Lukas Pfeiffer charts an arc from dorm room doubter to Genesis Digital Assets executive and institutional advisor, concluding that a Bitcoin only thesis delivers the most durable intrinsic value. He observes a macro inflection where infrastructure capital increasingly treats mining as a power monetization instrument, with pragmatic US operators racing ahead while European boardrooms remain constrained by ESG gatekeepers. Grid Imagery weaponizes this thesis by turning modular ASIC fleets into grid responsive assets that reach sub second frequency response of 0.7 seconds, unlocking premium ancillary service markets. The platform engineers a tri layer revenue stack that earns standby capacity fees while offline, captures negative price arbitrage when switched on, and continuously harvests block rewards. Lukas contends that such flexible miners outclass battery storage and will anchor renewable heavy grids as they converge with high performance compute campuses to maximize capital efficiency and grid resilience.