DougC

[DougC @SnowBlindTrek]

@scottmelker True fiction

[DougC @SnowBlindTrek]

@intangiblecoins @cz_binance @galaxy__brains 👍🏻 solid

[DougC @SnowBlindTrek]

@Keir_Starmer History won’t be kind to whatever pieces of you the people leave intact

[DougC @SnowBlindTrek]

@blockspace Thanks for finally adding GLXY to your list 👍🏻

[DougC @SnowBlindTrek]

@scottmelker @EmiMelker @okx Great picture. She’s a very beautiful gal.

[DougC @SnowBlindTrek]

@intangiblecoins @EleanorTerrett Might need to lower your odds even more Alex. “Logistically impossible“ sounds more like a <5% chance. The clowns and monkeys of the Congressional Circus aren’t showing up.

[DougC @SnowBlindTrek]

@novogratz Where are we at with establishing ourselves as contenders in the credit markets?

[DougC @SnowBlindTrek]

@GalaxyOneZac Thank you

[DougC @SnowBlindTrek]

@GalaxyOneZac Do you think we’ll ever be able to auto reinvest/roll the 8% premium yield paid out, back into the note? I’d personally prefer rolling into the note over rolling into cash, crypto,or stocks.

[DougC @SnowBlindTrek]

@intangiblecoins @jonathan_mg27 😂

[DougC @SnowBlindTrek]

@related_encrypt You might want to research their delisting before speaking….you’re making yourself look like a complete idiot.

[DougC @SnowBlindTrek]

@NicolasFlamelX 👍🏻

[GalaxyOne @galaxyoneapp]

Stake $10,000 or more in SOL by June 7, 2026 to earn a $1,000 bonus on GalaxyOne. plus up to 6.50% in variable staking rewards with 0% platform commission through year-end. Terms apply.

Learn More: https://t.co/LZrBQXxQpK.

[DougC @SnowBlindTrek]

@20th_Centurygal The Outlaws

[DougC @SnowBlindTrek]

@JDVance @LeaderJohnThune getting the type of election he’s hoping for in CA. Mid-terms next. Thune belongs in prison

[DougC @SnowBlindTrek]

@datacentredanny Today’s Piper interview was interesting. I’m especially intrigued by the emerging thirst for compute derivatives. $GLXY

[Stephen Lacey @Stphn_Lacey]

If you care about AI/energy infrastructure, the best 32 minutes you'll spend today is on @shaylekann's interview with Amin Vahdat, Google's head of AI infrastructure.

We recorded this at our Transition-AI conference, and we just posted the @CatalystPod vid on youtube. Lots of really good insight here:

They touch on scale. The conventional wisdom has been that bigger is better, and gigawatt campuses are the future. As we head into the inference era, Amin sees a medium number of medium-sized data centers, distributed for geographic latency, with a smaller number of large ones anchoring the fleet.

Then there's the reliability question. The 4 or 5 nines requirement is disappearing. Google's internal customers are already choosing more capacity at lower reliability. Of course, that impacts everything downstream, from grid interconnection, to behind-the-meter buildout.

On BTM power specifically, he says Google's preference is still grid-connected. Provisioning for reliability yourself is expensive. He sees it purely as a bridge play.

Finally, the rise of purpose-built computing. For years, everyone built multi-purpose data centers when compute wasn't so costly. But now they are breaking it up into GPU buildings/TPU buildings based on workload. You give up fungibility, but you gain efficiency.

[TheStreet @TheStreet]

NEWS: GalaxyOne is offering 8% yield on cash. Here's where it comes from | @galaxyoneapp

https://t.co/RUSjt3tXfJ

[Joshua D. Rhodes @joshdr83]

ERCOT low key sitting with the highest reserve margin of the major North American grids this summer according to NERC:

Given an Anticipated Reserve Margin of 67.9% and Reference Reserve Margin of 13.75%, ERCOT expects to have sufficient operating reserves...

https://t.co/xiYXOcreq8

[DougC @SnowBlindTrek]

@novogratz Treat GalaxyPower like Google treats YouTube. Name a CEO! You said in your annual letter that you’re looking at a future worth hundreds of billions. Leadership is invaluable. Appoint a CEO ASAP