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@sgleahy

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Building electricity's transaction layer @pwrfinance Fmr: Ski bum, FX Risk, 2x Founder, L1 Builder, CapMkts @ Circle. Orange Pilled '17

Right Where I Need To Be
Joined January 2013
Don't wanna be here? Send us removal request.
@sgleahy
SGL
1 day
The most improtant of the RWA's is electricity. @altcap discussed this with @satyanadella on his show. The hyperscalers have the hardware, there is a lack of power. @pwrfinance is building the transaction layer for electricity to price, transacts and settle. Making electricity
@pwrfinance
Power ⏻
2 days
Real-world asset tokenization is shifting from promise to practical application. Our commentary explains how assets such as real estate, credit, and funds are being brought on-chain, and why success depends on sound legal design, clear market mechanics, and technical
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@aakashg0
Aakash Gupta
2 days
Satya just told you the entire AI trade thesis is wrong and nobody is repricing anything. Microsoft has racks of H100s collecting dust because they literally cannot plug them in. Not "won't," cannot. The power infrastructure does not exist. Which means every analyst model that's
@StockSavvyShay
Shay Boloor
3 days
$MSFT CEO Satya just made one of the most revealing comments of the entire AI cycle when he said Microsoft has $NVDA GPUs sitting in racks that cannot be turned on because there is not enough energy to feed them. The real constraint is not compute but power & data center space.
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@sgleahy
SGL
4 days
Nailed it.
@CampbellJAustin
Austin Campbell
4 days
I think this is really a context problem. If you start from "all political causes should donate to both parties equally and if they don't, they are biased" then you would rightfully conclude Fairshake is right-leaning. On the other hand, if you start from "this is a principles
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@sgleahy
SGL
5 days
Of all the assets that can expand DeFi's reach, energy is the most important. Energy underpins much of today's equities market values. Once Energy pricing, transacting and settlements are on-chain, it will become a fundamental building block for the expansion of DeFi.
@pwrfinance
Power ⏻
5 days
RWAs are more than a trend; they are reshaping the foundations of global finance. Our commentary explains how tokenization can transform illiquid assets like real estate, credit, and funds into programmable, tradable instruments that settle instantly and operate across both
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@sgleahy
SGL
6 days
As this nation closes in on its 250th birthday, it saddens me to see this from elected officials. This country was born from individuals who knew that State and Religion should be separate. The values this country first embodied were freedom from rulers who used their religious
@CollinRugg
Collin Rugg
6 days
JUST IN: Vice President JD Vance calls out Christian skeptics, asserts that Christian values are foundational to the United States. "The fruits of the Christian faith are the most moral, the most just." "I make no apologies for believing that Christianity is the pathway to
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@sgleahy
SGL
7 days
Oh great...now merchants can pay 2.9% plus 30 cents per transaction via ChatGPT shopping, not just my regular internet shopping methods. Direct stablecoin usage between AI agents --> merchants. Thats what we are building towards @pwrfinance PayPal / OpenAI deal to become the
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cnbc.com
The move makes PayPal an early part of OpenAI's efforts to broaden ChatGPT's use for e-commerce.
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@pwrfinance
Power ⏻
8 days
Tokenizing real-world assets is becoming a core institutional strategy. Power Finance outlines how RWAs bring liquidity, fractional ownership, and 24/7 markets to traditional assets, while raising new challenges in compliance, custody, and valuation. https://t.co/rIOuaV0QDS
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powerfinance.io
Power Finance is positioned to capitalize on the institutional RWA boom through tokenized electricity derivatives.
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@sgleahy
SGL
11 days
Sadly we are closing in on the “just another asset class stage”.
@gladstein
Alex Gladstein 🌋 ⚡
11 days
"Big Bitcoin holders are moving their wealth from [self-custody] onto Wall Street's balance sheet" This terrifies me a bit
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@deanbphillips
Dean Phillips
11 days
As generous as the offer might be, the Pentagon mustn’t contribute to the impending irrelevance of the United States Constitution by accepting an anonymous $130 million check. The President and Congress must fund our military and pay our troops according to the provisions our
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@pwrfinance
Power ⏻
22 days
While spot markets handle the here and now, futures let players lock in prices for much later, hedging against big moves in prices. Let's explore how futures trading provides certainty and opportunity for all participants and helps stabilize the grid. 👇 Thread: 1/7
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@sgleahy
SGL
23 days
"...largest commodity supply chain in the world..." @pwrfinance is bring this supply chain on-chain. Bridging traditional power markets with DeFi is going to create a unified transaction layer for electricity where pricing, transacting and settling electricity becomes
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@sgleahy
SGL
23 days
Commodities supercycle.
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@sgleahy
SGL
23 days
So good...
@0xdoug
Doug Colkitt
25 days
1/ Since a lot of people are waking up to see their perps positions closed and wondering what the hell “Auto-Deleveraging” means, here’s a quick and dirty primer. What is ADL? How does it work? And why does it exist?
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@sgleahy
SGL
26 days
This ⬇️
@Melt_Dem
Meltem Demirors
27 days
there are 22 publicly listed bitcoin miners with a market cap of $75B twelve months ago it was $25B the biggest infrastructure buildout in history is happening. Bitcoin mining is the blueprint. energy, compute, crypto 🫡
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@sgleahy
SGL
28 days
Bloomberg TV's Surveillance show started their 7am slot off talking about electricity, and the need to massively upgrade our supply of electricity here in the US. At Power Finance, we are taking on the challenge of upgrading the financial infrastructure that supports the
@pwrfinance
Power ⏻
29 days
Ever wondered why your power bill fluctuates or why brownouts happen in one area but not another? It's all about how electricity gets priced. A location dependent mix of supply and demand costs. Let's unpack the basics of power pricing, like decoding crypto fees but for your
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@sgleahy
SGL
29 days
That Satoshi guy seems to have hit on something.
@intangiblecoins
Alex Thorn
29 days
"It might make sense to get some in case it catches on. If enough people think the same way, that becomes a self fulfilling prophecy." Satoshi Nakamoto Jan. 17, 2009
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@sgleahy
SGL
1 month
"Never doubt that a small group of thoughtful, committed citizens can change the world. Indeed, it is the only thing that ever has." - Margaret Mead
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@sgleahy
SGL
1 month
SCED is the acronym you don't know but it affects your day-to-day life. Read on from @pwrfinance ...
@pwrfinance
Power ⏻
1 month
Ever wondered how the massive electric grid keeps the lights on without total chaos? It's run by algorithms on super-computers that make crypto mining look simple. Let's dive into Security-Constrained Economic Dispatch (SCED). The unsung hero balancing power supply in real-time.
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@pwrfinance
Power ⏻
1 month
Highlights the dramatic differences in power density and workloads between traditional and AI data centers. Excellent post.
@ShanuMathew93
Shanu Mathew
1 month
The typical architecture of an AI data center and comparison to traditional data centers
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