Thread
Energy is civilization’s foundational industry.
And bitcoin is reinventing it.
Here are the innovators you should follow in the sector that powers it all:
🧵👇
And bitcoin is reinventing it.
Here are the innovators you should follow in the sector that powers it all:
🧵👇
First, @ShaunEnergy.
The man's knowledge of energy markets - of their fundamentals, assets, trading - is encyclopedic.
And there's no hype. Just clear facts and solid predictions.
His appearance with @PrestonPysh is an education: www.theinvestorspodcast.com/bitcoin-fundamentals/bitcoin-energy-revolution-shaun-connell/
The man's knowledge of energy markets - of their fundamentals, assets, trading - is encyclopedic.
And there's no hype. Just clear facts and solid predictions.
His appearance with @PrestonPysh is an education: www.theinvestorspodcast.com/bitcoin-fundamentals/bitcoin-energy-revolution-shaun-connell/
@ShaunEnergy @PrestonPysh Next, @harry_sudock.
The energy industry is a journey from finance through infrastructure, oil & gas and electrons.
Harry is one of btc's clearest explainers.
It's good to see his attention turn to the importance of nuclear.
w/ @PeterMcCormack
www-whatbitcoindid-com.cdn.ampproject.org/c/s/www.whatbitcoindid.com/podcast/the-evolution-of-bitcoin...
The energy industry is a journey from finance through infrastructure, oil & gas and electrons.
Harry is one of btc's clearest explainers.
It's good to see his attention turn to the importance of nuclear.
w/ @PeterMcCormack
www-whatbitcoindid-com.cdn.ampproject.org/c/s/www.whatbitcoindid.com/podcast/the-evolution-of-bitcoin...
@ShaunEnergy @PrestonPysh @harry_sudock @PeterMcCormack What @aisaacsmitchell is doing to tackle the financial rails of 'dull' utilities might be this list's most ambitious.
If @Synota_ succeeds, they'll bring the frictionless speed of the Lightning Network to the most basic infrastructure in America:
podcasts.apple.com/us/podcast/austin-mitchell-on-transforming-energy-finance-using/id1196314462?i=100...
If @Synota_ succeeds, they'll bring the frictionless speed of the Lightning Network to the most basic infrastructure in America:
podcasts.apple.com/us/podcast/austin-mitchell-on-transforming-energy-finance-using/id1196314462?i=100...
@ShaunEnergy @PrestonPysh @harry_sudock @PeterMcCormack @aisaacsmitchell @Synota_ Bitcoin mining is a global industry, and public policy is a huge differentiator in where it locates.
Here's fellow 🇨🇦 @Crypto_Mags with a timely update on the state policy and bitcoin mining, with @timevalueofbtc
www.youtube.com/watch?v=zZCsnWXAi9c
Here's fellow 🇨🇦 @Crypto_Mags with a timely update on the state policy and bitcoin mining, with @timevalueofbtc
www.youtube.com/watch?v=zZCsnWXAi9c
@ShaunEnergy @PrestonPysh @harry_sudock @PeterMcCormack @aisaacsmitchell @Synota_ @Crypto_Mags @timevalueofbtc Somehow I've only recenly discovered @max_gagliardi.
He covers far more than bitcoin, but rightly understands that any show about the energy industry should consistently cover energy-backed money.
This, with @DoombergT, is so good:
www.youtube.com/watch?v=Et1DxuPWyaI
He covers far more than bitcoin, but rightly understands that any show about the energy industry should consistently cover energy-backed money.
This, with @DoombergT, is so good:
www.youtube.com/watch?v=Et1DxuPWyaI
@ShaunEnergy @PrestonPysh @harry_sudock @PeterMcCormack @aisaacsmitchell @Synota_ @Crypto_Mags @timevalueofbtc @max_gagliardi @DoombergT Another Canadian, @SGBarbour.
In a prior life I worked on a carbon tax in British Columbia, so Steve may loathe me 😅, but his writing and thinking is damn lucid.
An example:
bullishthoughts.substack.com/p/the-elephants-in-the-grid
In a prior life I worked on a carbon tax in British Columbia, so Steve may loathe me 😅, but his writing and thinking is damn lucid.
