Largest Bitcoin Miner Predicts Next Bitcoin Bull Run | Fred Thiel episode artwork

EPISODE · Feb 12, 2026 · 18 MIN

Largest Bitcoin Miner Predicts Next Bitcoin Bull Run | Fred Thiel

from The Pomp Podcast · host Anthony Pompliano

Fred Thiel is the CEO of Marathon Digital and a leading voice at the intersection of bitcoin, energy, and data center infrastructure. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, we discuss the growing energy constraints driven by AI and bitcoin, why powered land is becoming increasingly valuable, and how bitcoin miners are adapting by shifting toward AI. Fred also explains the impact of falling mining hardware costs, international expansion, and why long-term value will accrue to companies that control energy and infrastructure.======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.======================0:00 - Intro0:19 - Is there enough energy for Bitcoin & AI?4:50 - Why mining hardware is cheaper than ever6:16 - The future of data centers & energy10:27 - How investors should think about bitcoin, AI, & energy15:03 - The biggest risk in infrastructure

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