The relationship is increasingly seen as circular and symbiotic rather than one-way. Both arguments make sense depending on which “bottleneck” you are trying to solve:

1. Crypto Enables AI (The “Resource & Trust” Layer)

Crypto provides the infrastructure for AI to grow outside of “Big Tech” monopolies by solving for resource access and data integrity.

• Decentralized Compute: Projects like Akash Network and Golem allow AI companies to “rent” decentralized GPU power, bypassing the high costs and wait times of centralized providers.
• Data Provenance & Trust: In an era of deepfakes, blockchain provides a “source of truth.” It can verify the origin of training data, ensuring models aren’t trained on biased or falsified inputs.
• Agentic Economy: AI agents need a way to pay for things. They can’t open bank accounts, but they can own Bitcoin or stablecoin wallets to autonomously pay for API calls or electricity. 

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The major Benefit of Blockchain and Tokenizing physical assets is that it can increase the security aspect of ownership while eliminating the cost of Middle-men.

Difference between owning Tokeneized Physical Gold Vs a Gold ETF or owning and storing Physical Gold.
➢Tokenized Gold generates a Yield paid in physical gold.\
   Yield is generated from the leasing of gold (See Below)
➢Owning a Gold ETF or Physical Gold creats a cost based system for the gold owner.
   Costs are incurred for insurance, storage and marketing. This is a drag on gols performance. (See Below) 

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Should I own gold or Bitcoin?
                    It’s a question that has its different sides BUT, the real question is –
When should I own gold or bitcoin?

Below is a chart of Bitcoin priced in Gold – not the US Dollar.Chart source is TradingView dated May 5^th 2026

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Week Ending: May 3, 2026

Market Context:
Crypto/Blockchain Trend: Stage 2 (Advancing)
Liquidity: Expanding
Risk Appetite: Risk-On (Early Phase)

Interpretation: Markets remain in an early-stage uptrend where positioning ahead of broad participation is critical.

Who is in Stage two now!

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Date: April 30, 2026 Continue reading →

Written April 27, 2026
Reasons for considering Lien Chicago Atlantic BDC:

• The dividend is attractive: about 14% annualized
• Revenue has been strong: Increasing 1,653.42% over the past 3/5 years and up 151.5% TTM
• Earnings are strong: Increasing 137.2% TTM
• Margins are strong:

Gross margin: 77.26%
Operating Margin: 63.59%
Profit margin: 61.29%

About Lien Chicago Atlantic BDC (LIEN*) $9.45 –

Chicago Atlantic BDC, Inc. (NASDAQ: LIEN) is a specialty finance company focused on originating, underwriting and deploying primarily first-lien, senior-secured fixed and floating rate debt primarily to the cannabis Continue reading →

As of April 2026, Strategy (MSTR) remains the top Digital Asset Treasury (DAT) offering the greatest overall leverage to a move in Bitcoin (BTC), largely due to its unprecedented, aggressive use of permanent capital—specifically, its massive perpetual preferred stock issuance—to fund Bitcoin acquisitions. While other firms offer high operational leverage (miners), Strategy’s structural, balance-sheet-driven leverage is unrivaled.

Top DATs Ranked by Leverage and Capital Raising Ability (Q2 2026)

1. Strategy (MSTR): The undisputed leader holding over 780,000+ BTC.
   • Leverage Mechanism: Uses “intelligent leverage” via convertible debt and, increasingly, perpetual preferred stock ($STRC) to purchase Bitcoin without margin calls.
   • Capital Raising: Has over $8 billion in perpetual preferred capital, which is non-dilutive to common shareholders regarding liquidation preference, acting as a permanent, high-yield “shield” for aggressive accumulation.
2. Metaplanet (3350.T): Often called the “Asian Strategy,” this firm has seen its stock rise significantly, adopting a similar debt-for-bitcoin strategy to accumulate Bitcoin.
3. MARA Holdings (MARA): While previously selling Bitcoin, MARA now acts as a high-beta proxy by holding one of the largest corporate treasuries among miners (38,689 BTC) while also generating operational leverage through mining.
4. Twenty One Capital (XXI): A Bitcoin-native public company (listed late 2025) backed by Tether and Bitfinex, focusing on capital-efficient accumulation and high-yield potential.
5. Strive (ASST): Led by Vivek Ramaswamy, this firm aggressively acquires Bitcoin and acquired Semler Scientific, a smaller treasury holder. Strive offere a perpetual Preferred SATA paying 13% annualized yield that is paid monthly. Strive has no convertible debt and has said they do not intend to use debt as a tool to accumulated more BTC.
6. Riot Platforms (RIOT): Combines high-leverage mining operations with a large BTC treasury. It has high potential upside if it successfully pivots its massive energy infrastructure to AI/HPC.
7. CleanSpark (CLSK): Noted for “smart” treasury management, using convertible notes (0% interest) to acquire BTC, often trading at a high premium to NAV.
8. Bullish (BLSH): A significant holder (24,300+ BTC), offering exposure to the crypto exchange’s growth, though with less transparency than MSTR in public costs.
9. Hut 8 (HUT): Operates as a hybrid AI-and-Bitcoin play with a substantial, growing treasury.
10. Trump Media & Technology Group (DJT): Has recently added significant Bitcoin, with its stock price behaving as a volatile proxy, though it lacks the consistent, long-term “Saylor” accumulation model.

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Those of you who have read this blog know the LOTM macro theme is focused on three areas:

• Crypto/Blockchain – this is an early stage – probable decade or longer expansion trend.
• Scarce Natural Resources with a focus on Gold, Silver & Copper
• High Dividend Ideas – with a core in Biotech. AI will bring faster drug discovery and development

You also know we like Stage Analysis as a benchmark for timing entry points. Buy Strong Company Value when the stock is in Stage 1 and appears to be heading into stage two chart pattern. Continue reading →