An example:
bullishthoughts.substack.com/p/the-elephants-in-the-grid
@ShaunEnergy @PrestonPysh @harry_sudock @PeterMcCormack @aisaacsmitchell @Synota_ @Crypto_Mags @timevalueofbtc @max_gagliardi @DoombergT @SGBarbour One can think climate concern is overwrought, and love bitcoin.
One can think climate change is humanity's clear and present danger, and love bitcoin.
And if you're not engaging with both, you're doing it wrong.
Among the latter camp, @jyn_urso:
www.youtube.com/watch?v=Q9n7BJK48dk
One can think climate change is humanity's clear and present danger, and love bitcoin.
And if you're not engaging with both, you're doing it wrong.
Among the latter camp, @jyn_urso:
www.youtube.com/watch?v=Q9n7BJK48dk
@ShaunEnergy @PrestonPysh @harry_sudock @PeterMcCormack @aisaacsmitchell @Synota_ @Crypto_Mags @timevalueofbtc @max_gagliardi @DoombergT @SGBarbour @jyn_urso Bitcoin may be the most important tool to drive the growth of renewable energy... ever.
In prepping this thread I found this effort by a powerful group that includes @moneyball, @MaxAWebster, @milessuter, and others you'll know.
Check the reading list!
bitcoin.energy/
In prepping this thread I found this effort by a powerful group that includes @moneyball, @MaxAWebster, @milessuter, and others you'll know.
Check the reading list!
bitcoin.energy/
@ShaunEnergy @PrestonPysh @harry_sudock @PeterMcCormack @aisaacsmitchell @Synota_ @Crypto_Mags @timevalueofbtc @max_gagliardi @DoombergT @SGBarbour @jyn_urso @moneyball @MaxAWebster @milessuter But don't stop there.
If there is must-follow in bitcoin energy - for his depth of conviction, wicked broader philosophy, and the soul that can accompany a sustainability agenda, it is @thetrocro.
And read his paper with @resistancemoney:
www.resistance.money/green/
If there is must-follow in bitcoin energy - for his depth of conviction, wicked broader philosophy, and the soul that can accompany a sustainability agenda, it is @thetrocro.
And read his paper with @resistancemoney:
www.resistance.money/green/
@ShaunEnergy @PrestonPysh @harry_sudock @PeterMcCormack @aisaacsmitchell @Synota_ @Crypto_Mags @timevalueofbtc @max_gagliardi @DoombergT @SGBarbour @jyn_urso @moneyball @MaxAWebster @milessuter @thetrocro @resistancemoney There are several bitcoin mining firms driving renewable energy markets.
I'm most bullish on those with deep backround in energy and infrastructure finance.
And I've yet to see one better qualified than @danroberts0101 and his team at Iris Energy:
irisenergy.co/leadership-team
I'm most bullish on those with deep backround in energy and infrastructure finance.
And I've yet to see one better qualified than @danroberts0101 and his team at Iris Energy:
irisenergy.co/leadership-team
@ShaunEnergy @PrestonPysh @harry_sudock @PeterMcCormack @aisaacsmitchell @Synota_ @Crypto_Mags @timevalueofbtc @max_gagliardi @DoombergT @SGBarbour @jyn_urso @moneyball @MaxAWebster @milessuter @thetrocro @resistancemoney @danroberts0101 @jbelizaireCEO's work also belongs here, given their growth at Soluna, and this fine recent survey of the space:
www.solunacomputing.com/blog/bitcoin-energy-pt1/
www.solunacomputing.com/blog/bitcoin-energy-pt1/
@ShaunEnergy @PrestonPysh @harry_sudock @PeterMcCormack @aisaacsmitchell @Synota_ @Crypto_Mags @timevalueofbtc @max_gagliardi @DoombergT @SGBarbour @jyn_urso @moneyball @MaxAWebster @milessuter @thetrocro @resistancemoney @danroberts0101 @jbelizaireCEO As bitcoin mining's role in energy markets matures, it will need more capital, and better access to old & new forms of instiutional capital.
