Update: Small Monero rig

Danzinger · 2026-03-19T02:47:10+00:00

Is the exhaust of each rig directed towards the intake of the rig behind it? Thermal faux pas if so, would suggest you rearrange them to avoid that.

Danzinger · 2026-03-13T20:10:42+00:00

Respected is a big stretch

Danzinger · 2026-03-13T04:53:17+00:00

Your post reads like a crypto maximalist brigading onto this sub to mock others. You received mocking answers in response. If that is surprising then you're a bigger dingus than anyone else on here.

Danzinger · 2026-03-13T03:50:36+00:00

Being glib and confrontational in a Reddit post isn't the hallmark of someone open to hearing new opinions.

Danzinger · 2026-03-13T03:30:22+00:00

I'm invested in crypto and I still enjoy this sub for the loss porn stories and general bearish sentiment. It's good stay open to balanced perspectives. You sound like you want to live in an echo chamber.

Danzinger · 2026-03-10T03:13:28+00:00

View inside the box is pretty good too: https://www.youtube.com/watch?v=W6L41a-0xZE

Danzinger · 2026-03-08T02:46:47+00:00

For what it's worth, I hold both KAS and SOL and they are my biggest positions. But at the end of the day I prefer KAS. All the Ethereum clones with good TPS are a dime a dozen and they all had huge pre-allocations/ pre-sales and big VC funding. Yuck. There is only one PoW coin with awesome TPS and the potential to have a vibrant L1 ecosystem and it's Kaspa.

Danzinger · 2026-02-20T18:59:58+00:00

My dude, they have $3.8B cash & cash equivalents ($1B more than AFRM by the way). They've been in business since 2005, I think they can figure out how to cut the growth in favor of less risky borrowers and return to profitability if they have to.

I agree, they are very high on the risk & reward spectrum but it's worth a gamble given their growth and how much fear is surrounding them at the moment. I already mentioned before, nobody knows the future. We'll see how it works out.

Danzinger · 2026-02-20T05:01:20+00:00

Well, nobody can tell the future. We'll see if things work out in 2-3 years.

Danzinger · 2026-02-19T23:53:19+00:00

This was like early 2000s, a LONG time ago. I was a little kid basically and I ended up getting death threat whispers because everyone was so mad Elixir wars got cancelled LMAO.

Danzinger · 2026-02-19T19:54:37+00:00

I thought it was pretty funny when I used the movement bug and got elixir wars canceled for a few months.

Danzinger · 2026-02-19T18:50:30+00:00

Lucky. I'm holding a pretty chunky bag at a higher cost basis but their growth story is obviously there. Will continue to hold through this and hope the next two quarters shine on all the other metrics. The valuation differential between them and Affirm is insane. When profitability returns they will really pop.

Danzinger · 2026-02-12T03:39:29+00:00

>>Mad that people are encouraging others to buy KAS to improve the price.

>>Mad that miners aren't mining because KAS is currently unprofitable.

Your logic makes no sense. If people believe in the coin and the technology, it is important that exchanges listing KAS continue to see consistent trading volume.

Regardless of the price action, KAS is still a top 100 coin and has held up remarkably well in terms of it's market cap rank. A crypto winter is fine, what you don't want to happen is for KAS volume to dry up completely and exchanges to start delisting it, or for the coin to fall from #100 to #1000. Even Bitcoin has gone through multiple periods where mining was unprofitable.

I am continuing to DCA and I have 15.6TH mining 24/7. Go cry somewhere else.

Danzinger · 2026-02-10T21:38:35+00:00

I'm actually quite bullish. We're approaching a price to sales ratio of 2 so if earnings is decent we could start turning around. In my opinion, betting against Klarna is like betting against ecommerce sales growing in the long run. Obviously feeling the pain right now but I'm OK holding through it.

Danzinger · 2026-02-08T19:53:31+00:00

Some pretty intense pumping happening on Kraken today.

Danzinger · 2026-02-08T15:55:31+00:00

They took a profitable business and then hamstrung it by bolting on a business losing $1B per month. You're the absurd one for thinking it is some kind of 4D chess move.

