比特币是生成人工智能和能源转型的未来支付网络

比特币的闪电网络可以达到人工智能、法学硕士以及利用它们的代理和机器人预期达到的支付规模。

Bitcoin has had a stellar year on its own, gaining broader adoption and greater influence.

比特币本身也经历了辉煌的一年，获得了更广泛的采用和更大的影响力。

The asset (BTC) is up over 125% in the last 12-months and over 33% year-to-date. BTC spot ETFs, introduced in January, have far exceeded the industry’s performance expectations to become the most successful ETF launch in US history. The group’s Day 1 net flow totalled $655 million on $4.66 billion of trading volume and over $50 billion in AUM has been accumulated across issuers to date. The most technologically sophisticated issuers have already adopted a proof of reserve standard - a capability native to bitcoin - to automatically, in real time, provide public verification of BTC holdings.

该资产 (BTC) 在过去 12 个月内上涨了 125% 以上，今年迄今上涨了 33% 以上。 1 月份推出的 BTC 现货 ETF 表现远远超出了行业预期，成为美国历史上推出的最成功的 ETF。该集团第一天的净流量总计为 6.55 亿美元，交易量为 46.6 亿美元，迄今为止，发行人的资产管理规模已累计超过 500 亿美元。技术最先进的发行人已经采用了储备证明标准——这是比特币固有的功能——自动、实时地提供对比特币持有量的公开验证。

NEW YORK, NEW YORK - JANUARY 11: Samara Cohen, Chief Investment Officer of ETF and Index Investments ... [+] at Blackrock, (C) rings the opening bell as Bitcoin Spot ETF's are launched on the Nasdaq Exchange on January 11, 2024 in New York City. (Photo by Stephanie Keith/Getty Images)

纽约，纽约 - 1 月 11 日：贝莱德 (Blackrock) ETF 和指数投资首席投资官 Samara Cohen ...[+] 敲响开市钟，比特币现货 ETF 于 1 月 11 日在纳斯达克交易所推出， 2024 年在纽约市。 （斯蒂芬妮·基思/盖蒂图片社拍摄）

Moreover, bitcoin’s payment network, Lightning Network, has seen strong, organic growth driven by the software’s utility, rather than the token incentives and cryptocurrency speculation that underly most of the engagement in non-bitcoin and non-stablecoin crypto ecosystems. Instead, Lightning Network transactions increased 1,212% over a 24-month period ending in late 2023 as use of the network increased including for cross-border and micropayments, both which Lightning makes more efficient.

此外，比特币的支付网络闪电网络在软件实用性的推动下实现了强劲的有机增长，而不是非比特币和非稳定币加密生态系统大部分参与背后的代币激励和加密货币投机。相反，随着闪电网络使用量的增加（包括跨境支付和小额支付），闪电网络交易量在截至 2023 年底的 24 个月内增长了 1,212%，而闪电网络使这两种支付效率更高。

From a 10,000 foot view, bitcoin has advanced as a store of value, matured and gained market share as a means of exchange, and increased dominance vs. the crypto market as classic crypto and stablecoin functions and activities have begun moving to bitcoin as they mature. This may be most evident with the flourishment of ZK rollups on bitcoin beginning in 2023.

从 10,000 英尺的角度来看，比特币作为一种价值储存手段已经取得了进步，作为一种交换手段已经成熟并获得了市场份额，并且随着经典的加密货币和稳定币功能和活动随着成熟而开始转向比特币，相对于加密货币市场的主导地位也有所增强。从 2023 年开始，ZK Rollup 在比特币上的蓬勃发展可能最明显地体现了这一点。

But bitcoin doesn’t exist in a silo, it emerged in the late 2010s from a two+ prior decades of research and development and today bears significance to other nationally critical industries and large macro investment trends. In July, at the Bitcoin Conference 2024, I joined Cathie Wood, founder CEO and CIO of ARK Invest, to discuss bitcoin’s convergence with the macro investment trends of importance to large asset managers, specifically (I) generative AI and LLM technologies and infrastructure and (II) the energy transition to renewable generation.

