I was asked by some friends recently why I thought bitcoin was the only undervalued asset left. The answer while long and complex can be broken down by understanding the fundamentals behind how everything is valued. That is from the treasury bond market and the risk free rate 1/

Just a normal family sized 4WD….. Looking to your government to save you? Good luck…. You need to save yourself. #bitcoin

😂😂😂

Ever since the cold card hack….keys are best kept on your person….

Accurate…

Good afternoon. Bitcoin selling off here because the Clarity Act failed today presents a strong buying opportunity. Bitcoin does not need this legislation at all to continue to grow. Have a great day.

Hey @unchained.. Why did you turn off ability for people to download their own config files themselves? Why do I need to send you an unsolicited email from scratch? Not even a web form? This is poor UX..

Bitcoin Aurelius Every woman wants him, every bitcoiner wants to be him. George interacts with a bitcoin legend on twitter If you’ve been enjoying them, please retweet and follow. More on the way.

Well that’s quite an interesting concept. Why Australia is actually a good candidate: Australia increasingly has two opposite energy problems at different times of day. When solar output is enormous and underlying demand is low, particularly around the middle of the day, wholesale electricity can become extremely cheap or negative and renewable generation can be constrained. AEMO says rooftop solar can already produce enough electricity at times to meet around half of total NEM demand, creating periods of very low operational demand that have to be carefully managed for system security. Then several hours later, solar disappears and evening demand remains. Suddenly the system needs dispatchable generation, storage and imports. A Bitcoin mine is unusual because its electricity consumption can potentially move around those conditions. Imagine a 100 MW mining operation in South Australia. When SA has abundant solar and wind and electricity prices collapse, the mine could run at close to 100 MW, effectively creating an industrial buyer for electricity that might otherwise have very little value. Then at 6 pm, when solar disappears and the system becomes tight: 100 MW → 0 MW. That is effectively 100 MW of demand disappearing almost immediately. It hasn’t generated 100 MW and that is an important distinction. But from the supply-demand balance, reducing consumption by 100 MW can provide a similar reliability effect at that moment to bringing additional supply online. And this isn’t some Bitcoin-specific theoretical concept. Australia already explicitly values demand response. ARENA describes demand response as customers voluntarily reducing or shifting electricity consumption to balance supply and demand. It says this can reduce peak demand, lower blackout risk, shift consumption into periods of high renewable generation and potentially reduce wholesale prices. Australia has already demonstrated the principle at industrial scale. An ARENA/AEMO trial included a South Australian foundry that curtailed its electricity use when requested by AEMO and successfully delivered an average 11 MW of demand response against 10 MW contracted. Bitcoin mining has an advantage over many traditional industrial loads because interrupting computation doesn’t mean shutting down a hospital, stopping a production line full of partially manufactured goods or asking households to turn off air conditioners. There’s another Australian opportunity: renewable curtailment; and this might actually be the more interesting application. Put BTC mining physically close to generation that is frequently constrained or exposed to very low/negative prices. When electricity has economic value elsewhere: sell it to the grid, when the grid doesn’t want the electricity: mine Bitcoin. When AEMO needs demand reduced: switch the miners off. That potentially gives a renewable project an additional buyer without requiring the grid to absorb that demand during scarcity. CarbonCredits makes essentially this argument: miners can consume excess wind and solar when the grid doesn’t need it and curtail when demand increases, improving renewable-project economics while reducing wasted generation. And Australia’s regulatory architecture is moving in this direction anyway. The AEMO is actively working on integrating price-responsive resources into NEM dispatch and has described a voluntary framework for bringing currently unscheduled price-responsive energy resources into scheduling and dispatch. Implementation has encountered complexity and has been reset during 2026, but the policy direction is clear. carboncredits.com/bitcoin-pr…

Bitcoin education event at Victorian Parliament House, organised by @AusBTCIndBody . We discussed how Bitcoin mining can help address energy costs by monetising excess and otherwise wasted energy. Great to see open-minded MPs like @_davidlimbrick taking the time to attend, listen and engage with the Bitcoin industry.

Millenials playing The Legend of Zelda: Ocarina of Time on the Nintendo Switch 2

I can’t get enough of these

In another episode of “How weird were you as a kid”…. Peanut butter and mayonnaise sandwiches….

Seinfeld Bitcoin Highlights 🎬₿ A montage of all the Seinfeld Bitcoin clips so far! If you’ve been enjoying them, please retweet and follow. More on the way.

These are brilliant

I am once again reminding you that the OGs are getting more optimistic than the noobs. But sure, definitely keep bitching about how Bitcoin is boring right now. That'll work out great for you.

Quality

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