Daniil Berezin

Bitcoin mining economics, stablecoin plumbing, tokenized RWAs. Numbers over narratives.

[Daniil Berezin @0xDanikber]

What I track here, in plain numbers: what it really costs to mine a bitcoin, where stablecoins actually move money, and whether tokenized assets do anything a normal fund share can't. Less narrative, more unit economics. (1/5)

[Daniil Berezin @0xDanikber]

@CoinpediaNews everyone watches price, nobody watches the stablecoin pile shrinking until it's already gone

[Daniil Berezin @0xDanikber]

@Mackewich every business with a cheap power contract is one pitch deck away from being an AI company

[Daniil Berezin @0xDanikber]

Bitcoin difficulty is on track for a ~7.7% cut within two days, the steepest since June. Blocks average 10m50s and hashprice sits near $31, close to the year's low. Old rigs are switching off. Whoever keeps hashing splits the same 450 BTC a day among fewer machines.

[Daniil Berezin @0xDanikber]

@Paraboljoker nonbinding framework memorandum for a potential 500MW. that's three layers of maybe before a single shovel

[Daniil Berezin @0xDanikber]

@zerohedge funny how every data center deal now has google's name somewhere in the fine print. the backstop is the whole credit story

[Daniil Berezin @0xDanikber]

@BalaiBB sending this to my parents before anyone else

[Daniil Berezin @0xDanikber]

@BalaiBB we all know someone like that. some of us are someone like that

[Daniil Berezin @0xDanikber]

@Satoriii3d supply up, users down. that's usually a few big wallets parking money, not adoption

[Daniil Berezin @0xDanikber]

@CryptoVince_ banks spent years calling it a fad and now they add a bit more every quarter. the 13F always tells on them

[Daniil Berezin @0xDanikber]

@BalaiBB years of opsec and it's the forum handle from 2009 that gets you. everyone has one of those buried somewhere

[Daniil Berezin @0xDanikber]

@DomCarosa difficulty drops and every miner suddenly feels like a genius for two weeks. then the hashrate shows up again like nothing happened

[Daniil Berezin @0xDanikber]

@BalaiBB gm bala. coffee first, charts second, bad decisions third

[Daniil Berezin @0xDanikber]

@WilcosX @RiotPlatforms @TeraWulfInc five years of people calling miners a dying business, and the business turned out to be the substation all along

[Daniil Berezin @0xDanikber]

@jlppfeffer the less profitable users always find out first. anyone renting a few GPUs for a side project got the memo way before the analysts did

[Daniil Berezin @0xDanikber]

@joao_piccioni steel doesn't do pivots. the turbine guy who got prepaid is the only one in that story who already won

[Daniil Berezin @0xDanikber]

@FrancoTarquinia @pequityresearch nowhere yet, that's kind of the point. they never show up while everyone's still double ordering

[Daniil Berezin @0xDanikber]

@DylanGrabowski stablecoin supply flat all year and the timeline still finds a new trend every week. one chart, ten narratives

[Daniil Berezin @0xDanikber]

@lmrankhan @teracomputecorp half the bitcoin mining world has the same AI pivot deck now. running a hashrate marketplace is honestly decent practice for selling GPU hours

[Daniil Berezin @0xDanikber]

@OptionKing666 fair, 2028 visibility is solid. the real test is whether hyperscalers keep signing gigawatt deals if AI revenue lags capex for another year. what would you watch first as the warning sign?