AI Is Coming for Bitcoin’s Energy | Michael Dunworth

AI Is Coming for Bitcoin’s Energy | Michael Dunworth

“Bitcoin has a chance of losing the energy conversation.”

Michael Dunworth joins the show to break down what happens when AI and Bitcoin collide over the world’s most important resource: energy.

Michael argues that as AI demand explodes, governments and corporations will prioritise data centres over Bitcoin mining, potentially rationing energy and pushing Bitcoin to the margins. At the same time, AI is set to drive massive job displacement, reshape global infrastructure, and concentrate power into a handful of dominant players.

We get into whether this is an existential threat to Bitcoin or a hidden tailwind for decentralisation, how AI could reshape energy markets, why Bitcoin mining might survive as a balancing layer for AI grids, and whether AI itself ultimately chooses Bitcoin as its native money. We also discuss nation state adoption, the risk of governments seizing Bitcoin, the centralisation of custody, and why Bitcoin’s biggest risk right now might be losing focus.

THANKS TO OUR SPONSORS:

ANCHORWATCH

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BITKEY

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FOLLOW:

Danny Knowles: https://x.com/\\\_DannyKnowles or https://primal.net/danny

Michael Dunworth: https://x.com/MichaelDunwort1

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How AI Could Take Bitcoin to $1 Million | Jordi Visser

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America’s Debt Problem Is Bitcoin’s Bull Case | Andy Constan

America’s Debt Problem Is Bitcoin’s Bull Case | Andy Constan

“The things they need to do to bring inflation down are just too painful for them.” Andy Constan returns to discuss why he thinks politicians will keep running large deficits, how inflation can shi...

28 Syys 1h 13min

The Biggest Lie in Economics | Peter St Onge

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“You don’t need inflation for anything whatsoever. It’s essentially a counterfeiting cartel.” Peter St Onge returns to discuss why he believes 2% inflation is a scam, how central banks transfer wea...

24 Syys 1h 11min

Capitalism Is Dead: The Rise of the AI Surveillance State | Erik Cason

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“I think the primary product that they’re the most interested in selling is AI psychosis.” Erik Cason returns to discuss why he believes American capitalism has already ended, how AI could accelera...

22 Syys 1h 11min

AI Came for Bitcoin First | Jameson Lopp

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"The rest of the world, of course, should always have been paying attention to Bitcoin, but they should be paying attention to it for a very different set of reasons now because they’re next.” Jameson...

15 Syys 1h 15min

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“I think AI is officially too big to fail.” Jeff Ross returns to discuss why he expects an AI-led manufacturing boom in the US and how rising productivity could help America grow its way out of deb...

11 Syys 1h 4min

The US Is Long-Term Insolvent | Lyn Alden

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“We don’t really have the tools to deal with fiscal-driven inflation.” Lyn Alden returns to discuss why the US is entering deeper fiscal dominance, what the Treasury’s recent buybacks signal, and w...

8 Syys 1h 15min

Bitcoin & the $40 Trillion Debt Reckoning | Nik Bhatia

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“There is a reckoning. There is a point at which something has to be addressed.” Nik Bhatia returns to get into America’s $40 trillion debt problem, why the real danger is the share of tax revenue ...

3 Syys 1h 9min

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