Season 1 Episode 456
We trace Kevin O’Leary’s pivot from Bitcoin skeptic to investor and dig into why Bitzero is building a power-first platform for AI compute and mining. CEO, Mohammed Bakhashwain lays out hash rate growth, Finland’s heat reuse plan, and how cheap energy and permits beat hardware hype.
• ETF approval as the inflection for institutional crypto
• BTC and ETH capturing most crypto alpha
• Stablecoin laws shaping Bitcoin as digital gold
• Bitzero positioned as power and real estate operator
• Sub-six-cent power as the core moat
• Hyperscaler demand shifting to 1.4 GW readiness
• Norway proof, public listing, positive cash flow
• 2 to 2.5 EH now, 70 MW ramp to 6–10 EH
• Finland gigacampus, district heating integration
• Balancing short-term mining with year-ahead AI loads
• Grid limits, remote sites, and renewable integration
• Separate capital tracks for miners and HPC
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Published on 3 weeks, 3 days ago
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