A year in the making, the new nonce analysis methodology I designed & collabed with the CoinMetrics.io team to put out is now public! We fingerprinted ~all major ASICs to pinpoint Bitcoin’s energy usage, e-waste, & efficiency Report by me Lucas Nuzzi alexrmead Kyle Waters 🧵👇

The technological evolution of 🌞 PV depends on a stable marriage btw silicon & thin films. Thanks to @HZBde's Rutger Schlatmann (Chair of European Tech & Innovation Platform for PV) & Renewable Energy - Eurac Research' @Daverik80 for their insights. In QualEnergia.it. qualenergia.it/pro/articoli/e…

Reaching a🌞PV global manufacturing capacity of 1 TW is a challenge for climate & environ sustainability. Estimated🌞manufacturing & installation volumes would absorb large shares of🌍production of some raw materials. The industry analyzes its footprint. qualenergia.it/pro/articoli/f…

Texas companies Fervo Energy & Sage Geosystems have announced key developments for geothermal energy. They use oil & gas industry techniques to make more efficient & economical the drilling needed to harness the earth's heat. My latest for QualEnergia.it qualenergia.it/pro/articoli/g…

The crisis of Marelli, Italy's largest auto parts maker, is not an example of the disadvantages, or the impossibility of a fair & relatively painless energy transition. Its crisis comes from afar & is rooted in lack of industrial vision & bad strategy. qualenergia.it/articoli/crisi…

For what is worth, I have just closed my Coinbase 🛡️ account after months of abysmal service from their compliance-KYC department. Good riddance.

The EU is launching its power market reform, a complex undertaking that changes course from the liberalizations of past decades. The economic sustainability of renewables in the future may depend on its outcome. My latest in Italian for QualEnergia.it. qualenergia.it/pro/articoli-p…

Quantum batteries have the potential to be super fast & efficient. Examples of research in Italy & Asia to harness the counterintuitive superpowers of quantum physics in the energy sector. My latest in Italian for QualEnergia.it. qualenergia.it/articoli/super…

Shipping through the Red Sea has more than halved, container prices have more than tripled due to Houthi attacks on ships. Italy's solar market has been little affected thanks to ample stocks in the EU, but a procurement strategy review may be needed. qualenergia.it/pro/articoli-p…

Have solar PV panel prices hit rock bottom? Since December, Chinese manufacturers have reportedly halted production of 169 GW of panels to cut oversupply & stop last year's price fall. That's 1/3 of 2023 production. My latest in Italian on QualEnergia.it. qualenergia.it/pro/articoli-p…

Hydrogen: a story of love & illusion. Numbers don't add up. When the infatuation unravels into climate & economic disappointment, we will have already wasted lots of energy, time & money. Why have so many fallen under its spell? On QualEnergia.it. qualenergia.it/pro/articoli-p…

A New System of Survival or how power services by Bitcoin mining & AI data centers in a renewables-based system foreshadow a new hybridization of sectors & moral codes, public & private realms, for-profit & not-for-profit activities. On Bitcoin Policy UK. uk.bitcoinpolicy.net/guest-article-…

The actual power output of solar PV modules often falls below the nominal one declared by producers, as highlighted by Fraunhofer ISE. The sample showed a mean negative deviation from nameplate power of 2.2%, with 80% of the sample reaching up to -4%. qualenergia.it/pro/articoli-p…

Power Africa has spent $1.2 billion since 2013 on energy in Africa. As USAID closes down, that dries up. It’s time for new approaches to financing of energy in Africa, and new models for electrifying the continent. Bitcoin financing and bitcoin mining solve a big part of this

Green hydrogen's viability is out of reach. Only 12% of 2030 projects secured buyers. Only 1% has a binding contract. High costs & much lower efficiency vs. direct electrification make green hydrogen a non-solution, says J.P. Morgan. My latest in Italian qualenergia.it/articoli/idrog…

If you like high signal, it would be awesome to be able to share our daily emails from Bitcoin Park with you at bitcoinpark.com/email. Also, if you learned something in this thread, please share!

What’s the most important statistic in Saudi right now? My view: the current account slipping into deficit in 2024 Why does it matter? Because Saudi – usually a lender to the world – has now become a borrower, even with oil prices at $80 This new reality looks set to stay 1/5

7 ciclisti. 5 giorni. Il dislivello dell’Everest. Il #TuscanRaid2025 punta a raccogliere 35.000 € per costruire 6 aule in Nepal con Classrooms in the Clouds. Dona 👉 justgiving.com/campaign/tusca… Segui 👉 facebook.com/CITCTuscanRaid… Grazie per il tuo contributo.

7 riders. 5 days. The height of Everest. The #TuscanRaid2025 aims to raise €35,000 to fund 6 classrooms in rural Nepal with Classrooms in the Clouds. Donate 👉 justgiving.com/campaign/tusca… Follow 👉 facebook.com/CITCTuscanRaid… Thanks for your contribution.