thizzface

Ethereum is in the unique position to be the platform that secures and settles AI-to-AI interactions. The ERC-8004 standard is coming to mainnet.

I'm working on a report about data center developers building their own power plants and this data shocked me: 48 GW of proposed data centers—roughly 33% of all planned capacity—now plan to skip the grid by building "behind-the-meter" projects. This is a very new trend. A little more than a year ago, virtually all data center developers planned to use the electric grid to power 100% of their projects. In December 2024, there was less than 2 GW of planned behind-the-meter data center capacity, according to our data center tracker at Cleanview. Then in 2025, developers announced roughly 40 projects that planned to skip the grid partially or entirely. Some of these projects will soon be home to America's largest fossil fuel power plants, like Homer City Energy Campus in PA—a proposed 4 GW+ natural gas plant that will send all of its power to an onsite data center. Other projects will use a combination of technologies—everything from solar, wind, batteries, and even nuclear. Natural gas is by far the most common, though. 72% of projects plan to use it. All projects are motivated by the same goal: getting their data center online as soon as possible. It can take as long as 7 years to connect a hyperscale data center to the grid in a place like Virginia. Building behind the meter power in a red state with lax regulations can get that time down to less than 2 years. But speed comes with a cost. Homer City's 4 GW project could soon become one of the largest single sources of carbon emissions in the country. At Cleanview we're tracking more than 30 projects that plan to use onsite gas with a combined 48 GW of capacity.

this is out there somewhere, cruising

At last, IBIT options is finally getting the treatment it deserves— Nasdaq just filed to increase options limit to 1 MILLION (from 25k a year ago) Institutional vol is finally here Happy Thanksgiving