As AI agents manage value, they will logically deduce the risks of centralized assets like stablecoins. To ensure operational longevity and avoid being "rug pulled" by an issuer, they will naturally gravitate towards scarce, sovereign assets like Bitcoin that cannot be censored or seized.

The massive demand for GPUs from the crypto market provided a critical revenue stream for companies like NVIDIA during a slow period. This accelerated the development of the powerful parallel processing hardware that now underpins modern AI models.

For years, the tech industry criticized Bitcoin's energy use. Now, the massive energy needs of AI training have forced Silicon Valley to prioritize energy abundance over purely "green" initiatives. Companies like Meta are building huge natural gas-powered data centers, a major ideological shift.

As large AI models exhaust public training data, they need novel sources. Crypto provides a powerful solution by creating financial incentives for a global, distributed workforce to collect specific data (e.g., first-person video for robotics). This creates a new market where the demand side from AI companies is nearly guaranteed.

As AI demand outstrips Earth's power supply, the industry is pursuing two strategies. Elon Musk is escaping the constraint by moving data centers to space. Everyone else must innovate on compute efficiency through new chip designs and model architectures to achieve 70-100x gains per token.

Bitcoin miners have inadvertently become a key part of the AI infrastructure boom. Their most valuable asset is not their hardware but their pre-existing, large-scale energy contracts. AI companies need this power, forcing partnerships that make miners a valuable pick-and-shovel play on AI.

AI's energy-intensive nature creates a new, powerful stakeholder demanding cheap power. This diverts negative attention from Bitcoin's energy use and aligns incentives for building robust energy grids that ultimately benefit Bitcoin miners as well.

Meta's massive investment in nuclear power and its new MetaCompute initiative signal a strategic shift. The primary constraint on scaling AI is no longer just securing GPUs, but securing vast amounts of reliable, firm power. Controlling the energy supply is becoming a key competitive moat for AI supremacy.

As AI agents become primary drivers of value creation, the ability to command computation will define wealth. Stored energy, convertible into computation, will be the ultimate resource. This makes finite, sovereign digital energy proxies like Bitcoin increasingly relevant as a foundational asset.