Javier Hermosa (@javierhermosa21) 's Twitter Profile
Javier Hermosa

@javierhermosa21

Director of Energy & AI @BraiinsMining | Mining bitcoin since 2013 | I post about energy markets, AI, and bitcoin.

ID: 1960249933941932032

calendar_today26-08-2025 07:57:01

10 Tweet

48 Followers

33 Following

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Want to know how rigged the system really is? I just found out the Bank of International Settlements (the central bank of central banks) included the following articles in their founding charter: 1. "The Bank shall enjoy immunity from jurisdiction,..." 2. “Property and assets

Want to know how rigged the system really is?

I just found out the Bank of International Settlements (the central bank of central banks) included the following articles in their founding charter:

1. "The Bank shall enjoy immunity from jurisdiction,..."

2. “Property and assets
Javier Hermosa (@javierhermosa21) 's Twitter Profile Photo

Bitcoin hashprice set a new all-time low of $37/PH/day yesterday. That's despite a 2.3% difficulty drop last week. The next difficulty is also estimated to be downwards 2.4%, but it's still 1,000 blocks away (~6 days). Relief is coming.

Bitcoin hashprice set a new all-time low of $37/PH/day yesterday.

That's despite a 2.3% difficulty drop last week. 

The next difficulty is also estimated to be downwards 2.4%, but it's still 1,000 blocks away (~6 days).

Relief is coming.
Javier Hermosa (@javierhermosa21) 's Twitter Profile Photo

Not fully sure yet if Thomas here is right. But his points are relevant and his logic not completely off. This definitely would mean Bitcoin and other hard assets will keep its uptrend... but who knows... a lot of "Bear Market" posting on X right now.

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Trump should pardon the Samourai devs. If the administration is not going to create the Strategic Bitcoin Reserve which they’ve gone fully silent on, at least he should pardon coders. Or will the SBR be a “midterms” trick to gain support from bitcoiners and libertarians again?

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I feel most people think AI/HPC is here to replace bitcoin mining and will soon outcompete it. But I’ve been explaining they are two different types of load for the grid. Bitcoin being much more benign. AI/HPC needs bitcoin mining and it seems this former ERCOT independent

I feel most people think AI/HPC is here to replace bitcoin mining and will soon outcompete it.

But I’ve been explaining they are two different types of load for the grid. Bitcoin being much more benign.

AI/HPC needs bitcoin mining and it seems this former ERCOT independent
Javier Hermosa (@javierhermosa21) 's Twitter Profile Photo

Bitcoin mining difficulty just adjusted downward by 1.95%. Couple this with the price recovery and hashprice is slowly creeping back to the $40/ph/day level. Mining margins are going up.

Bitcoin mining difficulty just adjusted downward by 1.95%.

Couple this with the price recovery and hashprice is slowly creeping back to the $40/ph/day level.

Mining margins are going up.
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The ocean is a giant battery. It stores solar energy, which is intermittent, and converts it into kinetic energy (waves), which is useable 24/7/365. A company called Panthalassa is harnessing wave energy from the ocean. And they used Braiins OS for Ocean 2 project 💪

The ocean is a giant battery.

It stores solar energy, which is intermittent, and converts it into kinetic energy (waves), which is useable 24/7/365.

A company called Panthalassa is harnessing wave energy from the ocean.

And they used Braiins OS for Ocean 2 project 💪
Javier Hermosa (@javierhermosa21) 's Twitter Profile Photo

Greta Thunberg has been banned from Venice after pouring green dye into its canals. The dye they used was fluorescein, a molecule that’s toxic for aquatic organisms and synthesized from petroleum. Man, the irony. These people are regarded.

Greta Thunberg has been banned from Venice after pouring green dye into its canals.

The dye they used was fluorescein, a molecule that’s toxic for aquatic organisms and synthesized from petroleum. Man, the irony.

These people are regarded.
Javier Hermosa (@javierhermosa21) 's Twitter Profile Photo

Guess what Harvard's single biggest investment is? The BlackRock Bitcoin Spot ETF (IBIT). Their IBIT holdings are bigger than their Meta, NVIDIA, and Alphabet stakes combined. Are you bullish yet?

Guess what Harvard's single biggest investment is?

The BlackRock Bitcoin Spot ETF (IBIT).

Their IBIT holdings are bigger than their Meta, NVIDIA, and Alphabet stakes combined.

Are you bullish yet?
Javier Hermosa (@javierhermosa21) 's Twitter Profile Photo

Not everyone has the technical skill, the time or both to secure their Bitcoin or to go an buy in an exchange with an orderbook. ETFs are a vehicle that gives access to Bitcoin to a lot of normies. I read this criticism quite often, but what exactly is the issue people have

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Morgan Stanley is projecting a 20% power shortfall for AI data centers through 2028. You know what they see as the fastest fix? Conversion of bitcoin mining sites. The convergence is accelerating.

Morgan Stanley is projecting a 20% power shortfall for AI data centers through 2028.

You know what they see as the fastest fix? Conversion of bitcoin mining sites.

The convergence is accelerating.
Javier Hermosa (@javierhermosa21) 's Twitter Profile Photo

A lot has changed for MSTR since this tweet. They've acquired another ~13,500 BTC and have also amassed a $1.44B USD cash reserve to pay their preferred share dividends. But BTC is down 19% and MSTR is down a brutal 45%. Is MSTR correctly valued now?

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Former British Prime Minister Liz Truss: "There's been a system which has printed money, created the space for more public spending. It's essentially a ponzi scheme, and the main beneficiaries are the 4 million that work for the British Government. The idea of bitcoin is