Nuclear Bitcoiner

Here is the current state of the global SMR market. See the readiness state of technologies across 6 key metrics: licensing, siting, financing, supply chains, engagement, and fuel. oecd-nea.org/jcms/pl_90816/…

this is insane a high school student built a beautiful 3D interactive chemistry app

@DSBatten I like the part where he says that the argument for Bitcoin as currency is destroyed, then a sentence later says it stops being money, like currency and money are interchangeable terms.

Why does Bitcoin get more enduring criticism than other disruptive technologies such as the Internet? Simple: Bitcoin is not only a technology, it is an asset. There was no financial penalty for being late to the Internet. You just used clunkier, slower tech for longer. But if you're late to Bitcoin, you don't only have mild inconvenience you have to reconcile financial cost too. We saw the same pattern with investors who missed the tech boom and in particular early Amazon doubters The tweet below is a textbook real-time illustration of this at play, showing three psychological principles at play at once 1. Cognitive Dissonance 2. Sour Grapes Effect (a dissonance-reduction tactic) 3. Omission Regret 1. Cognitive Dissonance When two cognitions conflict such as “I am a smart” and “I passed on an opportunity that turned out to be enormously successful”, psychological discomfort arises. To reduce it, people don’t change their original decision or admit error. Instead, they seek/emphasize information that justifies the original choice. (Leon Festinger, 1957) 2. Sour grapes effect (Sjåstad et al, 2020) Principle: People disparage goals they failed to attain (“the grapes are sour anyway”) to eliminate the pain of missing out In this context: “I didn’t buy Bitcoin, therefore it must be worthless/wasteful/destined to fail 3. Omission Regret Regret from not acting (omission) is often felt more intensely than regret from a bad action. People cope by rewriting the narrative: the missed asset “was never that good.” (Ritov & Baron, 1995) Gizmodo’s “How Much Should I Regret Not Buying Bitcoin?” (2018) even frames it exactly this way for non-investors Keen's admission of the missed £10 BTC price is immediately followed by a list of long-standing objections that conveniently justify the non-decision. Bitcoiners will call it “saltiness,” but the underlying psychology at play is standard, peer-reviewed behavioral science. Keen may defend himself by trying to argue "the tech really is genuinely bad". But in stating that "Bitcoin uses a lot of energy per transaction" (a piece of misinformation that anyone who has spent 1 hour researching Bitcoin mining will know is untrue: Bitcoin energy use does not come from its transactions) he has lost the right to claim objectively that his criticisms come out of understanding. Rather, he has illustrated a huge asymmetry in that he has spent countless hours making videos against Bitcoin, but almost no time understanding the technology. In his tweet thread, you can also see a classic red-flag that rather than engage on an issue, he will level one (widely debunked) claim after another. Brandolini's law in action: it takes longer to debunk BS than to create it. However, these are human frailties that can be overcome with higher self-awareness and lower ego. If the need to "be right" is reduced, then a person can become intellectually curious and re-appraise an asset. Indeed the ability to change one's mind is a defining aspect of real intelligence. Michael Saylor illustrated the possibility of this path.

@Handre It is also possible that Satoshi observed the natural phenomenon of atomic decay and implemented a similar but simplified pattern into the block issuance rate. One is inferred through observation, the other was engineered to mimic a natural occurrence.

Bitcoin's 10-minute block time wasn't engineered by committee or derived from optimization studies—Satoshi discovered it through spontaneous order, the same force that gives us market prices and language evolution. Think about what happened: Satoshi needed some interval between blocks. Too fast and you get chaos with competing chains. Too slow and transactions crawl. He picked 10 minutes, probably through intuition more than calculation. What emerged was something far more profound than a technical parameter—a global coordination mechanism that hundreds of thousands of nodes now synchronize around without any central authority commanding them to do so. This represents pure Schelling point dynamics in action. When you need to coordinate with strangers without communication, you gravitate toward focal points that seem "natural" or "obvious." Ten minutes sits in that sweet spot where it feels neither rushed nor sluggish. Not 3 minutes, not 30 minutes—exactly the interval that human psychology can intuitively grasp as reasonable for final settlement of digital money. The beauty lies in how market forces validated this discovery. Miners invested billions in hardware calibrated to 10-minute intervals. Exchanges built their systems around this rhythm. Users developed expectations about confirmation times. Each participant, acting in their own self-interest, reinforced this temporal standard until it became as immutable as any natural constant. Every attempt to "improve" Bitcoin's block time—from Litecoin's 2.5 minutes to Ethereum's 15 seconds—missed this crucial insight. They optimized for speed while destroying the Schelling point. You can't engineer social coordination; you can only recognize it when spontaneous order hands it to you on a silver platter.

