比特币矿工准备迎接人工智能革命以缓冲减半影响

比特币矿工越来越多地利用人工智能 (AI) 来抵消减半事件的影响，减半事件导致他们的奖励减少了 50%。随着对人工智能计算能力和基础设施的需求不断增长，向人工智能的过渡被视为潜在的收入来源。 Core Scientific 和 Bitdeer 等公司正在投资数据中心、新采矿设备和人工智能云产品，以利用这一趋势。分析师预计，拥有可靠能源的采矿地点将转向人工智能，这可能会导致比特币采矿业迁移到搁浅的能源地点。

Bitcoin Miners Embrace AI Revolution to Offset Halving Impact

比特币矿工拥抱人工智能革命以抵消减半影响

Introduction

介绍

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.

最近比特币生态系统的减半事件使新比特币的发行量减少了一半，引发了行业的重大转变。保护区块链网络和处理交易的比特币矿工越来越多地转向人工智能（AI），作为减轻减半影响和实现收入来源多样化的手段。

Halving Event Implications

事件影响减半

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.

减半事件大约每四年发生一次，会自动减少矿工因验证交易而获得的区块奖励。此次减持旨在控制通货膨胀并维持流通中比特币的稀缺性。从历史上看，减半事件发生在比特币价格大幅上涨之前，但它们也直接影响矿商的盈利能力。

AI as a Revenue Stream

人工智能作为收入来源

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.

减半促使矿商探索其他收入来源，包括人工智能。通过利用现有的基础设施和高性能计算 (HPC) 方面的专业知识，矿工正在重新利用其采矿设备和数据中心来提供人工智能服务。这一转变使他们能够满足对人工智能计算能力不断增长的需求，这些计算能力用于机器学习、数据分析和科学研究等应用。

Industry Leaders Embrace AI

行业领导者拥抱人工智能

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.

几家知名矿业公司正在积极投资人工智能。上市矿商 Core Scientific 宣布开发 4 纳米矿机和人工智能云产品。 Bitdeer 因其低运营成本而受到 Cantor Fitzgerald 的认可，是另一个探索 AI 领域的玩家。 CoinShares 的分析师预计矿工将出现向人工智能过渡的趋势，特别是在能源安全的地区。

Positive Impact on Transaction Fees

对交易费用的积极影响

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.

减半虽然减少了矿工的收入，但也对比特币交易费用产生了积极影响。费用已降至五年低点，为用户和整个区块链生态系统带来了缓解。这一下降是在减半和符文代币标准推出后费用激增之后发生的。

Market Impact

市场影响

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%.

尽管人工智能有增加收入的潜力，但减半却使矿工的收入减少了 50%。这种损失可能会在未来几年让矿工损失数十亿美元。然而，衡量比特币持有者潜在投资回报的比特币 MVRV 比率已跌破 90 天平均水平，表明存在买入机会。从历史上看，这一趋势的平均涨幅为 67%。

Skepticism and Counterarguments

怀疑与反驳

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.

著名的加密货币怀疑论者彼得·希夫对比特币生态系统的可持续性表示怀疑，称“持有者”的净资产可能会减半。批评者认为，矿商需要快速适应不断变化的形势并实现业务多元化才能保持盈利。

Conclusion

结论

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.

在最近的减半事件之后，比特币采矿业正在经历重大转型。矿工们正在利用他们在 HPC 方面的基础设施和专业知识，将人工智能视为潜在的收入来源。虽然减半减少了矿工的收入，但也导致了交易费用的下降，有利于更广泛的比特币生态系统。人工智能对采矿业的长期影响仍有待观察，但很明显，矿工正在适应不断变化的环境，以确保其持续盈利和在区块链生态系统中的相关性。