3月6日消息，一位曾被OpenAI解雇的年轻研究员正成为比特币挖矿行业的重要投资者。24岁的Leopold Aschenbrenner通过其对冲基金Situational Awareness LP，大举投资比特币矿业公司，总金额约10亿美元。根据提交给美国证券交易委员会（SEC）的最新文件，该基金整体规模约55亿美元，其中接近五分之一配置在比特币挖矿相关企业。
公开资料显示，Aschenbrenner在2024年因涉嫌信息泄露离开OpenAI，此前还曾参与FTX Future Fund项目。如今，他将资金集中投向多家正在向人工智能算力业务转型的矿业公司，包括Core Scientific、Iris Energy、Cipher Mining、Riot Platforms和Hut 8等。这些企业普遍拥有大规模电力资源和数据中心基础设施，被视为AI算力产业链的重要资产。
行业人士指出，这笔投资背后的核心逻辑并非单纯看好比特币价格，而是押注“电力基础设施价值”。挖矿与计算咨询机构Blocksbridge创始人Nishant Sharma表示，比特币矿工最重要的资产一直是能源供应能力和电网接入资格，而不是他们能挖出的比特币数量。在当前AI算力需求迅速增长的背景下，拥有数吉瓦电力资源的矿业公司正在获得新的估值逻辑。
自2024年比特币减半后，矿工收入明显下降，区块奖励减少叠加链上交易费走低，使挖矿盈利能力受到冲击。与此同时，大量矿企开始布局人工智能和高性能计算业务，希望通过算力托管获得更稳定的收入来源。例如，Core Scientific已与AI云服务商CoreWeave签署为期12年的合作协议，预计总收入可达100亿美元。Iris Energy则计划在2026年前将AI云服务年化收入提升至5亿美元以上。
AI行业对电力的需求也在快速增长。据估算，训练OpenAI的GPT-4模型需要超过12兆瓦电力，相当于约1.2万户家庭的用电量。随着下一代模型规模扩大，能源需求预计还将继续上升。然而在美国，新数据中心接入电网往往需要3至5年时间，而矿业公司已具备现成电力与场地资源。
因此，在AI算力竞争加剧的背景下，比特币矿场的能源与基础设施正被重新定价。Aschenbrenner的投资策略正是基于这一趋势：当AI算力需求持续扩张，拥有电力与数据中心资源的比特币矿企可能成为最直接的受益者。
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Gerelateerde artikelen
Benchmark Defends Strategy's $3.5B STRC Bitcoin Accumulation Model as Sustainable
According to Benchmark analyst Mark Palmer in a Wednesday report, Strategy raised approximately $3.5 billion in early April through STRC preferred stock issuance, with over 85% of proceeds deployed to purchase 51,364 bitcoin. Palmer pushed back against critics framing the variable-rate perpetual pre
GateNews19m geleden
Pentagon Eyes Bitcoin Infrastructure as Strategic Asset, Hegseth Says
U.S. Secretary of War Pete Hegseth said this week that Bitcoin is part of classified Defense Department efforts to project power and counter China.
Key Takeaways:
Pete Hegseth told Congress on April 30, 2026, that Bitcoin efforts are classified inside the Pentagon.
Samuel J. Paparo Jr.
Coinpedia25m geleden
比特幣雜誌跨足電視媒體、即將推出 BM TV 每日開直播聊市場動態
比特幣雜誌宣布夏季推出每日直播BM TV，於納許維爾總部製播，美東時間週一至週五9:30–11:30直播，跨平台在X、YouTube、Facebook、Rumble、LinkedIn與官網同步。節目聚焦比特幣、全球市場、宏觀經濟、地緣政治、能源與AI，提供實時行情與專家遠端訪談，每年超過200集，衍生短片與社論，展現從出版機構向大型媒體服務商的轉型。
ChainNewsAbmedia43m geleden
Blackrock Pulls $54M From IBIT as Bitcoin ETF Slide Pushes Assets Below $100B
A third consecutive day of outflows in bitcoin and ether ETFs underscores a shift toward caution, as investors continue to trim exposure after last week’s strong inflow streak. Smaller assets like XRP are still attracting selective capital, while solana products remain dormant.
Key Takeaways:
Coinpedia1u geleden
Bitcoin April Rally Built on Futures, Not Spot Demand: CryptoQuant
Bitcoin climbed 20% in April, surging from roughly $66,000 to a monthly peak of $79,000, but according to analysis from crypto data firm CryptoQuant released Thursday, the rally may have been built on speculative positioning rather than genuine buyer demand. The firm found that the entire price
CryptoFrontier2u geleden
