# Artikel Terkait Grid

Pusat Berita HTX menyediakan artikel terbaru dan analisis mendalam mengenai "Grid", mencakup tren pasar, pembaruan proyek, perkembangan teknologi, dan kebijakan regulasi di industri kripto.

Miners May Never See the Next Bull Market Again

The Bitcoin mining industry is facing a structural shift as AI and high-performance computing (HPC) demand grows, but the core challenge lies in its deteriorating economics, not just competition from AI, according to Liang Wang, VP of Canaan. While Bitcoin may still experience future bull markets, mining profitability has significantly declined compared to five years ago due to halving cycles and stagnant Bitcoin prices relative to operational costs. Miners now operate on thin margins, often continuing operations for revenue stability and their role in grid balancing, as mining rigs provide flexible load management for power systems—unlike continuous-run AI/HPC workloads. Wang emphasizes that AI and mining are complementary rather than zero-sum, with mining’s unique ability to absorb excess energy remaining valuable. Looking ahead, post-2028, monetary gains may no longer drive the industry; instead, mining will likely persist through grid services, waste heat recovery, and leveraging stranded resources. Geopolitically, North America offers predictability, while regions like China remain complex and high-risk due to regulatory uncertainty. Despite AI’s growth, chip supply for miners is seen as a long-term collaboration issue rather than a direct threat.

比推03/10 21:41

Miners May Never See the Next Bull Market Again

比推03/10 21:41

Nasdaq Stalls, But Power Stocks Keep Hitting New Highs? AI's Second Half: A Deep Dive into the 2026 U.S. Grid Modernization Investment Map

The U.S. stock market in 2026 shows a clear divergence: while the Nasdaq stagnates, industrial, energy, and utility stocks surge. This signals a shift in AI competition from algorithms to physical resources—specifically, power and grid infrastructure. The AI-driven explosion in data center energy consumption, alongside manufacturing reshoring and broader electrification (EVs, heat pumps), is straining an aging U.S. grid. Much of the infrastructure is decades old and ill-equipped for modern demands, leading to bottlenecks, extended delays for critical components like transformers, and rising costs. Grid modernization is not just about expansion but about creating a digital, bidirectional, and self-healing network. Key layers include: - Smart metering (AMI) for real-time data exchange, - Automation and self-healing systems (e.g., FLISR by GE Vernova), - Virtual power plants (VPPs) enabling decentralized energy distribution. Investment opportunities are stratified: - High-margin software/automation firms (e.g., GEV, Siemens, Itron), - Critical equipment manufacturers (e.g., Eaton, ABB, Schneider Electric), - Engineering and construction leaders (e.g., Quanta Services, MasTec) directly capturing infrastructure spending, - Regulated utilities (e.g., NextEra Energy, Duke Energy) managing upgraded networks. The value reassessment of power assets is underway, positioning the grid as a national strategic asset essential to AI and economic resilience.

marsbit02/27 13:31

Nasdaq Stalls, But Power Stocks Keep Hitting New Highs? AI's Second Half: A Deep Dive into the 2026 U.S. Grid Modernization Investment Map

marsbit02/27 13:31

Bitcoin Hashpower Returns, Difficulty Sees Biggest Jump In Months

Bitcoin's mining difficulty surged by approximately 15% to over 144 trillion, reversing a previous 10% drop caused by U.S. winter storm-related shutdowns. Miners curtailed operations to support power grids and received payments for returning electricity. The rebound in hash rate triggered the protocol’s automatic difficulty increase, which strengthens security but reduces profitability for less efficient miners. Meanwhile, Bitcoin’s price hovered near $68,000 amid geopolitical tensions and cautious trading. The U.S. now plays a major role in global hash power, making regional events significant for network stability. Some miners now use flexible energy agreements to balance grid demand and create additional revenue streams.

bitcoinist02/22 05:02

Bitcoin Hashpower Returns, Difficulty Sees Biggest Jump In Months

bitcoinist02/22 05:02

Paradigm: ‘Bitcoin mining should be seen as a tool, not a threat’

