recipes for healthy food: AI Is Resurrecting This Crypto Sector

Editor's Note: We saw some dramatic moves in gold, silver, and bitcoin last week. Stay tuned for Wednesday's Daily, where editor Teeka Tiwari will share his thoughts on these price swings – and what you can do about it.

And, if you're an Inside Crypto, Crypto Income, or Crypto Trader subscriber, keep an eye out for a video from Teeka this week, too.

For years, Nvidia was dismissed as a gaming company.

It made computer chips to help teenagers play video games with realistic graphics – and that was it. No one thought it would change the world.

What most people missed was what was hiding inside those gaming chips.

Nvidia wasn't just making graphics processors. It was perfecting something far more important: Parallelism.

Parallelism is the ability to run thousands of calculations at the same time. In the PC-gaming era of the 2000s, that ability made graphics look smoother and more realistic. But outside of gaming, there was little demand for it.

Then artificial intelligence (AI) arrived…

AI models require billions of calculations happening at once across massive datasets. Parallelism lets those operations run simultaneously, making AI fast and affordable. Without it, modern AI would be too slow and costly to scale.

Suddenly, Nvidia's "gaming chips" were in demand.

Almost overnight, the company went from selling GPUs to gamers… to supplying the "brains" behind the most advanced AI models on Earth.

But this shift didn't come as a surprise to everyone.

Years before Wall Street caught on, Daily editor Teeka Tiwari identified AI as a defining trend of our generation.

In December 2015, he urged subscribers to buy Nvidia, writing it was "poised to become the next tech giant because of its pioneering work in artificial intelligence."

At the time Teeka wrote that report, Nvidia traded for a split-adjusted price of about $0.80 a share. Since then, the stock has climbed as much as 25,851%.

Today, Nvidia is the world's most valuable company, with a market cap north of $4.5 trillion – and the dominant force powering the global AI boom.

This is how some of the biggest fortunes in tech investing are made – not by inventing something new… but by discovering a much bigger use case hiding in plain sight.

We've seen this pattern repeat with some of the most successful companies in tech:

YouTube didn't start as a media empire. It began as a video dating site. That idea failed spectacularly. But users kept uploading videos anyway, and YouTube quietly transformed into the most powerful video platform in history.
PayPal wasn't built to dominate digital commerce. It started as a way to transfer money between Palm Pilots. That idea went nowhere. But when online merchants needed fast, trusted payments, PayPal evolved into the backbone of e-commerce.
Twitter was originally a simple short message service (SMS)-style status app. Then journalists, politicians, and world leaders adopted it. And it became the world's real-time newswire, reshaping media and politics in the process.

Each story followed the same arc. They started with a small, narrow use case that was replaced by something vastly bigger.

I'm sharing this bit of history because we're watching that same transformation happen again, right now, in an industry almost no one expected…

Bitcoin miners.

Nvidia's $16 Trillion Paycheck Program

This might sound crazy...

But Nvidia could help fund your entire retirement…

Without having to buy a single share.

Big T has personally made hundreds of thousands of dollars in the last 12 months.

He reveals everything here, and he believes these payouts are about to balloon like we've never seen before.

In fact, according to Morgan Stanley, there's $16 trillion on the line.

And if you follow Big T's blueprint…

Some of that money could flow straight into your pocket…

Starting on February 17th.

SEE BIG T'S BLUEPRINT

Burning Down the House – Literally

Bitcoin miners were designed for one narrow job: Securing the blockchain and mining cryptocurrency in return.

But they had a serious problem. Mining machines run at full power, around the clock. That generates extreme heat. (You'll see why this is important for AI in a moment.)

Early mining setups had poor airflow and crude cooling systems. With dozens of machines packed together, they often overheated and failed or shut down.

I saw this problem firsthand back in 2017, when I was working as an assistant to a financial advisor.

I opened a storage closet at the office and found a dozen buzzing computer rigs zip-tied to the racks. They looked similar to the ones in the image below.

Early bitcoin mining setup. Source: Wikipedia

That was my first encounter with bitcoin miners.

As rigs grew more powerful, it forced miners to experiment with better airflow, liquid cooling, and eventually full immersion systems to keep their machines from melting.

Modern bitcoin mining farm. Source: Wikimedia Commons

Mining rigs ran so hot that, in one case, a Russian man's seven-bedroom home caught on fire.

Over time, miners became experts at cooling dense, high-performance machines cheaply and at scale. It was an elegant solution, and by 2018, the cryptocurrency mining hardware market was worth $1.4 billion.
Then AI showed up.

And suddenly, those same cooling systems – built to handle heat generated by hundreds of bitcoin mining rigs – turned out to be exactly what AI data centers need.

