俄罗斯押注比特币，以平衡其电气网络并减少账单。法国什么时候醒来？和德国？

我们最近报道说，俄罗斯已经通过其旗舰Bitriver为世界第二大计算能力提供了动力。

After Texas, Russia is now using the bitcoin industry to balance its electrical network and reduce the bill. When will France and Germany wake up to this opportunity?

在德克萨斯州之后，俄罗斯现在正在利用比特币行业来平衡其电气网络并减少账单。法国和德国什么时候醒来？

Russia turns to bitcoin

俄罗斯转向比特币

We recently reported that Russia is already hosting the second-largest computing power in the world thanks to its flagship Bitriver. Things now seem to be accelerating further with the management of the Russian electrical network Rosseti, which wants to use its surplus electricity production for the bitcoin industry.

我们最近报道说，俄罗斯已经凭借其旗舰Bitriver拥有了世界第二大计算能力。现在，随着俄罗斯电气网络Rosseti的管理，它似乎正在进一步加速，后者希望将其剩余的电力生产用于比特币行业。

The Russian public news agency TASS reports that Rosseti wishes to coordinate the installation of bitcoin miners and develop a tool to reduce their electricity consumption if necessary.

俄罗斯公共通讯社Tass报告说，Rosseti希望协调比特币矿工的安装，并在必要时开发一种减少电力消耗的工具。

Russia follows in the footsteps of Texas, where miners have built a symbiotic relationship with ERCOT, the local network operator. Russians already control 17% of the Bitcoin network’s computing power. It’s about 40% for the United States. Europeans share the crumbs.

俄罗斯跟随得克萨斯州的脚步，矿工与当地网络运营商Ercot建立了共生关系。俄罗斯人已经控制了比特币网络计算能力的17％。美国大约40％。欧洲人共享面包屑。

For Rosseti, “the bitcoin industry will allow the consumption of surplus electricity while increasing the base load electricity consumption of the network. This will result in additional revenue for the company and additional tax revenue for the government.”

对于Rosseti而言，“比特币行业将允许消耗剩余电力，同时增加网络的基本负载电量。这将为公司带来额外的收入，并为政府带来额外的税收收入。”

The government of François Bayrou, EDF, and RTE (Electricity Transport Network of France) would do well to ask themselves some questions. Especially at a time when 70 billion euros are needed to finance the next six nuclear reactors.

FrançoisBayrou，EDF和RTE（法国电力运输网络）的政府会很好地问自己一些问题。尤其是在需要700亿欧元的时间来为接下来的六个核反应堆提供资金。

Unfortunately, the debate is still tainted by ideological biases that prevent recognizing that bitcoin is an asset for the energy transition. It is enough to look at the costs of the intermittency of renewable energies to understand this.

不幸的是，辩论仍然被意识形态偏见所污染，这些偏见阻止了比特币是能源转型的资产。要看可再生能源的间歇性的成本就足以理解这一点。

Bitcoin and the intermittency problem

比特币和间歇性问题

The intermittency of electricity production refers to the variability and unpredictability of certain sources of renewable energy. Solar panels do not produce electricity at night, and wind turbines depend on erratic winds.

电力生产的间歇性是指某些可再生能源来源的可变性和不可预测性。太阳能电池板在晚上不会发电，风力涡轮机取决于风不稳定。

This intermittency makes them uncompetitive against carbon and nuclear energies. As a result, subsidies are necessary. They amount to 20 billion euros per year in Germany, with projections estimating 23 billion by 2029.

这种间歇性使它们对碳和核能量的竞争力无竞争。结果，需要补贴。它们在德国每年为200亿欧元，预计到2029年估计有230亿欧元。

This extra cost is largely due to the maintenance of thermal power plants ‘just in case.’ The situation is so absurd that Germany has closed its nuclear power plants that could have operated for several more decades.

这种额外的成本在很大程度上是由于“以防万一”维护热电厂。这种情况是如此荒谬，以至于德国关闭了其核电站，该电厂可能已经运作了几十年。

Not to mention the installation costs of new high-voltage lines or the trade deficit with China. The European Commission estimated that Chinese companies produce solar panels for 16 to 19 cents per watt of production capacity. It’s 24 to 30 cents for their European counterparts, who are closing one after another.

