energy becomes money

jensen huang runs nvidia. the most valuable company on earth. it is a $4.5 trillion giant that basically builds the nervous system for the modern world. yesterday he explained bitcoin in a way that most people finally understood... "what bitcoin is doing is taking excess energy, storing it in a new form. it's called currency." that is it. that is the whole thing bitcoiners have been screaming from the rooftops for 14 years. but when we said it, we were just the weirdos in the corner. fringe. maybe even a little delusional.

when the guy who builds the actual infrastructure for ai says it at the bipartisan policy center, it stops being a "theory" and starts being an "insight." this is the pattern we see over and over. first they ridicule you. then they resist you. then you end up on the magazine cover as a genius. the information itself never changes... only the messenger does. by the time the "right" person finally validates your conviction, that massive asymmetric opportunity has already narrowed. the world is catching up to what you already knew.

jensen isnt early anymore. he is just confirmation for the rest of the world. the question isnt whether bitcoin stores energy as money. that debate basically ended yesterday when the smartest engineers on the planet reached a consensus. bitcoin acts like a digital battery. it takes electricity that would have been wasted—wind in texas or hydro in brazil—and turns it into a global, portable asset that you can carry in your pocket. it is pure thermodynamics turned into finance.

so if the debate is over, what are you still waiting for? are you still looking for someone else to validate your own eyes? the hero of this story isnt jensen or any other ceo. the hero is the person who sees the truth before it is common knowledge. the guide is the network itself. it is already working. energy is becoming money right in front of us. the only real question left is: are you going to keep waiting for the next "expert" to tell you it is okay to move?