I’m a non-exec director for Soluna, a company that uses curtailed renewable energy to mine bitcoin (and soon AI). So, yes, 100% agree that the market has awoken to this play.
I’m on the Board of Core Scientific and I can tell you first hand how finance and industry is starting to understand the intersection of energy and Bitcoin.
This presentation from the Adam Sullivan, their CEO this week is awesome.
https://www.youtube.com/watch?v=RypismrZ8Pw&ab_channel=CoreScientific
I also LOVE the fact that the founders (ie - Darin Feinstein) and equity holders are winning through a long journey to get here.
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