温馨提示：本站仅提供公开网络链接索引服务，不存储、不篡改任何第三方内容，所有内容版权归原作者所有
AI智能索引来源：http://www.bee.com/zh/62715.html
点击访问原文链接

Energy, AI, and Cango: When Mining Farms Become the “Batteries” of the Computing Power Era | Bee Network

进入原网站 导航首页
Energy, AI, and Cango: When Mining Farms Become the “Batteries” of the Computing Power Era | Bee Network Login 熱門新聞 Meme Launchpad AI 代理商 DeSci 熱門鏈瀏覽器 新人必讀 衝百倍幣 蜜蜂遊戲 必備網站 必備APP 必關大神 DePIN 新人必備 教我避坑 基本工具 深度網站 交易所 NFT 工具 你好， 登出 Web3宇宙 遊戲 DApp 蜂巢 增長平台 生態 搜尋 英語 Coins儲值 登入 下載 Web3大學 遊戲 DApp 蜂巢 生態 家•分析•正文 Energy, AI, and Cango: When Mining Farms Become the “Batteries” of the Computing Power Era分析2 个月前更新懷亞特 18,601 19 At this critical juncture, a highly dramatic example has emerged in the US stock market: a year ago it was a traditional auto finance company, but a year later it not only sold its original business, but also transformed into a new powerhouse holding more than 7,000 Bitcoins.

This company is called CANG. At this pivotal moment when encryption and AI collide, it is using real money to prove a logic: in the capital market, those who survive the longest are not the strongest, but those who can transform the fastest.

I. The Evolution of Mining Farms: From “Electricity Arbitrage” to “Infrastructure Outposts”
To understand the value of Cango, one must first understand the dramatic changes currently taking place in the 加密貨幣 mining industry.

In the past, mining farms were seen as simple “electricity arbitrage machines”—consuming electricity to produce Bitcoin. But with the explosive growth of AI demand, the 德菲nition of mining farms has been rewritten. As is widely believed in the industry: mining farms are essentially “converter sockets” for energy and computing power. They occupy valuable power capacity and substation facilities, which are precisely the most scarce resources for AI data centers.

However, North American power grids are nearing their limits. According to BloombergNEF, by 2030, data center loads on the PJM grid alone could reach 31 GW. In Texas, power queues and high grid connection costs are making it extremely difficult to build new AI data centers.

This structural supply-demand imbalance has forced capital to seek out “energy havens.” This is precisely the brilliance of Cango’s strategy: instead of struggling within the congested US power grid, it used its mines as “Trojan horses” to preemptively secure a foothold in global energy havens.

II. Oman and Indonesia: “Energy Hunters” Fleeing the Red Sea
In its latest strategy, Cango has set its sights on two seemingly niche but actually highly promising locations: Oman and Indonesia. This is not blind expansion, but a precise “energy hunt”.

First, Oman: a zero-cost myth in the desert.

Cango has already deployed 12% of its computing power here. Why Oman? Because the direct industrial electricity price here is generally between $0.05 and $0.07 per kWh, far lower than the commercial electricity price in most US states. Even more imaginative is Cango’s ongoing off-grid closed-loop project integrating solar power, energy storage, and computing power. Once this system is operational under desert sunlight, it means that marginal energy costs will approach zero. This is not just about mining; it’s paving the way for future high-energy-consuming AI.

Secondly, Indonesia: the best battleground for edge computing power.

If Oman is driven by cheap energy, Indonesia is driven by “scenario opportunities.” Indonesia boasts the world’s second-largest geothermal reserves and is backed by the booming Southeast Asian digital economy, including companies like Shopee and TikTok. Cango is not only securing long-term, low-cost clean energy here, but also laying the groundwork for the future of AI inference. As AI moves from training to inference, computing power demands will shift from centralized clusters to edge nodes closer to users. Cango’s presence in Indonesia perfectly positions it at the cusp of Southeast Asia’s AI inference growth.