Across the United States, rising electricity bills are sparking public protests against energy-intensive industries like data centers. While Bitcoin mining often faces blame, Paradigm argues it is misunderstood and unfairly targeted. In reality, Bitcoin consumes only 0.23% of global electricity and produces minimal emissions. In contrast, AI data centers are projected to significantly increase energy use by 2028. The key difference lies in flexibility: AI requires constant, uninterrupted power, straining the grid, while Bitcoin miners use cheap energy, shut down during high-demand periods, and even support grid stability. In Texas, Bitcoin mining reduced grid costs by 74% in one year. Recent data shows mining difficulty is decreasing, further reducing energy demands. Rather than a threat, Bitcoin mining can be a tool to balance and stabilize energy grids, especially as AI-driven demand grows.

ambcrypto02/17 11:01

Paradigm: ‘Bitcoin mining should be seen as a tool, not a threat’

ambcrypto02/17 11:01

From Libya to Iran: Nations in Blackout, Bitcoin Miners Uninterrupted

From Libya to Iran: Nations in Darkness, Bitcoin Miners That Never Stop In the summer of 2025, Tehran and other parts of Iran faced extreme heat and severe power outages, forcing government offices and schools to shut down. Hospitals relied on diesel generators to keep life-saving equipment running. Yet, behind city walls, rows of Bitcoin mining machines continued operating at full capacity, almost never losing power. Similarly, in Libya, residents endure daily blackouts of 6 to 8 hours, while unauthorized mining farms in abandoned industrial sites run non-stop, using some of the world’s cheapest electricity—subsidized as low as $0.004 per kWh—to mine Bitcoin, often with outdated equipment smuggled into the country. This reflects one of the 21st century’s starkest energy paradoxes: in nations crippled by sanctions and civil conflict, electricity is no longer just a public service but a form of “exportable” hard currency. In Iran, mining was legalized in 2019 as a state strategy to bypass international financial sanctions. Miners were required to sell mined Bitcoin to the central bank. However, an estimated 85% of mining occurred illegally or semi-legally, often with ties to powerful entities. Despite temporary bans and crackdowns, mining rebounded quickly, draining the national grid and worsening public power shortages. Libya, fragmented since the fall of Gaddafi, lacks coherent regulation. Although cryptocurrency transactions and mining imports are officially banned, enforcement is weak. Low subsidized electricity prices create irresistible incentive for mining operators—including foreign groups—to run energy-intensive operations with obsolete machines, while ordinary citizens face daily blackouts. In both countries, Bitcoin mining functions less as a legitimate industry and more as a form of resource extraction: it creates few jobs, contributes little in taxes, and often channels profits overseas. The real cost is borne by society—frequent blackouts, overloaded grids, and compromised public services like healthcare and education. Ultimately, the issue is not Bitcoin itself, but who controls the allocation of public resources. When energy subsidies meant for public welfare are diverted for private gain, it deepens inequality and institutional distrust. As citizens sit in darkness, the miners’ machines continue to hum—a symbol of energy injustice in a fractured world.

marsbit02/02 02:38

From Libya to Iran: Nations in Blackout, Bitcoin Miners Uninterrupted

marsbit02/02 02:38

US Bitcoin miners cut output during Winter Storm Fern as network hashrate dips

US Bitcoin mining companies, including CleanSpark, Riot Platforms, Marathon Digital, and Iris Energy, significantly reduced their daily bitcoin production during Winter Storm Fern. The extreme weather strained regional power grids, prompting miners enrolled in demand-response programs to temporarily scale back operations to prioritize residential and critical infrastructure electricity needs. On-chain data confirmed synchronized output declines, with hashrate dropping from over 1 trillion to around 760 billion. The Bitcoin network’s difficulty adjustment mechanism absorbed the temporary reduction in mining activity without affecting security or block production. The curtailments highlight the industry’s role in supporting grid stability during periods of stress.

