Patrick Guerriero

NYC Native 🗽
Babson Hockey •
Markets • Bitcoin • Energy
Investing in the Electric Age

[Patrick Guerriero @Patty0G]

The AI cycle is accelerating.

Its binding constraint is electricity.

Artificial intelligence, digital assets, and data centers all depend on power.

As load growth meets infrastructure constraints, electricity becomes strategic.

That’s where I’m focused.

[el Jefé @JefePil]

this is a play I could watch every single day of my life and never get tired of it

[Patrick Guerriero @Patty0G]

@Hadley 😂😂

[Patrick Guerriero @Patty0G]

@APompliano Respect. The city always gets her exes back.

A lot of people spent Covid explaining why New York was over. A lot ran to Florida. Some didn’t run. Now everyone remembered why they’re here in the first place. Spirit is undefeated.

New York forgives. New York doesn’t forget.

[New York Post @nypost]

Knicks point guard Jose Alvarado started his victory tour in his native Brooklyn by making a surprise appearance in the Knickerbocker Avenue Puerto Rican Day Parade on Sunday.

[Patrick Guerriero @Patty0G]

Update from Paris this evening:

[Patrick Guerriero @Patty0G]

@BrendanPedersen Sounds like things are going great...

[Patrick Guerriero @Patty0G]

Proof of Work remains absurdly elegant.

[Patrick Guerriero @Patty0G]

@ItsWillHenry No such thing as a free lunch

[Patrick Guerriero @Patty0G]

@brettcalhounn You are what you eat.

[Patrick Guerriero @Patty0G]

Then someone plays Amazing Grace and everyone forgets what they were chasing for a minute.

[Patrick Guerriero @Patty0G]

@kit_sats We used to call this conviction.

[Patrick Guerriero @Patty0G]

@TheEnergyMag To PJM’s credit, they’re sending price signals the market is asking for. Hard trying to manage a system that was never built for today’s growth. Commodity markets have a way of solving that imbalance eventually..

[The Wolf Of All Streets @scottmelker]

ICE (NYSE OWNER) CEO JEFF SPRECHER SAYS HYPERLIQUID $HYPE IS "BIGGER THAN NASDAQ."

[Patrick Guerriero @Patty0G]

@espn @ShamsCharania Mitch will not miss one minute of the Finals.

[Patrick Guerriero @Patty0G]

@Dennis_Porter_ If we pay politicians more they won’t take money from the back door

[Patrick Guerriero @Patty0G]

@realannapaulina @CaitlinLong_ Go on….lets hear more…

[Patrick Guerriero @Patty0G]

@RepLuna How?

[Patrick Guerriero @Patty0G]

@LoudOutside Yes. He might too.

[Patrick Guerriero @Patty0G]

@livewithnoregrt Well

[Patrick Guerriero @Patty0G]

@blockspace @ashergenoot @Hut8Corp Excellent take. Well done.