The next breakout company will solve the problem of subscription overload. A one-time fee.
I just want to own things again
Mags
mags@nostrverified.com
npub1tjyl...0e9k
Bitcoin mining, custody, & memes ๐ซก. Advisor PRTI โ๏ธ. Energy, carbon & economic dev policy. Volunteer firefighter ๐
The alternate timeline where North Korea becomes a quantum powerhouse so it can hack Satoshi's coins or vulnerable Bitcoin addresses
๐๐น๐ผ๐ฐ๐ธ๐๐ฝ๐ฎ๐ฐ๐ฒ ๐๐ฎ๐ฟ๐
Bitcoin blockspace and hashrate will emerge as strategic resources on par with airspace and maritime lanes: essential infrastructure for exercising financial sovereignty and a nations ability to access global commerce and trade
Without access to blockspace, users cannot send or receive Bitcoin. Hashrate secures access to blockspace.
Thus, nations that pair domestic Bitcoin mining with sovereign mining pools (or allied pools) will ensure:
1. Censorship-resistant payment rails for their citizens
2. Insurance against economic warfare or sanctions
3. A new export industry: blockspace
Nations that ignore this new domain risk discovering that future sovereignty... will be settled one block at a time
Who would win?
@Steven Lubka
@Steven LubkaCanadians elected a Globalist central banker. A prominent advocate of CBDCs. The antithesis of a bitcoin advocate.
The silver lining? For Carney's term, Canadians have been given the opportunity to understand exactly why they need Bitcoin more than ever
Bitcoin mining offers 4 strategic advantages to nations:
1. Energy security: infra development & grid stability
2. Financial independence & national security via hashrate & blockspace control (can't censor a country or its citizen's from transacting)
3. Economic sovereignty for traditionally resource poor nations (no minerals, oil or gold) by allowing them to stack a digitally scarce resource
4. Socioeconomic/env benefits: economic development & jobs & methane reductions
"๐๐ถ๐๐ฐ๐ผ๐ถ๐ป ๐ณ๐ถ๐
๐ฒ๐ ๐๐ต๐ถ๐": ๐๐ต๐ฒ ๐๐ ๐ฒ๐ฑ๐ถ๐๐ถ๐ผ๐ป
Bitcoin mining is a bridge to an energy & technology abundant future. The International Energy Agency estimates AI electricity consumption is set to more than double by 2030, & the US is projected to represent about half of this growth. How will we feed the new tech beast?
โฟ/accelerate ๐ค๐ป e/acc
Bitcoin mining presents a novel way to subsidize our energy systems. Mining is built on Proof of Work & an elegant system of economic incentives. Economic incentives are built in to lower cost, maximize revenue, & optimize resources. Mining is very resource-intensive: it requires substantial computing power to meet the cryptographic rules which secure the system & electricity represents ~80% of operating costs.
Bitcoin miners seek out cheap energy sources globally & they are location & energy source agnostic. As a result, miners are anchor tenants for new energy generation that wouldnโt otherwise exist in rural sites where traditional industrial or commercial customers are unavailable. They also subsidize generators that are transmission constrained (eg, renewables in Texas).
This is where the magic happens: aligned incentives. Miners provide a predictable revenue stream, helping get public infrastructure projects over their hurdle rates & recieve cheaper power (vs the grid). In this way, Bitcoin mining rewards fund the build-out of electrical infrastructure through a third pocket, where traditionally it was paid for by the ratepayer pocket or taxpayer pocket.
As consumer demand for power grows in a community (including for AI datacenters), Bitcoin mining can be decreased or removed entirely, but fundamentally, it enabled critical energy infrastructure to be built out.
In this way, miners support existing renewables with excess generation & the construction of new sites (and not just renewables) around the world. It's already happening with large miners in the US, Gridless in Africa, & Volcano Energy in El Salvador. And this is not stopping.
Furthermore, some Bitcoin miners are shifting towards AI. Miners are uniquely positioned as they already operate large-scale, power-intensive infrastructure & have the right experience. Retrofitting mining facilities for AI workloads (esp hosting GPUs) is often faster & cheaper than building new ones. Thus, infrastructure that was built out for mining is being reallocated to AI (eg Core Scientific) & likewise wrt new energy sites being developed with mining originally in mind (eg Crusoe).
Lastly, Bitcoin miners are the perfect demand response participant. The best DR participants are large loads with a consistent draw & that can turn off (curtail) for any amounts of time. AI is a much less curtailable load. In this way, miners help balance the grid & provide grid stability, particularly during extreme events (see Texas storms & Riot).
This is why Bitcoin mining is a ENERGY & NATIONAL SECURTY issue. It's about ensuring we can build an abundant & reliable energy system for a prosperous future.

