Student of life

[Jonathan Goldowsky @jonathan_mg27]

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.

[Mike Novogratz @novogratz]

This is what building looks like. Over 1,000 workers. Every day. West Texas. We said we were going to build the infrastructure the AI economy runs on. We meant it.

[Jonathan Goldowsky @jonathan_mg27]

1,000+ workers. Beehive of activity. $GLXY

[Student of life @Life1Student]

@DiegoMac227 @JMilei Después de 30 años, yo volví !

[Student of life @Life1Student]

@MarioNawfal Argentina is the only G-20 country without fiscal deficit. Did labor and fiscal reform. Exports growing. What are you talking about?

[Student of life @Life1Student]

@galaxyhq @NicolasFlamelX @novogratz Discuss Galaxy One App functionality. Ability to do options trading, borrowing against assets, etc

[Galaxy @galaxyhq]

Not long ago, a bitcoin mine.

Today, Helios is an operational AI data center.

First data hall delivered to @CoreWeave at Helios — Galaxy's data center campus in West Texas, approved to support up to 1.6GW of capacity and one of the largest developments of its kind in North America.

We're just getting started.

[KarlWolf @KARLW0LF]

$GLXY HELIOS JUST TOOK THE CROWN 👑

Galaxy Digital’s HELIOS is officially #1 on the Global Data Center Power Ranking with >1.6 GW ERCOT-APPROVED capacity and CoreWeave as anchor tenant.
Stargate sitting at #2 with 1.2 GW planned❓#3 Microsoft at 1.0 GW planned - Cute. 🤭

Galaxy‘s Helios is approved, real, Texas scale power ready to fuel the AI revolution.
When the biggest players need the most powerful infrastructure on the planet, there’s only one real choice -> Galaxy Helios ‼️

[Student of life @Life1Student]

@NicolasFlamelX @JasonL_Capital Amazing that it doesn’t come up on people’s radar yet.

[Jonathan Goldowsky @jonathan_mg27]

TD Cowen expects CY27 aggregate hyperscale capex to "materially exceed CY26 levels". We're on a course to surpass $1T in annual capex by the end of the decade.

We love being at the infrastructure layer at $GLXY. The future of digital innovation depends on the continued expansion of data centers. Power capacity through 2027 is largely spoken for, and hyperscalers are already starting to plan for 2028. Great setup for Helios and $GLXY.

[Galaxy @galaxyhq]

While nearly half of the data center industry is expected to stall this year, our Helios Data Center Campus is under construction in West Texas, anchored by a long-term @CoreWeave lease and built for compute/AI demand that isn’t slowing down. The bottleneck is real. So is our head start.

[Student of life @Life1Student]

@saylor @saylor could you tokenize it and have people use it as a quasi-stable coin that pays 11.5% to the holder with interest paid daily? 🥳

[Jonathan Goldowsky @jonathan_mg27]

Spent time in Afton, Texas this week with investors touring our Helios data center campus! The pace and scale of construction is incredible, with more than 1,000 workers bringing the build to life. This is what building one of the largest front-of-the-meter data center campuses in North America looks like. And this is just Phase I 👀 $GLXY

[Student of life @Life1Student]

@HHorsley @TimKotzman @grok which crypto is likely to be used by AI

[Student of life @Life1Student]

Beautiful explanation. Love listening to him. Brings ideas and concepts never heard before.

[Jeff Park @dgt10011]

Why I have been worried about the silver trade, and what to expect going forward-

[Jeff Park @dgt10011]

Why I have been worried about the silver trade, and what to expect going forward-

[Decode @decodejar]

You might not be ready for what comes next.

[Galaxy @galaxyhq]

Congratulations to @CoreWeave on its expanded collaboration with @NVIDIA, including a $2 billion investment. We’re proud to support CoreWeave’s AI and HPC infrastructure at our Helios data center campus in West Texas, working to develop the next phase of AI innovation.
https://t.co/zGgnhCYzZv

[CoinDesk @CoinDesk]

LATEST: Ethereum just processed a record 2.89M daily transactions, the highest in its history.

[Student of life @Life1Student]

@shehzadhqazi @LukeGromen @grok what does this entail?