EP.10 The computing power explosion (continued), BTC halving market

【Background of this issue】


Continue with the previously unedited second half. We have talked before about the need for hardware improvements brought about by the explosion of computing power on the road to AGI. In this issue, we then discuss possible energy bottlenecks and lack of infrastructure, as well as some prospects after the BTC halving. The podcast was recorded on April 13th, and many changes have taken place in the subsequent market. Everyone is welcome to leave messages, repost, and communicate with us offline.


【Time index】


00:00Review of the previous issue


00:37AI’s implication on energy


02:21The huge increase in the proportion of electricity consumption


02:42There are huge limitations in supply


03:42Why nuclear energy utility companies are rising


07:51BTC issuance mechanism


10:01 What impact does the improvement of computing power hardware have on mining?


12:31 Energy cost share may increase


14:07 Mining cost forecast


19:59 Jason only thinks three things are more real for the time being.


22:39What to think about the recent retracement?


28:30 What are the similarities between the views on the follow-up to this halving and other risk assets?


32:21 Mention a certain report again, from a communication perspective


38:22 Meet the volatility ahead


【BGM】


"Sparkle", Tatsuro Yamashita


--------


All comments in this podcast represent personal opinions only and do not constitute any investment advice.