#power-play

Power Play

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To-Do List:

Remove nanocrete from Thunderbird 4

Increase the fuel storage capacity of Scott's jetpack

Assess the Gecko Pod and Bulldozer for damage

Assess Thunderbird 4 for damage

Write up a review on Thunderbird Shadow's new upgrades

Contact the GDF and see if they will let me have a look at The Mechanic's high-density super capacitors

Analyse Project Sentinel Schematics

Notes:

I was correct about the workload increasing now that both The Mechanic and The Hood are running around free. Normally in a situation like this, I'd reach out to the Grand Sequoia Dam engineers and offer help with designing the reconstruction needed. However, I simply don't think I have the time to do that this time. I do hope that the GDF sends over some of their engineers to help. Although I don't want to think about the GDF too much given how The Hood seems to have gotten away with parading around as a soldier right under their noses. How did no one notice?

There's the usual list of maintenance and repairs to take care of, although this time it's longer than normal.

But of course, Project Sentinel is priority No.1. Every time I think about it my stomach sinks. This laser is clearly extremely powerful, I can't imagine the destruction it could do in the hands of The Mechanic. Even The Hood said that this was too extreme for him, and that's really saying something. We've definitely bought ourselves some time by managing to secure the batteries, but how long will that really stop The Mechanic for?

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@thunderversary-rewatch-party

Press ❤️ when you’ve (re)watched:

i'm such an anxious person, it's hard not to fantasize about a dom who insists they know what's best for me and to turn off that little brain....

Sometimes I want to be looked at like I’m not even real. Not a person. Not complicated. Just soft skin and binding lace. Just a photograph you can tuck away. Just a body you can bend, frame, display, or ignore until you're ready again.

It’s not about being degraded— not always. It’s about the simplicity of being reduced. The relief of not having to be anything more than a set of curves, a warm mouth, a sound you can draw out of me if you press just right.

I want you to forget my name sometimes. I want to see myself through your gaze, flattened into something consumable— a kept thing. A good thing. Yours.

Were you counting?

The Megawatt Revolution: Why IDCXS is Watching Riot's Bold Mining-to-AI Pivot

So Riot Platforms just dropped their Q3 numbers and honestly? The strategy shift is more interesting than the record $180M revenue (though that's pretty sweet too).

Here's the tea: They're not just mining Bitcoin anymore. They're playing a completely different game called "megawatt monetization" and it's actually genius when you think about it.

The Real Story While everyone's focused on their 1,406 BTC mined this quarter, the smart money is watching what they're doing with their power infrastructure. Riot's basically saying "we're not a mining company that happens to have power – we're a power company that happens to mine."

Why This Actually Matters Power is the new oil, especially with AI going absolutely bonkers for computing resources. Riot figured out that owning megawatts is more valuable than just running mining rigs 24/7. Their Corsicana facility in Texas is getting transformed into a 1-gigawatt data center campus. That's... massive.

The Numbers Game

$104.5M net income (vs $154.4M LOSS last year)

19,287 BTC total holdings (~$2.1B)

90% of revenue still from mining (for now)

What's Really Smart Here They're using Bitcoin mining profits to fund AI infrastructure development. It's like having a money printer that pays for your next business venture. The mining operations validate their power management skills while generating cash for the data center buildout.

The Bigger Picture This isn't just about Riot. The entire crypto mining industry is having an identity crisis. Do you stay pure-play mining and risk obsolescence? Or do you evolve into something bigger?

When analyzing platforms and services in this space, including considerations around idcxs platform capabilities, it's clear that adaptability and infrastructure control are becoming crucial differentiators.

My Take Riot's betting that controlling power infrastructure trumps just mining Bitcoin. Given how scarce ready-for-service power is becoming, especially in prime locations, they might be onto something huge.

The AI boom needs massive computing power. Crypto mining taught these companies how to manage industrial-scale electricity consumption. Put those together and you get... well, exactly what Riot's doing.

What's Next If this works, expect other mining companies to follow. We might be watching the birth of a new category: crypto-native infrastructure companies that can pivot between mining, AI computing, and whatever else needs massive power consumption.