@BCG The question is no longer if infrastructure must adapt —but who understands how to structure it first.
If you’re thinking seriously about #energy, #infrastructure, or #capital deployment under uncertainty — this conversation is just beginning.
More soon.
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Infrastructure investment is no longer about stability.
It’s about resilience under uncertainty.
Geopolitics. Energy volatility. Capital scarcity. Climate shocks.
The old playbooks are breaking.
🧵
@BCG 7/
That flexibility creates alignment:
• Utilities stabilize grids
• Governments reduce subsidy pressure
• Investors gain asymmetric optionality
• Communities get real infrastructure, not aid
This is why PPPs increasingly converge on energy-backed compute.
@BCG In an uncertain world, the winning infrastructure is not the biggest.
It’s the most option-rich:
Assets that can switch roles as markets, politics, and capital conditions change.
Energy-to-compute is one of the clearest expressions of that shift.
Had an opportunity to speak on @DrillingCrypto about my early years in #bitcoin, my teams new venture https://t.co/VN1g44pLJi & of course the new second #BTC miner subsidy token $NAT
Take a listen 🎧 👂 👇
https://t.co/xtMvtIBebf
I used to believe that this Universal Truth, if properly hardwired in civic life and the polis, we would be able to live a life of peace and joy (Eudaimonia)… though I come to realize otherwise, after being warned —that The Iron Law of Oligarchy is inevitable.
Everyone is created from the same source energy. From the same Divine source. We all face the same end, which is death… These are the threads of every major faith:
• Quran's verse 5:32
• Bible's Golden Rule
• Hinduism's "Atman" - all souls are one
What else is there to a worldly life than to harness the journey of eternal life…? what meaning comes from living to die? Why would the Divine Creator create something without meaning and purpose…., just for it to end?
The “Divine Spark” is a powerful force that comes when channeled within our being once we have aligned our soul existence with what is Divine. How does one find what is Divine…? I believe that comes with hardship and struggle…
Thomas Hobbes describes this as a state where “life becomes solitary, poor, nasty, brutish, and short”
Virtue has become a luxury of prosperity, and has forcibly lost its place in the average person’s life.
In the midst of hardship Eudaimonia (a Virtuous life) js no longer attainable. People operate as beasts in the wild. We seem to be inclined by the natural state of economic and social circumstances to go to any extent to survive.
The wannabe gatekeepers in the UAE need to stop acting like they understand bitcoin and let the real OGs through.
Incompetence can’t hide behind suits and ties for too long. It always reveals itself.
#bitcoin#dubai
Dubai's Hodler Investments & Abu Dhabi's EHC Investment to launch NEXGEN, a project converting wasted energy into electricity to power #Bitcoin & AI data centers across the UAE, Saudi Arabia, and Egypt 🚀