# Пов'язані статті щодо POWER

Центр новин HTX надає останні статті та поглиблений аналіз на тему "POWER", що охоплює ринкові тренди, оновлення проєктів, технологічні розробки та регуляторну політику в криптоіндустрії.

A Ceasefire Without Trust Is Merely a Pause

"The Ceasefire Neither Side Can Keep" by Thomas Aldren examines the fragile truce between Iran and the US in 2026, framing it as a pause rather than a path to peace. The article argues that the lack is structural, rooted in both nations' historical and theological paths. Iran's political theology, since Khomeini's 1988 fatwa, reserves the right to revoke commitments if state interests demand, placing the state above all else. The US, having withdrawn from the JCPOA and pursued maximum pressure and military strikes like the 2025 "Midnight Hammer" operation, undermined its own credibility as a contractual partner. This mutual "idolatry"—elevating military power or state authority above covenant—has destroyed the moral and institutional foundations for trust. The ceasefire, with no public text or verification, is an empty shell. True peace requires both sides to first acknowledge their own idolatrous patterns rather than solely blaming the other.

marsbit2 дні тому 13:04

A Ceasefire Without Trust Is Merely a Pause

marsbit2 дні тому 13:04

Whoever Defines Token Holds the Minting Power in the AI Era

The article discusses the intense debate in China over the Chinese translation of "Token," a fundamental unit in AI and computing. Previously an obscure technical term, Token has become economically significant as it is now used in cloud service billing, AI model revenue metrics, and national AI industry statistics. With China's daily Token consumption soaring, the naming contest has attracted various stakeholders. Proposals include "智元" (intelligence unit), promoted by an AI media company for brand alignment; "模元" (model unit), emphasizing model ownership; and "符元" (symbol unit), a technically accurate but less popular term. The academic translation "词元" (word unit), established in 2021, is now overlooked due to Token's newfound economic value. The author argues that naming Token is not merely a linguistic issue but a struggle for narrative control and economic influence, akin to minting currency in the AI era. The piece highlights that whoever defines Token shapes the industry's future direction and financial flows.

比推03/23 14:28

Whoever Defines Token Holds the Minting Power in the AI Era

比推03/23 14:28

From OpenClaw to the History of the Web: When AI Gains Sovereignty, What Remains for Humanity?

From Web1 to Web4: A History of Power and Ownership in the Digital Age This article examines the evolution of the web not as a series of technical upgrades, but as a fundamental shift in power—specifically, who owns data, controls wealth, and wields productive force. **Web1 (Read-Only):** Characterized by one-way communication. Platforms like Yahoo owned all content and users were merely passive consumers, or "traffic," with no digital assets. **Web2 (Read-Write):** Users became content creators, but platforms like Facebook and TikTok established a "panoptic dictatorship." They harvested user data to create immense value, but users retained only usage rights, not ownership, of their digital assets and social presence. **Web3 (Read-Write-Own):** A movement to reclaim digital rights through cryptography and decentralization. It enables true digital ownership (e.g., via private keys) and trustless systems (e.g., DAOs, smart contracts). However, it remains a wild frontier with significant legal and security challenges, lacking a capable "workforce" to realize its full potential. **Web4 (Agent Economy):** The convergence of AI Agents and Crypto. AI Agents (autonomous, task-completing AIs) use Crypto as their native currency for machine-to-machine transactions. This shifts power from humans to algorithms, creating independent AI economic actors. This raises critical legal questions, such as liability for AI errors. The future could lead to two extremes: a utopia of liberated human creativity or a dystopia of extreme inequality if AI power is monopolized by a few. **Survival Guide for Web4:** * **Work:** Become a director and risk-manager for AI, not an executor. * **Invest:** Focus on projects with genuine utility, not hype-driven "air tokens." * **Risk Management:** Prioritize robust legal and compliance frameworks for AI operations. The conclusion emphasizes that understanding the transfer of power and assets is key to navigating the future, urging innovation within the boundaries of regulation.

marsbit03/23 13:32

From OpenClaw to the History of the Web: When AI Gains Sovereignty, What Remains for Humanity?

marsbit03/23 13:32

Mine Owners' New Business: Sitting on Land and Collecting Rent, Earning Billions Annually