但比特币并不存在于孤岛中，它是在 2010 年代末经过数十年的研究和开发而出现的，如今对其他国家关键行业和大型宏观投资趋势具有重要意义。 7 月，在 2024 年比特币大会上，我与 ARK Invest 创始人兼首席执行官兼首席信息官 Cathie Wood 一起讨论了比特币与对大型资产管理公司重要的宏观投资趋势的融合，特别是 (I) 生成式人工智能和法学硕士技术和基础设施以及（二）能源向可再生能源转型。

Catherine Wood, chief executive officer of ARK Investment Management LLC, right, and Alyse Killeen, ... [+] founding partner of venture capital firm, Stillmark Management LLC, speak at the Bitcoin 2024 conference in Nashville, Tennessee, US, on Friday, July 26, 2024. The conference is an annual event organized by BTC Media LLC for fans of the original cryptocurrency. Photographer: Liam Kennedy/Bloomberg

ARK Investment Management LLC 首席执行官 Catherine Wood（右）和风险投资公司 Stillmark Management LLC 的创始合伙人 Alyse Killeen 周五在美国田纳西州纳什维尔举行的比特币 2024 会议上发表讲话，2024 年 7 月 26 日。该会议是 BTC Media LLC 为原始加密货币粉丝举办的年度活动。摄影师：利亚姆·肯尼迪/彭博社

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First, to reach and capture the full potential in generative AI technologies, investors must consider the payments infrastructure that is fit to serve a field of new capabilities that will likely come to include, for example, per-API call monetization, reliance on multiple models to achieve a solution, AI models that reference (and need to make payment to) other models or external data pools, AI-supported agents that interact and/or transact with an audience (e.g. to issue rewards or incentives) or on behalf of an individual or enterprise (e.g. to filter spam), or more simply, paywalled content and data materials. A mature AI and LLM ecosystem will require cost efficient micropayments on a highly scalable payments architecture, which falls outside of the strengths of traditional financial systems and beyond the system constraints of non-bitcoin cryptocurrencies and their payment focused L2s (“layer twos”).

首先，为了充分发挥生成式人工智能技术的潜力，投资者必须考虑适合服务于新功能领域的支付基础设施，这些新功能可能包括例如按 API 调用货币化、对多种模型的依赖为了实现解决方案，引用（并需要向其付款）其他模型或外部数据池的人工智能模型，与受众交互和/或交易（例如发放奖励或激励）或代表某个人的人工智能支持的代理个人或企业（例如过滤垃圾邮件），或更简单地说，付费内容和数据材料。成熟的人工智能和法学硕士生态系统将需要在高度可扩展的支付架构上进行具有成本效益的小额支付，这超出了传统金融系统的优势，也超出了非比特币加密货币及其以支付为中心的 L2（“第二层”）的系统限制。

Uniquely, with bitcoin’s Lightning Network, real time payments are able to match the flow of value in a system. Lightning payments settle instantly and nearly for free, unlocking the potential for efficient microtransactions and opening global access to software and data, including AI models, data pools, and agents or bots.

独特的是，借助比特币的闪电网络，实时支付能够匹配系统中的价值流。闪电支付几乎免费即时结算，释放了高效微交易的潜力，并开放了对软件和数据的全球访问，包括人工智能模型、数据池以及代理或机器人。

Within the bitcoin and crypto industries, only bitcoin’s Lightning Network can reach the scale of payments that AI, LLMs, and the agents and bots that will leverage them are expected to achieve. This is because the Lightning Network is a payments channel network and, as such, Lightning payments do not require a global state of network transactions to assure honest transactions. Consequently, Lightning payments do not require the scarce and costly block space of the underlying blockchain outside of specific, anomalous, circumstances. Other blockchain scaling solutions, including

在比特币和加密货币行业中，只有比特币的闪电网络可以达到人工智能、法学硕士以及利用它们的代理和机器人预期达到的支付规模。这是因为闪电网络是一个支付通道网络，因此闪电支付不需要网络交易的全局状态来确保诚实交易。因此，在特定的异常情况之外，闪电支付不需要底层区块链的稀缺且昂贵的区块空间。其他区块链扩展解决方案，包括