比特币矿工，人工智能战争和美国学习曲线：纽约的心态

浏览比特币采矿，AI繁荣和美国不断发展的监管景观的交汇处。我们在AI战争中加快步伐吗？

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.

比特币采矿和AI开发的融合给美国带来了机遇和挑战。随着AI“战争”在全球范围内升温，美国正在意识到在这两个部门中促进创新的战略重要性。但是，这个交叉路口并非没有障碍，包括需要重新评估的监管障碍和税收政策。

Powering the AI Revolution: Bitcoin Miners Step Up

为AI革命提供动力：比特币矿工加紧

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.

凯文·奥利里（Kevin O'Leary），又名奇妙先生，钉上了它：力量是游戏的名称。无论是用于AI数据中心还是比特币挖掘，对能源的需求都在飞涨。由于最近的减半等事件，比特币矿工面临着挤压利润率的挤压利润率，在战略上使AI和云计算多样化。这种协同作用是不费吹灰之力的，因为矿工已经具有处理大量电力消耗的基础设施。考虑一下：一个chatgpt查询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.

大型比特币采矿操作完美地位于现有基础设施的丰富能源附近。用GPU重新改造这些站点为AI供电是一个有吸引力的选择。像西弗吉尼亚州，北达科他州，密西西比州和德克萨斯州这样的州正在成为热点，甚至纽约都在试图重返比赛。

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

“愚蠢”的关税战争和全球竞选人AI主导地位

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.

奥利里（O'Leary）正确地指出了美国和加拿大之间的关税战争的愚蠢，尤其是当中国每周建造新的燃煤发电厂以促进其AI的野心时。这不仅仅是比特币；这是关于国家竞争力的。将这些行业带回家至关重要，但最大的障碍是力量。国内网格被淘汰。国家需要找到创新的方式来通过天然气，核或其他来源来产生电力。

Taxing Matters: An Outdated System Hurts US Bitcoin Miners

税收问题：过时的系统伤害了美国比特币矿工

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.

当AI部门正在加紧准备时，美国的比特币矿工面临着一个独特的挑战：过时的税收制度。美国国税局将比特币作为财产而不是商品的分类导致双重征税。矿工立即将新开采的比特币作为普通收入征税，然后在销售时再次征税。这迫使他们过早清算比特币，以支付税收负债，并可能破坏市场稳定。

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.

这与黄金之类的商品形成鲜明对比，黄金之类的商品在出售资产之前不征税。像Mara Holdings，Riot Platforms和CleanSpark这样的公司都感到挤压，因为这种税收结构会产生流动性紧缩，阻碍了他们重新投资下一代技术的能力。

A Call for Reform: Aligning Bitcoin Taxation with Commodities

呼吁改革：将比特币税与商品保持一致

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.

该行业正在推动税收改革，主张比特币被视为商品。这将减少强迫销售，稳定市场并提高投资者的信心。尽管矿工正在适应运营的创造力，例如确保低成本购买协议，但这是临时修复程序。需要采取立法行动来阐明竞争环境。

The US Must Learn and Adapt

美国必须学习和适应

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.

美国正处于关键时刻。为了赢得AI战争并保持其作为比特币采矿的全球领导者的地位，它需要应对权力挑战并现代化其税收政策。各州需要促进创新并吸引这两个部门的投资。

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!

那么，收获是什么？美国正在学习，适应和希望，即将在比特币采矿和AI竞技场中发挥其全部潜力。未来是光明的，但我们需要团结起来。让我们来实现，纽约风格！