remember when everyone thought DeepSeek was going to end the AI boom? Nvidia dropped 17% in a single day, unheard of. VC was going to implode. since then? UP ONLY (with some sideways and down) believe in something 🫡

just got a memo from my town hall here in NH effective august 1, residential electricity rates in our town rising by 24 - 76% depending on your supplier rising power costs will become a massive political issue. this is untenable and unsustainable.

crypto x private credit is a match made in heaven. two investments in infrastructure credit, more coming! we prioritize teams that focus on diligence, seniority in capital stack, real time risk management, recourse in case of default, and recovery optionality. DMs open!

soon™️

PLEASE FOR THE LOVE OF SATOSHI

high growth industrial software company looking for a senior software engineer, pref SF but open to remote stack is React, Node, Typescript, and then familiarity with protocols like Red Fish, Modbus, SNMP, IPMI is a big plus. if you push code daily, DM for intro!

ordering a @dawninternet black box - one piece of hardware to serve multiple distributed infra (compute / bandwidth / storage) networks is worth a try running my solar farm on @GlowFND to power the box may finance a battery via @daylightenergy_ my home now earns tokens

crypto x AI narrative feels like it’s really dropped off despite multiple raises at nine to ten figure valuations over the last 18 months curious 🧐

good morning it’s a glorious day to be a bitcoiner back from my first no laptop vacation in 4 years and wow the back half of this year will be epic our team at @CrucibleCap is here to talk all things energy compute and crypto - @itsanhonour_ @kellyjgreer and my DMs are open

biggest infrastructure build since WWII - over $1T of capex spend in the next 3 years by the four largest hyperscalars alone all of that hardware will need software to monitor, maintain, orchestrate, and optimize hardware utilization and capex monetization