Former OpenAI researcher Leopold Aschenbrenner just released his latest 13F filing and the internet completely misread the signal. While everyone focused on the billions in semiconductor puts against Nvidia, AMD, ASML, Oracle, and Broadcom, almost nobody noticed what he KEPT buying: Bitcoin miners transforming themselves into AI and HPC infrastructure companies. In this video we break down: • Who Leopold Aschenbrenner is • Why “Situational Awareness” became one of the most influential AI essays in Silicon Valley • The truth about the “$9 billion in puts” narrative • Why 13F options data can be misleading • Leopold’s massive increase in CleanSpark • His new position in Hive Digital • Why Bitcoin miners may become major AI infrastructure winners • Why power, cool
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