samellkay

Data Centers @galaxyhq Opinions are my own.

[Nasdaq Exchange @NasdaqExchange]

🎉 Celebrating @galaxyhq as they officially join the @NasdaqExchange family! 💫

[Austin Storms @austorms]

Some of the smartest, best people I’ve ever worked with are @GalaxyHQ teammates.

Let’s goooooo!!

[Gideon O. Powell #Energy🏴‍☠️ @GideonOPowell]

The extended wait times for large data centers to connect to the grid highlight the growing importance of seasoned Bitcoin miners who’ve proven they can develop, operate, and scale at pace. As connection timelines stretch to as long as seven years, it’s clear that #Datacenters and #compute companies will lean on partnerships with established teams who can deliver quickly and reliably. This gives public #Bitcoin miners a significant edge, as they’ve already shown they can execute on a large scale, positioning them as essential players in powering the future without the delays that newcomers will face.

And #Texas? We're just getting started. Rooted in a business #culture that values grit, innovation, and a permissionless approach, Texas is on track to become the flexible compute capital of the world. Our @ERCOT_ISO grid, built on the spirit of #entrepreneurship, invites bottom-up solutions from those ready to take on the challenge. Bitcoin miners, in partnership with ERCOT leadership, research institutes, and forward-thinking policymakers, are laying the groundwork for a future where #AI data centers requiring gigawatts of power can scale effortlessly. This isn't just about keeping up—it's about setting the pace.

Texas is all about accelerating energy abundance, creating jobs, and leading the charge to safely push the boundaries of what's possible. We’re on the path to deliver more jobs, spark greater innovation, and ensure reliable, affordable power for all. The best is yet to come.

[samellkay @samellkay]

4/ The Power Play

Miners with power assets are now positioned as attractive targets. With the likes of hyperscalers willing to pay premiums for power capacity, driving up miner valuations. AWS's purchase at $677K per MW exemplifies this trend.

[samellkay @samellkay]

Excited to share our 2024 Bitcoin Mining Mid-Year Report!

Special s/o to those who participated @SimritDhinsa @nonfungibleguy @brian_wright21 @austorms @intangiblecoins @hiroto_btc @ZackPokorny_

https://t.co/0dHFirC89J

[samellkay @samellkay]

3/ Business Consolidation & Reverse Mergers

Legacy fixed-rate agreements are no longer viable, leading to widespread consolidation. Reverse merging being a strategic option as miners seek economic stability and scalability.

[Simrit Dhinsa @SimritDhinsa]

Hey all! Check out our latest bi-annual Mining report below. It’s been a fascinating first half of the year and in the report, we recap some key trends and provide our thoughts on the Mining space for H2 2024. DM me to continue the conversation further!

Some highlights from the report below ⬇️

https://t.co/YxN0YvDsuV

[samellkay @samellkay]

Looking for a research analyst to join our team - if you have an interest or experience in bitcoin mining I encourage you to apply.

https://t.co/9ohCImMpiR

[Austin Storms @austorms]

Another great team effort with @brian_wright21 @hhornblower95 @its__nbd @nonfungibleguy @SimritDhinsa @samellkay and our Helios team!

[Simrit Dhinsa @SimritDhinsa]

Transaction fees skyrocketed following the halving. Now that we are a few hundred blocks into the new bitcoin halving cycle, let's observe how things have progressed since block 840,000.

A quick 🧵on transaction fees for the first 400 blocks mined post-halving:

[Galaxy @galaxyhq]

Read the full report by @intangiblecoins, @hiroto_btc, @SimritDhinsa: https://t.co/zKG03jjSJj

[Simrit Dhinsa @SimritDhinsa]

< 100 blocks to go!

Check out @glxyresearch’s latest report on the #Bitcoin halving and its implications!

@intangiblecoins @hiroto_btc

https://t.co/a0urbKyXzO

[samellkay @samellkay]

@GuerillaV2 Beast

[samellkay @samellkay]

9/ Don’t forget to tune into our twitter spaces today where we'll be discussing the report!

@GuerillaV2
@SimritDhinsa
@bitcoinbeezy
@hiroto_btc

[samellkay @samellkay]

I am very excited to share our Annual Bitcoin Mining Report 'Bitcoin's Big Halving Year' ⛏️@galaxyhq @glxyresearch

We cover a range of trends that we have seen in 2023 and explore what strategies may develop for the year ahead! #bitcoinmining

Here are a few...

[samellkay @samellkay]

8/ As we navigate the complexities and opportunities of #Bitcoin mining, hedging and M&A stand out as key strategies for stability and growth. The journey ahead is challenging but filled with potential for innovative and strategic partnerships