Like mining rigs, AI data centers generate extreme heat because advanced GPUs run at full power, nonstop. A single AI rack can produce 40-120 kilowatts of heat (compared to 8-12 for traditional servers). That's like compressing the heat output of a small commercial building into a refrigerator.

Traditional air cooling systems can't keep up. Temperatures inside server racks can spike in minutes, triggering full system shutdowns.

We saw this happen last November when CME Group, the world's largest derivatives exchange, suffered an outage that halted trading across currencies, futures, and commodities.

The outage wasn't caused by a cyberattack, but a cooling failure at a Chicago-area data center operated by CyrusOne, which had to dispatch engineers to restore the systems.

This overheating problem is now one of the biggest bottlenecks to AI expansion. And that's where bitcoin miners come in.

Back From the Dead

What started as a way to cool crypto mining rigs is now being used to cool the brains of AI. One of the clearest examples of this shift is Hut 8.

Teeka first recommended Hut 8 in April 2020 at around $2.35 – before the bitcoin mining narrative was obvious. By November 2021, the stock surged to an all-time high of $82.85.

Then it collapsed.

At one point, it was down as much as 95%, and it traded sideways for years while bitcoin miners fell out of favor. Most investors walked away.

Despite the terrible price action, we kept Hut 8 in our portfolio because we knew it was positioning itself to ride one of the biggest trends in crypto: The merger of blockchain and AI technology.

Here's what I (Houston) wrote about Hut 8 back in June 2024:

Hut 8 is one of the largest bitcoin miners and infrastructure operators in North America… The company has also expanded operations to performance computing data centers and power generation facilities to capitalize on the rise of artificial intelligence (AI)…

With AI demand starting to hit critical mass, Hut 8's price didn't just recover – it surged again. Since my June 2024 writeup, Hut 8 has rocketed over 651%.

What looked like dead money turned into a direct beneficiary of AI's infrastructure bottleneck. (It also shows how getting the major trend right can bail you out of bad timing.)

And this isn't some fringe crypto mining story anymore.

At last year's Bitcoin Conference in Las Vegas, I spoke directly with representatives from Shell, its lubricant arm Castrol, and several other energy firms.

All of them were already supplying power or cooling solutions for bitcoin miners – and all told me they were now targeting AI data centers as well.

Shell has since introduced its first cooling fluid designed for data center hardware, underscoring how quickly this market is scaling.

Consulting firm Research Nester forecasts this market to grow 10x from $4.5 billion today to above $44 billion by 2035.

All of this ties directly into what Teeka calls The Genesis Mission.

Has Teeka Lost His Mind?

Big T recently released this controversial video…

Where he said Nvidia could help fund your entire retirement…

WITHOUT you having to buy a single share.

Has he lost his mind?

See the proof for yourself, and you'll be the judge.

He will even share his personal brokerage statement with you…

Showing how he has personally made hundreds of thousands of dollars in the last 12 months with this secret...

FIND OUT FOR YOURSELF

The Hottest Way to Play AI

If you're not familiar with The Genesis Mission, it's the massive build-out of the infrastructure needed to power AI technology.

To meet this demand, AI hyperscalers like Alphabet, Amazon, Microsoft, and Meta are expected to spend $5 trillion on power generation, data centers, and energy transmission.

As the number of data centers skyrockets, it'll create the largest capital-expenditure boom since the interstate highway era, with massive upgrades needed across transmission, generation, and energy infrastructure.

That's why Teeka calls it The Genesis Mission… Because it rivals the Manhattan Project, the top-secret U.S. government program during World War II that built the world's first atomic bomb.

While everyone else focuses on flashy AI stocks, our research points somewhere different: the stealth "picks and shovels" companies – data center builders, energy suppliers, and grid operators powering the AI boom.

Now, Hut 8 is currently above our buy price. But we've identified several other AI "picks and shovels" companies in Teeka's new research service, The Asymmetric Edge.

One provides critical backup power to grid operators and could double over the next year as the energy crunch accelerates.

Another sits right at the intersection of AI and nuclear energy power, an industry Bank of America predicts will become a $10 trillion market by 2050.

We put the names of those companies in a special report called The Genesis Mission: The Top Three Companies Powering the AI Revolution. They're already up almost 29% on average since late December, and we're still in the early innings.

Based on our projections, they have the potential to deliver gains of up to 1,833%. To put that in perspective, you'd need to hold the entire S&P 500 for nearly 30 years to see comparable returns.

The bottom line is this: The same evolution that turned Nvidia from a niche gaming company into a $4.5 trillion AI titan is happening again right now with bitcoin miners. If you're a longtime reader, you were early on that trend.

If you missed it, there's another short window opening today with the "picks and shovels" we recommend at The Asymmetric Edge. Watch Teeka's special briefing to learn more.

Don't Watch the Future Happen. Own It!

Houston Molnar