โฟ/accelerate ๐ค๐ป e/acc
Bitcoin mining presents a novel way to subsidize our energy systems. Mining is built on Proof of Work & an elegant system of economic incentives. Economic incentives are built in to lower cost, maximize revenue, & optimize resources. Mining is very resource-intensive: it requires substantial computing power to meet the cryptographic rules which secure the system & electricity represents ~80% of operating costs.
Bitcoin miners seek out cheap energy sources globally & they are location & energy source agnostic. As a result, miners are anchor tenants for new energy generation that wouldnโt otherwise exist in rural sites where traditional industrial or commercial customers are unavailable. They also subsidize generators that are transmission constrained (eg, renewables in Texas).
This is where the magic happens: aligned incentives. Miners provide a predictable revenue stream, helping get public infrastructure projects over their hurdle rates & recieve cheaper power (vs the grid). In this way, Bitcoin mining rewards fund the build-out of electrical infrastructure through a third pocket, where traditionally it was paid for by the ratepayer pocket or taxpayer pocket.
As consumer demand for power grows in a community (including for AI datacenters), Bitcoin mining can be decreased or removed entirely, but fundamentally, it enabled critical energy infrastructure to be built out.
In this way, miners support existing renewables with excess generation & the construction of new sites (and not just renewables) around the world. It's already happening with large miners in the US, Gridless in Africa, & Volcano Energy in El Salvador. And this is not stopping.
Furthermore, some Bitcoin miners are shifting towards AI. Miners are uniquely positioned as they already operate large-scale, power-intensive infrastructure & have the right experience. Retrofitting mining facilities for AI workloads (esp hosting GPUs) is often faster & cheaper than building new ones. Thus, infrastructure that was built out for mining is being reallocated to AI (eg Core Scientific) & likewise wrt new energy sites being developed with mining originally in mind (eg Crusoe).
Lastly, Bitcoin miners are the perfect demand response participant. The best DR participants are large loads with a consistent draw & that can turn off (curtail) for any amounts of time. AI is a much less curtailable load. In this way, miners help balance the grid & provide grid stability, particularly during extreme events (see Texas storms & Riot).
This is why Bitcoin mining is a ENERGY & NATIONAL SECURTY issue. It's about ensuring we can build an abundant & reliable energy system for a prosperous future.

Blessed are the humble, for they will inherit the earth
Stay humble, stack sats


Home for Easter. Got to check in on my dad's mining fleet! ๐ซถ๐ผโ๏ธ
Braiins BMM & Bitaxe
Bitcoin: iykyk
Source: Blackrock
Source: BlackrockListening to my spouse singing a made up song under his breath
๐ต
HODL, HODL, HODL, we're going full throttle
The Bitcoin reserve, because Republicans have nerve
You should buy, or else you'll die... (poor)
๐ต
๐คฃ๐คฃ๐คฃ
What type of bitcoin-based vibecoding integrations exist (beyond chatbots) for Nostr, lightning payments, wallets, etc?
Who is building these tools?
Cc:
@Vitor Pamplona @jb55 @preston
Trump to launch a monopoly-like crypto game...
Bitcoin had better be the Boardwalk, railroads are digital payment rails like the base layer, lightning & liquid, & ofc it needs a "go to jail" for crypto scams!