III. Valuation Restructuring: An Unpriced “Call Option”
Cango’s current balance sheet is extremely “sexy”: it holds $44.9 million in cash and over 7,000 比特幣s. Q3 mining revenue reached $220 million, accounting for 98% of its total revenue. Even without considering AI, based solely on these liquid assets and mining cash flow, its current market capitalization is severely undervalued. Investors buying Cango are essentially buying a safety net of assets while simultaneously receiving a free call option on “AI computing power transformation.”

Once the off-grid project in Oman proves successful, or the computing power leasing business in Indonesia begins to contribute substantial revenue, the market will have to shift its valuation focus from “mining stocks” to “AI infrastructure stocks.” At that time, Cango will experience a “double whammy” of improved performance and valuation.

結論
Mining farms are more than just mining farms; they are land reserves for the AI era. Computing power is more than just numbers; it is the industrial output of the future.

Cango’s experiment is essentially a gamble on the future: the ultimate competition for computing power will no longer be about chips, but about the redistribution of global energy resources. It has transformed itself into a speedboat that can freely switch between “digital assets” and “AI computing power.”

For investors, understanding the underlying logic of this “energy + computing power” shift may be the key to finding the most authentic “valuation switch” that has been obscured by market sentiment.

本文源自網路： Energy, AI, and Cango: When Mining Farms Become the “Batteries” of the Computing Power Era

Related: The Oracle Wars: The Underlying Code for the Explosion of On-Chain Prediction 市場s

Source: IOSG Ventures TLDR; The on-chain prediction market is booming, and oracles are the best infra-related opportunities. As the core of the settlement mechanism, oracles determine what topics the prediction market can support and whether it can operate correctly and efficiently. Currently, Polymarket’s oracle is dominated by UMA, supporting 80% of the subjective prediction market. Chainlink has been introduced to settle the remaining 20% of the price market. Python has been introduced to solve the problem of on-chain data for the Kalshi prediction market. Other oracle solutions mainly focus on AI. As the only subjective settlement solution, UMA has established a strong barrier to entry through product and operational experience. However, issues such as long settlement times and manipulation by large investors remain, fundamentally limiting the development of new market…

#分析#比特幣# 加密# 脫機#市場© 版權聲明文章版权归作者所有，未经允许请勿转载。 上一篇 Is the crash just beginning? Three major "macroeconomic bombs" about to explode for BTC. 下一篇 He Yi's viral interview: On the eve of BNB's launch, stepping into a new world. 相關文章 Matrixport Market Observation: Macroeconomic stabilization and continued inflow of traditional funds have contributed to 6086cf14eb90bc67ca4fc62b 33,945 Spot ETF will be launched as early as July. Can Solana replicate the BTC-style surge? 6086cf14eb90bc67ca4fc62b 28,157 5 學者捲土重來小鎮教授沃勒成為最受歡迎的聯繫儲備局主席候選人 6086cf14eb90bc67ca4fc62b 21,832 1 Weekly Token Unlocks: HYPE to Unlock Tokens Worth Approximately $300 Million 6086cf14eb90bc67ca4fc62b 7,168 1 Hyperliquid’s market-making bot generates 220x profit in two weeks 6086cf14eb90bc67ca4fc62b 19,355 2 LBANK EDGE is launched: exploring potential assets and creating a new level of liquidity 6086cf14eb90bc67ca4fc62b 29,405 2 Bee.com 全球最大的 Web3 入口網站 合作夥伴 CoinCarp Binance CoinMarketCap CoinGecko 幣活 盔甲 下載Bee Network APP開啟您的Web3之旅 白皮書 角色 常問問題 © 2021-2026.版權所有。. 隱私政策 | 服務條款 下載蜜蜂網路APP 並開始 web3 之旅 全球最大的Web3入口網站 合作夥伴 CoinCarp Binance CoinMarketCap CoinGecko Coinlive Armors 白皮書 角色 常問問題 © 2021-2026.版權所有。. 隱私政策 | 服務條款 搜尋 搜尋站內鏈上社群媒體新聞 熱門推薦： 擼毛打金 數據分析 必關大神 教我避坑 繁體中文 English 简体中文 日本語 Tiếng Việt العربية 한국어 Bahasa Indonesia हिन्दी اردو Русский 繁體中文

智能索引记录