Thoughts on evolution of mining and energy companies after listening to Swan Space earlier:

How does monetization of energy change how these companies view their services? What services does it create?

Secondly, how do things like fiat collapse impact or accelerate such an revolution?

My hypothesis is that has the Fed goes after Bitcoin-friendly banks, and other banks start to tighten fiat off-ramps to Bitcoin, stackers will look to direct suppliers.

The most accessible supply are HODLers and Miners. Tighter ramps mean HODLers are harder to exchange with. That leaves Miners.

If my bank is throttling my BTC buys and I’m trying to move $1M USD maybe I go direct to miners.

Miners might not be able to service the full demand. Those companies themselves might have to throttle, but in much more creative fashion. Maybe your $1M buys Bitcoin + hash rate.

People love to speculate on how X S&P company might hold Bitcoin next. Cathy Wood estimated BTC’s price depending on a 1% investment by all S&P companies…

But how would the landscape look if access and supply were so tight that those companies couldn’t reasonably make such an investment? What if instead that 1%, or some portion of it was invested in THE BITCOIN NETWORK. In mining. In energy.

How does that scenario evolve the mining / energy space? What kind of relationships play out between miners and the Trillion USD companies of the world?