AI vs Bitcoin energy war just got real, this video nails it!!
Quick post after watching this Crypto Insider vid. The core argument is brutal but hard to ignore: AI is winning the fight for both capital and electricity.
In 2025, AI took 50% of global VC while crypto fell to 7%. Even bigger gap on power, AI data centres pay $200-500 per MW versus Bitcoin mining’s $60-130. That makes miners pivot fast: Core Scientific, Hut 8, Cipher and even Jihan Wu are shifting hashpower to AI. BTC production costs now sit above spot price, so without a big rally, the economics get ugly.
After the recent NVIDIA GTC robotics and Physical AI announcements, it feels connected. All those humanoids and agents we’ve been talking about are going to be extremely power-hungry, too. The same electricity that is used to mine Bitcoin might now be used to train and run robots.
Makes you wonder if the real threat to Bitcoin isn’t another coin but the entire AI/robotics boom eating the world’s marginal power and dollars.
Does anyone else see it? Is Bitcoin still the hedge that survives, or are we watching a slow rotation into Physical AI infrastructure?
What do you guys think? Cheers.