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[@BTCAxis](/creator/twitter/BTCAxis)
"5/ Cash flow from mining capex for AI/HPC. Same electrons higher yield. @Core_Scientific converted XXX MW to AI hosting. The pivot worked: @CoreWeave is acquiring $CORZ for $9B (vote Oct 30)"  
[X Link](https://x.com/BTCAxis/status/1979693031537471809) [@BTCAxis](/creator/x/BTCAxis) 2025-10-18T23:36Z XXX followers, XXX engagements


"⛓ Energy Bitcoin AI 1/ The most overlooked trade in infrastructure: the gap between wasted power and productive compute. Stranded energy Bitcoin mining AI compute. Thats how energy turns into sovereignty"  
[X Link](https://x.com/BTCAxis/status/1979688194435428506) [@BTCAxis](/creator/x/BTCAxis) 2025-10-18T23:17Z XXX followers, XX engagements


"@Core_Scientific @CoreWeave 6/ Watch next 1224 mo: Miners shift 3050% capacity to AI/HPC Hyperscaler energy partnerships West Texas & North Dakota as AI hubs It's already happening $IREN $HUT $CLSK leading the charge"  
[X Link](https://x.com/BTCAxis/status/1979694360209068057) [@BTCAxis](/creator/x/BTCAxis) 2025-10-18T23:41Z XXX followers, XXX engagements


"@Core_Scientific @CoreWeave 3/ The conversion economics: Bitcoin miner: $50-80k/MW revenue at $40k BTC AI/HPC hosting: $150-250k/MW revenue Same power 2-3x margin. But you need capital to swap ASICs for GPUs + cooling infrastructure. Mining revenue de-risks that transition"  
[X Link](https://x.com/BTCAxis/status/1979708733405253828) [@BTCAxis](/creator/x/BTCAxis) 2025-10-19T00:38Z XXX followers, XX engagements


"4/ Live case study: $CORZ (@Core_Scientific ) XXX MW committed to CoreWeave across X sites $10.2B contracted revenue over XX years $CRWV (@CoreWeave) acquiring them for $9B (vote Oct XX 2025) Mining revenue funded the pivot; AI hosting proved the model. This isn't theoretical it closed the loop"  
[X Link](https://x.com/BTCAxis/status/1979710961377239193) [@BTCAxis](/creator/x/BTCAxis) 2025-10-19T00:47Z XXX followers, XXX engagements


"6/ Geographic arbitrage plays: West Texas (Permian): flared gas mining AI (Denton: XXX MW) North Dakota (Bakken): same pattern less competition British Columbia: $IREN (@IREN_Ltd) building AI data centers Quebec: $BITF (@Bitfarms_io) converted facility to AI training Abilene TX: @CrusoeAI XXX GW flare-gas AI campus"  
[X Link](https://x.com/BTCAxis/status/1979743894779641954) [@BTCAxis](/creator/x/BTCAxis) 2025-10-19T02:58Z XXX followers, XXX engagements


"7/ What could break the thesis: Bitcoin price collapse mining unprofitable no capex for pivot Hyperscalers build transmission faster than expected Regulatory restrictions on energy-intensive compute AI compute demand plateaus (unlikely given Meta's $14.2B @CoreWeave deal)"  
[X Link](https://x.com/BTCAxis/status/1979752309572673575) [@BTCAxis](/creator/x/BTCAxis) 2025-10-19T03:31Z XXX followers, XX engagements


"8/ Why this matters strategically: Hyperscalers (AWS Azure GCP) are grid-dependent. Energy-first infrastructure is grid-independent. The bottleneck in AI isn't chips it's power + cooling + space. Sovereign stack operators control the constraint. BlackRock + Nvidia + Microsoft just deployed $100B into AI infrastructure for this reason"  
[X Link](https://x.com/BTCAxis/status/1979753558590251134) [@BTCAxis](/creator/x/BTCAxis) 2025-10-19T03:36Z XXX followers, XX engagements


"Finance is simply temporal arbitrage between information and capital"  
[X Link](https://x.com/BTCAxis/status/1978295158518034455) [@BTCAxis](/creator/x/BTCAxis) 2025-10-15T03:01Z XXX followers, XX engagements


"⛓ Energy Bitcoin AI 1/ The most overlooked trade in infrastructure: the gap between wasted power and productive compute. Stranded energy Bitcoin mining AI compute. Thats how energy turns into sovereignty"  
[X Link](https://x.com/BTCAxis/status/1979684752962822646) [@BTCAxis](/creator/x/BTCAxis) 2025-10-18T23:03Z XXX followers, XX engagements