Here's the full mainstage roster 👇 @niftynei @1basemoney @sminston_with @mrmpodcast @mcclintock_m @samcallah @punterjeff @werkman @willcole @nuclearBitcoinr @HaraldRauter

We now have official EEP data that shows Bitcoin mining has nearly doubled Ethiopia’s annual net transmission grid expansion rate Even more importantly, it has catalyzed an unprecedented level of new construction activity never before reported by EEP at this scale. Consider this context: Delivery of power to rural Africa, alongside combatting youth unemployment is one of the two biggest political changes in sub-Saharan Africa. Bitcoin mining has just demonstrated it can be a viable solution for one of them Let's dig in. Ethiopia made $220 million from Bitcoin mining in 2024/25 which is expecting to increase to $312 million this year (source: capitalethiopia.com/2025/11/02/eep… This electricity would otherwise have been wasted Why? Although Ethiopia has the capacity to generate 6 Gigawatts from the new dam, Ethiopian Electric Power (EEP) hasn't yet built the transmission lines to supply all that electricity generated. So, in the meantime the dam authorities sell electricity to Bitcoin mining companies. These electricity sales to Bitcoin miners were 67% of EEP's total Foreign Exchange revenue last year, vastly improving profitability. source: birrmetrics.com/ethiopia-elect… What do they do with that unexpected extra profit? EEP has stated repeatedly that the revenue from Bitcoin mining is used to support "infrastructure expansion" and "rural electrification" source: eep.com.et/?article=ethio… News channel Aljazeera recently confirmed "Ethiopia doesn't yet have the distribution network to take electricity to 1/2 the population...The idea is the fees paid by the Bitcoin miners will go towards funding the expansion of the grid." source: youtube.com/watch?v=mqie7b… Significantly, EEP's own data shows revenue from Bitcoin mining supported EEP's 2024/25 fiscal year * 28,571 km new power lines built * 8,700 substation bays installed Source: birrmetrics.com/ethiopia-elect… Bitcoin mining revenue has already almost doubled EEP's rate of energized network buildout from ~358 km/year average to +662 km last year. But more important is what is in the imminent pipeline: the 28,571 km of new power lines is larger than the entire size of their grid! source: eep.com.et/wp-content/upl… Let's be clear, we cannot say that "Ethiopia build more than their whole grid in a year" because not all of that new capacity has been fully energized yet, so that would be an apples-for-oranges comparison. But it is still an unprecedented rate of new construction. The good news is that the bulk of this infrastructure constructed but not yet fully energized is not “waiting years”, it is in active commissioning right now and is expected to come online progressively over the next 12–18 months. Source: Birr Metrics (EEP’s 2025/26 budget announcement) birrmetrics.com/electric-power… When that new network is fully energized, the increase in the speed of energized network buildout will not be 2x. It will be substantially higher, potentially more than 10-20x the historical average as the backlog comes online. Read that last sentence again. A forecast 10-20x faster buildout of Ethiopia's electrical grid. Rural electrification of Sub-Saharan Africa is a key strategic focus for over 20 global institutions and development banks, including the UN, World Bank, IRENA, African Development Bank, and Rockefeller Foundation. It is even explicitly one of the UN’s Sustainable Development Goals (SDG 7), where Target 7.1 calls for “universal access to affordable, reliable, and modern energy services by 2030.” Sub-Saharan Africa accounts for 85% of the world’s people still without electricity (mostly in rural areas), making this one of the biggest global priorities. How Ethiopia is achieving this should be one of the biggest stories at the UN right now. Far from “taking renewable power away” from people, Bitcoin mining’s use of otherwise wasted renewable energy is catalyzing the accelerated delivery of electricity to rural Africa. Bitcoin mining has created a pragmatic solution to an issue that has plagued powerful global institutions for decades. If you are still gaslighting Bitcoin mining in 2026 (based on early studies, now been widely debunked), you are no longer just uninformed. You are perpetuating harmful myths that slows down power delivery to people living without electricity.

