pull down to refresh

Institutional mining feels like a transient phenomenon based on arbitrage of stranded energy and rackspace, which is being arbed out both by AI and the decreasing block subsidy.

How long, if ever, do you see it taking until institutional mining gives way to waste-heat mining at the edge? Meaning people do it functionally at a paper loss to run residential space/water heaters or for political benefit?

I think large-scale (50MW+) operations will become uncommon but those in the 1-10MW range will explode. Most will produce their own power (like Barefoot does). But, heat re-use will also grow tremendously.

reply

Pictured here is a 5MW operation of ours using stranded natural gas.

reply