Malaki ang Tumaya ni Kevin O'Leary sa Imprastraktura habang Karamihan sa Crypto Token ay Naglalaho

The famous investor from Shark Tank, Kevin O’Leary, has contributed significant capital to data center and infrastructure projects that will serve Bitcoin mining, artificial intelligence, and cloud computing. Instead of focusing on purchasing digital assets, his strategy is centered on acquiring the most valuable: land and electricity. His investments reflect a deeper understanding of where true value originates in the crypto industry.

The Land and Electricity Strategy Behind Bitcoin Mining

In an exclusive interview with CoinDesk, O’Leary revealed that he now controls 26,000 hectares of land located in various strategic locations. These large property holdings aim to provide a foundation for energy-intensive operations such as Bitcoin mining and futuristic data centers. Of these lands, 13,000 hectares are designated in Alberta, Canada, while the remaining 13,000 hectares are in secure locations currently undergoing regulatory permits.

His vision is not merely to build data centers; instead, he plans to secure rights to electricity, water, fiber connectivity, and other essential utilities before allocating them to companies ready to operate. Like real estate developers seeking the perfect location for skyscrapers, Bitcoin miners and AI companies have similar needs for large tracts of land and inexpensive electricity.

According to O’Leary, electricity contracts in some of these locations are even more critical than Bitcoin itself—especially those offering prices below six cents per kilowatt-hour. This is the core of his belief: infrastructure, not the token, will be the foundation of the future of crypto and artificial intelligence.

Why Only Bitcoin and Ethereum Are Truly Sought After by Institutions

O’Leary expressed skepticism about most of the crypto market, stating that institutional capital—the real money moving in major markets—is focused only on two asset classes: Bitcoin and Ethereum. Although new exchange-traded funds for digital assets have attracted some retail capital, their contribution remains insignificant at the institutional investor level.

Based on statistical analysis, only two investment positions are needed to capture 97.2% of the total price movement in the entire crypto market since its inception. The remaining 8,000+ altcoins collectively reflect what O’Leary calls “tokens that will never return to their former value,” with price retention rates tightening from 60% to 90% depending on market cycles.

This perspective is supported by a comprehensive study from Charles Schwab, which showed that over 80% of the estimated $3.2 trillion value across the entire crypto ecosystem is concentrated in major blockchain networks. This concentration reveals a clear trend: money follows the strongest and largest platforms, not marginal offerings.

Regulation as a Catalyst for Change in the Crypto Landscape

In O’Leary’s opinion, the true catalyst for widespread institutional adoption will not come from new tokens or cryptocurrency innovations but from a clear regulatory framework from the United States. A key legislative proposal currently under review in the US Senate has caught his attention, though it faces critical hurdles.

The contentious provision in the current draft limits yield offerings to stablecoin accounts—a restriction that, according to O’Leary, hampers fair competition and only benefits traditional banks. This restriction led Coinbase to withdraw support for the bill at the beginning of January 2026. An unbalanced policy, he says, could lead to continued stagnation of institutional participation.

To make crypto attractive to large financial institutions, stablecoin issuers and their partners—such as Circle and Coinbase—must be able to offer competitive yields to account holders. Our data shows that Coinbase earned $355 million just from stablecoin yield products in Q3 2025 alone, demonstrating its market potential.

When the regulatory climate shifts to allow equitable stablecoin yields, O’Leary believes it will open broader doors for institutional capital allocation into Bitcoin and Ethereum. This paradigm shift—from prohibition to regulation with opportunity—could change the entire industry’s trajectory.

The Future Lies in Infrastructure, Not Altcoins

Kevin O’Leary’s investments in land and energy infrastructure reflect a longer-term play than most crypto investors. While others are exploring the next moonshot token, his strategy is about building the foundation needed for Bitcoin mining, AI computation, and data storage to thrive. His 19% allocation to crypto-related assets is primarily focused on physical infrastructure and digital asset fundamentals, not on speculative token holdings.

The solution is clear: institutional adoption of crypto will not come from thousands of alternative coin projects relying on social media hype. Change will come from regulatory clarity, stable yield-bearing stablecoins, and most importantly, from having secured and inexpensive electricity. Those dedicated to building the backbone infrastructure of the crypto economy—such as land, electricity, and permits—will be the true winners in the next decade.