Dimetrics
Market intelligence for investors in datacenters and neoclouds.
Lease comps for colocation providers. GPUaaS contract economics. County-level regulatory risk. The equity-value impact of every new lease — with each figure cited to the SEC filing it came from. Built for retail investors, family offices, and hedge funds that own these names.
Free forever · 7-day MCP demo on live Cipher Mining (CIFR) data · no card required
Real data, sourced
This is what the dataset looks like.
Debt-per-lease · Cipher Mining
$4.54B
across 4 senior notes, each tied to the lease it finances
$2.0B · 6.125%Black Pearl · AWS
$1.73B · 7.125%Barber Lake · Fluidstack
$810M · 6.00%Stingray · AWS
Every instrument links to its EDGAR filing with the verbatim quote.
County risk · Trumbull, OH
PRS 61Elevated
active moratorium · state legislation advancing · PJM grid deficit
OpenAI · Stargate Lordstown1,100 MW · proposed
Bitdeer · Niles300 MW · construction
Lordstown's ban became a moratorium after a developer lawsuit — extended through 2026.
One county of 234 with restrictions in force. The full screen is a Pro tool.
GPUaaS backlog · CoreWeave
$98.8B RPO
11.9× annualized run-rate revenue · 98% committed
IREN contracted book$15.9B · 3 deals
IREN → Microsoft$9.7B · 8-K verified
Offtake economics down to implied $/GPU-hour, hyperscalers included.
Cited to the 10-Q and 8-K accessions they were drawn from.
Four jobs, one dataset
The analyst work that used to mean reading forty 8-Ks per quarter.
Build colocation lease comps
Every disclosed lease across the public miners and datacenter operators — $/kW-month, $/MW-year, term, NOI margin, tenant, lease structure — with the filing behind each number.
Via the MCP →Price GPUaaS contracts
Neocloud and hyperscaler offtake agreements: TCV, critical-IT MW, implied $/GPU-hour, RPO backlog coverage — the comp set for compute-sale economics.
Via the MCP →Track regulatory risk
A live map of every US datacenter moratorium and restriction, county political-risk scoring, and a cross-operator screen covering hyperscalers and major colos.
See the free map →Value the next lease
An exit-cap DCF calculator for HPC leases — equity value and value-per-share from critical-IT MW, rate, term, and cap rate. Pro plan pre-fills real deal economics.
Open the calculator →
Free with an account
The terminal is the free tier.
- Live quotes and 17 sub-index composites across the AI-compute stack
- Universe coverage — every basket with constituents and correlations
- Company pages with price and fundamentals charts from audited filings
- Bitcoin mining economics — hashprice, fleet, treasury
- Watchlist + portfolio tracking, market news, earnings calendar
Plus subscribers also get fund tracking — quarterly 13F positioning for Point72 Asset Management, Coatue Management, Situational Awareness LP, Whale Rock Capital, Altimeter Capital, Atreides Management, Duquesne Family Office, Valiant Capital Management, L.P. in these names, with long/put/call decomposition.
245
datacenter sites tracked — 46 GW gross capacity
77
leases & offtake agreements, filing-sourced
130
debt instruments tied to leases and balance sheets
445
moratorium & restriction actions across 47 states
As of July 2026 · every figure resolves to an EDGAR citation or primary public record
Two products. One free core. Prices on the page.
Generalist terminals run $12,000–32,000 a seat and don't carry debt-per-lease, critical-IT capacity, or moratorium data. Dimetrics is built only for this sector — and publishes its prices.
Free
$0forever
The core terminal, free forever
- Live terminal — quotes, correlations, watchlist & portfolio
- Universe coverage — all 17 baskets with live composite returns
- Company pages with price + fundamentals charts
- Bitcoin mining economics — hashprice, fleet, treasury
- Market news feed
Plus
$29per month
The datacenter intelligence layer
- Miner → HPC conversion tape: leases, EV/MW, capacity bridge
- Full moratorium tracking — site markers, jurisdiction list, county analysis
- GPU compute index — 38 providers, ClusterMAX tiers
- HPC lease calculator (manual inputs)
- Fund tracking — 13F positioning pages for the funds in these names
Pro
$1,000per year
Terminal + the Dimetrics MCP
- Dimetrics MCP in Claude, Codex, and Excel — 15 tools, 5,000 calls/mo
- Colocation lease + GPUaaS offtake comps, every figure EDGAR-cited
- Site-level capacity, debt-per-lease linkage, full capital structure
- Datacenter risk screen — moratoriums + county political-risk scores
- Lease-calculator deal pre-fill — real deal economics in one click
Built for the desk that owns these names
The individual analyst
Build the lease-comp table without reading forty 8-Ks. Contracted MW, financing, $/kW — in seconds, with the filing citation ready to paste into your note.
The family office
Diligence you can audit. Every number click-throughs to the primary source, so a position in a fast, opaque sector survives the investment-committee question.
The fund
Sector depth your terminal doesn’t carry — debt-per-lease, capacity ladders, GPUaaS backlog, moratorium screens — queryable from your own stack via MCP.
Built by an analyst who covered these names — for the desk that trades them
Wells Fargo SecuritiesInvestment Banking AnalystGalaxy DigitalVP of Mining · led mining researchSecond Gate AdvisoryCo-Founder · boutique BTC-mining advisory
Through Second Gate Advisory, advised Bitdeer, Compass Mining, and Sphere 3D. Speaker at The Bitcoin Conference, the MIT Bitcoin Expo, and the Nashville Bitcoin Mining & Energy Summit.
Explore the data before you sign up
These surfaces are open — no account required.
Questions
What is Dimetrics?
A market-intelligence platform for the companies building AI and bitcoin datacenter capacity — public bitcoin miners converting to HPC, neoclouds, and the hyperscalers they sell to. It tracks sites and power, colocation leases, GPUaaS offtake agreements, debt financing, and county-level political risk, all sourced to SEC filings.
Who is it for?
Retail investors who cover these names seriously, family offices that need auditable diligence, and hedge-fund analysts who need sector depth their generalist terminal does not carry.
What does a free account include?
The core terminal forever — live quotes and correlations, company pages with fundamentals charts, bitcoin mining economics, market news, and the interactive moratorium map — plus a 7-day MCP demo on live Cipher Mining data at signup. No card required.
What do the paid plans add?
Plus ($29/mo) adds the datacenter intelligence layer: universe coverage baskets, the miner-to-HPC conversion tape, full moratorium tracking, the GPU compute index, and the HPC lease calculator. Pro ($1,000/yr) adds the Dimetrics MCP — fifteen tools inside Claude, Codex, and Excel for lease comps, GPUaaS economics, debt linkage, and risk screens, plus calculator deal pre-fill.
Where does the data come from?
Primary-source SEC filings. Every figure resolves to an EDGAR URL with the verbatim quote it was drawn from; debt-to-lease links are verified and source-cited only, never inferred.
Is this investment advice?
No. Dimetrics provides sourced data, not recommendations — no price targets, no buy/sell signals. The edge is your judgment on better information.
The core terminal is free. Start there.
Free forever · 7-day MCP demo on live Cipher Mining (CIFR) data · no card required