Bitcoin Intersects With Today’s Most Pivotal Macro Investment Trends

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Bitcoin News

Generative Ai,Energy Transition,Payments

Alyse Killeen founded Stillmark in 2018 as an institutional venture capital firm built from the ground up to serve the preeminent entrepreneurs building in the bitcoin ecosystem - providing early capital and strategic support for those breaking ground to build iconic companies.

‘Strap In’—Serious $40,000 Bitcoin Price Crash Warning Issued As The Fed Suddenly Braces For A U.S. Dollar ‘Crisis’ That’s Predicted To Spark ‘Total Collapse’On its’s own, bitcoin is having a stellar year, gaining broader adoption and greater influence. Bitcoin the asset is up over 125% in the last 12-months and over 33% year-to-date. BTC spot ETFs, introduced in January 2024, have far exceeded the industry’s performance expectations to become the most successful ETF launch in US history.

But bitcoin doesn’t exist in a silo, it emerged in the late 2010s from a two+ prior decades of research and development and today bears significance to other nationally critical industries and large macro investment trends.

Within the bitcoin and crypto industries, only bitcoin’s Lightning Network can reach the scale of payments that AI, LLMs, and the agents and bots that will leverage them are expected to achieve. This is because the Lightning Network is a payments channel network and, as such, Lightning payments do not require a global state of network transactions to assure honest transactions.

Both bitcoin and AI data centers will consume surplus energy, but bitcoin data centers can be significantly more responsive to energy price, which itself reflects the dynamic relationship between supply and demand. Thus, bitcoin data centers don’t contribute to demand peaks as AI data centers do. Because bitcoin miners can fill demand troughs without adding to the peaks, bitcoin mining can improve the return productivity of new renewable energy development.

 

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