更不用说新的高压线路或与中国的贸易赤字的安装成本了。欧洲委员会估计，中国公司每瓦生产能力的生产16至19美分生产太阳能电池板。对于他们的欧洲同行来说，这是24到30美分，他们接一个地关闭了一个。

Let’s also remember that nuclear plants are not designed to accommodate the intermittency of renewable energies. The Nuclear Safety Authority estimates that these unexpected production variations partly explain the crisis that brought half of the French reactors to a halt in 2022. This “stop and go” is indeed essential with the rise of renewable energies.

还要记住，核电厂的设计并非旨在适应可再生能源的间歇性。核安全管理局估计，这些意外的生产变化部分解释了2022年将一半法国反应堆停止的危机。随着可再生能源的兴起，这种“停止和行动”确实至关重要。

But is there no alternative to the closure or degradation of nuclear power plants? Why sacrifice an invaluable technological heritage if the bitcoin industry can offset the extra costs caused by the energy transition?

但是，核电厂的关闭或退化是否没有其他选择？如果比特币产业可以抵消能源过渡造成的额外成本，为什么要牺牲宝贵的技术遗产？

Especially since it is also a great tool for managing the electrical network to accommodate the problematic spikes in energy consumption.

特别是因为它也是管理电网以适应能源消耗中有问题的尖峰的绝佳工具。

Integrate bitcoin miners into the grid

将比特币矿工整合到网格中

Texas uses what are called “gas peaker plants.” These peaking thermal power plants operate during peak demand times or sudden demand fluctuations. That is, only 3% of the time. Instead, dams are primarily used in France.

德克萨斯州使用所谓的“气峰植物”。这些峰值的热电厂在需求峰值时间或突然需求波动期间运作。也就是说，只有3％的时间。相反，大坝主要用于法国。

The other solution is to pay households to reduce their electricity consumption. Or to industry, particularly aluminum foundries or steel mills.

另一个解决方案是支付家庭以减少电力消耗。或行业，尤其​​是铝制铸造厂或钢厂。

However, households often revert. The small discount on the bill does not offset the ordeal of a cold or heat wave. As for foundries, their reduction lasts no more than four hours, at the risk of an industrial catastrophe.

但是，家庭经常恢复。账单上的小折扣不会抵消冷或热浪的磨难。至于铸造厂，其减少持续不超过四个小时，冒着工业灾难的风险。

Texans no longer need these gas plants. They have the bitcoin industry, which can cease operations in the blink of an eye and for as long as necessary.

德州人不再需要这些燃气厂。他们拥有比特币行业，可以眨眼间就停止运营，并尽可能长时间。

Most Texas miners participate in the load-shedding programs of the electricity network operator ERCOT. The symbiosis is such that its CEO recently canceled the construction of 10 gas plants. They are no longer necessary due to the 3 GW that miners can provide back to the grid on demand.

大多数德克萨斯州矿工都参加了电力网络运营商Ercot的负载分组计划。共生的原因是其首席执行官最近取消了建造10个煤气厂的建设。由于矿工可以按需提供3 GW，因此不再需要它们。

It is more interesting to have flexible electricity consumers than thermal power plants running at a low speed all year round. Brad Jones praised miners for their contribution to “keeping energy costs low for Texans”.

拥有灵活的电力消费者比全年低速运行的热电厂更有趣。布拉德·琼斯（Brad Jones）称赞矿工对“保持得克萨斯人的能源成本较低”的贡献。

And France? And Germany? The figures are overwhelming:

和法国？和德国？这些数字压倒了：

It’s time for the debate to evolve. Europe must not be the laughingstock. Things are changing in Germany, where the former Minister of Economy is calling for a strategic reserve of bitcoins. Even the Czech Republic is getting involved!

现在是时候进行辩论了。欧洲一定不能成为笑声。德国的情况发生了变化，前经济部长呼吁进行战略性的比特币储备。甚至捷克共和国也参与其中！

Will France be at the meeting?

法国会在会议上吗？