In the original gold rush, the reliable money came from supplying the miners. Picks, shovels, denim, rail, and food. The infrastructure of the boom proved more durable than the boom itself. The AI version of that pattern is taking shape now. Power, chips, land, transformers, cooling, and data center capacity sit underneath every model. Bitcoin miners spent the last decade operating at that exact layer. The shovel trade in this cycle was already being built.
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