Share
The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
…
continue reading
Manage episode 519072400 series 3570269
Content provided by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
We tour Soluna’s Dorothy facility in Silverton to see how behind-the-meter wind power becomes low-cost compute for Bitcoin hosting and future HPC. We dig into the diamond layout, airflow engineering, and how a hybrid wind+grid strategy underpins margins and growth.
• behind-the-meter wind model and grid interconnect
• diamond site layout and thermal simulations
• filtration design and PDU cooling upgrades
• Maestro software and fast power orchestration
• hosting-first strategy and client customization
• ERCOT context and SB6 weeding out weak projects
• hybrid power economics and three cent blended rates
• pipeline scale to 2.8 GW and capital access
• Project GRACE as HPC proof point
• valuation gap versus larger miners and growth runway
Let us know in the comment section below if you're currently holding shares of Soluna and your outlook on this company moving forward!
Anthonys Info:
Website:
https://www.powermininganalysis.com
X:
https://twitter.com/cazenove_uk
Patreon:
https://www.patreon.com/Cazenove_UK
Bryce's Info:
X:
Patreon:
https://www.patreon.com/McNallieMoney
Merch:
https://shop.mcnalliemoney.com/
Website:
Business Inquiries:
Email - [email protected]
Chapters
1. Welcome To The Texas Tour (00:00:00)
2. First Impressions Of Silverton (00:00:46)
3. Soluna’s Renewable-First Model (00:02:16)
4. Why “Dorothy” And Site Naming (00:04:35)
5. Design And Diamond Layout (00:06:16)
6. Power Strategy And ERCOT Context (00:09:15)
7. Hybrid Grid And Wind Economics (00:11:32)
8. Hosting Model And Client Mix (00:14:31)
9. Maestro Software And Operations (00:17:04)
10. Airflow, Filtration, And Thermal Design (00:19:07)
11. Iteration From Dorothy 1 To 2 (00:22:00)
12. Pipeline, Capital, And Growth (00:24:18)
13. Valuation Gap And Market Position (00:27:05)
452 episodes
))
