At the 2026 International Consumer Electronics Show, NVIDIA CEO Jensen Huang issued a clear warning, pointing out that the demand for artificial intelligence computing is experiencing an "exponential surge." This demand, combined with a historic memory shortage, has caused RAM prices to skyrocket by over 200% in the short term, triggering a supply chain shock across the global tech industry. The first to be affected is the cryptocurrency mining industry, where miners are facing unprecedented cost pressures and survival challenges as they compete for the same hardware resources with financially powerful AI giants. Meanwhile, the Bitcoin mining industry itself is undergoing a profound green transformation and business model reshaping, shifting from mere energy consumers to energy integrators, and actively transitioning into AI computing service providers in an effort to survive and develop amid the upheaval.

Bitcoin was once seen as the starting point of a financial revolution, evolving from a symbol of rebellion and a tool against regulation to a global trillion-dollar asset. However, as countries open up to tokenization of assets and financial infrastructure undergoes comprehensive upgrades, capital is quietly leaving Bitcoin. Researcher @PillageCapital argues in "The Great Cryptocurrency Exodus: Why Funds Are Leaving Bitcoin" that Bitcoin has fulfilled its historical mission; it is no longer the ultimate solution but rather a "battering ram" of the previous era. The next wave of true mainstream narratives has already shifted towards the tokenization of real assets. The Former Torch of Rebellion: How Bitcoin Became the "Financial Siege Engine"? @PillageCapital Starting from the birth of Bitcoin, it points out that its emergence is not for efficiency, but for survival. In the 1990s to 2000s, many digital currencies were easily destroyed by governments due to their centralization weaknesses, with the most typical example being electronic