查尔斯·霍斯金森警告:拜登的胜利等于美国加密货币行业的灭亡

币界网Pubblicato 2024-07-18Pubblicato ultima volta 2024-07-18

币界网报道:

Input Output Global(IOG)和Cardano区块链平台的联合创始人Charles Hoskinson认为,重新选举乔·拜登总统是对美国加密货币行业死亡的投票。

在强烈反驳以太坊联合创始人Vitalik Buterin对政治参与的立场的同时,Hoskinson主张采取更积极的方法来保护该行业,同时强调主要目标应该是将政府对加密货币的干预降至最低。

拜登总统威胁加密货币

Hoskinson在其最新推文中辩称,如果政客们明白,针对加密货币行业的行动,如推广央行数字货币(CBDC)、起诉非托管钱包、监禁加密货币领导人以及将所有代币标记为证券,都会导致选举失败,他们将不会采取这种行为。

“政治是一场因果游戏。如果政客们明白欺凌和骚扰我们的行业会导致选举失败,那么他们就会突然避免这样做。这并不复杂,也不应该发明大规模的认知等级制度来为个人对特定人群的厌恶找借口。”

这位高管呼吁加密社区在2024年的选举中成为一个单一问题的投票集团,敦促他们支持支持加密候选人,反对那些对他所认为的美国加密行业的潜在灭亡做出贡献的人。

尽管Hoskinson没有明确提及唐纳德·特朗普,但他的推特发布之际,唐纳德·特朗普在业内掀起了波澜。特朗普曾是加密货币的批评者,在2021年称比特币为骗局,随着2024年大选的临近,他改变了态度。

他现在对该行业表示赞赏,并努力吸引加密货币社区。最近,特朗普与加密货币高管一起参加了筹款活动,收到了Winklevoss双胞胎的大量比特币捐款,并就加密货币政策咨询了埃隆·马斯克,这标志着他的转变。

Vitalik Buterin对亲加密货币的看法

Buterin最近表达了他的担忧,建议选民警惕那些声称支持加密货币而不完全了解该技术的基本原理和目标的政治候选人。

他还强调了审查支持加密货币的政客的动机的重要性,并敦促选民问这些候选人是否出于正确的原因支持加密货币,以及他们对21世纪技术、政治和经济的愿景是否与自己的一致。

这位以太坊联合创始人表示,需要一个积极的愿景,超越短期、分裂的担忧,比如反对敌对的政治派别。如果候选人支持这样的愿景,Buterin会鼓励支持,并明确表示为什么给予支持。

然而,如果他们缺乏真正的理解或建设性的观点,他建议他们要么完全脱离政治进程,要么寻求更好的力量与之结盟。

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The Bitcoin mining industry is undergoing its most complex structural adjustment since inception. Despite Bitcoin's price holding near $61,000 and the network hash rate approaching a record 1 ZH/s, miner profitability is deteriorating. The industry is operating close to its breakeven point, with the 2028 halving expected to accelerate consolidation. The challenges extend beyond the halving's subsidy reduction; the industry's revenue model has yet to successfully transition towards a fee-driven structure. Increasingly, mining companies are evolving from simple Bitcoin producers into infrastructure and energy operators, including providers of AI/HPC computing power. Competition is shifting from pure hash rate expansion to business model upgrades. Economic pressure is evident. The theoretical daily mining revenue at current prices is around $78 million, yet the actual figure is only about $33 million—a 136% gap. Transaction fees remain low at roughly $220k daily, far below historical implied levels. With a current estimated industry-wide breakeven price near $65,000, mining alone is struggling to generate ideal profits. The 2028 halving is projected to push the fundamental production cost floor to approximately $93,289. This will likely accelerate a shift towards consolidation among larger, well-capitalized miners with diversified revenue streams. Competitive advantage will belong to institutionalized players with access to low-cost energy, AI/HPC hosting operations, and stronger balance sheets. In essence, Bitcoin mining is transitioning from a "mining business" to an "infrastructure business." Future profitability and resilience will depend less on block rewards and more on diversified income sources like energy management and computational infrastructure services. For investors, the key question is not the halving itself, but which miners can successfully navigate this business model transformation.

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