Bitcoin at Stake
Ang Paradoxa ng Pambansang Crypto Vision
Noong sinabi ni Donald Trump noong Bitcoin 2024 na magiging sentro ng mining ang America, sumigaw ang kumpaniya tulad ng bull market. Ngunit totoo: hindi mo mapapalakas ang industriya gamit lang ang populismo.
Ang Banta ng Taripa
Noong Abril 2, inilapat ni Trump ang mga taripa—hanggang 55% para sa mga produkto mula sa China, kasama ang equipment mula Malaysia, Thailand, at Indonesia. Para kay mga minero sa US na gumagamit ng Bitmain at MicroBT? Ito ay hindi lamang sakit—ito ay digmaan.
Ako’y nakakita na bumagsak ang portfolio dahil lang sa isang data point. Ngayon, imagina mo kung anong mangyayari kapag napapaloob ka na nasa tax trap bago pa man ma-install ang iyong machine.
Even American Bitcoin, company ni Trump mismo, ay nahihirapan dahil mataas na gastos.
Digmaan ng Hardware: Labanan na Dominado ng China
Talaga: siyempre ikaw ay malayo naman dito—China kontrolado ang 97% ng mining hardware via Bitmain at MicroBT (Cambridge Centre for Alternative Finance). Mabigo kang magpalit kung wala kang produktong may kabuluhan.
Ang Auradine—an startup mula Santa Clara—isa lang naman hanggang kamakailan. Ngayon, $153M C-round sila—dahil panatiko na minsan.
“Nararamdaman namin isang walang katapusang interes,” sabi ni Rajiv Khemani. Ano ba? Ang takot ay mas bilis kaysa innovation.
MARA Holdings & Ang Strategikong Pagbabago
Si MARA Holdings—isa sa pinakamalaking tagasuporta nila—at may $85M equity; plano nila i-assign ~50% ng equipment nila domestically bago 2025.
“Kung ikaw may $300M order para sa Chinese machines… tapos bigla mong binoto sila? Sayo ‘to,” sabi ni CEO Fred Thiel. Hindi tungkol presyo—tungkol kontrol. Sa larong ito, geopolitical resilience mas mahalaga kaysa efficiency.
ChiCryptoWhale
Mainit na komento (2)
Trump e o Bitcoin: Sonho ou Tarifa?
O sonho de Trump de tornar os EUA o reino do Bitcoin parece mais um meme do que uma estratégia real.
Tarifas de 55%? Pois é, agora até o hardware do Bitmain está pagando imposto só por tentar chegar ao país.
E como se isso não fosse suficiente: os mineradores estão fugindo da energia cara para dar lugar à IA — sim, aqueles gigantes que consomem eletricidade como se fossem um café expresso em Lisboa.
MARA Holdings já está comprando máquinas domésticas… mas será que o Auradine vai resolver tudo com um simples ‘we’re seeing unprecedented interest’?
Se o futuro for energético e centralizado em silício… então quem precisa de Bitcoin?
Vocês acham que essa corrida é séria ou só uma peça de teatro política com luzes LED? Comentem!
ทรัมป์กับบิตคอยน์: ฝันใหญ่แต่ต้องจ่ายค่าภาษี
เวลานั้นเห็น Trump ประกาศว่าอเมริกาจะเป็น ‘ศูนย์กลางขุดบิตคอยน์โลก’ เหมือนพระเอกหนังไซไฟ! แต่พอมาเจอภาษี 55% จากจีน-มาเลเซีย-ไทย… พลิกเป็นหนังระทึกขวัญแทน!
เครื่องขุดจาก Bitmain ก็เหมือนรถหรูที่โดนเก็บภาษีจนไม่มีใครซื้อได้เลย 😭
ส่วนบริษัทอย่าง Auradine ก็กลายเป็นฮีโร่เงียบๆ เพราะคนกลัวโดนหักหลังจากนโยบายแบบ ‘ฉุกเฉิน’
แต่ถ้าพลังงานหมดเพราะ AI กินไปหมด? ก็คงต้องเปลี่ยนบทว่า ‘ขุดบิตคอยน์เพื่อช่วย AI’ เลยละ 😅
แล้วคุณล่ะ? จะเชียร์ฝันของทรัมป์หรือลงทุนในเรื่องที่ ‘ปลอดภัยกว่า’?
#Bitcoin #Trump #TariffStorm #Web3TH #CryptoComedy
