When I started to learn about energy I really didn't think much about supply, demand, and storage but the more I learn and talk to people in the space the more I think Bitcoin mining eventually comes the standard in the energy sector.

If you've got massive capex and you're trying to maximise profits on it and your competitor isn't he is going to get rekt because you have a lower cost basis, so either you capitulate and mine or you die and get bought out and the miners are added eventually

I'm also bullish on it being a great way to bootstrap new energy sources and then getting outcompeted for more value added stuff later

Zero hedge sure as a lot of readers with Bitcoin Derangement syndrome and very heavy gold and silver bags lol