My partner had the brilliant metaphor of the natural gas pipelines in West Texas. There are giant fans that compress the gas into pipelines.
So for me:
NVDA/chips are the fan compressor companies
Cleanspark/miners are the fan operator companies
ANET/Internet stocks are pipes
BTC is magical infinitely expandable silo where natural gas is pumped.
MSTR is sophisticated "ownership" of part of that silo
btc is just where you put the gas when you can't use it for some other purpose because it's too shitty or difficult to capture to ship somewhere or the price of it would be too low compared to the cost of capture
strictly speaking it's capturing the *value* of the gas more efficiently than you otherwise could do with any other option
it's quite interesting because of the fact that it is literally turning gas into money, which is a concept, not a material
Yes it's blowing my mind by turning kinetic energy into a potential energy stored in digital information
