Wu Jihan's Views on Bitcoin: Core Points – Personally Bullish Long-term, but Corporate Strategy Shift Toward AI Computing Power, Not Bitcoin Bearish
I. Personally Bullish on Bitcoin Long-term
- Long-term Value Conviction: Bitcoin is the core asset of the crypto industry; its long-term value will continue to grow. The overall Crypto market will eventually reach tens of trillions of dollars in scale. - Volatility is the Norm: Crypto assets are inherently volatile, but long-term growth far exceeds short-term fluctuations; even if 95% of tokens go to zero, the remaining 5% (including Bitcoin) will still see substantial growth. - Endorsement of Underlying Logic: Bitcoin is decentralized value storage, unconstrained by traditional finance, with irreplaceable digital gold properties. - Liquidation ≠ Bearish: In February 2026, Bit Deer liquidated 1132 BTC. Wu Jihan was explicit: Zero holdings now ≠ Always zero in the future. This is a corporate strategy, not personal bearishness.
II. Corporate Level: Strategic Contraction, Pivot to AI Computing Power
- Bitcoin Mining Profitability Logic Has Changed: Bitcoin mining is highly dependent on price fluctuations, with declining gross margins, high risks, and poor stability; post-halving, cycle premiums weaken and the "time arbitrage" model is unsustainable. - AI Computing Power Has Stronger Certainty: AI computing demand is exploding and represents a certain growth track for the next decade; Bit Deer is shifting from "betting on coin price" to becoming a "rent collector" in AI infrastructure, with 3GW of power capacity deployed globally. - Corporate Responsibility First: Publicly-traded companies must answer to shareholders; high-volatility Bitcoin is not suitable for long-term placement on balance sheets; liquidation proceeds are used for AI data centers, land purchases, and power supply lock-in. - Mining Remains a Defensive Business: 2026 self-operated mining remains a defensive safety strategy, ensuring profitability during bear markets and "buying time" for AI transformation.
III. Future Outlook: Bitcoin and AI Computing Power in Parallel
- Bitcoin will exist long-term with rising value, but corporate profit focus is not on holding coins, but on computing power services. - The biggest opportunity over the next decade is in AI computing infrastructure, not Bitcoin price fluctuations. - Not ruling out re-accumulating Bitcoin if market cycles shift in the future. #Gate广场AI测评官
Wu Jihan's Views on Bitcoin: Core Points – Personally Bullish Long-term, but Corporate Strategy Shift Toward AI Computing Power, Not Bitcoin Bearish
I. Personally Bullish on Bitcoin Long-term
- Long-term Value Conviction: Bitcoin is the core asset of the crypto industry; its long-term value will continue to grow. The overall Crypto market will eventually reach tens of trillions of dollars in scale.
- Volatility is the Norm: Crypto assets are inherently volatile, but long-term growth far exceeds short-term fluctuations; even if 95% of tokens go to zero, the remaining 5% (including Bitcoin) will still see substantial growth.
- Endorsement of Underlying Logic: Bitcoin is decentralized value storage, unconstrained by traditional finance, with irreplaceable digital gold properties.
- Liquidation ≠ Bearish: In February 2026, Bit Deer liquidated 1132 BTC. Wu Jihan was explicit: Zero holdings now ≠ Always zero in the future. This is a corporate strategy, not personal bearishness.
II. Corporate Level: Strategic Contraction, Pivot to AI Computing Power
- Bitcoin Mining Profitability Logic Has Changed: Bitcoin mining is highly dependent on price fluctuations, with declining gross margins, high risks, and poor stability; post-halving, cycle premiums weaken and the "time arbitrage" model is unsustainable.
- AI Computing Power Has Stronger Certainty: AI computing demand is exploding and represents a certain growth track for the next decade; Bit Deer is shifting from "betting on coin price" to becoming a "rent collector" in AI infrastructure, with 3GW of power capacity deployed globally.
- Corporate Responsibility First: Publicly-traded companies must answer to shareholders; high-volatility Bitcoin is not suitable for long-term placement on balance sheets; liquidation proceeds are used for AI data centers, land purchases, and power supply lock-in.
- Mining Remains a Defensive Business: 2026 self-operated mining remains a defensive safety strategy, ensuring profitability during bear markets and "buying time" for AI transformation.
III. Future Outlook: Bitcoin and AI Computing Power in Parallel
- Bitcoin will exist long-term with rising value, but corporate profit focus is not on holding coins, but on computing power services.
- The biggest opportunity over the next decade is in AI computing infrastructure, not Bitcoin price fluctuations.
- Not ruling out re-accumulating Bitcoin if market cycles shift in the future.
#Gate广场AI测评官