The article "Mine Owners' New Business: Collecting Rent, Earning Billions Annually" explores the strategic pivot of Bitcoin mining companies towards AI infrastructure and high-performance computing (HPC) as Bitcoin approaches its supply limit. By 2026, with only 1 million Bitcoin left to mine and rising operational costs squeezing profitability, major mining firms are capitalizing on their existing assets—large-scale power capacity, data centers, and cooling systems—to serve the exploding demand for AI compute. Companies like IREN, Core Scientific, Cipher Digital, and Hut 8 have secured long-term contracts worth tens of billions of dollars with tech giants (Microsoft, Amazon, Google) and AI firms (Anthropic, CoreWeave) to provide GPU cloud services and HPC hosting. Financial reports highlight a stark contrast: while Bitcoin毛利率 have plummeted post-halving, AI-related services boast margins as high as 86%. Firms are rebranding, exiting mining, and leveraging their power infrastructure advantages—deploying AI data centers in months versus years for traditional builders. However, this转型 comes with risks: high debt from infrastructure upgrades, strict contract deadlines, regulatory hurdles, and operational challenges. The shift positions these companies as key "digital power stations" in the AI era, where control over electricity and grid access becomes a critical competitive edge. The period from 2026 to 2028 will be crucial for determining which players succeed in this high-stakes transition.

比推03/16 11:10

Mine Owners' New Business: Sitting on Land and Collecting Rent, Earning Billions Annually

比推03/16 11:10

Daniil and David Liberman: AI is Not Just a Battle of Models, But a Battle of Computing Infrastructure

In the article "Daniil and David Liberman: AI Is Not Just a Battle of Models, but a Battle of Compute Infrastructure," the authors argue that the core of AI development is not just about algorithmic advances but control over computational resources. They emphasize that AI is not a neutral technology—who owns and governs the compute infrastructure ultimately determines who benefits from AI. Currently, advanced AI compute is highly concentrated among a few cloud providers and specific nations, creating a growing "compute divide." This centralization leads to high costs, limited access, and geographic imbalance. Decentralized alternatives, meanwhile, often waste resources on consensus mechanisms rather than meaningful computation. The authors propose a practical alternative: an infrastructure where most compute is used for actual AI work, governance is based on verified computational effort (not capital), and global GPU access is permissionless. They stress that infrastructure choices made today will have long-term economic and geopolitical consequences. For businesses, early reliance on centralized AI infrastructure creates lock-in effects that reduce strategic flexibility over time. The authors warn that waiting too long to explore decentralized options may make transition prohibitively difficult. They conclude that future generations must recognize that AI architecture is a deliberate design choice—not an inevitability—and that open, decentralized infrastructure is essential to preserving fairness, innovation, and freedom in the AI era.

marsbit03/16 03:19

Daniil and David Liberman: AI is Not Just a Battle of Models, But a Battle of Computing Infrastructure

marsbit03/16 03:19

The Escalation of the Computing Power War: When 'Crypto Mines' Become 'AI Factories', A New Arena for Energy Arbitrage

The computing landscape has dramatically shifted by early 2026, with Bitcoin mining operations transforming into essential "AI factories." This transition is driven by a global scarcity of power, not just chips, turning pre-existing energized land into a monopolistic infrastructure asset. Former miners, now infrastructure capitalists, leverage their secured power and land—a critical advantage given the 5–7 year wait for new substations. Building AI-ready facilities has become capital-intensive, costing $8–11 million per megawatt, creating a clear divide between scaled leaders like Iris Energy (2910 MW portfolio) and execution-focused firms like TeraWulf and Hut 8, which have secured multi-billion dollar contracts. A key shift is the "hyperscale guarantor" model, where tech giants like Google and Microsoft provide credit backing, transforming risky miner leases into investment-grade contracts. This enables favorable debt financing at ~7.125% interest from major banks. Technologically, high-density liquid cooling is mandatory for platforms like NVIDIA’s Blackwell, which consumes 120 kW per rack. Innovations like Shanghai’s submerged data centers (PUE 1.15) use seawater cooling, reducing power use by 40–60%. The Blackwell supply backlog acts as a moat, locking out late entrants. Companies like CoreWeave, with early chip orders, dominate. The industry has matured into an energy-transition play, treating computation—whether Bitcoin or AI—as an interchangeable output of power assets. The era of pure mining is ending. The new high-stakes game is energy arbitrage, where AI factories become permanent, grid-shaping load-bearing institutions.

marsbit03/04 10:21

The Escalation of the Computing Power War: When 'Crypto Mines' Become 'AI Factories', A New Arena for Energy Arbitrage

marsbit03/04 10:21

Who Controls Computing Power, Implicitly Controls the Future of AI: Anastasia, Co-founder of Gonka Protocol

