The post Bitcoin Is Now a Strategic Geopolitical Asset, Says MARA CEO appeared on BitcoinEthereumNews.com.

Bitcoin The conversation around Bitcoin is changing – and according to MARA Holdings CEO Fred Thiel, the shift is deeper than price cycles or ETF flows. Key Takeaways MARA is evolving into an energy and AI infrastructure company, not just a Bitcoin miner. Bitcoin is increasingly viewed as strategic, tied to energy and geopolitics. Control of low-cost power is becoming the key competitive edge. MARA is putting its Bitcoin treasury to work instead of holding it idle. He argues the industry has quietly crossed into a new phase where Bitcoin is no longer treated primarily as a speculative asset but as strategic infrastructure tied to energy, geopolitics and artificial intelligence. Rather than focusing on volatility, Thiel points to power grids, sovereign policy and compute capacity as the real drivers of the next chapter. Energy First, Bitcoin Second In Thiel’s view, the key variable is not the token itself – it is electricity. The company is reorganizing around a simple principle: maximize the economic value of every megawatt hour. That means the same energy source can power Bitcoin mining one day and AI workloads the next. The distinction matters less than the return per unit of energy. Thiel has framed this transformation bluntly: in the digital economy, electrons function like strategic commodities. This philosophy has pushed MARA to stop operating like a traditional miner dependent on third-party hosting. Instead, it is buying and building power assets, data centers and behind-the-meter projects to gain full operational control. In West Texas, the firm is working with MPLX to harness natural gas that would otherwise be wasted. It has also secured wind capacity and deployed micro data centers directly at oilfields to capture excess energy at the source. The objective is insulation from rising competition and tighter margins – something Thiel describes as inevitable…

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Filed under: News - @ February 14, 2026 5:19 pm