ambcrypto01/26 16:45

US Bitcoin miners cut output during Winter Storm Fern as network hashrate dips

ambcrypto01/26 16:45

Grid Wars: Bitcoin Hashrate Drops As AI Demands More Electricity

Bitcoin's network hashrate has dropped below 1 zettahash, falling to a seven-day average of 993 EH/s. This decline is attributed to increased competition for electricity from AI data centers, which are securing long-term power contracts and driving up costs. As electricity is the largest expense for miners, many are shifting operations toward AI computing to secure better profit margins. Some are retrofitting mining sites to host AI hardware, leading to more stable, long-term revenue streams. The power grid operator PJM has proposed new rules to manage surging AI demand, while political pressure mounts for tech firms to pay more for electricity. Despite the hashrate drop, the Bitcoin network continues to produce blocks, but the competition for affordable power is reshaping the mining industry.

bitcoinist01/20 05:02

Grid Wars: Bitcoin Hashrate Drops As AI Demands More Electricity

bitcoinist01/20 05:02

Sentient Announces Token Economics, How Will the Market Price It?

Sentient, an open-source AI platform focused on building an open, monetized, and verifiable Artificial General Intelligence (AGI) economy, has released the tokenomics for its native token SENT. The total supply is set at approximately 34.36 billion tokens (2³⁵), distributed across five categories: Community Initiatives & Airdrops (44%), Ecosystem & R&D (19.55%), Team (22%), Investors (12.45%), and Public Sale (2%). The SENT will be used for staking, model services, data-related functions, and payments within the platform's ecosystem, particularly for services powered by Artifacts. Unlock schedules vary: 30% of community and ecosystem allocations are unlocked at TGE, with the remainder linearly released over four years. Team and investor tokens are locked for one year post-TGE, then linearly vested over four and six years, respectively. The public sale portion is fully unlocked at TGE. Market expectations are high, with Polymarket prediction data indicating a 99% probability that Sentient’s fully diluted valuation (FDV) will exceed $200 million upon launch. Sentient aims to create a decentralized AGI economy where developers can monetize models, data, and innovations. Its core infrastructure, GRID (Global Research and Intelligence Directory), is a composable network of AI agents, models, and tools. The project has raised $85 million in seed funding from investors including Founders Fund, Pantera Capital, and Framework Ventures. Key advisors include Sandeep Nailwal (Polygon) and Sreeram Kannan (EigenLayer). The team is research-heavy, with core contributors coming from academic and engineering fields. The platform emphasizes transparency and collaboration through its Open, Monetized, Loyal (OML) model and has open-sourced its ROMA (Recursive Open Meta-Agent) framework to support multi-agent task coordination. Over 60 ecosystem partners have been onboarded, covering model collaboration, agents, data providers, and validators.

marsbit01/16 10:12

Sentient Announces Token Economics, How Will the Market Price It?

marsbit01/16 10:12

a16z Bets on Energy Tokenization Experiment: How Will DayFi Use DeFi to Restructure the Power Grid? Jae 2025/12/13 12:00

a16z Backs Energy Tokenization Experiment: How DayFi Aims to Restructure the Grid with DeFi As global tech giants compete for computing power, electricity has become a critical resource. DayFi, a decentralized energy capital markets protocol under the Daylight ecosystem, is launching a $50 million pre-deposit event on December 16. Backed by a16z Crypto and Framework Ventures, DayFi tokenizes future electricity revenue into tradable crypto assets. The protocol allows users to deposit stablecoins to mint GRID—a fully collateralized stablecoin—and then stake it to receive sGRID, a yield-bearing token representing a share in energy asset revenue. This creates a flywheel effect: liquidity funds distributed energy projects, which generate tokenized returns for holders. However, DayFi faces significant regulatory challenges. sGRID may be classified as a security by the SEC, requiring strict disclosures. Additionally, FERC’s restrictions on disclosing critical energy infrastructure data conflict with DeFi’s transparency requirements. Technical solutions like zero-knowledge proofs may be needed to verify收益 without exposing sensitive data. Valuation of the underlying energy assets—solar panels, batteries—also remains uncertain, with risks of depreciation and potential manipulation. Despite these hurdles, DayFi represents an ambitious attempt to bridge DeFi with physical energy grids, transforming electricity into a dynamic, tradable asset amid growing AI-driven power demand.

marsbit12/13 05:42