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Does AI's growing electricity appetite threaten Bitcoin's security?⚡️🚨
I keep seeing this narrative pop up, so I went and looked at the data. This thread will walk you through what I've surmised, given the data and some dimensional math.
(Full thread for Sub Club members only!)🧵(1/4) ...
In 2015, Bitcoin accounted for roughly 86% of combined BTC + AI electricity consumption. By 2025, that share has collapsed to about 45%, and it is still falling fast.
The purple region on this chart is AI, eating into Bitcoin's share year over year.
Now look at the cyan line: this is Bitcoin's network hash rate. It has gone up approximately 2,500x over this same window!
Translation: Bitcoin's proportional electricity share got cut nearly in half, and hash rate went up 2,500x. Those two things happened simultaneously.
This is not good.... right?? Not necessarily. Read on 👇

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