Public companies now hold more than 1.2 million Bitcoins – about 6% of the total – and the number is still rising. Goldman Sachs work US data center electricity demand will hit 66 gigawatts in 2027, double its 2025 level, as AI infrastructure accelerates at a pace the grid was never built to handle.
Bitcoin miners and AI hyperscalers are now ordering the same megawatts, in the same limited space, in the same amount of time.
The three issues – the corporate adoption of Bitcoin, the AI takeover of financial services, and the declining power of electronic markets – have been running parallel for two years. A new trend and I bet it’s now one story.
Mita TechTalks announced today that its 2026 conference will be held October 25-27 in Punta Mita, Mexico. The exclusive gathering accommodates up to 125 guests – high net worth investors, family office distributors, industry professionals, and architects – for three days of meetings, in-house workshops, and dinner at the Kupuri Beach Club in the heart of Punta Mita on Mexico’s Pacific coast.
Bitcoin industry building is ramping up on every front. The way they hold 846,842 BTC as of June 16, making it the largest in the group by a wide margin. Images of SpaceX to be revealed 18,712 BTC when it went public, instantly reaching No. 8 on the board. Strive grew 30% in one month and climbed to number 7.
Treasury issuance grew 73% in 2025 even though Bitcoin was the year’s best performing asset.
At this point the dynamic math is getting complicated. US data center electricity consumption stands at around 180 terawatt-hours today and could reach 400 to 600 TWh by 2030. Marathon Digital and Core Scientific have it all. to be moved to transform their mining infrastructure into AI data center capacity, treating their existing contracts as assets.
Companies that manage low-cost, reliable electricity now sit between two industries at the same time.
More about Mita TechTalks
Software development at Mita TechTalks spans three dimensions – core and business processes, power, and AI.
Confirmed speakers include Jeff Booth, founding partner of ego death capital and author of The Price of Tomorrow; Lisa Hough, founder of BTM Energy; Sam Callahan, Director of Strategy and Research at OranjeBTC; and Andre Neves, co-founder and CTO of ZBD.
The conference is organized by Lynne Bairstow and Israel Muñoz, partners at Base Layer Advisors and co-hosts of the Build With Bitcoin podcast. Bairstow founded MITA Ventures in 2012 after starting his career at Merrill Lynch and has spent two decades supporting technology startups in Mexico and Latin America.
Muñoz also co-founded a margin payment startup and helped build 500 Startups’ Miami operation before turning his attention to Bitcoin infrastructure.
Fares start at $2,750 and go up as tiers sell. Registration it is now open.
