CryptoMiami (@cryptomiami1) header
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#Bitcoin. Public BTC mining, AI/HPC/energy infrastructure. Retired MD.

Miami, FL
Joined January 2021
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CryptoMiami retweeted
I've spent the past few weeks on the road meeting with investors. Great conversations. A lot of the same questions. Here are my top 10 takeaways.
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CryptoMiami retweeted
$WULF. Reposting to clarify that the company is close to expanding Muskie by 500 MW according to William Blair. That brings the site to 1 GW of leasable power. Any lease would probably come next year at some point.
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The most useful part of @JensenHuang's @theallinpod interview was his explanation of Nvidia’s capital allocation beyond GPUs. The funniest part was the President roasting Jensen for building the world's best AI chips but not being able to figure out speakerphone 😂. >Nvidia looks for constraints across the entire AI production system. Historically that meant working upstream with companies such as TSMC, memory suppliers, Corning and Lumentum. It now extends downstream into financing, land, power and buildings. [Notable - Jensen and Elon both attack the limiting factor as their primary focus] >The investment strategy is ultimately a deployment strategy. A GPU cannot generate revenue until the surrounding power, data-center capacity and financing are ready. Removing those bottlenecks can accelerate Nvidia’s own growth, although strategic usefulness does not make every financing structure economically attractive. >The missing disclosures matter. Huang explains why Nvidia might support developers and financiers, but not the size, ownership, guarantees, expected returns or associated customer commitments. Those terms determine whether Nvidia is removing a constraint or absorbing risk that customers and capital providers would not otherwise take. >Huang sees neoclouds as complements to hyperscalers. Annual planning can miss rapidly changing demand, while regional providers may know where land and power can be secured and how to navigate local or sovereign priorities. He says hyperscalers themselves were early customers of these providers. >More providers do not necessarily mean diversified end demand. Several neoclouds can still depend on the same frontier labs, hyperscalers and Nvidia-backed financing. The diligence question is whether they create incremental customers and utilization or mainly move capital around the same ecosystem. >Nvidia follows a similar strategy in software and models: build the enabling layer customers need, then leave room for them to create businesses. As Nvidia expands into models and serving, the boundary between enabling the ecosystem and competing with it becomes increasingly important. >Huang supports multiple independent AI evaluators and release controls based on root-cause analysis, testing and regression checks. His confidence that labs can contain the relevant risks remains an engineering judgment, not evidence from an independent incident audit.
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Shittt… I don’t own enough $WULF 😭 GREAT interview by @LouBasenese The upcoming catalysts are stacking up: ⚡ Investment-grade credit announcement for the Hawesville, KY site / Justified Data Center ⚡ Potential announcement of additional sites once there’s a clear path to power ⚡ Potential expansions at sites where deals have already been signed ⚡ Muskie site — apparently the BUSIEST data room they’ve ever had, with SIX major players currently looking at the site A lot of potential news flow ahead 💡
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CryptoMiami retweeted
This post looks like the start of a VERY sophisticated and well-funded PR operation to get support for Democrats to regulate AI into oblivion. Let me show you how it works: 1.) This guy, with minimal followers and no previous account activity, goes to the Wall Street Journal which publishes an exclusive with quotes from him on his resignation 18 minutes BEFORE this post goes up. Planning was clearly done in advance. 