Hydrocarbons, megawatts, and digital assets @DynamixHQ šŸŽ¾

Joined November 2014
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ā€œRegime change doesn’t workā€ Iraq: Fake country created by Sykes / Pichot. 60/30/10 split between Shia, Sunni and Kurd. Oil in Shia and Kurdish areas but not Sunni. Initial ruling family was Hashemite from Hejaz (ie not Iraq), imposed by British. Sunni dictator ran country for 30 years before regime change. During Ottoman period, it was governed by 5 different administrative regions Syria: Fake country created by Sykes / Pichot. 75% Sunni. Little oil. Initial ruling family was Hashemite from Hejaz (ie not Syria), imposed by French. Run by various Sunni dictators until Assad regime took control. They are part of 10% Alawite minority. During Ottoman period was principally split between two major provinces (Aleppo and Damascus). Libya: Fake country. Tribal society that wasn’t post colonial until 1950s. Iran (Persia): One of the oldest civilizations in the world. While religious makeup has evolved, Persian is a 2,500 year old language.
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17 Dec 2025
History reality check — even as new forms of energy have arrived, usage of the existing ones has continued to increase. Europe burns 3x as much wood as it did at the start of the 20th century, and global coal production is at record highs.
17 Dec 2025
Is the ā€˜energy transition’ a real thing? ft.trib.al/MvVD6iW
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17 Nov 2025
Speculative capex doesn’t magically guarantee margins. Who’s picking up the tab if the lights go off?
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4 Oct 2025
1 % of @Walmart 2025 sales = $6.5 B. Put that on-chain → ~13k #ETH burned / yr (~35 per day assuming a consumer spends on average $100 per transaction) That’s ~¼ of all ETH burned today. Now imagine @amazon, @Costco, @Shopify. Stablecoins = #Ethereum demand engine
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25 Sep 2025
Every industrial revolution feels like a bubble at first. The question isn’t if this lasts, but how long. Usually longer than anyone thinks — and it always changes the world as we know it.
Via JPM's Michael Cembalest, AI-related stocks have driven: - 75% of S&P 500 returns since ChatGPT’s launch in November 2022 - 80% of earnings growth over the same period - 90% of capital spending growth - Data centers are now eclipsing office construction spending. - In the PJM region (the largest regional transmission organization, covering 13 states and D.C.), 70% of last year’s electricity cost increases were due to data center demand.
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8 Sep 2025
6 time grand slam champion in record time. The Alcaraz era is here
poppin' bottles with Carlos Alcaraz! šŸ¾
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30 Aug 2025
Striking takeaway: China’s parliament is packed with engineers; America’s is packed with lawyers. Explains a lot… Perhaps a reason why they are building nuclear plants twice as fast and at 1/4 the cost of the U.S.
29 Aug 2025
BG2. Inside China’s Tech Surge: EVs, AI, and How America Can Compete šŸ‘ŠšŸ’„@bgurley
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27 Aug 2025
The overlooked truth: data centers don’t run on hype, they run on electrons. And electrons have to come from somewhere. #NaturalGas remains the backbone for growth— flexible, abundant, dispatchable.
14 Aug 2025
The spending required to build the data centres needed to power the AI era will be one of the biggest movements of capital in modern history. Who will pay for the $3tn AI building boom? We take a look here: on.ft.com/3V13KDi
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27 Aug 2025
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12 Aug 2025
Unchecked money printing doesn’t just raise prices — it can distort the entire perception of a functioning economy. Historically, the antidote was hard assets: store of value (gold) and productive assets (land, energy). Today, digital assets have joined that list — with Ethereum #ETH delivering scarcity, utility and yield much like productive assets of the past.
11 Aug 2025
The Soviets went nuts on money printing in the years before the collapse.
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7 Aug 2025
It’s clear: for grid stability, scale, and reliability, natural gas is the fuel of choiceāš”šŸ”„
.@SecretaryWright: "Our biggest source of reliable power today by far is natural gas. Our second biggest source is nuclear. And our third biggest source, right behind that is coal. So those are the three keys to the future of our electricity grid."
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1 Aug 2025
This isn’t accidental policy—the U.S. sees stablecoins as a lever to strengthen global USD and Treasury demand
1 Aug 2025
Crypto needs to move beyond black and white thinking on.ft.com/4mqzZYs | opinion
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25 Jul 2025
Well articulated post explaining @TheEtherMachine @DynamixHQ
🧵The Genesis of a Titan: Inside The Ether Machine's $1.6B Plan to Dominate Institutional Ethereum. A new giant is entering the public markets. @TheEtherMachine ( $ETHM ) is launching with >$1.6B in capital & a 400k ETH treasury. This isn't just another crypto holding company. It's an actively managed yield machine led by an @ethereum OG. A deep dive šŸ‘‡
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Nader D retweeted
🚨 ANNOUNCEMENT: Dynamix Corp is proud to announce our definitive business combination with @TheEtherMachine , a next-generation Ethereum yield and infrastructure platform backed by over $1.5B in capital commitments. #Ethereum #InstitutionalCrypto #DigitalAssets #DeFi #SPAC
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21 Oct 2021
RT @Kirkland_Ellis: Kirkland counseled ESGEN Acquisition Corp. on the pricing of its $240 million initial public offering. t.co/zpy…
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26 Jan 2021
Thank you to everyone on the Bruin team who has worked tirelessly over the last few years and our incredible partners and stakeholders for their continuous support ⁦@EnerplusCorp⁩ Agrees to Acquire Bruin EP Partners prnewswire.com/news-releases…
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