Fedex_Trader.eth

Sentiment negative, but you all bought Bitcoin today.

Ethereum is entering a new phase. The launch of @ethlabs_org , @ethereuminsti and @eth_systems is more than just the creation of three new organizations, it signals the continued maturation of the Ethereum ecosystem. Each has an important role to play: Eth Labs advancing protocol research and engineering. Ethereum Institutional accelerating engagement with enterprises and financial institutions. EthSystems tackling one of the biggest challenges to institutional adoption: privacy. This is exactly how strong ecosystems evolve. Deep expertise becomes more specialised, new organisations emerge with clear missions and the innovation accelerates through collaboration rather than centralisation. @Nethermind, we look forward to working alongside Eth Labs, Ethereum Institutional and EthSystems, and many other great teams, to help solve some of the hardest technical challenges facing Ethereum and to accelerate adoption across enterprises and financial institutions. The future of Ethereum won't be built by one company or one foundation. It will be built by an ecosystem of world-class teams, each contributing their expertise while remaining aligned around a common mission. Congratulations to everyone involved in launching Eth Labs, Ethereum Institutional and EthSystems. We're excited to collaborate and help push Ethereum forward.

Come check out @motypes talking about EthSystems publicly for the first time in HK this week!

$ETH still hated

JUST IN: 🇺🇸 Morgan Stanley has filed for spot Ethereum and Solana ETFs.

MetaMask is 10 years old today. It's an opportunity to reflect on how far we've come as an ecosystem, and on the millions of people who have used MetaMask to build a new economy on open rails. For MetaMask's birthday, instead of telling our story, we want to help you reflect on yours -- because MetaMask is about personal sovereignty and financial agency. ten.metamask.io

Kati 2 is moving forward. They’ve selected the contractor, design is about 50% complete, commercial negotiations are underway, and they’ve already signed an LOI. That’s more real progress than just a headline $SLNH

WARTIME ETHEREUM

$SLNH Kati 2 getting closer and solid chance of lease announcement around first quarterly earnings call on August 13, 2026. solunacomputing.com/news/monthly-u…

Very cool to see @Sharplink and @BitMNR come together with @ethereumJoseph to drive the Ethereum ecosystem forward. See? Across decentralized ecosystems foundations are not, by design, in control. But, control and meaningful contributions to the ecosystem are not mutually exclusive.

