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Simon Dixon believes Iran is the largest sovereign nuclear-powered Bitcoin miner, citing hash power contractions during the 12-day war when Iran moved enriched uranium and Texas grid energy went down.
Simon Dixon says 40% of Bitcoin hash power is controlled by FIC public companies in Texas, 20% by PBOC in China, with the rest distributed among Russia, Iran, and others in a multipolar mining environment.
Oman launched a mandatory national Bitcoin mining pool, Omanhash.om, requiring all licensed miners to join. The state-backed pool consolidates hash rate for government visibility into mining revenue and energy use.
Energix Global built Omanhash.om and operates Kazakhstan's BTCpool.kz. The company now manages 25 EH/s across three sovereign mining pools.
Bitcoin miners like Marathon Digital and Core Scientific are converting mining infrastructure to AI data centers.
Jamie McAvity describes Bitcoin miners caught between ideological Bitcoiners and pragmatic employees drawn to AI's gold rush.
McAvity argues that the crowding of the Bitcoin mining market accelerated the transition to AI GPU compute by making mining's economic case look bleak.
McAvity believes Bitcoin mining investment is attractive now because hash rate growth has stalled and negative difficulty adjustments are imminent.
He forecasts a new Bitcoin mining paradigm where ASICs run longer, miners co-locate with energy production, and volatile fee markets emerge driven by solar power cycles.
McAvity feels lucky that powered land assets bought for Bitcoin mining now look valuable for AI compute, attracting offers from trillion-dollar companies.
He argues Bitcoin miners' low-cost, flexible data center design philosophy can innovate in AI compute, contrasting with Fortune 100 no-downtime paradigms.