energy becomes money

jensen huang runs nvidia. the most valuable company on earth.

yesterday he explained bitcoin: "what bitcoin is doing is taking excess energy, storing it in a new form. it's called currency."

that's it. that's the whole thing bitcoiners have been saying for 14 years.

but when they said it, they were weird. fringe. possibly delusional.

when the guy who builds the infrastructure for ai says it at the bipartisan policy center, it's insight.

this is the pattern. ridicule. resistance. magazine cover.

the information doesn't change. the messenger does.

by the time the "right" person validates your conviction, the asymmetric opportunity has already narrowed.

jensen isn't early anymore. he's confirmation.

the question isn't whether bitcoin stores energy as money. that debate ended yesterday.

the question is: what are you still waiting for someone else to validate?