加密，AI和估值：解码技术投资的未来

探索加密，AI和估值的融合。从采矿转变到市场破坏，发现塑造技术未来的趋势。

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汇处正在创造技术界的动态转变。公司正在从加密矿山挖掘到AI，而既定的加密货币都挑战了传统市场。这种融合提供了风险和前所未有的机会。

From Crypto Mining to AI: A Strategic Shift

从加密采矿到AI：战略转变

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.

由于成本上升和加密矿业的不确定收入，许多公司从战略上将重点转移到人工智能（AI）上。此举通过利用现有的AI技术基础设施来降低风险，并承诺更高的利润率，从而提供潜在的投资回报。

HIVE Digital Technologies: Leading the Charge

Hive Digital Technologies：领导

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以前专注于比特币采矿，现在正在将其大部分运营转换为AI基础架构。他们已经投资了NVIDIA的GPU集群，旨在在加拿大，瑞典和巴拉圭重点关注可再生能源的同时大大扩展运营。这将Hive定位为从采矿到绿色AI技术过渡的领导者。

Core Scientific: Balancing Crypto and AI

核心科学：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.

核心科学还正在过渡到AI数据中心基础设施，计划到2025年加密矿山和AI之间的收入几乎相等。他们的扩展项目，包括德克萨斯州的12亿美元数据中心以及佐治亚州的新A​​I数据中心，旨在支持AI和高表演云计算。 CoreWeave的收购有望大大储蓄。

IREN Limited: Low-Cost Energy Advantage

Iren Limited：低成本能源优势

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通过过渡到AI-Ready数据中心，从而受益于极低的能源成本，从而实现了显着的增长。他们的AI云服务正在产生可观的收入，并在新的GPU上进行了大量投资，以使其AI云容量增加一倍。这将使Iren在不久的将来获得大量年销售额。

Samsung, Coinbase, and Crypto Adoption

三星，Coinbase和Crypto采用

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联合起来，以提高加密货币的采用，使资产购买可以直接通过Galaxy智能手机的三星钱包访问。这种集成使超过7500万的美国用户可以访问没有第三方界面的加密货币，从而有可能重新定义智能手机在分散融资中的作用。

Native Crypto Integration for Galaxy Users

用于银河用户的本地加密集成

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.

该合作伙伴关系将Coinbase One整合到三星钱包中，从而提供零交易费用和资金保护等收益。该计划简化了加密购买，使其与非接触式付款一样容易。尽管最初的推出是在美国，但这些公司具有全球野心，可以在国际上扩大加密货币访问。

Crypto Valuations: Disrupting Massive Markets

加密估值：破坏大型市场

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.

与他们旨在破坏的大型市场相比，像比特币这样的加密货币的巨大估值是有意义的。比特币与黄金市场竞争，而以太坊和索拉纳（Ethereum）和索拉纳（Solana）目标是更大的全球支付和资本市场。

Bitcoin vs. Gold

比特币与黄金

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认为，比特币的估值源于与黄金市场的竞争，价值超过25万亿美元。比特币作为数字黄金的角色证明了其多欧元的估值。

Ethereum, Solana, and Global Payments

以太坊，索拉纳和全球付款

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.

以太坊和索拉纳目标市场大于黄金，是斯abalecoins和diskenized资产的基础。这些区块链利用了巨大的全球支付和资本市场，其价值远远超出了当前的估值。

Tether's Dominance

系绳的主导地位

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.

领先的Stablecoin发行人Tether的目标是5000亿美元，因为它在非西方市场中的优势和历史盈利能力的潜力。如果采用在新兴市场中加速了，那么Tether的利润可能会超过主要公司的利润。

Final Thoughts

最后的想法

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个勇敢的新机会。尽管仍然存在风险，但增长和破坏的潜力却是巨大的。所以搭扣，毛cup，这将是一个疯狂的旅程！