$SLNH Did John just say “Hot girl summer”? 💅 🏝️

$SLNH Soluna Signs Tenant LOI for Texas AI Campus as Design Work Reaches 50% @SolunaHoldings signed a letter of intent with a potential tenant for its planned 350 MW+ Project Kati 2 AI campus in Texas, advancing the development toward a lease agreement that could support construction financing. The company is working with the customer to finalize the project design, commercial terms and lease, SLNH said Tuesday in its June business update. It didn’t identify the tenant, disclose how much capacity the prospective customer would occupy or provide financial terms. The update represents a further step from May, when SLNH said tenant due diligence had progressed into formal commercial negotiations. A definitive lease remains the next major milestone before the company can complete a financing package and begin full-scale construction. Soluna also selected a general contractor to lead the design-build process after launching a request for proposals last month. Detailed-design documentation is about 50% complete. The company has signed separate LOIs with suppliers of electrical equipment that typically carries long manufacturing lead times. Soluna didn’t identify the suppliers, specify the equipment involved or say whether it had made deposits. The parallel progress in tenant negotiations, engineering and equipment procurement indicates Soluna is preparing the project for construction while it negotiates the final commercial agreement. Project Kati 2 is planned as an AI and high-performance-computing campus with more than 350 MW of capacity. Soluna has previously described an initial phase of about 100 MW, with the potential for further expansion. The scale of the first phase would require substantial outside capital. SLNH management has previously cited data-center development costs of about $10M per MW, implying roughly $1B for a 100 MW project, though the company hasn’t disclosed a formal budget for Kati 2. The economics will depend on the tenant’s credit profile, contracted capacity, lease duration, pricing and power-cost structure. SLNH hasn’t disclosed those details or said whether the current LOI is binding. A long-term lease with a creditworthy customer would give lenders and infrastructure investors a contracted revenue stream against which they could evaluate the project. SLNh said in May that it had engaged an investment bank with AI-infrastructure experience to support capital formation. The June update didn’t include committed financing or a final construction start date. Construction at the adjacent Project Kati 1 Bitcoin-hosting development continued to advance. A 9 MW phase using SLNH modular data centers reached substantial completion, while construction of a further 14 megawatts remained ahead of schedule. Kati 1A Galaxy, a 48 MW hosting site, continued operating despite increased power curtailments during Texas’ Four Coincident Peak period. Kati 1 has 83 MW of planned capacity. The company also began schematic design and master planning for Project Dorothy 3, a proposed AI & HPC campus with more than 300 MW of capacity. Environmental reviews, survey work and fiber studies remain underway at Dorothy 3. SLNH is also finalizing the hiring of a Texas-based community-engagement consultant to work with local officials. Dorothy 3 remains at an earlier stage than Kati 2. Soluna hasn’t announced a tenant LOI, formal commercial negotiations or a general contractor for the project. The company’s operating Bitcoin-hosting sites at Dorothy 1, Dorothy 2 & Sophie remained at full capacity during June. Operations at the Texas sites were affected by increased curtailments, though SLNH didn’t disclose the revenue impact. Repair work at the 150MW Briscoe Wind Farm was delayed by about 2 weeks because of high winds. SLNH added another crew & crane to accelerate the work and completed the sale of renewable-energy credits for Q2. The company will discuss its Q2 results during a conference call on Aug. 13.

$GLXY Updated Institutionally owned shares now 166,141,252 on July 14th👨‍🚀🚀 Compared to ~ 151 M shares on May 15th

This is interesting. @eth_systems selling infra as privacy packages for institutions. positioning at one of the highest value bottlenecks in that stack. $ETH is another step towards becoming the settlement layer for global finance.

We would love to see @novogratz on CNBC telling all $GLXY achievements

I'm just gonna ask @SullyCNBC straight up, cause hes a great guy and can maybe hopefully give some color. Why have you had every BTC miner on under the sun, yet @novogratz is never invited, when $GLXY IS the LEADER in this space, more MW approved than anyone. Is there an issue?

@datacentredanny @KARLW0LF @galaxyhq 💯

@KARLW0LF @galaxyhq Management delivers Over and over This is a $100 stock $GLXY

$GLXY I truly feel for those who still fail to appreciate what @galaxyhq represents. After all this time, you still haven’t developed even the slightest feeling for what kind of monster is taking shape there. While you only see the surface and keep downplaying everything, something massive, unstoppable and truly dominant is growing behind the scenes. Day after day, the work there is done with brutal intensity and ice-cold efficiency, the kind you rarely see. The Team pushing limits, optimizing relentlessly and building with full conviction- not half heartedly, but with absolute dedication. And that’s exactly why the end result will be so overwhelming that it’s going to hit you all like a truck. Galaxy will sets a new standard, with or without you my dear Crybabies 🫡 You can block me now !!!

