Phil Stanley retweeted
zcash:native Interesting money math on Zcash mining pools. We built @SluiceyPool to be different from the rest. The Zcash you mine goes direct to your @vizorwallet or @zodl_app or wherever else you prefer. And we built it to serve your fleet at the lowest possible cost because a pool fee should not be a major operational expense. 0.25% for those that join us today. That's not an introductory rate, that is the rate.
For every 1 G/Sol of hashrate you have producing today here are some numbers to consider if your current pool charges you as follows:
2% fee - Sluicey net savings $385k
1.5% fee - Sluicey net savings $275k
1% fee -Sluicey net savings $165k
Those numbers are based on network hashrate of 30 G/Sols and a price of $1,250.00. The higher the number goes for ZEC the more you save. Come try it out...I think your gonna like what you see. @trading_chi @speednotcomfort @Zcash @ZcashFoundation @truebittoken
Phil Stanley retweeted
US mining is about 10.3 GW of already-energized capacity. It is the largest measured pool that can be redirected to AI without a new interconnect.
Of that, roughly 4–6 GW is under AI/HPC contract. About 0.6–0.9 GW is currently billing as AI. Roughly 5 GW is still mining or in conversion.
That is the difference. An already-energized site can move from contract to billing without waiting for a new interconnection study, substation, or multi-year construction cycle. Revenue starts while the rest of the queue is still in development. The sites that pivot reach profitability years before greenfield AI load comes online.
$BGDE
Phil Stanley retweeted
Necessity is the mother of invention.
AI compute can't wait years for grid connections, so it's adapting to travel to the power faster than ever.
Compute is becoming mobile. Power isn't.
Having the power is the asset. $BGDE
NVIDIA $NVDA JUST INTRODUCED DSX POD, AI DATA CENTERS THAT SHIP IN CONTAINERS
Each one arrives with computing, cabling, power, and liquid cooling already installed, built around Nvidia's Vera Rubin systems. That cuts setup time at a ready site from 6 months to as little as 14 days.
Partners plan to deliver them worldwide in early 2027.
Jensen Huang: "An AI factory creates value when it starts producing tokens, not when construction is complete."
“With NVIDIA DSX POD, we’re bringing factory-built precision and speed to AI infrastructure construction — reducing deployment time from months to weeks so customers can scale capacity and bring revenue-generating production online faster.”
Phil Stanley retweeted
Not exactly a victory lap, but our little $BGDE team has been punching well above its weight since the MIGI takeover in April.
But a chart isn’t a mission.
We’re building infrastructure to create good jobs, support growing families and strengthen America. Prosperity requires power. Always has. Always will.
Just getting revved up. 🇺🇸
Phil Stanley retweeted
$BGDE I love this market. Irrational moments in markets are always the most fun because they typically don't factor the teams that are on the ground executing ignoring their screams of the never ending bottoms. Eyes forward, plan in place. Can't stop, won't stop. @trading_chi @speednotcomfort
🔰 Texas Load House, Hood County.
🔰 17 MW live on ERCOT. Path to 74 MW of grid power.
🔰 Brownfield industrial site outside the DFW ozone nonattainment counties. On-site gas generation falls under PSD, not nonattainment NSR with offsets/LAER. That means no buying scarce emission credits and no strictest-in-class control mandates, so permitting is faster, cheaper and more predictable. Speed to power is the biggest bottleneck in AI infrastructure.
🔰 Pipelines and power infrastructure are already on site. Four transmission lines cross the south side and tie into three on-site interconnections. That's why it can move faster than greenfield projects, even with the current TCEQ pause. $BGDE
Phil Stanley retweeted
🔰 Texas Load House, Hood County.
🔰 17 MW live on ERCOT. Path to 74 MW of grid power.
🔰 Brownfield industrial site outside the DFW ozone nonattainment counties. On-site gas generation falls under PSD, not nonattainment NSR with offsets/LAER. That means no buying scarce emission credits and no strictest-in-class control mandates, so permitting is faster, cheaper and more predictable. Speed to power is the biggest bottleneck in AI infrastructure.
🔰 Pipelines and power infrastructure are already on site. Four transmission lines cross the south side and tie into three on-site interconnections. That's why it can move faster than greenfield projects, even with the current TCEQ pause. $BGDE
🤖 Made with AI
Phil Stanley retweeted
Persistence. $BGDE bitcoin:native zcash:native
“Nothing in the world can take the place of persistence.
Talent will not; nothing is more common than unsuccessful men with talent.
Genius will not; un-rewarded genius is almost a proverb.
Education will not; the world is full of educated derelicts.
Persistence and determination alone are omnipotent.
The slogan “Press On” has solved, and always will solve the problems of the human race.”
Calvin Coolidge, US President 1924-1929
@trading_chi @speednotcomfort @lisa_hough_ @SludgeLLC @krdavis1210 @KyleDanges
Phil Stanley retweeted
👀🇺🇸
Power is the constraint on new compute. Interconnect queues run years. Energized capacity is the part already on the grid.
🔰 169 MW energized across four sites.
🔰 Midland 120 MW, PJM.
🔰 Corning 24 MW, PJM.
🔰 Bellefonte 8 MW, PJM. Path to 48 MW.
🔰 Texas Load House 17 MW live, ERCOT. Path to 74 MW.
$BGDE
Phil Stanley retweeted
Corning, Ohio. Perry County.
🔰 24 MW grid-connected in PJM. Long-term site lease through April 2033.
🔰 Path to 50 MW, subject to additional infrastructure.
🔰 Part of 169 MW currently operating across four sites.
$BGDE
Phil Stanley retweeted
Texas Load House, Hood County.
🔰 17 MW live. Near-term path to 111 MW of grid capacity, subject to ERCOT.
🔰 Tensor IQ is the offtake on that 17 MW — 7,748 NVIDIA B300s targeted Q2 2027, subject to definitive agreements. Indicative 15-year power-lease revenue on that 17 MW: ~$546 million, assuming full utilization.
$BGDE
Phil Stanley retweeted
Bellefonte was an inherited site.
This is what the work looks like after taking over an underused asset: keep power on, clear the floor, and build toward the capacity already contracted.
🔰 8 MW energized at Bellefonte.
🔰 Near-term path to 48 MW.
🔰 Part of 169 MW currently operating across four sites.
$BGDE
Phil Stanley retweeted
$BGDE Current view. Not my favorite. On a 5 hour last minute flight to some place, to meet some people, to talk about "the future". Missing my sons football game tonight which I'm not happy about, but some meetings you have to make. I'm showing up for US. We are building something special. Here to win this game. @trading_chi @speednotcomfort @krdavis1210 @KyleDanges @SludgeLLC @lisa_hough_
Phil Stanley retweeted
🔰 120 MW energized at Midland.
🔰 169 MW live now across four sites.
🔰 Near-term pathway to ~266 MW of connected grid.
$BGDE
Phil Stanley retweeted
$BGDE Energized footprint: 169 MW connected grid across four sites, with a near-term pathway to 266 MW.
🔰 Midland, PA: 120 MW grid running.
🔰 Corning, OH: 24 MW grid running.
🔰 Bellefonte, PA: 8 MW grid running, with an additional 40 MW available for a total of up to 48 MW grid.
🔰 Texas Load House (Hood County, TX): 17 MW grid running, with a near-term path to 74 MW grid. Newest site, the DFW-area campus behind the Tensor IQ LOI. Longer-term, 1.5GW w/ Nat gas development.
