There's a pattern emerging that most people are still missing.

$BTC. AI. Energy.

They look unrelated. They're not.

$BTC is proving digital assets can pull capital even when rates are high.

AI is proving intelligence needs massive physical infrastructure.

And nations are waking up: whoever controls energy infrastructure controls the next tech cycle.

First wave was information.
Second wave was computation.
Next wave? Power.

The companies and countries that lock in cheap, reliable electricity will dominate.

Because whether you're running a $BTC miner, an AI data center, a chip fab, or autonomous machines... you hit the same bottleneck.

You need electrons.

And right now, the race to control those electrons might be the biggest asymmetric bet on the table.