BitcoinНовини

Зосереджується на новинах, аналізі цін, технологічному розвитку та ринкових трендах в екосистемі Bitcoin. Досліджує його роль і вплив у глобальній фінансовій системі.

Company Strategy, Which Drew Criticism for Its Bitcoin Sales, Releases New Official Video: 'The Most Ambitious...'

The company Strategy, founded by Michael Saylor, has announced its goal to become the world's largest company by market capitalization. According to its official video titled "The Goal of Strategy: To Become the World's Largest Company by Market Capitalization," the plan is based on a "three-wheeled" model centered around Bitcoin, its STRC digital credit platform, and its MSTR stock. The strategy aims to achieve this by holding the largest Bitcoin reserves, providing the most reliable digital credit through STRC, and enhancing the investment appeal of MSTR shares. The company intends to fund its digital lending operations by issuing STRC, use the proceeds to strengthen MSTR's financial structure, and acquire more Bitcoin with increased capital. Strategy claims this system can continuously increase the amount of Bitcoin per share. Long-term targets include achieving a 30% annual return from Bitcoin, selling digital loans equivalent to 10-20% of its Bitcoin reserves yearly, and doubling the Bitcoin-per-share metric within seven years. The plan posits that digital lending revenue will bolster Bitcoin accumulation, allowing MSTR investors to benefit more from reserve growth.

cryptonews.ru08/05 21:06

Company Strategy, Which Drew Criticism for Its Bitcoin Sales, Releases New Official Video: 'The Most Ambitious...'

cryptonews.ru08/05 21:06

On L1 Value Capture from Two Solana Proposals

The article, "Discussing L1 Value Capture Through Two Solana Proposals," by Max Resnick, explores how Layer 1 (L1) blockchain tokens derive their fundamental value, drawing parallels to traditional asset pricing theory. Resnick argues that L1 token value, like stock value, stems from claims on future income streams for holders, not merely from network activity or technological promise. This value is captured when fees are either burned (economically akin to a buyback) or distributed to stakers (akin to dividends). Inflationary staking rewards, by contrast, redistribute value among holders rather than creating it. The core challenge is the quality and defensibility of fee-based revenue. High-quality fees come from sustainable, recurring demand for the network's economic utility (e.g., long-term financial activity), not from transient speculation (e.g., meme coins, airdrops). The strength of a blockchain's network effects—liquidity, applications, users—can make its revenue more defensible and grant it greater pricing power than often assumed. The article proposes a foundational valuation framework for L1s, separating revenue (fees captured for token holders), costs, and total token supply. A key accounting principle is that inflationary rewards should not be counted as a cost unless the newly minted tokens are symmetrically counted as a value input; otherwise, it misrepresents profitability. Finally, Resnick discusses the economics of increasing protocol fees to boost revenue. Since revenue equals price times quantity, the net effect depends on demand elasticity. Research on Ethereum suggests transaction demand is somewhat elastic; a fee increase reduces volume. A uniform fee is a blunt instrument, as different transactions (e.g., small transfers vs. large settlements) have vastly different abilities to pay. The article suggests that transaction-value-based fees, potentially implemented via token programs, could be a more efficient way to capture value from high-willingness-to-pay activities. The discussion is framed around ongoing Solana proposals (SIMD-550, SIMD-553) but focuses on the universal principles of L1 value accrual.

marsbit08/05 07:06

On L1 Value Capture from Two Solana Proposals

marsbit08/05 07:06

Annual Salary of Millions Competing for Electricians, Meta Rushes to Open Its Own Technical School

The AI boom is facing an unexpected bottleneck: a severe shortage of skilled construction workers and electricians. As tech giants like Meta, OpenAI, and Alphabet race to build massive data centers—such as OpenAI's $16 billion "Stargate" project—they are hitting a critical labor wall. The U.S. needs an estimated 130,000 more electricians, 240,000 construction workers, and 150,000 supervisors by 2030 for AI infrastructure alone, but tens of thousands of electrician jobs go unfilled each year. While AI companies offer high premiums, with electricians earning up to $280,000 annually, worker scarcity still causes massive losses—delays on a single project can cost $14.2 million per month. The complexity of building AI data centers, which require immense power (equivalent to powering hundreds of thousands of homes), sophisticated electrical systems, and advanced liquid cooling solutions, demands highly skilled technicians who are in short supply. To combat this, companies are investing heavily in training. Meta has committed $115 million to a free training school offering tuition, housing, and stipends, targeting 5,000 new workers. OpenAI is partnering with unions to secure skilled labor. These efforts are paying off, with a significant rise in Gen Z interest in trade schools over college. However, the power demands are staggering. AI data centers are driving a rapid surge in electricity consumption, projected to account for up to 12% of U.S. power use by 2028 and raising costs for consumers. Furthermore, the construction boom is project-based, leading to a potential future glut of trained workers once building peaks, which could depress wages industry-wide. The race for AI supremacy now depends as much on skilled hands as on advanced chips.

marsbit08/03 02:21

Annual Salary of Millions Competing for Electricians, Meta Rushes to Open Its Own Technical School

marsbit08/03 02:21

TradFi in One Minute: What is TradFi?

"TradFi in a Minute: What is TradFi?" provides an introductory explanation of TradFi, or Traditional Finance. It describes TradFi as the foundational system that drives the flow of funds and market operations. The article emphasizes that even the cryptocurrency (Crypto) market must operate within the rules established by this traditional financial framework. The content is presented alongside an introductory video, framing this as the first episode in a series called "TradFi 101" aimed at exploring the underlying logic of the traditional financial system.

marsbit07/18 04:09