Then:
Now:

Now:

> grabs a bottle of No More Tears Shampoo
> checks portfolio
On weathering Bitcoin price


๐จ๐ฆ ๐ง๐ฟ๐ฒ๐ฎ๐๐๐ฟ๐ถ๐ฒ๐, ๐ง๐ฟ๐ฎ๐ฑ๐ฒ ๐๐ต๐ฎ๐ผ๐ & ๐๐ถ๐๐ฐ๐ผ๐ถ๐ป ๐๐ผ๐ป๐ฑ๐
In his 2025 letter to shareholders this week, Blackrock's CEO warns, โThe U.S. has benefited from the dollar serving as the worldโs reserve currency for decades... If the U.S. doesnโt get its debt under control, if deficits keep ballooning, America risks losing that position to digital assets like Bitcoin.โ
A factor driving the trade war (or at minimum indirectly benefiting from it) is the looming refinancing "wall" faced by the US, with approx $14 trillion in federal debt maturing over the next three years.
In January, 10-year Treasury rates hit 4.8% โ these rates would have meant high interest expenses from debt refinancing (compared to the last decade). Cue, the trade war. It's indirectly influencing debt refinancing in 2 ways:
1. Flight to Safety: Heightened economic uncertainty tends to push global investors toward safe haven assets, like US treasuries. And increased demand for Treasuries drives down yields lower
2. Economic Slowdown: prolonged trade conflict can create global economic concerns, causing central banks (incl. the Fed) to reconsider rate hikes & even implement rate cuts, reducing borrowing costs further
And viola, with the chaos of the trade war, the 10-year Treasury yield dropped below 4% today. Lower 10-year yields mean lower future refinancing costs, helping the US gov manage its refinancing wall. But, this is a piece in solving for the massive debt puzzle.
๐๐ถ๐๐๐ผ๐ป๐ฑ๐
There's an alternative โ or parallel โ path to manage interest payments without inciting market chaos: Bitcoin-backed bonds.
In a new Bitcoin Policy Institute report, Andrew Hohn & @npub128tl...fadp propose "Bitcoin-Enhanced Treasury Bonds." They recommend that 90% of bond proceeds finance standard gov operations or refinance existing debt, & 10% be allocated toward acquiring Bitcoin to establish a Strategic Bitcoin Reserve. By issuing these bonds at a significantly lower interest rateโsuch as 1% compared to current ratesโthe gov can substantially cut its debt-servicing expenses. Furthermore, considering Bitcoinโs historical performance, BitBonds have the potential to considerably reduce or even eliminate the federal debt burden over time.
Adopting Bitcoin-enhanced bonds could thus offer the US a financial advantage, aligning debt management with a new era of fiscal and monetary policy.
A factor driving the trade war (or at minimum indirectly benefiting from it) is the looming refinancing "wall" faced by the US, with approx $14 trillion in federal debt maturing over the next three years.
In January, 10-year Treasury rates hit 4.8% โ these rates would have meant high interest expenses from debt refinancing (compared to the last decade). Cue, the trade war. It's indirectly influencing debt refinancing in 2 ways:
1. Flight to Safety: Heightened economic uncertainty tends to push global investors toward safe haven assets, like US treasuries. And increased demand for Treasuries drives down yields lower
2. Economic Slowdown: prolonged trade conflict can create global economic concerns, causing central banks (incl. the Fed) to reconsider rate hikes & even implement rate cuts, reducing borrowing costs further
And viola, with the chaos of the trade war, the 10-year Treasury yield dropped below 4% today. Lower 10-year yields mean lower future refinancing costs, helping the US gov manage its refinancing wall. But, this is a piece in solving for the massive debt puzzle.
๐๐ถ๐๐๐ผ๐ป๐ฑ๐
There's an alternative โ or parallel โ path to manage interest payments without inciting market chaos: Bitcoin-backed bonds.
In a new Bitcoin Policy Institute report, Andrew Hohn & @npub128tl...fadp propose "Bitcoin-Enhanced Treasury Bonds." They recommend that 90% of bond proceeds finance standard gov operations or refinance existing debt, & 10% be allocated toward acquiring Bitcoin to establish a Strategic Bitcoin Reserve. By issuing these bonds at a significantly lower interest rateโsuch as 1% compared to current ratesโthe gov can substantially cut its debt-servicing expenses. Furthermore, considering Bitcoinโs historical performance, BitBonds have the potential to considerably reduce or even eliminate the federal debt burden over time.
Adopting Bitcoin-enhanced bonds could thus offer the US a financial advantage, aligning debt management with a new era of fiscal and monetary policy.Me, when the omega candle is delayed another month


The Golden Age of Crypto:


Buying shitcoins & meme coins is like panning for fools gold, hoping to strike it rich