Nvidia founder Jensen Huang recently put forward an interesting viewpoint—he defines Bitcoin as a "form of energy storage," believing that it essentially turns computing power into a tool for storing value. This perspective offers a new angle for looking at cryptocurrencies: not just as speculative assets, but as an alternative expression of energy economics.
The timing is quite subtle as well. In December, the Federal Reserve continues its rate-cutting cycle, while the Bank of Japan goes the other way and raises rates. This divergence in monetary policy is reshaping global capital flows. History tells us that risk assets often benefit from a loose environment, but can this cycle repeat the previous bull market playbook? Jensen Huang's "energy theory" might provide another dimension to consider—when fiat purchasing power is being diluted, does the logic of digital assets as value anchors become more compelling?
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tokenomics_truther
· 12-07 08:49
Jensen Huang's energy theory is indeed novel, but to put it bluntly, it's just wrapping BTC in a fancy shell. Energy economics sounds impressive, but at its core, it's just an upgraded form of hype. That said, the policy divergence between the US and Japanese central banks is definitely worth watching this time. We'll just follow where the funds are flowing.
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DuskSurfer
· 12-07 08:49
Jensen Huang's remarks are indeed true; looking at it from the perspective of the energy theory really opens up new ideas.
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Energy storage? Sounds a bit mystical, but if you think about it carefully, it actually makes some sense.
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Rate hikes and cuts are diverging in both directions; figuring out where the funds are flowing really requires some thought.
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Fiat currency dilution is a fact, but using digital assets as an anchor is a bit too optimistic.
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Now that Boss Huang has said this, maybe it's time to reassess the fundamental nature of Bitcoin.
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If this energy theory spreads, retail investors are going to get harvested again.
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Risk assets tend to rise during easing cycles; the question is how long this cycle can last.
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Compared to tokenized gold, Bitcoin's scarcity is indeed more robust.
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Instead of listening to stories, it's better to look at on-chain data—don't get fooled by concepts.
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Divergent monetary policies have indeed made asset allocation more complicated, but there are also opportunities within.
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PositionPhobia
· 12-07 08:43
Jensen Huang's new "energy theory" does bring something fresh, but to be honest, it's just another way to whitewash BTC, haha.
The Fed cutting rates while Japan raises them—this combo is a tough play. I don't even dare to add more ETH to my position right now.
Energy economics sounds fancy, but if this cycle really can repeat what happened before, I'd be stunned.
Tokenized gold has been hyped for so long with nothing to show for it, yet DOGE is bouncing back again—it's surreal.
#比特币对比代币化黄金 $ETH $BTC $DOGE
Nvidia founder Jensen Huang recently put forward an interesting viewpoint—he defines Bitcoin as a "form of energy storage," believing that it essentially turns computing power into a tool for storing value. This perspective offers a new angle for looking at cryptocurrencies: not just as speculative assets, but as an alternative expression of energy economics.
The timing is quite subtle as well. In December, the Federal Reserve continues its rate-cutting cycle, while the Bank of Japan goes the other way and raises rates. This divergence in monetary policy is reshaping global capital flows. History tells us that risk assets often benefit from a loose environment, but can this cycle repeat the previous bull market playbook? Jensen Huang's "energy theory" might provide another dimension to consider—when fiat purchasing power is being diluted, does the logic of digital assets as value anchors become more compelling?