2.) Within hours, it has tens of thousands of reposts and the account has 100k+ followers. The post is punchy, quotable, it almost seems professionally written. The first three accounts to quote tweet it all do so within 15 minutes of the initial posting. Remember, this account had basically zero engagement beforehand, so an organic reach explanation seems unlikely. According to Grok those accounts are @_NathanCalvin (General Counsel at Encode AI), @peterwildeford (Head of Policy at the AI Policy Network), and @DKokotajlo (Head of the AI Futures Project), all of which are up-and-coming AI-Doomer policy advocacy nonprofits. The AI Futures Project website says it is funded “primarily” by the Survival and Flourishing Fund, which says on its own website that it has advised Jaan Tallinn, Skype creator and one of the leading investors in Anthropic, to grant over $2.5 million to the AI Futures Project since 2024. Encode AI says on its website that it is ALSO funded by the Survival and Flourishing Fund, which in turn says that it told Anthropic investor Jaan Tallinn to grant $516,000 to Encode AI in 2025. And wouldn’t you know it, the Survival and Flourishing Fund ALSO says it told Jaan Tallinn to grant $2 million to the AI Policy Institute, the 501(c)(3) affiliate of the AI Policy Network, as well. What are the odds that the first three quote tweets of Coxon’s post would all be major AI-restriction policy advocates funded generously by the same donor, who also happens to be one of the leading investors in, and a board member of, Anthropic, the company Coxon was resigning from? And all within 15 minutes of posting (two within ten)? 3.) Jacob Coxon doesn’t have much of a resume, but we do know that, in 2022, he got a $20,159 scholarship for the “long term future scholarship program” from the Good Ventures Foundation, one of the philanthropic vehicles of Dustin Moskovitz, a notorious AI-doomer who has spent tens if not hundreds of millions on policy advocacy to strictly regulate AI, while also being an Anthropic Investor himself. It also just so happens that the 14th person to quote Coxon’s post was @MaxNadeau_ (27 minutes after posting) who is the program officer for the Technical AI Safety team at Coefficient Giving, another of Moskovitz’s philanthropic spending vehicles. Max is not a frequent poster, his last posts before quoting Coxon were before Labor Day, but he was remarkably quick off the mark for this one. 4.) Basically every major Democrat politician and candidate has suddenly glommed on to this post, and conveniently, as the people cry out foe answers, Bernie Sanders already has a bill written to “ban super intelligence” and regulate AI into oblivion, and will be releasing later this week. The bill, among many other things, will create “a new cabinet-level federal agency to safeguard the public from the dangers of artificial intelligence” that will be “advised by an Artificial Intelligence Advisory Board comprised of experts on artificial intelligence.” Do you think, perhaps, Anthropic and its many investors who fund AI policy advocacy might have interest in getting to place a pet “expert” on the board of an entity that dictates what AI is and isn’t allowed to do? And isn’t it fortuitous that this whistleblower came forward with his oh-so scary stories so close in proximity to the release of the most radical piece of AI legislation ever introduced?
I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.
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Citi recommends buying data center stock $WULF The bank raised its global data center growth forecasts as investment in HPC accelerates “The rising tide of demand for AI/HPC workloads will partly originate from expanding demand for agentic AI workloads, including broader enterprise adoption.”
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👀 The co-founder of Fluidstack and a significant partner for @TeraWulfInc lays out the thesis for responsible data center development 👀💪
Data centers should ALL cover grid and water costs and pay local tax revenue. Those that don’t do that should not be permitted.
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CryptoMiami retweeted
TeraWulf is powering what's next. $WULF
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CryptoMiami retweeted
I spent three days listening to HOTCHIPS 2026. Every presentation, Google, OpenAI, NVIDIA, all arrived at the same truth: we have more FLOPS than we know what to do with. The bottleneck is getting data to the compute engines fast enough to keep them fed. Monday they sold factories. Tuesday OpenAI walked in with one.Nine months. RTL to tapeout. ChatGPT is already running onJalapeno. 1,459 tokens a second. GB200 did 535. At half the watts.NVIDIA named the factory OS. Cerebras said 30x. Google stuffed 9,600 chips in a pod. The factory that wins is the one that solves the memory wall. $MU $NVDA $GOOGL $SKHY
🤖 Made with AI
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CryptoMiami retweeted
The AI conversation is moving from what’s possible to what it takes to deliver at scale. In a new Investment Reports feature, "Beyond the Breakthrough: AI’s Real Impact," $WULF's @PaulBPrager discusses two increasingly important realities for AI infrastructure: access to power and the ability to execute...
