Vitalik: Bitcoin mining costs are roughly split between capital expenditures on computing power and electricity costs, while AI inference costs mainly come from computing power.
I don't really predict how much impact news will have; I just look at where the money is flowing.
It doesn't have much direct impact on the price, but it may change everyone's expectations about what comes next.
$BTC 。

The data comes from public sources; please verify it yourself.