"2/ It's not new. Aluminum smelters once chased cheap hydropower. When power can't move industry moves. Bitcoin is today's smelter; AI is next"  
[X Link](https://x.com/BTCAxis/status/1979688958377496883) [@BTCAxis](/creator/x/BTCAxis) 2025-10-18T23:20Z XXX followers, XX engagements


"3/ The gap: XX% of US nat gas flared = XX GW wasted AI clusters wait 1824 months for grid ties Power sits idle; compute starves"  
[X Link](https://x.com/BTCAxis/status/1979691059837038864) [@BTCAxis](/creator/x/BTCAxis) 2025-10-18T23:28Z XXX followers, XX engagements


"4/ Bitcoin mining = proof of energy capture. Instant demand response no transmission lines mobile units. It monetizes what the grid can't"  
[X Link](https://x.com/BTCAxis/status/1979691317291819488) [@BTCAxis](/creator/x/BTCAxis) 2025-10-18T23:29Z XXX followers, XX engagements


"@Core_Scientific @CoreWeave 7/ Energy sovereignty = compute sovereignty. The AI race won't be won in Palo Alto data centers. It'll be won in West Texas gas fields. And Bitcoin miners are already there"  
[X Link](https://x.com/BTCAxis/status/1979694569571938449) [@BTCAxis](/creator/x/BTCAxis) 2025-10-18T23:42Z XXX followers, XX engagements


"⛓💥 Full breakdown who wins what breaks where it happens 1/ The mechanism in detail: Bitcoin mining acts as "energy arbitrage infrastructure." It captures stranded electrons that can't reach the grid converts them to revenue immediately and creates the economic runway to build AI/HPC capacity on the same site"  
[X Link](https://x.com/BTCAxis/status/1979697464698700000) [@BTCAxis](/creator/x/BTCAxis) 2025-10-18T23:53Z XXX followers, XX engagements


"🧬 Full breakdown who wins what breaks where it happens 1/ The mechanism in detail: Bitcoin mining acts as "energy arbitrage infrastructure." It captures stranded electrons that can't reach the grid converts them to revenue immediately and creates the economic runway to build AI/HPC capacity on the same site"  
[X Link](https://x.com/BTCAxis/status/1979707668932555076) [@BTCAxis](/creator/x/BTCAxis) 2025-10-19T00:34Z XXX followers, XX engagements


"@Core_Scientific @CoreWeave 2/ Why Bitcoin first (not AI directly) AI requires stable long-term contracts Bitcoin = flexible instant monetization Mining rigs tolerate interruptions; GPUs don't Revenue proves site economics before committing to AI capex"  
[X Link](https://x.com/BTCAxis/status/1979708292806144203) [@BTCAxis](/creator/x/BTCAxis) 2025-10-19T00:36Z XXX followers, XX engagements


"5/ Who benefits first: Power producers with curtailment (nat gas renewables) Miners with cheap PPAs ($0.03/kWh) + land + interconnects Operators who can finance ASIC GPU conversion Bitcoin miners collectively secured 14+ GW of grid power. First movers locked energy sovereignty before hyperscalers competed for sites"  
[X Link](https://x.com/BTCAxis/status/1979711183855722991) [@BTCAxis](/creator/x/BTCAxis) 2025-10-19T00:48Z XXX followers, XX engagements


"9/ Investment angles: $IREN Bernstein top pick $500M AI revenue run-rate by early 2026. Mining company morphing into an AI infrastructure beast in real-time $CORZ Merger validates crypto mining infrastructure as the fastest path to GPU compute at scale $HUT $CLSK Public miners with power infrastructure already built now redirecting to HPC. The infrastructure exists; the revenue model is shifting. The edge energy infrastructure can't be cloud-deployed. Physical location + power contracts are the chokepoints of the AI buildout"  
[X Link](https://x.com/BTCAxis/status/1979756246082449463) [@BTCAxis](/creator/x/BTCAxis) 2025-10-19T03:47Z XXX followers, XXX engagements


"10/ The core bet: Energy sovereignty compute sovereignty. Owning cheap stranded power = owning the most scarce input for AI. The thesis isn't speculative anymore it's playing out in real-time. CoreWeaveCore Scientific. BlackRockNvidia. $IREN's X GW pipeline. The sovereign stack is being built. Now"  
[X Link](https://x.com/BTCAxis/status/1979756687167738126) [@BTCAxis](/creator/x/BTCAxis) 2025-10-19T03:49Z XXX followers, XXX engagements