Public firms now maintain greater than 1.2 million Bitcoin — practically 6% of the entire provide — and that quantity remains to be climbing. Goldman Sachs tasks U.S. knowledge middle energy demand will hit 66 gigawatts in 2027, greater than double its 2025 degree, as AI infrastructure building accelerates at a tempo the grid was by no means constructed to deal with.
Bitcoin miners and AI hyperscalers at the moment are bidding for a similar megawatts, in the identical substations, on the identical timelines.
These three storylines — company Bitcoin adoption, AI’s takeover of monetary providers, and an influence crunch reshaping power markets — have been operating in parallel for 2 years. A brand new occasion is betting they’re now one story.
Mita TechTalks introduced at this time that its 2026 summit will convene October 25–27 in Punta Mita, Mexico. The invite-only gathering caps at 125 company — high-net-worth traders, household workplace allocators, company strategists, and builders — for 3 days of classes, personal villa workshops, and dinners on the Kupuri Seaside Membership inside Punta Mita’s gated group on Mexico’s Pacific coast.
The company Bitcoin buildout is accelerating on each entrance. Technique holds 846,842 BTC as of June 16, making it the most important single public holder by a large margin. SpaceX disclosed 18,712 BTC when it went public, touchdown instantly at No. 8 on the leaderboard. Attempt grew its holdings 30% in a single month and climbed to No. 7.
Treasury adoption grew 73% in 2025 at the same time as Bitcoin was the worst-performing main asset of the yr.
In the meantime the power math is getting more durable. U.S. knowledge middle electrical energy consumption stands close to 180 terawatt-hours at this time and will attain 400 to 600 TWh by 2030. Marathon Digital and Core Scientific have each moved to transform mining infrastructure into AI knowledge middle capability, treating their present energy contracts because the asset.
The businesses that management low cost, dependable electrical energy now sit on the middle of two industries without delay.
Mita TechTalks summit particulars
Programming at Mita TechTalks runs throughout three tracks — macro and company technique, power, and AI.
Confirmed audio system embrace Jeff Sales space, founding companion of ego demise capital and writer of The Value of Tomorrow; Lisa Hough, founding father of BTM Vitality; Sam Callahan, Director of Technique and Analysis at OranjeBTC; and Andre Neves, co-founder and CTO of ZBD.
The summit is organized by Lynne Bairstow and Israel Muñoz, companions at Base Layer Advisors and co-hosts of the Construct With Bitcoin podcast. Bairstow based MITA Ventures in 2012 after beginning her profession at Merrill Lynch and has spent 20 years backing early-stage expertise throughout Mexico and Latin America.
Muñoz co-founded a cross-border funds startup and helped construct out 500 Startups’ Miami operation earlier than shifting focus to Bitcoin infrastructure.
Passes begin at $2,750 and rise as tiers promote out. Registration is open now.
