DESHI BASARA. ₿
Simsbury, CT
Joined June 2017
- Tweets1.2K
- Following783
- Followers235
- Likes7.2K
Cody retweeted
Payments infrastructure should expand reach, not complexity.
$BKKT and @FireblocksHQ are expanding their partnership by integrating Bakkt's payments stack directly into the Fireblocks Network for Payments.
For institutions, the result is access to new settlement corridors without changing the custody foundation they already rely on.
Read more: fireblocks.com/customers/bak…
Learn more: bakkt.com
For important information: bakkt.com/disclosures
Cody retweeted
Today, Big Digital Energy released its Third Quarter 2026 results. Highlights from the quarter included:
🔰 Revenue of $8.7 million, up 41% quarter-over-quarter
🔰 Energized Capacity: approximately 169 MW
🔰 Acquired 30 acres at Hood County with 10NetZero; entered a non-binding LOI with Tensor IQ for up to 17 MW of AI/HPC capacity
🔰 $4.9 million loan to 10NetZero fully repaid in October
🔰 Average monthly operating cash burn declined to approximately $850 thousand, down from approximately $3.4 million in the first half of 2026; targeting positive operating cash flow in Q1 2027
“During the third quarter, we continued to execute Big Digital Energy’s strategy of acquiring, developing and monetizing powered infrastructure for AI and high-performance computing markets,” said Phil Stanley, Chief Executive Officer.
More here: bigdigital.energy/news-media…
$BGDE
🤖 Made with AI
Cody retweeted
Rough night across this industry. Solidarity with @cz_binance and the Binance team working through it.
My teams at @Bakkt were up overnight as well, as I suspect most security and ops teams in crypto were. That's the job on nights like this.
Issuers freezing, analytics firms tracing, exchanges coordinating, all within hours. That reflex is newer than people remember, and worth defending.
Cody retweeted
The $BKKT team was on the ground at @money2020, @LuganoPlanB and a Stablecoin Summit, and one message came through loud and clear:
Where speculation ends, enterprise adoption begins.
Swipe through to see how Bakkt operates regulated infrastructure to:
-Solve the "last mile" from token to bank account
-Mitigate settlement risk before money moves
-Turn stablecoins into the invisible plumbing of global commerce
Learn more: bakkt.com
For important information: bakkt.com/disclosures
Cody retweeted
✔️ 2,303 NVIDIA GB200 GPUs.
✔️ ~$129M in fixed-rate financing.
✔️ Owned outright at the end of the term.
🇨🇦 Canadian compute, Canadian control.
Full story: hivedigitaltechnologies.com/…
Cody retweeted
$BKKT will host a conference call on Monday, November 9, 2026 at 5:00PM ET to discuss its financial results for the third quarter of fiscal year 2026.
Learn more in our press release: investors.bakkt.com/news-rel…
Webcast: investors.bakkt.com/news-and…
For important information: bakkt.com/disclosures
Cody retweeted
Everyone is running from neoclouds. I'm looking at the landlord.
The bear case on CoreWeave $CRWV and the rest is real. Billions in debt secured by GPUs that may be worth half as much in three years, bonds yielding near 16%, and a handful of customers holding up the whole thing.
But notice who carries that risk. The company that buys the chips.
$BGDE doesn't. It owns energized grid power, 169 MW across four sites with a path to 266 MW, and the tenant brings the GPUs. Its Hood County JV signed an LOI with Tensor IQ for 7,748 B300s at a site that's already live, with about $546M of potential power-lease revenue over 15 years.
In a cycle where everyone is short on power and long on debt, I'd rather own the plug than the chip. Management owns a big chunk of the company.
It's tiny, it still burns cash, and the LOI isn't binding yet. Nov 5 earnings will tell us a lot.
But if the neocloud shakeout happens (even in a less drastic way than the market is starting to price in), the survivors still need somewhere to plug in.
This is how I’m playing the AI buildout.
Cody retweeted
Everyone is running from neoclouds. I'm looking at the landlord.
The bear case on CoreWeave $CRWV and the rest is real. Billions in debt secured by GPUs that may be worth half as much in three years, bonds yielding near 16%, and a handful of customers holding up the whole thing.
But notice who carries that risk. The company that buys the chips.
$BGDE doesn't. It owns energized grid power, 169 MW across four sites with a path to 266 MW, and the tenant brings the GPUs. Its Hood County JV signed an LOI with Tensor IQ for 7,748 B300s at a site that's already live, with about $546M of potential power-lease revenue over 15 years.
In a cycle where everyone is short on power and long on debt, I'd rather own the plug than the chip. Management owns a big chunk of the company.
It's tiny, it still burns cash, and the LOI isn't binding yet. Nov 5 earnings will tell us a lot.
But if the neocloud shakeout happens (even in a less drastic way than the market is starting to price in), the survivors still need somewhere to plug in.
This is how I’m playing the AI buildout.
Cody retweeted
Jericho Energy Ventures Welcomes Julie Corelli to Board of Directors and Provides Corporate Update.
feeds.issuerdirect.com/news-…
$JEV.V $JROOF $JLM @JerichoEV #AIData #AI #AIDataCenter
Cody retweeted
"Where will the next trillion dollars in tech be invested?"