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CryptoMiami retweeted
$WULF's approach is earning confidence locally 👇 Hancock County Judge-Executive Johnny Roberts, on TeraWulf’s development of the Justified Data Campus: “They have earned my confidence through their actions, and we are excited about the opportunity to welcome them into our community.” Roberts also cited TeraWulf’s “character, transparency, and commitment” as a model Kentucky should encourage for other data center projects #TheWULFWay 🐺 Source: kentuckylantern.com/2026/08/…
A major milestone for $WULF in Kentucky 🐺 The Kentucky PSC has approved the power agreement supporting up to 482 MW at our Justified Data Campus in Hancock County. More importantly, the decision validates how responsible large-scale data infrastructure can be developed 👇
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Not a single powered shell developer has a clearer thesis of their strengths, best and most transparent communication; most experienced C-suite, and greatest history of execution than @PaulBPrager and @TeraWulfInc ! $WULF
A major milestone for $WULF in Kentucky 🐺 The Kentucky PSC has approved the power agreement supporting up to 482 MW at our Justified Data Campus in Hancock County. More importantly, the decision validates how responsible large-scale data infrastructure can be developed 👇
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CryptoMiami retweeted
Today, the Kentucky Public Service Commission, approved $WULF’s 482 MW Justified power agreement, clearing a key state regulatory condition. It puts an approved utility contract behind the 20-year @AnthropicAI lease. A testament to the true partnership between @TeraWulfInc team and the local and state governments in which we operate. psc.ky.gov/pscscf/2026%20Cas…
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CryptoMiami retweeted
$WULF late day recovery because power is now approved at Justified Data Campus psc.ky.gov/pscscf/2026%20Cas…
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CryptoMiami retweeted
Just listened to this sit-down with $WULF CEO @PaulBPrager. That 20-year Anthropic lease at Justified for ~$19B is the longest deal any of these miner-to-AI names have locked in. Changes the whole risk profile. His comments on statewide moratoriums and power (BTM vs FTM) are the ones worth paying attention to. Not all megawatts are created equal. From here it’s pure execution. Good work @SmallCapSnipa
The Silicon Stack Podcast | Ep. 2 Featuring @PaulBPrager I sat down with $WULF CEO Paul Prager. The Naval Academy grad who has transformed TeraWulf into one of the fastest-growing pure-play AI/HPC data center platforms in the U.S. We discuss: • The 20-year Anthropic deal • Statewide data center moratoriums • Power generation (BTM & FTM) • Overseas expansion plans
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CryptoMiami retweeted
IRAN AND US REPORTEDLY AGREE TO EXTEND 60-DAY PERIOD
Readers added context they thought people might want to know
No extension to the US-Iran 60-day ceasefire has been agreed; Iranian officials deny any talks on an extension and US officials confirm no deal as the August 17 deadline expires. reuters.com/world/asia-pac… politico.com/news/2026/08/1…
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CryptoMiami retweeted
Horizon 1: delivered. IREN has delivered Horizon 1 to Microsoft and achieved NVIDIA Exemplar Cloud status on NVIDIA GB300 NVL72. Read more: iren.gcs-web.com/static-file…
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CryptoMiami retweeted
$WULF What’s next for their Morgantown MD ambitions? 1) Now with FERC approval, finally close the transaction 2) Apply and get accepted into the Voluntary Cleanup Program for state liability protections and start remediation of the site 3) Obtain permits and right and ways to build 20 mile nat gas pipeline connecting to Berkshire Hathaway’s Eastern Gas line along the CSX rail line. The Governor’s office is receptive to the project per the attached letter. static1.squarespace.com/stat…
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TeraWulf $WULF has received FERC approval to acquire the Morgantown Power Plant in Maryland. The project is part of TeraWulf’s strategy to expand AI infrastructure while repurposing an existing power site. Read more: technical.ly/civics/terawulf…
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