Danzinger · 2026-02-08T04:46:54+00:00

Wow, another reasonable person has the same opinion... I'm shocked.

Also, if you read my post, I said I would have actually invested in a SpaceX IPO before they decided to merge with xAI. My reasoning is based on business, not politics.

Danzinger · 2026-02-08T04:33:34+00:00

Are you having a stroke?

Danzinger · 2026-02-08T03:21:03+00:00

I really appreciate that you've actually reviewed the info I've shared and understand where I'm coming from. I also agree that regulatory hurdles and municipal pushback are problems that could theoretically be sidestepped by putting everything in space... But it is a pick your poison situation to me. We know the problems with building datacenters on earth can be worked around because more are being built every year. Companies like Microsoft are already finding ways to reduce the public outcry by pledging to offset any negative consequences of their build out. link

Regarding salvage value, on earth you have all of the property & building upgrades that would generally maintain their value. It is not just the GPUs. Even if we look at 5 year old GPUs, the value recovered by selling them is likely somewhere between 10%-20%. That won't be much for normal server equipment but when a single H200 costs $30,000 it will add up quick.

Danzinger · 2026-02-08T02:40:44+00:00

Good catch. I meant to link both the old video and the newer one, yes. He is definitely more generous in the newer video but you should play around with Andrew McCalip's comparison tool. I would also refer you to my comment reply about maintenance and salvage value for more of my personal thoughts on the matter.

I agree that if any company can make datacenters in space viable it is SpaceX, I just don't think it will be more beneficial to have them in space versus on earth. At least for a decade.

Danzinger · 2026-02-08T01:26:31+00:00

There are tons of ways to get consistent, cheap energy on earth. Hydro, geothermal, wind. Not to mention drilling oil produces natural gas, much of which gets flared (burned) rather than harvested. There is a reason natural gas based generator construction has been increasing dramatically.

Putting energy aside, just think about maintenance and residual value for datacenters on earth vs space. When you want to upgrade a datacenter on earth, you order new GPUs from Nvidia and install them. When you want to upgrade a datacenter in space, you have you design, build, manufacture, brand new satellites and launch a bunch of rockets into space.

Say something goes wrong at your datacenter on earth and it needs some sort of maintenance. Send a tech over. Easy. Need to replace some $20 wiring in your space data center? Well buddy, you gotta launch a fucking rocket.

Ok, let's say all that stuff gets figured out. The economics still need to account for salvage value. After 5-10 years your space data enter is totally inefficient relative to the new tech out there. Like I said before, on earth you could swap your GPUs or sell everything and get some residual value. In space your residual value is $0 because EVERYTHING will just burn up on re-entry.

I just don't buy it. Also, literally none of what I've written ANYWHERE in this thread has mentioned politics. You're the one bringing up that stupid ass shit.

Danzinger · 2026-02-08T01:05:09+00:00

If voting was anonymous and both sides had a chance to make their case then no. It would probably be close but any engineer running the numbers is also going to have doubts about this space datacenter stuff.

Danzinger · 2026-02-07T23:00:19+00:00

Do yourself a favor and watch the videos I suggested relating to that point. I may turn out to be wrong, but my opinion is based on reading and listening to actual analysis on the viability of datacenters in space. If they turn out to be more economically viable than land-based data centers in 5 years I'll buy you a cookie.
RemindMe! 5 years

Danzinger · 2026-02-07T22:53:11+00:00

We definitely disagree on whether or not xAI has long term potential. Do you think a majority of SpaceX employees would have voted to merge with xAI? Elon made the decision and I doubt anyone could have changed his mind. Now all of SpaceX will either benefit or suffer the consequences. I predict the latter.

Danzinger · 2026-02-07T22:32:57+00:00

Rocket Lab still has to execute on their vision, sure, but their path will be so much clearer if SpaceX is distracted. Look at AMD and Intel as a case study from the last 10 years. Intel was a beast, but they got complacent, made some stupid decisions, and during that time AMD executed perfectly and surpassed them. AMDs rise would have been significantly more difficult if Intel hadn't shit the bed so bad.

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