I don't know what is crazier about this chart of Southern border crossings — the explosion of entries over the last 4 years or the closing of the border in a matter of weeks.
Fred Thiel is one of the largest bitcoin miners in the world.
In this conversation, @fgthiel explains how miners decide between bitcoin & AI, why nation states are mining bitcoin, and the comparison to gold.
Enjoy!
YouTube: https://t.co/2coP776erh Spotify: https://t.co/yTyZTVOs8u Apple Podcast: https://t.co/VGz4e09Gm2
TIMESTAMPS: 0:00 - Intro 0:36 - What does Marathon Digital do? 8:07 - Deciding between AI vs bitcoin mining 13:34 - Marathon Digital bitcoin strategy 19:06 - Evaluating what is happening at the nation state level 23:42 - Gold vs bitcoin 25:17 - Hardware in bitcoin mining
We need 1-2 interest rate cuts and a few trade deals announced for the Wall Street folks to get amnesia and forget they were in a full panic just a few weeks ago.