Daniel Weller

[Daniel Weller @danweller18]

@aleabitoreddit ^This assumes iren continues to hit deadlines (has a good history of meeting them)
^Does not take into account the other 1.6?GW in OK coming in 2028
^Does not assume irrational exhuberance like 20x-40x ARR multipler on mktcap which can happen during a bubble period

[Daniel Weller @danweller18]

@aleabitoreddit Math + energy shortage says iren will likely earn ~20-30B ARR if they contract 2.9GW pipeline which will be live by eoy 2027

Iren is ai, ai = hotness, & company in the hot trend could get a mktcap val of 10x ARR… that would be 200B mktcap

so yeah “nO cOmPeLliNg CaSe”

[Daniel Weller @danweller18]

@gnoble79 There are 114 years left of btc mining rewards in this experiment- we are only 15 years in
Declaring a winner is premature

[Daniel Weller @danweller18]

@BitcoinAIGuy All press is good press

[Daniel Weller @danweller18]

@danroberts0101 One idea
JV partnerships. Iren brings the building & operations expertise. 3rd party brings the money. Iren gets majority ownership. 3rd party gets optionality to pay to use rackspace before selling to external customer

[Daniel Weller @danweller18]

@mikealfred Source: CEO of AI

[Daniel Weller @danweller18]

@mikealfred I had ptsd with cifr after watching George dump hut and kill the rallies during the last bull market

[Daniel Weller @danweller18]

@FransBakker9812 @bitcoinbutcher1 @litigious_dulce @edvestments @TheKamaHsutra Does anyone know how much revenue iren is making on 23k gpus? Dan the other day said 23k gpus was “less than 2% of their entire footprint”

https://t.co/XJBeizqumf at 14:50 seconds

If we figure that out we could get estimated revenue for irens “entire footprint” when built out

[Daniel Weller @danweller18]

@Akshay_Naheta @Bakkt KISS (Keep it simple stupid)
Your energy is better spent (for all shareholders) growing the business

[Daniel Weller @danweller18]

@mikealfred Yes- always looking for dhandho style opportunities. Following you for a few years is why iren is my largest position and not other miners

[Daniel Weller @danweller18]

@sachinbhujel909 Python
Syntax is more similar to English, easy to pick up
Very flexible career path if you don’t know what you want to do
Easy to get scripting and Object oriented xp
Most ml libraries are python
Can write C in python or pick up other languages
Best value for time spent

[Daniel Weller @danweller18]

Thanks @theMiningPod for the hashrate giveaway! Love the show, always look forward to listening. Awesome bitcoin mining podcast

[Daniel Weller @danweller18]

@psytester1 how did you build keycloak to test for this issue? https://t.co/XxHirQeXsY

I am trying to reproduce the fix and cannot build keycloak from the build instructions. I opened a bug but seems the build is broken https://t.co/rCMK374mxG

[Daniel Weller @danweller18]

@coryswan Finding out J^3 (Jerome, Janet, Joe) have been printing money since the lockdown to buy bitcoin for usa reserve assets

[Daniel Weller @danweller18]

@thinklikeawhale Doubt it, a lot of manufacturers didn’t even make new scrypt asics until $doge went to the moon.
Check this BlockFi post out tho https://t.co/glbgQHe20p

[Daniel Weller @danweller18]

@GiRodeo @js_farinet @choicebyKT @compass_mining I have heard the same... also very curious @choicebyKT how does this work legally?

[Daniel Weller @danweller18]

@APompliano @Rodolfoa1991 Regcf via entities like @joinrepublic . Or some kind of regcf for your fund the way @Backstage_Cap just did

[Daniel Weller @danweller18]

@MebFaber A continued discussion from the effects of QE in 2015- ex value investor @PrestonPysh discusses the escape hatch he found. One of the best pods I've heard in awhile

https://t.co/hyzQgpnRIk

[Daniel Weller @danweller18]

@PrestonPysh @TheCryptoconomy Great convo. This feels like a progression from the TIP podcasts in 2015 when you were discussing how QE was causing massive asset inflation... except you found an escape hatch... bitcoin

[Daniel Weller @danweller18]

@rektcapital saw your real vision interview, very good. What are your thoughts on how hyperbitcoinization or the bitcoin super cycle affect the current 4 year bitcoin cycle?