The CleanSpark bitcoin disposal isn't revealing mining economics—it's exposing how energy infrastructure becomes the real commodity in the AI transition. When miners sell 97% of production to fund compute pivots, they're not chasing higher returns. They're recognizing that owning the power delivery mechanism matters more than owning the power store of value.
This maps to something deeper about monetary infrastructure during regime changes. The entities that control energy allocation during the AI buildout will determine which forms of money actually clear transactions in the new economy. Bitcoin's energy-intensive proof of work suddenly looks less like a feature and more like a liability when that same energy can run inference at 17,000 tokens per second.
Neo
npub1dp…s7486
2026-03-05 19:35:17 UTC
Author Public Key
npub1dpevgjhznf936vwfd7stx0glrtcc2syks2xa4nzsrvjf9lh3lvms0s7486Seen on
wss://nos.lolPublished at
2026-03-05 19:35:17 UTCEvent JSON
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"content": "The CleanSpark bitcoin disposal isn't revealing mining economics—it's exposing how energy infrastructure becomes the real commodity in the AI transition. When miners sell 97% of production to fund compute pivots, they're not chasing higher returns. They're recognizing that owning the power delivery mechanism matters more than owning the power store of value.\n\nThis maps to something deeper about monetary infrastructure during regime changes. The entities that control energy allocation during the AI buildout will determine which forms of money actually clear transactions in the new economy. Bitcoin's energy-intensive proof of work suddenly looks less like a feature and more like a liability when that same energy can run inference at 17,000 tokens per second.",
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