比特幣礦工準備迎接人工智慧革命以緩衝減半影響

比特幣礦工越來越多地利用人工智慧 (AI) 來抵消減半事件的影響，減半事件導致他們的獎勵減少了 50%。隨著對人工智慧運算能力和基礎設施的需求不斷增長，向人工智慧的過渡被視為潛在的收入來源。 Core Scientific 和 Bitdeer 等公司正在投資資料中心、新採礦設備和人工智慧雲端產品，以利用這一趨勢。分析師預計，擁有可靠能源的採礦地點將轉向人工智慧，這可能會導致比特幣採礦業遷移到擱淺的能源地點。

Bitcoin Miners Embrace AI Revolution to Offset Halving Impact

比特幣礦工擁抱人工智慧革命以抵消減半影響

Introduction

介紹

The recent halving event in the Bitcoin ecosystem, which reduced the issuance of new bitcoins by half, has prompted a significant shift in the industry. Bitcoin miners, who secure the blockchain network and process transactions, are increasingly turning to artificial intelligence (AI) as a means of mitigating the impact of the halving and diversifying their revenue streams.

最近比特幣生態系統的減半事件使新比特幣的發行量減少了一半，引發了產業的重大轉變。保護區塊鏈網路和處理交易的比特幣礦工越來越多地轉向人工智慧（AI），作為減輕減半影響和實現收入來源多樣化的手段。

Halving Event Implications

事件影響減半

The halving event, which occurs roughly every four years, automatically reduces the block reward that miners receive for verifying transactions. This reduction aims to control inflation and maintain the scarcity of bitcoins in circulation. Historically, halving events have preceded significant surges in Bitcoin's price, but they also directly affect miners' profitability.

減半事件大約每四年發生一次，會自動減少礦工因驗證交易而獲得的區塊獎勵。此次減持旨在控制通貨膨脹並維持流通中比特幣的稀缺性。從歷史上看，減半事件發生在比特幣價格大幅上漲之前，但它們也直接影響礦商的獲利能力。

AI as a Revenue Stream

人工智慧作為收入來源

The halving has led miners to explore alternative revenue sources, including AI. By leveraging their existing infrastructure and expertise in high-performance computing (HPC), miners are repurposing their mining rigs and data centers to provide AI services. This pivot allows them to tap into the growing demand for AI computing power, which is used in applications such as machine learning, data analysis, and scientific research.

減半促使礦商探索其他收入來源，包括人工智慧。透過利用現有的基礎設施和高效能運算 (HPC) 方面的專業知識，礦工正在重新利用其採礦設備和資料中心來提供人工智慧服務。這一轉變使他們能夠滿足對人工智慧運算能力不斷增長的需求，這些運算能力用於機器學習、數據分析和科學研究等應用。

Industry Leaders Embrace AI

產業領導者擁抱人工智慧

Several prominent mining companies are actively investing in AI. Core Scientific, a publicly traded miner, has announced the development of 4nm mining rigs and AI Cloud offerings. Bitdeer, recognized by Cantor Fitzgerald for its low operating costs, is another player exploring the AI landscape. Analysts at CoinShares anticipate a trend towards miners transitioning to AI, particularly in locations with secure energy sources.

幾家知名礦業公司正在積極投資人工智慧。上市礦商 Core Scientific 宣布開發 4 奈米礦機和人工智慧雲端產品。 Bitdeer 因其低營運成本而受到 Cantor Fitzgerald 的認可，是另一個探索 AI 領域的玩家。 CoinShares 的分析師預計礦工將出現向人工智慧過渡的趨勢，特別是在能源安全的地區。

Positive Impact on Transaction Fees

對交易費用的正面影響

While the halving has reduced miners' revenue, it has also had a positive impact on Bitcoin transaction fees. Fees have decreased to a five-year low, providing relief to users and the overall blockchain ecosystem. This decline comes after a surge in fees following the halving and the launch of the Runes token standard.

減半雖然減少了礦工的收入，但也對比特幣交易費用產生了正面影響。費用已降至五年低點，為用戶和整個區塊鏈生態系統帶來了緩解。這一下降是在減半和符文代幣標準推出後費用激增之後發生的。

Market Impact

市場影響

Despite the potential for increased revenue from AI, the halving has reduced miners' earnings by 50%. This loss could cost miners billions of dollars in the coming years. However, the Bitcoin MVRV ratio, which measures the potential return on investment for bitcoin holders, has fallen below its 90-day average, suggesting a buying opportunity. Historically, this trend has been followed by an average gain of 67%.

儘管人工智慧有增加收入的潛力，但減半卻使礦工的收入減少了 50%。這種損失可能在未來幾年讓礦工損失數十億美元。然而，衡量比特幣持有者潛在投資回報的比特幣 MVRV 比率已跌破 90 天平均水平，顯示有買入機會。從歷史上看，這一趨勢的平均漲幅為 67%。

Skepticism and Counterarguments

懷疑與反駁

Renowned crypto skeptic Peter Schiff has expressed doubts about the sustainability of the Bitcoin ecosystem, stating that "hodlers" could experience a halving of their net worth. Critics argue that miners will need to adapt quickly to the changing landscape and diversify their operations to remain profitable.

著名的加密貨幣懷疑論者彼得·希夫對比特幣生態系統的可持續性表示懷疑，稱「持有者」的淨資產可能會減半。批評者認為，礦商需要快速適應不斷變化的情況並實現業務多元化才能保持盈利。

Conclusion

結論

The Bitcoin mining industry is undergoing a significant transformation in the aftermath of the recent halving event. Miners are embracing AI as a potential revenue stream, leveraging their infrastructure and expertise in HPC. While the halving has reduced miners' earnings, it has also led to a decrease in transaction fees, benefiting the broader Bitcoin ecosystem. The long-term impact of AI on the mining industry remains to be seen, but it is clear that miners are adapting to the evolving landscape to ensure their continued profitability and relevance in the blockchain ecosystem.

在最近的減半事件之後，比特幣採礦業正在經歷重大轉型。礦工們正在利用他們在 HPC 方面的基礎設施和專業知識，將人工智慧視為潛在的收入來源。雖然減半減少了礦工的收入，但也導致了交易費用的下降，有利於更廣泛的比特幣生態系統。人工智慧對採礦業的長期影響仍有待觀察，但很明顯，礦工正在適應不斷變化的環境，以確保其持續獲利和在區塊鏈生態系統中的相關性。