While a lot of $GLXY investors had their eyes on July 4, all 👀 should be focused on August 7 when ERCOT establishes who qualifies for Batch 0. There are currently 445GW of Large Load Requests sitting in ERCOTs queue (the entire ERCOT grid historically peaked at 85GW). To sort through viable projects and prioritize statewide transmission investments ERCOT will categorize a request as: “Base Load”- An estimated ~35GW (Helios 830mw qualifies) which can energize on its original approved timelines. 💰 “Studies Loads”- Estimates suggest 20-40GW of projects will be studied in Batch 0 (hopefully included Helios 1.8GW). Per @stefanvanderlux 🐐 there is good probability Helios’ 1.8GW is included. ⚡️ “Excluded/Deferred to Batch 1”- Good Riddance. ✌️ ERCOT will then group “Studied Loads” together for collective impacts on the grid, targeting April 2027 completion. Projects will be granted Full or Staggered Allocation over a 6-year period as transmission lines are firmed up. Low Power Consumption (LPC) is the firm allocation or maximum MW the facility is permitted to pull from the grid with no risk of curtailment. Maximum Power Consumption (MPC) represents the projects full peak demand. Accessing capacity above the firm LPC is conditional on whether Helios chose to elect a flexible pathway in July 2026 (PCLR/WLPUN), allowing ERCOT to alter their power during a grid crisis. Dispatchable/Flexible Loads, including curtailment, on-site generation, BESS, can make approval more achievable. Helios can address this via two optional avenues: PCLR Pathway: ERCOT could approve the full 1.8GW but Galaxy must agree to throttle down during grid emergencies. This may not even be an option, however software coupled with UPS/BESS/BTM power supply could assist. WLPUN Pathway: ERCOT could approve the full 1.8GW, but limit grid draw to a lower number (1.5GW) requiring Helios to supply the rest using on-site generation. Helios can augment grid capacity with co-located on-site generation (wind/solar coupled with BESS storage or natural gas turbines). The current PUCT Chairman Gleason has stated “Even if a company maybe doesn’t get the power on the rate it wishes, we will have a 6 year buildout of transmission that allows that company to know within that 6-year period there will be transmission built to ensure they are fully energized” Current plants to strengthen the grid impacting Helios: Pitchfork Switching Station under construction is engineered to unlock an additional 3GW in the region (Q4 ‘27/Q1 28) Synchronous Condensers at Cottonwood Substation (Q4 ‘27/Q1 ‘28). 765-kV line upgrades as part of the $33B Western Grid STEP Project (2030/2031) Various renewable projects around Dickens County area (>800mw coming online by 2029). This is speculative but I think all of this comes back to the Pitchfork Power and Wildflower Power entities uncovered by the 🐐 . On-site power gen/projects under development similar to Sanders Hollow Wind Farm/BESS project could I) solve ERCOTs LVRT requirements II) address any shortfalls in Helios getting full 1.8GW approved in Batch 0 III) and add potential revenue sources for Galaxy Power through selling energy and auxiliary services to the grid. One thing is certain, @blakerking93 has that Big Helios Energy ⚡️ and if he and his team navigate through this process to get the full 1.8GW, @novogratz needs to build him a monument. Buying more $GLXY 🚀

Our June Business Update is out… It’s gonna be a hot summer… Project Kati 2 (350+ MW, Under Development, AI/HPC Hosting): •Following last month’s RFP launch for Phase I design-development and construction, a general contractor has been selected and is being onboarded to lead the design-build process. Detailed Design documentation is now approximately 50% complete. •Tenant due diligence has progressed to formal commercial negotiations with one potential tenant. A Letter of Intent (LOI) for this potential tenant has been signed, and the focus is on finalizing the design, commercial terms, and lease agreement. •Long lead equipment procurement continues. LOIs signed with key electrical equipment providers. Project Dorothy 3 (300+ MW, Under Development, AI/HPC Hosting): •Environmental due diligence, survey work, and fiber studies remain in progress. •Schematic design and master planning has begun. •Hiring is in the final stages for a Texas-based community engagement consultant to further discussions with local officials. We keep pushin’. Stay tuned! $SLNH @SolunaHoldings Learn more here >>> solunacomputing.com/news/monthly-u…

Look what we have here! Another episode of $GLXY Grid staring our @glxyresearch guys: @wowens @Uptodatenow @ZackPokorny_ @TheThadP I’m sitting down to watch it now! #crypto Robinhood Chain, Onchain Lending, and Bitcoin's BIP-110 Debate youtu.be/zD3rld8GF4s?is… via @YouTube