The physics of money just rewrote itself. For 10,000 years, energy was trapped. We could generate it, but if we didn’t use it instantly, it was gone. Gone forever. Why it matters? Because today, trillions of dollars of energy vanish annually. Billions of dollars in renewable power are wasted. And this is happening while the world cries out for clean, usable energy. The playbook was simple: build power plants, push electrons through grids, hope consumption matches production. Surplus energy? Dump it. Stranded energy? Forget it. Storage was expensive, transport limited. Energy was a one-way street with dead ends. Then #Bitcoin appeared—not as currency, but as physics in motion. Suddenly, energy could be captured, converted, and moved anywhere on Earth. Instantaneously. Globally. Permanently. Texas wasted 8 terawatt hours of wind and solar in 2024 alone. Brazil threw away 28 terawatt hours in just eight months. Globally, more than $20 billion in clean energy disappears yearly. Enter #Bitcoin mining: 211 terawatt hours per year, over half from renewable and nuclear sources. Miners sit at stranded energy sites. Surplus electrons → hashes → satoshis → global money. For the first time in history, energy is portable. Literally. Sunlight in California arrives in Tokyo as money. Wind in Texas resurfaces in London as settlement. Jensen Huang: “Bitcoin is taking excess energy and storing it as a new form called currency.” A leading energy economist: “Stranded renewables now have a tangible market value for the first time.” My take: The old models of electricity economics, grid planning, and cross-border energy trade are about to be obsolete. Forget centralized grids as the only route. Forget hoping energy markets magically balance supply and demand. The new model? Treat excess energy as a portable asset, monetized and transferrable instantly anywhere in the world. If energy can now move like money, who decides its flow and who profits first?

The smartest analogy on AI you’ll hear this decade: The people who invented refrigeration made some money. But Coca Cola used refrigeration to build an empire. Chamath says LLMs are the refrigeration of our era. The real value is in the companies built on top of them. Here is the part no one talks about: The same logic applies to #Bitcoin. The protocol is the settlement layer. The empires will be built by the products that use it as their foundation. Tech revolutions don’t reward the inventors. They reward the builders who see the second order effect before everyone else. Question is, are you looking at the invention or the empire it will enable?

The U.S. is quietly rolling over $550 billion every week just to avoid a failed Treasury auction. Read that again. Every. Week. Luke Gromen calls it a snake eating its own tail and he’s right. This isn’t normal system behavior. This is survival mode. Why does this matter? Because many investors assumed that once the government shutdown ended, the TGA would inject liquidity back into markets. But if the rollover pressure is this intense, that liquidity may never actually arrive. The system might consume it before it ever reaches the surface. This changes the narrative. It changes the risk. It changes how we interpret every liquidity signal going forward. If the Treasury market needs constant life support, what does that say about the next few months? #bitcoin

You only get offended when you fear it might be true. That’s exactly how governments treat money. They debase your savings quietly, hoping you won’t notice. Inflation is theft disguised as policy. #Bitcoin- It takes that debasement and returns it to the holders who refused to play the fiat game. Alt tokens don’t get that privilege.