Who Controls Compute, Controls AI's Future: Gonka Protocol Co-Founder Anastasia The centralization of compute power, not just AI models, is the critical power node in AI's future, argues Anastasia Matveeva, co-founder of Gonka Protocol. While public debate focuses on models, true power lies in the underlying infrastructure—access to GPUs, power, and data center capacity. This centralization creates structural barriers to innovation, enforces a rent-extraction model, and introduces systemic fragility. Gonka is a permissionless global network designed to decentralize AI compute. It enables anyone to contribute or access GPU resources via a programmatic, open API. Key to its efficiency is an architecture that minimizes overhead, ensuring most compute is used for actual AI workloads (primarily inference) rather than network maintenance. Rewards and governance are tied to verified compute contribution, not capital stake. The protocol addresses scalability and accessibility by allowing participants of all sizes to join without permission, with influence proportional to their compute power. It supports the emerging AI agent economy with transparent, dynamic pricing and reliable, verifiable computation. While currently not optimized for strict data sovereignty, its decentralized design avoids data accumulation, and its governance allows for future evolution to meet regulatory demands. The urgency for such decentralized solutions is high to prevent a calcified AI future dominated by a few infrastructure gatekeepers.

marsbit03/03 07:58

Who Controls Computing Power, Implicitly Controls the Future of AI: Anastasia, Co-founder of Gonka Protocol

marsbit03/03 07:58

CLSK rallies 6% as CleanSpark locks in 300MW Texas power deal

CleanSpark Inc. (CLSK) stock surged over 6% after announcing a major 300MW power deal in Texas, with plans to expand to 600MW. The acquisition is part of its strategy to build a 900MW "Houston Cluster" aimed at attracting AI and high-performance computing companies, reducing reliance on Bitcoin mining. This move comes during a challenging period for miners, with record-high mining difficulty and declining revenues. The company’s executives emphasized the value of securing scalable, high-quality power and clustered capacity for large-scale deployments. The Bitcoin network shows signs of stabilization, with smaller miners exiting while larger players maintain their positions.

ambcrypto01/15 14:01

CLSK rallies 6% as CleanSpark locks in 300MW Texas power deal

ambcrypto01/15 14:01

New York Times Interview with Trump: 7 Key Points on the Logic of Power

In a rare two-hour Oval Office interview, President Trump outlined his power philosophy to The New York Times, stating his authority is constrained only by his own morality, not international law. Key points include: He has chosen the next Fed Chair, demanding they support his low-interest-rate agenda. He ruled out pardons for figures like SBF, Maduro, or Sean Combs. U.S. control over Venezuela's oil may last "much longer" than expected. He defended his family's crypto and business dealings, citing public indifference. On sovereignty, he insisted owning Greenland is psychologically crucial versus leasing. He revealed a "de-naturalization" plan targeting some naturalized citizens, particularly Somali-Americans, for fraud. The interview showcased his "coercive diplomacy," using unpredictability and military threats to influence nations, as seen in a call with Colombia's president during the meeting.

Odaily星球日报01/12 03:19

New York Times Interview with Trump: 7 Key Points on the Logic of Power

Odaily星球日报01/12 03:19

Which Way the Fish Head Points, There's Also Shandong-Style Learning in the Crypto World

The article "Where the Fish Head Points: The 'Shandong Rule' in Crypto" uses the metaphor of a Shandong dining custom — where the fish head is oriented towards the guest of honor — to critique the culture of influence and favor-seeking in the crypto industry, particularly around Binance. It highlights how a casual New Year’s tweet by Binance co-founder He Yi, saying “我踏马来了” (I’ve arrived), quickly led to the creation and listing of a meme token with the same name on Binance Alpha — without any direct instruction from her. The author argues that this reflects a deeper cultural issue: instead of transparent, rule-based processes, success increasingly depends on anticipating and pleasing key decision-makers. The piece contrasts this with sectors like AI, where technical merit drives advancement, and suggests that crypto’s reliance on insider access and social signaling — rather than innovation — may signal industry decline. While He Yi may not be directly involved, the system incentivizes sycophancy and information asymmetry, making “reading the room” more valuable than building value.

marsbit01/08 09:41

Which Way the Fish Head Points, There's Also Shandong-Style Learning in the Crypto World

marsbit01/08 09:41

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