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A widely circulated idea in the industry is that the future of energy itself will become a form of currency. More precisely, assets like Bitcoin with a permanently fixed supply are essentially an "energy currency" anchored to energy.
Imagine such a future scenario: paper money has completely disappeared, bank accounts are now museum artifacts, and everyone’s phone only contains an "energy wallet." All transactions—fuel consumed for driving, computational power used for training AI models, electricity expenses for household robots—are settled with real energy points. This is the most scarce resource in the future, and Bitcoin is like a "proof of energy" that can never be permanently stamped.
However, for this system to truly take shape, several tough questions must be answered first: Who controls the issuance of the energy currency? Who maintains the global energy ledger? Who defines the underlying technical standards? How is the energy quota distributed? These questions currently have no standard answers and can only be left to technological and institutional evolution.
From current trends, one thing is clear—energy is becoming the core pricing benchmark of the global economy. To seize this opportunity, the current strategy is straightforward: focus on infrastructure sectors. First, pay attention to Bitcoin, as an experimental form of energy currency, its value is closely linked to energy extraction and consumption; second, lock in key players in the energy supply chain—traditional power companies, oil and energy firms, and new energy companies. These are the backbone supporting the entire energy economy system and are the true beneficiaries of the profits.