This is what mass production of gigawatt-scale reactor components looks like. In 1981, 26 reactors were under construction in France. Each vessel can power 1 million households. Absolutely epic.

@TFTC21 Hello from Canada, where our freshly refurbished CANDU reactor fleet will continue to produce a substantial portion of these isotopes for the global market well into the 2060s.

The U.S. has no real domestic isotope supply chain. 50 million nuclear medicine procedures a year depend on aging reactors in other countries. Oklo just got the green light to change that. The NRC issued Atomic Alchemy, Oklo's wholly owned subsidiary, a materials license to receive, process, repackage, and distribute radium-226, cobalt-60, and americium-241 from its Idaho Radiochemistry Laboratory. This enables initial commercial isotope sales for use in cancer therapies, medical research, advanced manufacturing, and national security. 50 million nuclear medicine procedures are performed annually in the U.S. The isotopes they depend on are mostly produced by aging reactors outside the country. Supply is shrinking while demand is growing. The U.S. has had no meaningful domestic isotope production pipeline for years. Oklo is building one from scratch. The same day, the DOE approved the Nuclear Safety Design Agreement for Oklo's Aurora powerhouse at Idaho National Laboratory. This is the first formal step in the accelerated authorization pathway under DOE's Reactor Pilot Program. The reactor will be powered by recycled fuel from the historic Experimental Breeder Reactor II, and the site broke ground in September 2025. Aurora is not just a power plant. It's designed to pair fast-fission technology with isotope production, giving Oklo multiple revenue streams: electricity generation, isotope sales, and fuel recycling. Most reactor developers focus on a single power off-take agreement. Oklo is vertically integrating the entire nuclear fuel cycle. They've already signed a deal with Meta to deploy multiple reactors powering data centers. The AI infrastructure buildout is creating massive new demand for reliable baseload power that solar and wind cannot provide. Nuclear is the answer, and Oklo is positioning itself at the center of it.

@PeterMcCormack Even if this number were true, not going to argue that point, the counter I would raise is, how many millions of people have not died as a result of access to power generated by hydrocarbons?

"Nearly 7 million people a year die from air pollution, that's about the same number of people that die every half an hour as died in Chernobyl in its entirety." - Tim Gregory (Nuclear Scientist) New podcast where we discuss the lunacy of Net Zero. Link to show 👇

@gnosticguerrier @PeterMcCormack Then you didn't listen to how it was framed. He didn't say millions died from chernobyl. He is saying that pollution results in about 20-30 deaths every ~30mins. Which is equivalent to how many died as a result of Chernobyl.

@PeterMcCormack This guy is an hoax based, not a million of people died due to Chernobyl Source: who.int/news/item/05-0…

Uranium is not a short-term trade driven by headlines or political theater. It is a structural shift. Governments are reasserting control over supply chains, rewriting energy policy, and committing real capital to nuclear power in a way we haven’t seen in decades. At the same time, the physical realities of uranium—long development timelines, scarce high-grade deposits, and highly concentrated production—mean supply cannot respond quickly. And when the uranium market move, it doesn’t move gently.

@DSBatten Even the FF part of the chart doesn't capture the full story when a sizeable portion is reducing methane and capturing waste.

