Hydrocarbons, megawatts, and digital assets @DynamixHQ đž
NY / Houston
Joined November 2014
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Nader D retweeted
âRegime change doesnât workâ
Iraq: Fake country created by Sykes / Pichot. 60/30/10 split between Shia, Sunni and Kurd. Oil in Shia and Kurdish areas but not Sunni. Initial ruling family was Hashemite from Hejaz (ie not Iraq), imposed by British. Sunni dictator ran country for 30+ years before regime change. During Ottoman period, it was governed by 5+ different administrative regions
Syria: Fake country created by Sykes / Pichot. 75% Sunni. Little oil. Initial ruling family was Hashemite from Hejaz (ie not Syria), imposed by French. Run by various Sunni dictators until Assad regime took control. They are part of 10% Alawite minority. During Ottoman period was principally split between two major provinces (Aleppo and Damascus).
Libya: Fake country. Tribal society that wasnât post colonial until 1950s.
Iran (Persia): One of the oldest civilizations in the world. While religious makeup has evolved, Persian is a 2,500 year old language.
History reality check â even as new forms of energy have arrived, usage of the existing ones has continued to increase.
Europe burns 3x as much wood as it did at the start of the 20th century, and global coal production is at record highs.
Is the âenergy transitionâ a real thing? ft.trib.al/MvVD6iW
Speculative capex doesnât magically guarantee margins. Whoâs picking up the tab if the lights go off?
The institutionalization of $ETH accelerates.âŚ@jpmorgan⊠now let institutional clients pledge $BTC and $ETH as collateral for loans.
Pivotal moment for integrating digital assets into traditional finance.
#ETH #JPMorgan #TradFi #DigitalAssets bloomberg.com/news/articles/âŚ
Tokenization of assets is a âfreight trainâ coming to major markets cnbc.com/2025/10/02/tokenizaâŚ
Every industrial revolution feels like a bubble at first. The question isnât if this lasts, but how long. Usually longer than anyone thinks â and it always changes the world as we know it.
Via JPM's Michael Cembalest, AI-related stocks have driven:
- 75% of S&P 500 returns since ChatGPTâs launch in November 2022
- 80% of earnings growth over the same period
- 90% of capital spending growth
- Data centers are now eclipsing office construction spending.
- In the PJM region (the largest regional transmission organization, covering 13 states and D.C.), 70% of last yearâs electricity cost increases were due to data center demand.
Striking takeaway: Chinaâs parliament is packed with engineers; Americaâs is packed with lawyers. Explains a lotâŚ
Perhaps a reason why they are building nuclear plants twice as fast and at 1/4 the cost of the U.S.
The overlooked truth: data centers donât run on hype, they run on electrons. And electrons have to come from somewhere.
#NaturalGas remains the backbone for growthâ flexible, abundant, dispatchable.
The spending required to build the data centres needed to power the AI era will be one of the biggest movements of capital in modern history.
Who will pay for the $3tn AI building boom? We take a look here: on.ft.com/3V13KDi
Unchecked money printing doesnât just raise prices â it can distort the entire perception of a functioning economy.
Historically, the antidote was hard assets: store of value (gold) and productive assets (land, energy).
Today, digital assets have joined that list â with Ethereum #ETH delivering scarcity, utility and yield much like productive assets of the past.
Itâs clear: for grid stability, scale, and reliability, natural gas is the fuel of choiceâĄđĽ
.@SecretaryWright: "Our biggest source of reliable power today by far is natural gas. Our second biggest source is nuclear. And our third biggest source, right behind that is coal. So those are the three keys to the future of our electricity grid."
This isnât accidental policyâthe U.S. sees stablecoins as a lever to strengthen global USD and Treasury demand
Crypto needs to move beyond black and white thinking on.ft.com/4mqzZYs | opinion
Well articulated post explaining @TheEtherMachine @DynamixHQ
đ§ľThe Genesis of a Titan: Inside The Ether Machine's $1.6B Plan to Dominate Institutional Ethereum.
A new giant is entering the public markets. @TheEtherMachine ( $ETHM ) is launching with >$1.6B in capital & a 400k+ ETH treasury.
This isn't just another crypto holding company. It's an actively managed yield machine led by an @ethereum OG.
A deep dive đ
Nader D retweeted
đ¨ ANNOUNCEMENT: Dynamix Corp is proud to announce our definitive business combination with @TheEtherMachine , a next-generation Ethereum yield and infrastructure platform backed by over $1.5B in capital commitments.
#Ethereum #InstitutionalCrypto #DigitalAssets #DeFi #SPAC
Nader D retweeted
Kirkland counseled ESGEN Acquisition Corp. on the pricing of its $240 million initial public offering. bit.ly/3Ggxyn5
Thank you to everyone on the Bruin team who has worked tirelessly over the last few years and our incredible partners and stakeholders for their continuous support
âŚ@EnerplusCorp⊠Agrees to Acquire Bruin EP Partners prnewswire.com/news-releasesâŚ