https://www.youtube.com/watch?v=955eB8SK810 https://www.whatbitcoindid.com/podcast/bitcoin-ai-power-scarcity

TIMESTAMPS: 00:00:00 Hedging the halving & supply shock 00:09:20 Epoch maturity & multi-decade outlook 00:19:15 Mining in a bull run; balance sheet strategy 00:28:59 AI capital formation; exponential demand? 00:36:52 AI infrastructure monetisation 00:42:24 AI/BTC energy use narratives 00:50:07 Plugging into power markets