Like Electric Vehicles (EVs), Bitcoin is a fully electrified network, so it has no direct emissions. Like EVs, BTC has "indirect emissions" because some of that electricity was generated using fossil fuels. However ... also like EVs, each time someone uses it, rather than the old, more emission intensive technology it replaces (fossil fuel transport in the case of EVs, the more emission intensive banking network in the case of Bitcoin), it creates a net emission reduction. Here's a view we have comparing 2 net emission reducing technologies. In terms of usefulness, both are useful, just in different places and different ways. EVs help transport people in the West around, and are about convenience. Bitcoin's fastest adoption has been outside the West where it helps people transport and store money without high remittance fees, high inflation and the lack of a banking network - and is often about existential need.

@mzjacobson @ENERGY And as usual, water is doing most of the work here...

Think of this graph of real U.S. price and electricity production data, straight from the Department of @Energy, next time you hear the false claim that renewables increase electricity prices and that coal, gas, or nuclear is needed to keep prices low.

@theswansjr Here is a good example of the knots they are willing to put themselves into to hold an illogical position.

Bitcoin haters are the Argument Clinic sketch come to life. You present data. They present contradiction. You present 16 years of undefeated performance. You present the list of features bitcoin provides. They say, no value, ponzi and tulips. Yep, tulips. You wonder how retarded does someone have to be to compare a decentralized digital settlement network worth $1.5 trillion to a flower? That's not an argument. That's just contradiction. "No it isn't." You're not in a debate. You're in a skit. Stack sats. Exit the clinic. youtu.be/ohDB5gbtaEQ?si…

@WaltherPeck There are enough sats to go around. Please learn more before expressing such silly opinions.

Bit-CON is just over 15 years old and its biggest supporters already admit that it has a liquidity problem. This will only get worse as the population increases. Get out while you can.

“We have almost 450 nuclear power plants operating in the whole world, right? And we have had only 3 major accidents in the last 80 years." Dr. Hashem Hashemian joins the latest Blockspace Podcast to break down how AI is driving a second nuclear golden age.

@blockspace This guy has the best name to be a bitcoin miner. Also, the Japanese have taken measures in the event that another tsunami was to hit the nation. Behind the 20M tall, 3m thick walls now surrounding the reactor sites would likely be the safest locations to gather.

JUST IN: new academic paper demonstrates that pairing Bitcoin mining with greenhouses can: ✅transform Bitcoin mining's waste heat into a resource for "advancing sustainable food production", while "enhancing food security" amid population growth ✅"reduce reliance on fossil fuels, lower greenhouse gas emissions, and enhance the economic sustainability of food production" ✅ "reduc[e] energy consumption by up to 15%" The paper is the 23rd to demonstrate the positive environmental impacts of Bitcoin mining source: x.com/DSBatten/statu… This paper was published in Applied Energy, which is a highly regarded journal in energy engineering, sustainable systems. It has an impact rating of 11.0, consistently ranking in the top tier in its categories source: sciencedirect.com/journal/applie… Paper co-author Cornell Professor Fengqi You is a multiple award winning scientist specializing in the fields of energy systems engineering, optimization, sustainability, digital agriculture, and decarbonization (source: duffield.cornell.edu/people/fengqi-…) * Link to full paper in comments

I’ve said for years the real stranded assets wouldn’t be fossil fuels - they’re uneconomic renewables. Barclays Bank now agrees. Wind, solar & hydrogen projects often can’t connect to the grid, are paid to shut down during oversupply, or simply don’t work. But here’s the real question: who goes to jail for this intentional fraud? It has cost lives, livelihoods, pensions, and weakened national security. I was in the room with these Net Zero architects - they didn’t care because they were making tons of money. These climate cult profiteers must be held accountable, starting with Mark Carney.

Denison has officially made the Final Investment Decision for the Wheeler River Phoenix ISR project—setting the stage for construction to begin this March. With first production targeted for mid‑2028, this project positions Saskatchewan to deliver a significant new source of uranium to global markets. This project reflects the sector’s momentum, the strength of partnerships across Saskatchewan’s Athabasca Basin, and the province’s leadership in advancing innovative, sustainable resource development.

JUST IN: Paraguay has just followed the lead of Bhutan, using wasted hydro energy to mine Bitcoin, for a likely National Bitcoin Reserve. "Reports indicate mined Bitcoin will likely be held as a state asset or the national treasury, potentially used to fund infrastructure"