AJB Capital
AJB Capital
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AJB Capital

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Garrett Baldwin and Scott Dunn explore alternative investment strategies, value and momentum strategies, tail-risk analysis, and behavioral finance. We take a highly quantitative approach to trading and investing and blend it with macroeconomic analysis and deep research. We also highly emphasis risk management practices. Long call/put, spread trading, value reversion, RSI/MFI reversions.

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Joined on 16th December 2025

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AJB Capital
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The Bitcoin Use Case Nobody Wants to Mention


Bitcoin's getting hammered right now and all the usual bears are back out saying it's worthless and has no real use. I want to share something with you that I genuinely don't think gets talked about enough, and now's probably the right time to hear it since everything's red.


You know how people always bring up Bitcoin's power consumption like it's this huge knock against it? Bitcoin uses more electricity annually than Poland. More than Norway. It consumes more power than the entire global gold mining industry. You've heard all the versions of this argument and it always gets framed like it's a fatal flaw.


What they don't realize is that power consumption actually became one of the most important things about it.


We have tons of energy in this country that's trapped. And I mean all over the place:


  • Sun baking in the desert with no grid to get it anywhere
  • Wind farms in rural Texas producing more electricity than the grid can absorb
  • Old abandoned wells
... see more
The Bitcoin Use Case Nobody Wants to Mention