Investor. Not Financial Advice. Bitcoin and AI maxi. Stanford PhD. "You might want to buy some in case it catches on" https://xitter.twitterapi.xyz/t.co/DwDqhhtujd
Los Angeles, CA
Joined August 2009
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The age of big centralized Bitcoin mining is over. The replacement:
Stranded energy: Mining with remote hydro, flared gas, and surplus renewables.
Distributed mining: Thousands of small operations exploiting local energy advantages.
Heat recycling: Mining that heats homes, factories, and greenhouses.
Sovereign mining: Nations leveraging cheap energy to mine Bitcoin.
RIOT, IREN and MARA have exited Bitcoin for AI.
Bitcoin is down 40% from its all time high.
And yet we are at 1 Zeta Hash.
There are zero security issues.
The Inflation Numbers for Bitcoin are 0%.
Ex Food and Energy also 0%.
Median forcast amongst Bitcoiners: 0%.
The power law puts Bitcoin at just under 3x by end of 2027.
I don't see any other major asset that does a 3x.
How do we get there?
- Fed pivots to lower rates
- Bitcoin Lending goes mainstream
- AI hits power/permitting roadblocks
- Debasement trade gains traction
I reviewed a number of companies in the SP500 that will likely benefit from AI. Here's a list of ones that are going to suffer, big time. In the comments, I will show exactly how
If you work in insurance, AI is coming for your job.
On the other hand, these stocks might be good investments...
Something very strange is happening in financial markets.
Here's how close major assets are to their all-time highs:
🏠 Real Estate: 100%
📈 S&P 500: 96.6%
💻 Nasdaq: 91.5%
🥇 Gold: 73.5%
₿ Bitcoin: 59.3%
Stocks are near records.
Housing is at record levels.
Even gold is well above Bitcoin.
And Bitcoin? Still 41% below its peak.
