Why Wrapped Energy or Compute Will Be the New Store of Value: Bits + Bips

Geopolitical instability in the Strait of Hormuz is currently reshaping global markets, driving significant volatility in energy prices while digital assets demonstrate unexpected resilience. This divergence suggests a fundamental shift in how investors perceive Bitcoin as a store of value against traditional equities. Simultaneously, massive corporate capital expenditure in AI and data center infrastructure acts as a primary economic stimulus, fostering long-term optimism despite near-term security concerns. The proposed Clarity Act marks a critical regulatory milestone, offering a compromise on stablecoin yield and activity-based rewards that could pave the way for broader institutional integration. As courts increasingly grapple with the legal status of decentralized treasuries and stolen assets, the industry faces a transition toward more robust, transparent frameworks that balance the core values of decentralization with the practical requirements of mass adoption and security.