For a fine intro, read @_drewarmstrong_ recent 2 part series on debt & capital markets for miners:
braiins.com/blog/debt-capital-markets-in-bitcoin-mining-part-1
For a fine intro, read @_drewarmstrong_ recent 2 part series on debt & capital markets for miners:
braiins.com/blog/debt-capital-markets-in-bitcoin-mining-part-1
@ShaunEnergy @PrestonPysh @harry_sudock @PeterMcCormack @aisaacsmitchell @Synota_ @Crypto_Mags @timevalueofbtc @max_gagliardi @DoombergT @SGBarbour @jyn_urso @moneyball @MaxAWebster @milessuter @thetrocro @resistancemoney @danroberts0101 @jbelizaireCEO @_drewarmstrong_ Bitcoin mining remains a nascent industry.
As it matures, new firms will emergy to innovate and ameliorate access to finance and the growth of bitcoing mining.
Just like @blockdotgreen. Here's their mission and recent raise:
www.newlayer.capital/new-layer-capital-invests-in-block-greens-3-7-million-round-led-by-founders-fund...
As it matures, new firms will emergy to innovate and ameliorate access to finance and the growth of bitcoing mining.
Just like @blockdotgreen. Here's their mission and recent raise:
www.newlayer.capital/new-layer-capital-invests-in-block-greens-3-7-million-round-led-by-founders-fund...
@ShaunEnergy @PrestonPysh @harry_sudock @PeterMcCormack @aisaacsmitchell @Synota_ @Crypto_Mags @timevalueofbtc @max_gagliardi @DoombergT @SGBarbour @jyn_urso @moneyball @MaxAWebster @milessuter @thetrocro @resistancemoney @danroberts0101 @jbelizaireCEO @_drewarmstrong_ @blockdotgreen This thread is already LONG and could go on, and on, and on... 😅
But I need to include @Bquittem's for his foundational essay that cuts deep into bitcoin, ecology, principles of development and lots more:
brandonquittem.com/bitcoin-is-a-pioneer-species/
But I need to include @Bquittem's for his foundational essay that cuts deep into bitcoin, ecology, principles of development and lots more:
brandonquittem.com/bitcoin-is-a-pioneer-species/
@ShaunEnergy @PrestonPysh @harry_sudock @PeterMcCormack @aisaacsmitchell @Synota_ @Crypto_Mags @timevalueofbtc @max_gagliardi @DoombergT @SGBarbour @jyn_urso @moneyball @MaxAWebster @milessuter @thetrocro @resistancemoney @danroberts0101 @jbelizaireCEO @_drewarmstrong_ @blockdotgreen @Bquittem And I want to include more but I (and I'm sure anyone reading this) is tired!
But you can tell it's a vast market, and this is in a bear market.
Wait til things really go nuts again.
@DSBatten is terrific, check him out.
But you can tell it's a vast market, and this is in a bear market.
Wait til things really go nuts again.
@DSBatten is terrific, check him out.
@ShaunEnergy @PrestonPysh @harry_sudock @PeterMcCormack @aisaacsmitchell @Synota_ @Crypto_Mags @timevalueofbtc @max_gagliardi @DoombergT @SGBarbour @jyn_urso @moneyball @MaxAWebster @milessuter @thetrocro @resistancemoney @danroberts0101 @jbelizaireCEO @_drewarmstrong_ @blockdotgreen @Bquittem @DSBatten There are vast array of other leaders in bitcoin and energy and I guarantee I've missed many.
Some of them include @khalliburton @MitchKlee_ @marcfresa
@NuclearBitcoinr @lisa_hough_ @SustainableBTC , and others!
Throw them in below.
Some of them include @khalliburton @MitchKlee_ @marcfresa
@NuclearBitcoinr @lisa_hough_ @SustainableBTC , and others!
Throw them in below.
@ShaunEnergy @PrestonPysh @harry_sudock @PeterMcCormack @aisaacsmitchell @Synota_ @Crypto_Mags @timevalueofbtc @max_gagliardi @DoombergT @SGBarbour @jyn_urso @moneyball @MaxAWebster @milessuter @thetrocro @resistancemoney @danroberts0101 @jbelizaireCEO @_drewarmstrong_ @blockdotgreen @Bquittem @DSBatten @khalliburton @MitchKlee_ @marcfresa @NuclearBitcoinr @lisa_hough_ @SustainableBTC Thanks all. If you enjoyed any of this, head here and retweet for visibility.
And follow me for more on how bitcoin can build a better world.
And follow me for more on how bitcoin can build a better world.
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Troy Cross @thetrocro
·
Feb 13, 2023
Nice thread here: