From Coal Mining to Crypto Mining— Crypto Investing, AI Adoption, and Chip Production in light of Risks to American Energy Independence

Due to the high electricity demands for the AI+Chip+Crypto Ecosystem, it is likely America’s push to Net Zero Transition—especially with its attempt to dominate the AI Ecosystem—will likely stumble without re-considering up-weighting the use of Fossil Fuels within the nation’s mixed energy portfolio.

DuLac Capital Advisory L.L.C. thinks most institutional investors are currently not positioned then for the investment portfolio allocation implications for this scenario as well.