🏴Design Engineer, Innovator, Founder & occasional tea boy 4cGlasgow & @numnutsdevice #btc
Glasgow
Joined October 2012
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Robin Smith retweeted
Up only
March 2026 is already a record-breaker for wasted wind! 🤯 As of March 14, UK wind farms have curtailed 570,447.9 MWh this month, surpassing the ENTIRE March 2024 volume (561,154.1 MWh). Consumers have paid £22,159,983 so far. 💸📊 curtailcoin.com
Robin Smith retweeted
Dear @LucyRigby,
I hope you will take a moment to read this. We spoke in the Anacta Suite at Labour Conference. During your conversation with Visa I asked you directly:
“As the UK is the third largest sovereign holder of bitcoin, should the Treasury be researching a strategic bitcoin reserve to strengthen our economic position.”
You took our organisation’s details and said you would follow up.
Before and after that conversation @BitcoinPolicyUK has reached out to you on multiple occasions. We have contacted your office with open letters, emails, our bitcoin manifesto, invitations to meet, policy documents and evidence based submissions. These include the strategic bitcoin reserve letter published here:
img1.wsimg.com/blobby/go/aea…
We have also submitted our policy material which can be found here:
img1.wsimg.com/blobby/go/aea…
We have had no response.
Our work is independent and carried out in the public interest. We ask only for the opportunity to contribute to the national conversation.
In contrast, Visa and now Ripple appear to have extraordinary access and influence at the highest levels of government.
At Labour Conference Visa representatives advocated for identity linked payments. Ripple is now pushing centralised digital infrastructure that aligns closely with government controlled money, a model that risks creating the most monitored and permissioned financial system we have ever seen.
At the Texas Bankers Association roundtable Visa pushed programmable money and tightly controlled payment rails.
These systems are often marketed as “inclusive,” but reports show they exclude the most vulnerable and create new risks for privacy and autonomy.
Visa and Ripple have both the budget and the access to push this vision across every forum they enter.
This creates a serious problem. The UK is being guided by advice from companies with vast resources and strong commercial incentives. Their interests are not aligned with the interests of citizens.
When ministers hear mainly from large corporates they receive a narrow and distorted view of what the country’s digital future should be. This leads to policy ideas that weaken privacy reduce freedom and place growing power in the hands of intermediaries.
Bitcoin offers the opposite:
- It strengthens national resilience
- It supports privacy and individual freedom
- It provides an open monetary network that no corporation can manipulate
- It is the only digital asset aligned with the principles of a free and open society
My concern is simple. The UK is receiving advice shaped by powerful corporate interests whose incentives run directly against the public good, and Bitcoin is being sidelined at the moment it matters most. This is not a party political issue, it is about ensuring that government hears from more than one type of stakeholder. The stakes include financial stability energy innovation and the UK’s global competitiveness.
img1.wsimg.com/blobby/go/aea…
Bitcoin Policy UK remains ready to brief you at any time. There is no cost and no commercial motive. Only evidence independence and a commitment to helping the UK make informed decisions.
I hope we can finally begin this conversation.
Yours sincerely
Susie Violet Ward
CEO, Bitcoin Policy UK
Robin Smith retweeted
SPACEX STARLINK TO 3 BILLION PHONES BY 2030
We predicted the X Phone months ago—and now Elon's confirmed it. With AI inference on every device and 3B customers by 2030. This won't just be a phone. It is the end of telecom as we know it.
Totally worldchanging within 5 years.
The $17B EchoStar deal involves AWS-4 spectrum (H-block/S-band), enabling high-bandwidth satellite-to-phone globally.
Musk hinted at a Starlink phone and partner company phones at the All in Summit 2025. Hardware changes like chipset modifications for new frequencies are needed and will be ready in 2 years. This will allow high-bandwidth video streaming anywhere with those phones working indoors in normal homes but not thick metal roofs.
Everyone in the audience raised hands to say they want a Starlink phone.
EchoStar, an old-school geosynchronous satellite company. Has lost half its customers to Starlink's low-Earth orbit (LEO) constellation (8,000+ satellites). They are roadkill for SpaceX.
EchoStar failed to utilize the spectrum (FCC requires half-system launch within timelines). They sold it preemptively. SpaceX got $8.5B in EchoStar stock, boosting their value 20%.
In India and elsewhere, spectrum is a public resource. Underutilization leads to reallocation because the government auctions it to companies that will pay more and do more with it. If SpaceX is 100X more effective then the spectrum will get auctioned to SpaceX as the governments will get way more value by having the spectrum in competent hands.
@elonmusk @spacex @starlink @chamath @Erdayastronaut @esherifftv002 @WR4NYGov @MarcusHouse @RandyWKirk1 @herbertong
My SpaceX Projections are
Now 7 million and 9-10 million customers by end of 2025. $5 billion in profit.
2026--- 28M customers → $60B revenue $48B profit (high margins as expenses scale minimally). At 40x P/E (like Nvidia), valuation $1.6–2T.
By 2028 SpaceX will have 100M high speed internet users for $400B/year profit and a $16 trillion valuation. They will be the world's largest company.
This is just from dishes/high-speed internet, not mobiles.
Mobile potential: India alone (300M+ users), plus Europe, Africa, etc.
Starlink could reach 3 billion customers by 2030.
All of that cash, profits and valuation will make it very easy to acquire more spectrum and more companies.
