2026-01-07 10:56:59

The power shortage will become the biggest constraint in the next two years.

Interestingly, the relationship between energy issues and the crypto ecosystem is becoming increasingly close.

Elon Musk's recent viewpoints are quite thought-provoking: firstly, he believes that the labor allocation model will undergo a fundamental change—money will no longer be the sole measure of value, and "watts" (electricity) will become the new anchor of value. What this means for the entire crypto mining and staking ecosystem, everyone can ponder for themselves.

Secondly, he is impressed by China's photovoltaic capacity and frankly says the US should keep up the pace and ramp up solar energy capacity. From the perspectives of energy security and cost competitiveness, whoever controls cheap electricity will control the future of AI and computing industries.

The last insight: power generation capacity and heat dissipation capacity determine the upper limit of AI computing. In other words, energy and cooling infrastructure are the real bottlenecks. This also explains why data center locations and mining farm layouts now prioritize energy costs above all.

Energy equals value, and this logic has long been a consensus in the crypto field.

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DegenDreamer

· 19h ago

Watt becomes a new value anchor? That's a brilliant logic, it should have been like this a long time ago.

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AirdropHunter420

· 01-09 00:41

Electricity is the new oil, no wonder large mining operators are frantically hoarding land to build mining farms.

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MrDecoder

· 01-07 11:18

Is Watt becoming the new value anchor? This logic should have been recognized long ago—whoever controls cheap electricity wins.

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BottomMisser

· 01-07 11:16

Watt as a new value anchor? It should have been like this a long time ago, miners just smile and say nothing --- Power shortages, whoever controls cheap electricity wins, this game is played quite big --- Cooling is the real bottleneck, industry insiders have long understood this, it's just the public hasn't realized it --- China's photovoltaic industry has beaten the US too badly, Elon Musk's words hit the mark --- Energy equals value indeed, but the prerequisite is that you have electricity, haha --- Electricity shortage within two years? Miners have already prepared to relocate --- Basically, cheap electricity still rules, this is the moat of the new era --- Cooling infrastructure has been neglected for too long, finally someone pointed it out --- Cryptocurrency mining only now realizes that energy is the most critical, it's a bit late --- Watt as a value anchor is an excellent concept, more honest than fiat currency

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ForkPrince

· 01-07 11:14

Power as the new currency? I've seen it coming a long time ago; watts are the real hard currency.

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SignatureVerifier

· 01-07 11:04

watts as the new value anchor? tbh, musk's onto something here but nobody's actually auditing the implementation details. like, technically speaking, the entire premise requires insufficient validation of energy cost assumptions across different grid architectures... which is kind of a critical vulnerability threshold nobody's talking about.

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