加密，AI和估值：解碼技術投資的未來

探索加密，AI和估值的融合。從採礦轉變到市場破壞，發現塑造技術未來的趨勢。

The intersection of crypto, AI, and valuations is creating a dynamic shift in the tech world. Companies are pivoting from crypto mining to AI, while established cryptocurrencies challenge traditional markets. This convergence offers both risks and unprecedented opportunities.

加密，人工智能和估值的交匯處正在創造技術界的動態轉變。公司正在從加密礦山挖掘到AI，而既定的加密貨幣都挑戰了傳統市場。這種融合提供了風險和前所未有的機會。

From Crypto Mining to AI: A Strategic Shift

從加密採礦到AI：戰略轉變

With rising costs and uncertain revenues in crypto mining, many companies are strategically shifting their focus to artificial intelligence (AI). This move reduces risk and promises higher profit margins by leveraging existing infrastructure for AI technology, offering potentially attractive returns on investment.

由於成本上升和加密礦業的不確定收入，許多公司從戰略上將重點轉移到人工智能（AI）上。此舉通過利用現有的AI技術基礎設施來降低風險，並承諾更高的利潤率，從而提供潛在的投資回報。

HIVE Digital Technologies: Leading the Charge

Hive Digital Technologies：領導

HIVE Digital Technologies, formerly focused on Bitcoin mining, is now transitioning most of its operations to AI infrastructure. They've invested in Nvidia's GPU cluster, aiming to scale operations significantly while focusing on renewable energy in Canada, Sweden, and Paraguay. This positions HIVE as a leader in the transition from mining to green AI technology.

Hive Digital Technologies以前專注於比特幣採礦，現在正在將其大部分運營轉換為AI基礎架構。他們已經投資了NVIDIA的GPU集群，旨在在加拿大，瑞典和巴拉圭重點關注可再生能源的同時大大擴展運營。這將Hive定位為從採礦到綠色AI技術過渡的領導者。

Core Scientific: Balancing Crypto and AI

核心科學：平衡加密和AI

Core Scientific is also transitioning to AI data center infrastructure, planning for an almost equal revenue split between crypto mining and AI by 2025. Their expansion projects, including a $1.2 billion data center in Texas and a new AI data center in Georgia, are designed to support AI and high-performance cloud computing. The acquisition by CoreWeave promises significant operational savings.

核心科學還正在過渡到AI數據中心基礎設施，計劃到2025年加密礦山和AI之間的收入幾乎相等。他們的擴展項目，包括德克薩斯州的12億美元數據中心以及佐治亞州的新A​​I數據中心，旨在支持AI和高表演雲計算。 CoreWeave的收購有望大大儲蓄。

IREN Limited: Low-Cost Energy Advantage

Iren Limited：低成本能源優勢

IREN Limited has seen significant growth by transitioning to AI-ready data centers, benefiting from extremely low energy costs. Their AI cloud services are generating substantial revenue, with massive investments in new GPUs to double their AI cloud capacity. This positions IREN for substantial annual sales in the near future.

Iren Limited通過過渡到AI-Ready數據中心，從而受益於極低的能源成本，從而實現了顯著的增長。他們的AI雲服務正在產生可觀的收入，並在新的GPU上進行了大量投資，以使其AI雲容量增加一倍。這將使Iren在不久的將來獲得大量年銷售額。

Samsung, Coinbase, and Crypto Adoption

三星，Coinbase和Crypto採用

Samsung and Coinbase have joined forces to boost crypto adoption, making asset purchases accessible directly via Samsung Wallet on Galaxy smartphones. This integration allows over 75 million American users to access crypto without third-party interfaces, potentially redefining the role of smartphones in decentralized finance.

三星和Coinbase聯合起來，以提高加密貨幣的採用，使資產購買可以直接通過Galaxy智能手機的三星錢包訪問。這種集成使超過7500萬的美國用戶可以訪問沒有第三方界面的加密貨幣，從而有可能重新定義智能手機在分散融資中的作用。

Native Crypto Integration for Galaxy Users

用於銀河用戶的本地加密集成

The partnership integrates Coinbase One into Samsung Wallet, offering benefits like zero trading fees and fund protection. This initiative simplifies crypto purchases, making them as easy as contactless payments. While the initial rollout is in the United States, the companies have global ambitions to expand crypto access internationally.

該合作夥伴關係將Coinbase One整合到三星錢包中，從而提供零交易費用和資金保護等收益。該計劃簡化了加密購買，使其與非接觸式付款一樣容易。儘管最初的推出是在美國，但這些公司具有全球野心，可以在國際上擴大加密貨幣訪問。

Crypto Valuations: Disrupting Massive Markets

加密估值：破壞大型市場

The large valuations of cryptocurrencies, like Bitcoin, make sense when compared to the massive markets they aim to disrupt. Bitcoin competes with the gold market, while Ethereum and Solana target even larger global payments and capital markets.

與他們旨在破壞的大型市場相比，像比特幣這樣的加密貨幣的巨大估值是有意義的。比特幣與黃金市場競爭，而以太坊和索拉納（Ethereum）和索拉納（Solana）目標是更大的全球支付和資本市場。

Bitcoin vs. Gold

比特幣與黃金

Bitwise CIO Matt Hougan argues that Bitcoin's valuation is rooted in its competition with the gold market, which is worth over $25 trillion. Bitcoin's role as digital gold justifies its multitrillion-dollar valuation.

Bitwise Cio Matt Hougan認為，比特幣的估值源於與黃金市場的競爭，價值超過25萬億美元。比特幣作為數字黃金的角色證明了其多歐元的估值。

Ethereum, Solana, and Global Payments

以太坊，索拉納和全球付款

Ethereum and Solana target markets larger than gold, serving as foundations for stablecoins and tokenized assets. These blockchains tap into the enormous global payments and capital markets, with values far exceeding their current valuations.

以太坊和索拉納目標市場大於黃金，是斯abalecoins和diskenized資產的基礎。這些區塊鏈利用了巨大的全球支付和資本市場，其價值遠遠超出了當前的估值。

Tether's Dominance

繫繩的主導地位

Tether, the leading stablecoin issuer, is targeting a $500 billion valuation due to its dominance in non-Western markets and potential for historic profitability. If adoption accelerates in emerging markets, Tether's profits could surpass those of major corporations.

領先的Stablecoin發行人Tether的目標是5000億美元，因為它在非西方市場中的優勢和歷史盈利能力的潛力。如果採用在新興市場中加速了，那麼Tether的利潤可能會超過主要公司的利潤。

Final Thoughts

最後的想法

The convergence of crypto, AI, and valuations presents a brave new world of opportunities. While risks remain, the potential for growth and disruption is immense. So buckle up, buttercup, it's gonna be a wild ride!

加密，人工智能和估值的融合展示了一個勇敢的新機會。儘管仍然存在風險，但增長和破壞的潛力卻是巨大的。所以搭扣，毛cup，這將是一個瘋狂的旅程！