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Today I would like to share my best advice on how to prepare for the dips and hold through them:
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Daniel Jonsson
5.3K posts
Daniel Jonsson
@dfjonsson
CEO @MGMTVentures & @GreenBlockshq Bitcoin mining in Iceland. Chairman at Viska Digital Assets. Crypto/DeFi/Web3 & angel investing. Enjoyer of hard things.
Iceland 参加日 Ağustos 2018
2.9K フォロー中2.7K フォロワー
Well it's certainly not a comparable "product" really. If you want to run AI equipment your base investment is also a multiple of the mining capex both in infra and equipment.
The play nowadays is clearly not to just build a DC and buy grid power to mine but rather become a part of energy infrastructure and create additional revenue streams.
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AI hurts Bitcoin's hash rate a bit. HODLers now are real conviction.
AI and high-performance compute (HPC) currently generate 3x to 8x higher revenue per MW — and up to 25x more revenue per kWh — through stable, multi-year contracts with 85%+ gross margins.
If Bitcoin hits $120k around 2028 at the halvening, AI/HPC is projected to be 8x to 25x more profitable than Bitcoin mining on a per-MW basis.
50% of investable dollars are in institutions and they have clear mandates and career risk — nobody wants to get fired for buying the wrong thing.
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There are massive inefficiencies in the modern power grid. The variable production of wind and solar energy means dynamic offtakers are not just a "nice to have" but a necessity. Solving this need is the main goal of our new digital infrastructure fund at MGMT.
matthew sigel, recovering CFA@matthew_sigel
French utility giant Engie (ENGI FP, mkt cap $75B) is considering Bitcoin mining in Brazil due to constant curtailment of renewable loads. Transmission bottlenecks have cost billions in lost revenue. BTC mining "can help convert stranded power into a monetizable asset"
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@mattyryze Yeah read a bit up on it earlier. Super interesting!
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hot take: when people realize that GLP-1 is more effective than rehab it’s going to change the world
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if I ever were to have a cat I would want it to be this one, sounds amazing
Massimo@Rainmaker1973
The icelandic cat who eats those who are not wearing their new clothes. The Jólakötturinn, or the Yule Cat is a monstrously large creature from Icelandic folklore that is said to roam the snowy countryside during Christmas, with a particular appetite for anyone who has not received new clothes before Christmas Eve or who did not wear them. She is also the pet of the troll witch Grýla. She is used to threaten naughty children, because she loves to eat them. Grýla's sons are the Jólasveinar, the thirteen Icelandic Santa Clauses, dwarves who originally did not bring gifts, but stole things or played pranks. They are on the move between December 12 and January 6.
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@0xMerp Absolute scam how much is Elon paying them? No way someone sat in a model 3 or Y and said "ah yes, this is true luxury".
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Daniel Jonsson がリツイート
On the Proof of Work Stage at Bitcoin MENA, top industry voices explore how #Bitcoin mining is driving the global energy transition.
Featuring Alexander Neumüller, Daniel Jonsson, Ali Alnuaimi, and Abdumalik Mirakhmedov.
#BitcoinMENA #Crypto #CryptoNews #Coinedition
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I just vomited at the gym after deadlifts 🤣 do I need to find a new gym or should I just own it 😭
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An AI chip is very valuable but will never be as valuable as a chip on a man's shoulder.
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Everything is stereotypical about this Dutch Uber driver I'm with. White guy, tall, gray buzz cut, car smells like smoke.
My issue? My man is listening to a Jodeci album (not just one song on a playlist) and it's throwing me way off
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@mattyryze My average is around 700. Funny how much the effects vary between people. Some folks can't have caffeine after lunch and then others like myself (and you I suspect) can drink 200mg and take a nap.
Something something neurodivergence I guess...
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my daily dose of coffee is 940 mg. this dude took 600 and had to be hospitalized. do I wish I were world-class at something legendary like wrestling, instead of just drinking coffee? of course. but isn’t it so interesting that there are levels to every game. 🤣
Harout@HaroutKhack
I fucked up and accidentally took two heaping tablespoons of instant coffee, One serving is a teaspoon. I have about 600mg of caffeine in me currently so I am either going to have the most generational lock in or have a heart attack Stay tuned
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I need hype to double immediately
merp@0xMerp
Went to the Porsche dealership yesterday and it made me feel extremely poor
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