On the mic
Summary
0:17:38Energy Prices Impact on Bitcoin Mining
Landy explained that higher energy prices can push marginal Bitcoin miners offline, depending on network difficulty adjustments and power agreements. Landy described off-grid flare-gas mining as highly profitable by capturing wasted energy from oil operations, often at very low cost. A speaker noted Abu Dhabi mines Bitcoin with excess grid energy that would otherwise be wasted.
0:17:38ETFs and DATs
0:24:00Oil's $115-130 zone and US supply moves
0:40:29sLINK ActionFi Campaign Tiers and Rules
Dave outlined the bronze, silver and gold tiers based on swap volume, sends on Solana, social posts and retention periods. Dave stressed that front-loading activity does not replace the need for daily retention to qualify for higher tiers and payouts. Dave and others discussed improving visibility of retention metrics in the Tater app.
1:04:19What Backs sLINK and Legal Questions
A speaker said sLINK is backed by his Securitize shares, with plans to allow on-chain conversion once Securitize tokenizes them. The speaker confirmed he locked up 50 percent of supply for six months and is pursuing legal steps for an entity to hold the shares. Dave noted Securitize is a top tokenization platform that has worked with BlackRock and is preparing for its own SECZ Nasdaq listing.
1:25:23Future sLINK Liquidity Plans
A speaker said he is open to adding liquidity on Ethereum or other RWA chains like Avalanche or Canto once sLINK reaches higher market caps. The speaker emphasized focusing first on building the Solana community and maintaining chart stability. Dave joked that suggestions to expand chains right after launching the campaign create extra work.
Key quotes
“Well, it it depends on the difficulty adjustments on the network. So in theory, yes. But many of, like, your large scale mining operations that are publicly traded, They all have power plan agreements typically, or they participated in building out some some power for themselves anyway, or they're offsetting with AI…”
Landy0:18:05Share on X
“But right now, because power is getting more expensive and Bitcoin is holding the range, you are seeing, that others participants in the network that don't have these type of agreements and that are not off grid. Like, if you're off grid, you're mining no matter what. Like, you you can off... Off grid mining is so ...”
Landy0:18:05Share on X
“And then in some cases, they'll even pay you, right, just because you're making them more efficient, and then you can even power stuff locally there for them. Or you just get really low cost, and you can do deals that way. And it brings, like, cost per coin all the way down to, like, 20 k a coin. It's, like, really ...”
Landy0:24:43Share on X
“Yes. 100%. Everything is Slink related in this campaign. It is an Slink action five campaign. So every piece of criteria that I just rattled off, swap, social post, you know, send, everything has to be centered around Slink. Yes. Good Good question.”
Dave0:46:21Share on X
