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dsbatten
Member since: 2023-02-27
dsbatten
dsbatten 8h

Not many people know this. I was an advisor to MARA for 2 years. Part of what I did was challenging journalists who wrote takes about Bitcoin mining that were factually unsound. I was doing this work anyway, but engaging with MARA meant I could spend a lot more time doing it, and gave me the bandwidth to write to a number of journalists directly. Result: 4 retractions, 2 changed editorial policy. Numerous article amendments. Most never wrote FUD again. Actions I took during 2025 included: - Negative articles on Bitcoin and energy rebutted: 102 - Letters to authors of those articles: 57 - Letters to researchers who published inaccurate data on Bitcoin mining: 3 - Regulators & Policymakers presented with Bitcoin pro-ESG narrative: 162 The gig ended at the start of this year, so presenting these after 6 months of having no engagement with MARA. But let me say this: I'm very grateful to them, because they played an important part in replacing the remaining non-factual accounts of Bitcoin mining in the mainstream media, by fact-driven reporting.

dsbatten
dsbatten 9h

The world is just a hair's breadth away from seeing that Bitcoin mining solves the energy trilemma That's why it has now been embraced by the political left, center, and right, in France And the irony is - AI datacenters are what has brought Bitcoin mining's moment of truth closer to our awareness. Full interview: https://www.youtube.com/watch?v=MlzpFwE7Wuk

dsbatten
dsbatten 10h

Superior knowledge or insight creates an edge. This allows better identification of mispricings, higher-probability opportunities, or structural advantages where the downside is limited (or knowable) while the upside is large. TL;DR asymmetric returns -> potential for asymmetric knowledge some of the most asymmetric knowledge right now in Bitcoin is: 1. How profitable Bitcoin mining companies are, who have found ancillary revenue through solving an energy problem (heat recycling, methane mitigation or grid stabilization) 2. How many of these Bitcoin mining companies are in Europe It's one of the reasons we're looking to invest in Bitcoin mining companies who mitigate methane from landfills. But there are many other equally good investment opportunities in Bitcoin mining if you know what to look for (the ones that solve a problem and earn most of their money through something other than SATs) Not investment advice.

dsbatten
dsbatten 12h

Just in: Sovereign Green energy backed Bitcoin mining is one of the new trends this cycle And the Middle East and Africa are now leading the charge, using Bitcoin mining at scale to stabilize grids, accelerate rural electrification and accelerate green energy development Article source: https://www.kucoin.com/blog/middle-east-africa-green-energy-crypto-mining-growth

dsbatten
dsbatten 3d

Each time I run a retreat with a client, I set myself one goal: improve at least one thing each time. This time it was the "make everything we do as memorable as possible" The leading device is simple, and research-backed. We anchor what we learn to where we learn it. Sit in one room the whole time and it blurs together. Move through different places, each with its own sounds, sights and smells, and every conversation gets its own anchor. So in Costa Rica where I live, we sat outside whenever we could, beside birdsong in different parts of San José. One session was at a local slow food restaurant serving some incredible local cuisine. Paid for in Bitcoin, of course (check out La Galería Slow Food and say "hi" to the owner Jorge next time you're in). Here are some of the places we sat in the montage below. The results: He just left me a voice note "I feel like a completely different person. and I still can't believe how much we covered in just 3 days." He sent out new proposals while we were there, and he says his clients are picking up on his new vibe. Not all of this was down to where we sat. Some was the breathwork he's now integrated, and plenty was other aspects of the co-work we did together. But this is my 40th retreat I've run, and if I can make every one 2% better, then this one is roughly121% better than my first. Next retreat is in a couple of months, and this time it is a group retreat. The last innovation is locked in, and I've just started brainstorming what the next innovation will be that can make it even better.

dsbatten
dsbatten 5d

Low time preference is trainable. We talk about low time preference like it's something that the process of holding sound money does to us. Hold Bitcoin, and you defer gratification by default. ie: don't spend today what could be worth more tomorrow. This is true, holding Bitcoin does lower our time preference. It's also a skill you can build directly Turns out that part has been measured across hundreds of studies. The underlying skill is the ability to choose the larger reward later over the smaller one now. You train it with your own imagination. When people picture a specific future in vivid detail, they discount it less and wait for the bigger reward more often. Researchers call it "episodic future thinking". In randomized tests it measurably lowered how steeply people discounted the future. If you make your future concrete enough, you will value it enough to wait for it. One concrete example (of many): put friction between impulse and action, such as the "wait 10 minutes" rule before a purchase, snack, or reply to someone who just said something ignorant about Bitcoin on social media. You're not banning the thing. You are inserting a delay so the impulse passes and the deliberate choice gets a chance to take over. Over time, the pause becomes automatic. Low time preference is a muscle that can be trained.

dsbatten
dsbatten 6d

Question: Bitcoin mining companies, especially in Europe, seem to be expanding fast to meet the demand from both the grid and AI datacenters for flexible load. When they do this, they often have short term financing needs (due to short lags between equipment purchases and deployments), which can be secured by slow-depreciating assets such as transformers and other electrical infrastructure (not fast-depreciating ASICS) Many seem prepared to do short term finance, paying up to 2% per month, so they can expand faster. I'm not personally familiar with this sort of fully secured short term loan financing, but keen to see if I can support the growth of Bitcoin mining on our grids. Any ideas who does this sort of thing?

dsbatten
dsbatten 6d

When I was in Madrid for the MadBitcoin conference, i got talking to Michal Nydrle about how Bitcoin mining's potential to transform our grids He say he'd had his mind blown. Have had several comments like this since. Turns out, how Bitcoin mining transforms the way humans do energy is as much of a rabbit hole as how Bitcoin transforms the way humans do money.

dsbatten
dsbatten 7d

Correct. It is a real issue!

dsbatten
dsbatten 7d

Almost nobody is connecting Bitcoin mining profitability-squeeze to the rise of Bitcoin mining companies earning grid-revenue We are moving from the age of mining monoculture (Sats only) to mining permaculture (multiple revenue streams, multiple uses in parallel)

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I like turning waste into power. Landfill gas. Eroding currencies. The human potential. danielbatten.co

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