The Pomp Podcast

#1539 Fred Thiel | Why the U.S. Needs a Strategic Bitcoin Reserve — Before It’s Too Late

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Apr 28, 2025
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INSIGHT

Marathon's Integrated Energy Strategy

  • Marathon Digital shifted from just hosting miners to owning most sites and power generation.
  • It aims to transform idle electrons into Bitcoin, emphasizing vertical integration and energy partnership.
INSIGHT

Combining Mining and Edge AI

  • AI and Bitcoin mining require different operational approaches but can complement each other.
  • Marathon focuses on inference AI at the edge, not hosting AI training or hyperscaler hosting.
INSIGHT

Balancing AI and Bitcoin Loads

  • AI workloads and Bitcoin mining loads can balance each other, optimizing energy use.
  • This enables a flat baseload profile, allowing dynamic dispatch between AI and mining on the same site.
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