Un Podcast Sobre Bitcoin Bitcoin es un activo post-escasez
Jan 9, 2026
The discussion kicks off with the intersection of Nvidia, energy access, and Bitcoin mining. Insights into Michael Green's 'post-scarcity' critique reveal potential challenges for Bitcoin's future. Alberto outlines two troubling scenarios for Bitcoin's security, emphasizing hashrate concerns. He debates the dynamics between Bitcoin and gold investment flows. With a look at energy sources and geopolitical factors like oil prices, he links liquidity types to Bitcoin's price movements. The episode wraps with intriguing political parallels to Nixon's resignation.
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Miners Sit On Energy, Not Just Hashrate
- Nvidia's Jensen Huang framed Bitcoin miners as holders of valuable energy contracts, not necessarily Bitcoin believers.
- Alberto Mera argues miners attract attention because they sit on the atoms (energy) AI firms need, creating competition for electricity.
AI vs Miners: Real Competition Is Limited
- Michael Green claims AI data centers now outbid Bitcoin miners for electricity, threatening miner profitability and security.
- Alberto counters this by showing hash rate rose through 2023–Oct 2025 and only fell ~5%, undermining the 'strangulation' thesis.
Data Centers Drive Real Energy Pressure
- Data center electricity demand could nearly double US power growth by 2030, fueling local resistance and imaginative fixes like space servers.
- Alberto dismisses satellite farms as impractical but says such moves show the energy scarcity narrative gaining traction.