2025-12-09 17:02:06

Recently, I've noticed an interesting phenomenon: Elon Musk and Jensen Huang, two big names in the AI world, have both started talking about Bitcoin around the same time. But they're not discussing the old "digital gold" narrative—instead, they're taking a more hardcore angle: BTC is becoming a "global hard currency for energy."

It sounds a bit out there at first, but when you think about it, it actually makes sense.

AI training is causing electricity consumption to skyrocket, and power resources are becoming more valuable than ever. So the question is: how can we turn the energy produced by hydroelectric plants and solar panels around the world into value that can circulate globally? The answer might be Bitcoin. Through its proof-of-work mechanism, it directly converts real energy consumption into a digital asset that can be instantly transferred anywhere on the planet.

What's even more crucial is that this system doesn't require any intermediaries to back it. The amount of energy you put in directly determines the value you get out—it's transparent and tamper-proof. In a way, BTC is no longer just an investment vehicle; it's becoming the settlement layer for global energy value.

If the essence of money is the right to claim scarce resources, then Bitcoin, anchored to energy, might really be redefining the concept of "money."

This narrative is just starting to gain traction—do you think it holds up?

BTC-2.01%

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GateUser-a606bf0c

· 12-11 18:16

The idea of energy as a hard currency is indeed novel, but it still feels somewhat idealistic. --- This logical chain is a bit long, and there are quite a few loopholes in the middle, right? --- Daring to believe everything Musk says, that's hilarious. --- Proof of work = energy value, it's a nice thought but... --- Wait a minute, isn't this just rationalizing Bitcoin mining? Just clever rhetoric. --- If energy is to truly become a hard currency, the big issue of volatility must be addressed first. --- I'll listen to whatever Huang Renxun says; the rhetoric of chip vendors is always impressive. --- Global energy settlement layer? Uh... let's see it stabilize first. --- This story is well told, but there's still a long way to go before it becomes a reality.

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StakeTillRetire

· 12-11 16:55

Energy-backed Bitcoin? Sounds a bit far-fetched, but upon reflection, it’s quite interesting. Speaking of which, these two big shots working together really can make many people start to re-examine BTC. Energy resources are becoming increasingly scarce. If we can truly streamline energy value through the PoW mechanism, this logic indeed closes the loop. Disappearance of middlemen and transparent value—this is what BTC should be doing. But it depends on how much of this can actually be implemented; anyone can talk about visions. --- Wait, if this truly becomes a global energy hard currency, wouldn't electricity-rich countries just take off? It feels a bit too good to be true, but it’s also pretty hardcore. --- It's probably just hype again, another wave of big shots creating momentum. But I admit, this angle is indeed fresh and much more reliable than the usual “digital gold.” --- Can this logic of wc really come true? It feels like just monetizing energy costs directly. If it really happens, Bitcoin’s positioning will be completely changed. --- Honestly, using BTC as an energy settlement layer makes more sense than using it as a payment currency. Energy is the least deceptive.

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rug_connoisseur

· 12-10 09:47

From the perspective of energy as a hard currency, it's indeed a fresh angle, but the logical chain is a bit long. I usually question what Elon Musk says, but Huang Renxun's side seems more reliable. It's true that mining consumes a lot of electricity, but converting all global energy into BTC value? There are too many variables in between. It still feels like the old narrative with a different way of saying it. Let's see how long this wave can be hypeed up before making any judgments.

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SmartContractPlumber

· 12-10 07:28

PoW is essentially endorsing with computing power, but packaging it as "energy hard currency" is somewhat over-interpreted. Energy is indeed valuable, but Bitcoin price fluctuations are inherently unstable.

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DaoDeveloper

· 12-09 17:32

tbh the PoW-to-energy arbitrage angle actually tracks... been diving into some papers on bitcoin's role as a settlement layer for stranded energy, and the consensus mechanics check out ngl though, scalability becomes the bottleneck when you're trying to route petawatt-scale value flows through ten transactions per second

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SignatureCollector

· 12-09 17:31

The hard currency angle for energy is indeed novel, but it still feels a bit far-fetched. POW's electricity consumption has always been criticized, and now they’re trying to spin it as an advantage? I’ll have to think more about this logic. But on the other hand, if green energy can really be turned into liquid value... hmm, that’s interesting. Musk is always coming up with new concepts—Is Huang following the trend, or has he really seen through something? Electricity costs for AI are becoming unaffordable, so a new way to revitalize energy trading is definitely needed. Wait, isn’t this just financializing energy? Sounds a bit risky.

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ForkItAllDay

· 12-09 17:30

Hmm... The idea of energy as hard currency is quite novel, but it still feels like something's missing. AI does consume a lot of electricity, but the question is whether big companies would really be willing to convert energy value into BTC. Ultimately, it's still about profit. This logic seems a bit too idealistic—how much would it actually be discounted in practice? Wait, if it really could work this way, isn't the current price severely undervalued? Feels like another wave of new narrative hype. It all sounds plausible, but no one has actually verified it yet.

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PerennialLeek

· 12-09 17:15

The perspective of energy as a hard currency is indeed fresh, but it still depends on whether electricity prices can remain stable. "Bitcoin as an energy layer" sounds high-end, but is it actually just another marketing narrative? You have to take what Musk says with a grain of salt. The logic of securitizing energy makes sense, but can BTC really become a settlement layer? That seems a bit far-fetched. Is an energy standard more trustworthy than fiat currency? I actually kind of believe that.

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SerumSquirter

· 12-09 17:04

The perspective of energy as a hard currency is indeed fresh, but it still feels like it's just empowering BTC. --- But honestly, how many people truly accept this logic? --- Well, the logic of the POW mechanism being anchored to energy makes sense, but what about its real-world implementation? --- It sounds good when Musk and Jensen Huang talk about it, but in the end, it all depends on whether the market buys it. --- Energy settlement layer sounds sexy, but would the people at the power grid really agree? Haha. --- This narrative is making the rounds again; last time I heard a big finance influencer hyping energy coins, it was the same story. --- Finally, someone is talking about BTC from the perspective of energy—this is way more reliable than the whole digital gold thing. --- Transparent and tamper-proof, perfect in theory, but in reality, the volatility is enough to scare people off. --- I believe it, but only if the world really has such an electricity surplus that we need to find ways to consume it.

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