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@BTCAxis "2/ The core thesis: Bitcoin is a monetary asset whose creation is tightly coupled to electron flows. Entities that supply the electrons (and the infrastructure envelope) can negotiate equity-style economics (warrants revenue share per kW power royalties). Thus cheap energy + site = a call on compute upside"
X Link @BTCAxis 2025-10-13T18:49Z XXX followers, XX engagements

"Finance is simply temporal arbitrage between information and capital"
X Link @BTCAxis 2025-10-15T03:01Z XXX followers, XX engagements

"3/ Proof point: CoreWeave / Core Scientific - CoreWeave recently inked a 12-year multi-hundred MW deal with Core Scientific converting Bitcoin mining sites into GPU / HPC hosting centers. - In doing so CoreWeave essentially pays to lock in firm power + campus optionality and avoids leasing overheads. - The market responded: securing power = strategic moat rather than just a hosting contract. Its early evidence that the market is already treating power + real assets as equity in the compute stack"
X Link @BTCAxis 2025-10-13T18:52Z XXX followers, XX engagements