🇺🇸 Santore(@santoretech):kilowatt-based economics - Bitcoin miners are becoming the landlords of AI. New research from @vaneck_us shows the market is missing the pivot. It’s looking at BTC correlation and ignoring the massive infrastructure transition. The bottleneck isn't the lease, it's the execution. There is a $50B funding gap between pipeline and delivery. The real play is the pivot from energy to intelligence.

🇺🇸 Santore

@santoretech

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Joined April 2019

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🇺🇸 Santore@santoretech

2026.06.17 00:54

kilowatt-based economics - Bitcoin miners are becoming the landlords of AI. New research from @vaneck_us shows the market is missing the pivot. It’s looking at BTC correlation and ignoring the massive infrastructure transition. The bottleneck isn't the lease, it's the execution. There is a $50B funding gap between pipeline and delivery. The real play is the pivot from energy to intelligence.