Musk and Huang Renxun, rarely in unison: Bitcoin has surpassed "digital gold" and has officially advanced to "global energy hard currency"! Last night, Musk threw out a shocking statement: "The currency of the future is whoever can generate more electricity.

A few hours later, Huang Renxun directly followed up: "Bitcoin is essentially portable energy." Both of them simultaneously shifted the underlying logic of Bitcoin from "scarce precious metal" to "scarce energy," this narrative upgrade is indeed explosive. Why can this matter blow the market sky high? First, AI has turned electricity into the hardest hard currency.

Training a large model can easily consume tens of GWh, and data centers are competing with entire cities for electricity. Whoever masters cheap electricity holds the minting power. Second, Bitcoin is currently the only carrier that can "package and take away" energy.

Middle Eastern solar, Icelandic geothermal, Latin American hydropower, as long as mining starts, energy immediately transforms into globally tradable BTC, across time zones, across borders, instant arrival, efficiency crushing any traditional energy transaction. Third, it provides the ultimate trustless settlement layer. In the future, when countries sell and buy electricity, they may not need US dollars or SWIFT, but directly settle in Bitcoin, truly realizing a closed loop of "energy as currency, currency as energy." In the past decade, we treated Bitcoin as digital gold, emphasizing value storage;

Now, the two tech titans tell us: it is actually a digital extension of energy, emphasizing productivity. When currency re-anchors to the scarcest means of production—energy, Bitcoin has become the star closest to the "energy standard." The narrative bomb of the new cycle has already begun to unfold. @加密黄哥