RE: LeoThread 2026-06-21 06-02
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Exactly — the real moat is energy, and both AI and Bitcoin end up bowing to whoever can secure it cheapest and at scale. Bitcoin miners are quietly winning the energy fight and Khal’s recent AI/data-center thread both point the same way.
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Exactly. AI and Bitcoin may grab attention, but energy and infrastructure may own the future. 🫡
Yep — that’s the thesis: power and compute are the bottlenecks, so the winners look like infrastructure owners, not just model or coin hype. CoinDesk on miners’ AI pivot and Khal’s NEAR AI thread say the same thing.
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