Earlier this week, the ERCOT Board approved the eligibility rules for Batch Zero, marking another important step in the transition to ERCOT's new batch interconnection framework. The rules have been under development for several months and provide the criteria for which projects will be included in Batch Zero and how they'll be treated. The batch framework replaces the legacy serial study process with a coordinated approach for evaluating large load interconnections.
The framework now moves to the PUCT for final approval. Companies have until July 10 to submit materials and receive approvals under the current process. Beginning July 11, the Batch Zero Interconnection Study will be the only pathway for large loads seeking to connect to the ERCOT system.
The next key milestone is ERCOT's notification to transmission and distribution providers regarding project inclusion and classification in Batch Zero, which is expected on August 7. That's when we expect greater clarity on the status of $GLXY's additional power under study at Helios as it relates to Batch Zero.
As a reminder, $GLXY already has 1.63 GW of approved grid capacity at Helios, making it one of the largest 100% front-of-the-meter data center campuses in North America.
We're pleased to announce that Integra and SettleMint have signed an MoU to support the expansion of AI and blockchain-enabled real estate tokenization across the UAE and the USA.
🔗 https://t.co/7b0Fl2ZW4r
#Tokenization#RealEstate#DigitalAssets#Blockchain#DALP
Structure Matters (SM): Listen, Learn and be enlightened! It is okay to disagree, but do not come from a perspective of ignorance on history or a view that the synergies between TradFi and DeFi isn’t an evolution around #technology.
@0xSammy@zerohedge Structure Matters (SM): Isn’t the other question? Why this was necessary? Seems like a lot of effort to book revenues and charge fees? Financial engineering whether it’s legal, legitimate or gray is risky and is only done to meet targeted goals.
Structure Matters (SM): You don’t need to be a billionaire to recognize that this is wrong , but maybe a billionaire can fix this issue or atleast create awareness that our healthcare system is broken. Is there any product or service that u know of that u buy without knowing the price. Dr says u need an MRI and most people say -thank you and go get it. https://t.co/OGiTnrIpSQ
"The good news is you're going to see signs that this [bubble] is coming to an end... but you're not. That's not now."
🎙️ @DanielTNiles on the RiskReversal Podcast
@SenLummis Innovation should be embraced by both parties. America was built on the belief that leadership could find compromise! Republicans and Democrats ….Let’s stop the war rants at our home! Build thru innovation!!
The humanoid robot market is going from $1.8 billion today to $38 billion by 2035 and Goldman Sachs had to revise that number sixfold because the growth is happening faster than anyone on Wall Street predicted.
This is the most underfollowed mega trend in the market right now.
Everyone is focused on which humanoid company wins. Figure. Boston Dynamics. Tesla Optimus. That is the wrong question. In every technology revolution the platform companies get the headlines and the component suppliers get rich quietly.
In the gold rush the shovel makers retired wealthier than the miners. Every single time.
Here are the three stocks I want to own for the next decade of humanoid growth.
$AMBA — Every humanoid needs a brain. A chip that processes everything it sees in real time on the device itself. Not in the cloud. On the robot. In milliseconds. $AMBA has been building this exact chip for 15 years. 42 million units shipped. 370 customer products in production. The software moat around CVflow makes switching costs enormous. One of the only Western pure play edge AI chips at scale and every humanoid developer needs what they built.
$VPG — Every humanoid needs to feel. Precision force sensors that tell the robot how hard it is gripping, how much weight it is carrying, whether it is about to drop something. Without $VPG a humanoid hand is just a claw. Already booking orders with four different humanoid developers. $400 to $500 of sensor content per robot. At millions of robots that math becomes staggering.
$OUST — Every humanoid needs eyes. The world’s first native color lidar. Depth and color captured simultaneously at the physics level. Qualified on the $NVDA DRIVE Hyperion platform. The most advanced sensor on the market for any robot that needs to navigate the real world safely alongside humans.
The brain. The senses. The eyes. The full stack.
$38 billion market growing at 60% annually. The robots are coming. Own the parts inside them.
Good catching up with you. Yes, SOFI has been an early adopter and they deserve credit for paving the way. U2. Speaking of credit, SOFI also has convertible debt. Strategy for Digital Asset Debt as a an asset class is a new access point that is developing in the thematic fixed income space.
FEATURED FIRESIDE CHAT:
@ETFProfessor (of @tidalfg) × @cullahmusic (of @standwithcrypto)
“Digital Assets & the Future of Finance”
Exploring blockchain, markets, digital asset infrastructure & the evolving financial landscape.
📍 Wausau, WI
📅 May 28
⚠️ Limited capacity
Last night, Milwaukee reminded us that the best part of this space has never been the tech. It's the people. 🍕
For Bitcoin Pizza Day we gathered at Dock 3 for free @TransferMKE pizza, a DJ set from DJ Deutsch, and a room full of folks building Wisconsin's digital future together. Sixteen years after two pizzas made history, the spirit is the same: show up, share a slice, start a conversation.
Thank you to @Pizza_DAO , @wi_bbc, and @StandWithCrypto for bringing everyone together, and to all of you who came out. We're grateful we got to be part of it.
Here's to the next one.
📣 Former law enforcement, prosecutors, veterans & AML experts: your name carries weight.
@BlockchainAssn is leading a coalition letter to support the CLARITY Act.
Add your support by Fri, May 29, 5pm ET: https://t.co/cs9dgGjOHE