Shaun Connell

Lancium has been the leader in power orchestration and flexible load management since our founding in 2017. We are passionate about ensuring that large loads are assets to the grid that enhance system reliability As we scale our Lancium Clean Campuses and expanded resource orchestration model, our decision to license IP to ERCOT for zero cost reflects our commitment to enabling this system-level benefit and alignment with ERCOT on strategies to achieve the load growth opportunity and challenge at hand. lnkd.in/gTDmF9xi ercot.com/services/progr…

@thetrocro @LegacyBitcoin @DSBatten @Inchhighprivate @petrijaervinen @druidian @IslandHodl Flattery will get you everywhere guys! Happy to have been able to contribute :-)

@LegacyBitcoin @DSBatten @Inchhighprivate @petrijaervinen @druidian @IslandHodl @ShaunEnergy Absolute legend.

Bitcoin is in the process of unlocking energy abundance for all of Humanity. This is an epic level-up for our species that I don't think most people appreciate yet. This is how we incentivise our way to Kardashev Type I and beyond.

DM me if you are interested and qualified to step into the following leadership role with Lancium, at the forefront of two transformative industries—energy and AI. Reporting directly to me, the VP of Power Operations will lead retail and wholesale power operations for a multi-GW portfolio of ultra-large generative AI customers at our cutting-edge Lancium Campuses in West Texas. Referrals are welcome as well! linkedin.com/jobs/view/4112…

@JoeConsorti Can you save this Bloomberg terminal chart and share? Thank-you

Update: 5 days after my last chart, bitcoin is down ~$7,500 to $92,500. Following global M2 (USD-denominated) to a T. Largely a story of strong USD trouncing everything. Favorable BTC-native events like Trump's inauguration could help BTC buck this trend. Merry Christmas ✝️🎄

@Endorsen What has been normal spot weekly volume?

Spot coinbase volume is 77k this week

How TF can Saylor buy 50k bitties every weekend without moving the market an inch? Surely this isn’t spot buys, is OTC liquidity really that deep?

@fgthiel Congrats Fred!

Great work by the MARA team!

@BitcoinMagazine Quote source?

JUST IN: 🇺🇸 Senator Cynthia Lummis says we can pass the Strategic #Bitcoin Reserve bill “in the first 100 days” of Trump’s presidency 👀

@hash_bender My absolute favorite book of all time time

Fitting read for the week

@_aaron_foster Yes. On par w/ Sears catalogue :-)

@ShaunEnergy Dating myself here, but equivalent to receiving the old Sears catalogue? 👀

Even better than a new phone book. The new 2024 Utility Scale Solar report is here!

@douglewinenergy Yes - October outages are more than 2X higher vs September. However, October MTD outages are still on track to come in ~5-10% lower vs past years

ERCOT expected about 16,000 megawatts of thermal outages in October. It's currently about 18,000 megawatts.

👀

NERC published #ITCS Part 1, providing current total transfer capability between neighboring Transmission Planning Regions in North America. The analysis provides input to Part 2, which will recommend technically prudent additions to transfer capability. ow.ly/9s3U50T7U3m

@PeterMcCormack Best of luck to you Peter on your life’s next chapter

The studio is ready, Danny's flights are booked, and next week we’ll begin recording episodes for our new podcast. I wanted to share the reasons behind this shift as many have been asking. Three primary factors influenced this decision: 1. I hate making remote shows—I never want to do them again. These interviews need the intimacy of being in person. 2. Traveling constantly has been detrimental to my health and my family. 3. My commitments here with the football club and local community are growing. So, the solution was clear: build a studio in the UK and produce the show locally. We’ve secured a fantastic space in Soho, London, and we’re ready to go but given the limited number of Bitcoin guests available in the UK or those willing to fly in, it’s time to retire What Bitcoin Did. Our new podcast will be similar in feel but will cover a broader range of topics. While some episodes will focus on Bitcoin (though less frequently), most will explore other interesting topics or people. Having made nearly 900 episodes covering a wide range of #bitcoin topics and guests, we’re now aiming higher. By diversifying our content and guests, we hope to introduce more people to the concept of sound money through podcast osmosis. If we get this right, it will be a bigger show, if we get it wrong, well we tried. For a long time I have felt there is a need to get out of the #bitcoin corner of the party. Real Bedford FC was a way of integrating sound money into a traditional business model. CheatCode purposely did not include Bitcoin in the title, so changing the show feels like a natural next step. Sometimes when stuck in the #bitcoin landscape you can lose site of how other people in the world think, lose empathy for the complexities of the world. I have felt this. I'd come home from spending two weeks with Bitcoiners and be with friends and family locally and notice a distinct difference in how we see the world. As everything feels like it is going to shit, I feel like there is a bigger job to do now. The Bitcoin podcast landscape is well served, from Marty and Odell to Natalie and Preston, from The Blue Collar guys to Stefan Livera and anyone I haven't mentioned. There’s no shortage of high-quality Bitcoin podcasts. However, there seems to be some fatigue in the space, with similar guests and topics being revisited. With our new show we want to bring fresh perspectives and ideas, aligning with sound money where relevant—think of the shows we’ve had with the likes of Eric Weinstein and Michael Malice. On a personal note, I’m need the challenge, test myself wider, get fit and find a good woman. I can't do this travelling all the time. When I started the podcast my life was a shit show - divorced, coming off drugs, heading towards bankruptcy. I've had an incredible 7 years, travelled the world, made amazing friends and got to live my dream by buying my local football club. To everyone who has helped us get this far - the guests, the listeners, the sponsors, we could not have done this without you. I am forever in your debt. I hope you’ll check out the new show and enjoy it, though it may not be for some of you. Regardless, Danny and I will work hard to deliver the best show possible, like we always have. Roll on The McCormack Show!

@Endorsen Yes :-)

@ShaunEnergy Hi Shaun, do you take part in this project ?

Exciting times ahead! “Crusoe to Build Initial 200 MW AI Data Center With Plans to Expand at 1.2 GW Lancium Clean Campus” Lancium’s end-to-end solutions include land acquisition, load & renewables interconnects, site engineering & power orchestration businesswire.com/news/home/2024…

I am thrilled to announce Crusoe Energy Systems' plan to build an initial 200 MW AI data center and future expansion across our 1.2 GW Lancium Clean Campus. Our gratitude extends to Crusoe for our strengthened relationship. businesswire.com/news/home/2024…

@dragendaphd My pleasure

@dragendaphd Here’s a great read to help predict what amount of power capacity is going to be taken up by AI in next decade. There is even talk of a 10GW compute cluster - which won’t sound so crazy after reading “situational awareness - the decade ahead” situational-awareness.ai/wp-content/upl…

Data center this data center that data center on CNBC data center on tweeter data center on Linkedin. What f-ing data we are talking about exactly? Wish there was a way to mute content based on keywords.

@PrestonPysh @BTCsessions @TheBitcoinRodeo Welcome to my home town of Calgary Preston!!

Hanging in Calgary with the one and only ⁦@BTCsessions⁩ at the ⁦@TheBitcoinRodeo⁩ #Bitcoin ⁦