machines mine $BTC • The twitter.com/143786033425414144...

And they have unannounced buybacks to sustain the price. On top of that, these buybacks are locked for 10 years. → It shows how they trust their project, and are not planing to dump on us. twitter.com/143786033425414144...

✦ Here’s my bullish thesis • Real infra, not LARPware • GPU Compute • AI Products • AI Agent • Renewable & Cheap Energy • $BTC Mining They're targeting the 56% of AI builders priced *out* of AWS and GCP. That’s the long-tail—aka adoption fuel. twitter.com/143786033425414144...

✦ Bonus Alpha We're on Day 12 of Alpha Month. Daily updates. Announcements. Revenue proof. etc. For 18 more days. 🔔 Turn on notifications. twitter.com/143786033425414144...

✦ Conclusion People chase hype. Morpwhare is hype + fundamentals. Morphware is shipping hardware. Serving enterprise. Stacking $BTC. No vapor. No VC leash. No BS. Just execution.

✦ TL;DR: • DGX B200s • Hydropower edge • Real clients • Passive BTC revenue • Clean tokenomics • Execution on deck $XMW is wildly undervalued. I keep on buying.

$XMW outperformed the market just before $ETH pumped. Now it corrected a bit, but is in a good position for another Alt Run. $XMW in a good area to accumulate. NFA & DYOR 🫡

If you want to learn more, you can listen to the most recent Space with @mediumtension & @CryptoHass ↓ twitter.com/946996783556780032...

Or the interview of @mediumtension by @milesdeutscher ↓ twitter.com/143786033425414144...

The Morphware gang to follow for Alpha: @MorphwareAI @mediumtension @CryptoJonesRC @ChillTRD @dontbuytops @bobtherebuilt @RvCrypto @AltcoinLevi @Crypt0_Andrew @jkrdoc @Teaching_Crypto @AceMoonCrypto @cryptocevo @gbCrypto_ @CryptoGodJohn @CryptoWizardd @Phoenix_Ash3s @CryptoHass

That's it for today frens! If you've found this thread useful you can follow @CryptoShiro_ for Alpha I would appreciate if you support my content. 🫡 & Join my TG Channel for more Alpha ↓ 🔗 t. me/shiroalpha (link in bio) twitter.com/139610447037165158...