$BKKT Chief Commercial Officer, @DanielIshag, shared insights at the Luna Digital Assets & Tokenization Summit in Singapore:
-Scalable infrastructure is the true growth driver.
-Velocity matters - moving money on demand, not 14 days.
-Focus on solving real customer problems to drive ROI.
Watch the highlight reel below 👇
Learn more: bakkt.com
For important information: bakkt.com/disclosures
Cody retweeted
The more I read about tokenization, the more I want to learn.
Questions I'm currently asking as I am researching:
1. Where are the assets kept?
2. How does the money move?
3. When is a trade actually complete?
Feels like we’re watching global markets change, and I’m curious to see how this develops.
NYSE’s plans for 24/7 tokenized trading and DTCC’s July demo, which included companies like BitGo and Circle, are two examples I’ve come across first hand.
$ICE $BTGO $CRCL
dtcc.com/press-releases/2026…
Cody retweeted
$BGDE I love this market. Irrational moments in markets are always the most fun because they typically don't factor the teams that are on the ground executing ignoring their screams of the never ending bottoms. Eyes forward, plan in place. Can't stop, won't stop. @trading_chi @speednotcomfort
🔰 Texas Load House, Hood County.
🔰 17 MW live on ERCOT. Path to 74 MW of grid power.
🔰 Brownfield industrial site outside the DFW ozone nonattainment counties. On-site gas generation falls under PSD, not nonattainment NSR with offsets/LAER. That means no buying scarce emission credits and no strictest-in-class control mandates, so permitting is faster, cheaper and more predictable. Speed to power is the biggest bottleneck in AI infrastructure.
🔰 Pipelines and power infrastructure are already on site. Four transmission lines cross the south side and tie into three on-site interconnections. That's why it can move faster than greenfield projects, even with the current TCEQ pause. $BGDE
Cody retweeted
We are excited to welcome Gerry Afentakis as Managing Director, Europe at $BKKT!
Gerry brings 20+ years of fintech leadership across traditional and digital assets, previously leading Zodia Custody Europe through its acquisition by Standard Chartered.
He’ll be driving Bakkt's European expansion by partnering closely with key teams to secure regulatory authorizations, maintain robust compliance and operational frameworks, and scale the commercial team and sales pipeline to power regional revenue growth.
Welcome aboard, Gerry! 🚀
Learn more: bakkt.com
For important information: bakkt.com/disclosures
Cody retweeted
The printing press set information free.
The internet moved it at light speed.
Bitcoin does the same for value, across every border, every hour of every day.
Gutenberg had the press.
Bitcoin has miners.
HIVE runs more than 2% of its hashrate, all on renewable energy.
Cody retweeted
Why isn't oil at $200? Because "someone" keeps dumping oil futures all night long, and the CFTC refuses to look into it. Heck, even when it's clear-cut insider trading, the CFTC has been told to "back off," and they did. bloomberg.com/news/features/…
Cody retweeted
$BKKT has selected Thredd as the card processing partner for our planned credit card-as-a-service program, designed to settle in stablecoins.
The program is intended to extend Bakkt's stablecoin settlement infrastructure to credit card products issued by partner banks, with Thredd providing card processing, credit infrastructure, tokenization, and fraud and risk management.
The program has not launched and remains subject to product readiness, partner bank and card network requirements, and applicable approvals.
Read the announcement: thredd.ai/company/press-rele…
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Bakkt is a financial technology company, not a bank. Credit products and card issuance are subject to partner bank approval and eligibility requirements. Bakkt Financial Solutions I, LLC is licensed to engage in Virtual Currency Business Activity by the New York State Department of Financial Services and holds additional licenses across the United States. See bakkt.com/licenses and bakkt.com/disclosures. This post contains forward-looking statements that are subject to risks and uncertainties, including those described in Bakkt's filings with the SEC.
Cody retweeted
thredd.ai/company/press-rele…
$BKKT Bakkt Selects Thredd to Power Credit Card-as-a-Service Program Settling in Stablecoins
Cody retweeted
$BKKT has selected Thredd as the card processing partner for our planned credit card-as-a-service program, designed to settle in stablecoins.
The program is intended to extend Bakkt's stablecoin settlement infrastructure to credit card products issued by partner banks, with Thredd providing card processing, credit infrastructure, tokenization, and fraud and risk management.
The program has not launched and remains subject to product readiness, partner bank and card network requirements, and applicable approvals.
Read the announcement: thredd.ai/company/press-rele…
—
Bakkt is a financial technology company, not a bank. Credit products and card issuance are subject to partner bank approval and eligibility requirements. Bakkt Financial Solutions I, LLC is licensed to engage in Virtual Currency Business Activity by the New York State Department of Financial Services and holds additional licenses across the United States. See bakkt.com/licenses and bakkt.com/disclosures. This post contains forward-looking statements that are subject to risks and uncertainties, including those described in Bakkt's filings with the SEC.
Cody retweeted
i was talking 4 days with Claude for this song
Berlin rave meets opera.
Human-made Slopcore.
Unpromptable.
55,000 lines of code
282 clips generated.
99 chosen.
Music? Art? A cultural movement?
We wil find out eventually...
I'M YOUR SLOP (I'M YOUR ART) 🎨
btw, thanks for all the messages. im not use have notifications. bit overwhelmed 💀
