比特幣礦工，人工智能戰爭和美國學習曲線：紐約的心態

瀏覽比特幣採礦，AI繁榮和美國不斷發展的監管景觀的交匯處。我們在AI戰爭中加快步伐嗎？

The convergence of Bitcoin mining and AI development presents both opportunities and challenges for the United States. As the AI 'wars' heat up globally, the US is realizing the strategic importance of fostering innovation in both sectors. This intersection, however, is not without its hurdles, including regulatory obstacles and tax policies that need re-evaluation.

比特幣採礦和AI開發的融合給美國帶來了機遇和挑戰。隨著AI“戰爭”在全球範圍內升溫，美國正在意識到在這兩個部門中促進創新的戰略重要性。但是，這個交叉路口並非沒有障礙，包括需要重新評估的監管障礙和稅收政策。

Powering the AI Revolution: Bitcoin Miners Step Up

為AI革命提供動力：比特幣礦工加緊

Kevin O'Leary, aka Mr. Wonderful, nailed it: power is the name of the game. Whether it's for AI data centers or Bitcoin mining, the demand for energy is skyrocketing. Bitcoin miners, facing squeezed profit margins due to events like the recent halving, are strategically diversifying into AI and cloud computing. This synergy is a no-brainer since miners already have the infrastructure to handle massive electricity consumption. Think about it: a single ChatGPT query needs way more juice than your average Google search.

凱文·奧利裡（Kevin O'Leary），又名奇妙先生，釘上了它：力量是遊戲的名稱。無論是用於AI數據中心還是比特幣挖掘，對能源的需求都在飛漲。由於最近的減半等事件，比特幣礦工面臨著擠壓利潤率的擠壓利潤率，在戰略上使AI和雲計算多樣化。這種協同作用是不費吹灰之力的，因為礦工已經具有處理大量電力消耗的基礎設施。考慮一下：一個chatgpt查詢需要的果汁比普通的Google搜索要多。

Mega-wattage Bitcoin mining operations are perfectly positioned near abundant energy sources with existing infrastructure. Retrofitting these sites with GPUs to power AI is an attractive option. States like West Virginia, North Dakota, Mississippi, and Texas are becoming hot spots, while even New York is trying to get back in the game.

大型比特幣採礦操作完美地位於現有基礎設施的豐富能源附近。用GPU重新改造這些站點為AI供電是一個有吸引力的選擇。像西弗吉尼亞州，北達科他州，密西西比州和德克薩斯州這樣的州正在成為熱點，甚至紐約都在試圖重返比賽。

The 'Foolish' Tariff War and the Global Race for AI Dominance

“愚蠢”的關稅戰爭和全球競選人AI主導地位

O'Leary rightly points out the folly of a tariff war between the U.S. and Canada, especially when China is building new coal-burning power plants weekly to fuel its AI ambitions. It's not just about Bitcoin; it's about national competitiveness. Bringing these industries back home is crucial, but the biggest hurdle is power. The domestic grid is tapped out. States need to find innovative ways to generate power, whether through natural gas, nuclear, or other sources.

奧利裡（O'Leary）正確地指出了美國和加拿大之間的關稅戰爭的愚蠢，尤其是當中國每周建造新的燃煤發電廠以促進其AI的野心時。這不僅僅是比特幣；這是關於國家競爭力的。將這些行業帶回家至關重要，但最大的障礙是力量。國內網格被淘汰。國家需要找到創新的方式來通過天然氣，核或其他來源來產生電力。

Taxing Matters: An Outdated System Hurts US Bitcoin Miners

稅收問題：過時的系統傷害了美國比特幣礦工

While the AI sector is gearing up, Bitcoin miners in the U.S. face a unique challenge: an outdated tax regime. The IRS's classification of Bitcoin as property, not a commodity, results in double taxation. Miners are taxed immediately on newly mined Bitcoin as ordinary income and then again on capital gains upon sale. This forces them to liquidate Bitcoin prematurely to cover tax liabilities, potentially destabilizing the market.

當AI部門正在加緊準備時，美國的比特幣礦工面臨著一個獨特的挑戰：過時的稅收制度。美國國稅局將比特幣作為財產而不是商品的分類導致雙重徵稅。礦工立即將新開采的比特幣作為普通收入徵稅，然後在銷售時再次徵稅。這迫使他們過早清算比特幣，以支付稅收負債，並可能破壞市場穩定。

This contrasts sharply with commodities like gold, where miners aren't taxed until the asset is sold. Companies like MARA Holdings, Riot Platforms, and CleanSpark are feeling the squeeze, as this tax structure creates a liquidity crunch, hindering their ability to reinvest in next-generation technology.

這與黃金之類的商品形成鮮明對比，黃金之類的商品在出售資產之前不徵稅。像Mara Holdings，Riot Platforms和CleanSpark這樣的公司都感到擠壓，因為這種稅收結構會產生流動性緊縮，阻礙了他們重新投資下一代技術的能力。

A Call for Reform: Aligning Bitcoin Taxation with Commodities

呼籲改革：將比特幣稅與商品保持一致

The industry is pushing for tax reform, advocating for Bitcoin to be treated as a commodity. This would reduce forced selling, stabilize the market, and boost investor confidence. While miners are adapting through operational ingenuity, such as securing low-cost power purchase agreements, these are temporary fixes. Legislative action is needed to level the playing field.

該行業正在推動稅收改革，主張比特幣被視為商品。這將減少強迫銷售，穩定市場並提高投資者的信心。儘管礦工正在適應運營的創造力，例如確保低成本購買協議，但這是臨時修復程序。需要採取立法行動來闡明競爭環境。

The US Must Learn and Adapt

美國必須學習和適應

The U.S. is at a critical juncture. To win the AI wars and maintain its position as a global leader in Bitcoin mining, it needs to address the power challenges and modernize its tax policies. States need to foster innovation and attract investment in both sectors.

美國正處於關鍵時刻。為了贏得AI戰爭並保持其作為比特幣採礦的全球領導者的地位，它需要應對權力挑戰並現代化其稅收政策。各州需要促進創新並吸引這兩個部門的投資。

So, what's the takeaway? The U.S. is learning, adapting, and hopefully, about to unleash its full potential in the Bitcoin mining and AI arena. The future is bright, but we need to get our act together. Let's make it happen, New York style!

那麼，收穫是什麼？美國正在學習，適應和希望，即將在比特幣採礦和AI競技場中發揮其全部潛力。未來是光明的，但我們需要團結起來。讓我們來實現，紐約風格！