ट्रंप का बिटकॉइन सपना

बिटकॉइन का मिराज

मुझे स्पष्ट कहूँ: मुझे महान दृष्टि पसंद है। मैंने पहले गोल्डमैन सैक्स में BTC की अस्थिरता पर मशीनलर्निंग मॉडल बनाए। मुझे समझदारी है—खासकर ‘अमेरिका पहले’ सपनों को।

लेकिन 2024 में Bitcoin सम्मेलन में, हथेली-भरी माइक पर, ‘खोदो, मुद्रण करो,उत्पादन करो’ –यह सबसे ‘जबड़ा-फट’ हुआ।

बटवाड़ा? $3000 करोड़ का ‘शुल्‍क’—जो सचमुच ‘खयाल’ प्रणाली को ही तबाह करता है।

शुल्‍क-जाल

2nd April, 2024 – Trump: 55% Chinese, 24–36% Indonesia/Thailand/Malaysia – Bitmain & MicroBT सभी US-आधारित Mining Rigओं पर।

अब, Ironic? US miners - Bitmain machines (already ordered) - suddenly face astronomical import cost.

Quant Finance: Model assume stable input but reality throws shock → system collapse faster than retrain.

हार्डवेयर-युद्ध & छिपे हुए विजेता

Market Response? Chaos—and Opportunity. Auradine (Santa Clara): Client inquiries spike like BTC after halving. CEO Rajiv Khemani: “We’re not competing with Bitmain on specs—we’re competing with uncertainty.” \(153M Series C raise. Clients like MARA Holdings. Why? Because if your country bans Chinese imports tomorrow—you don’t want to hold a \)30M order now taxed into oblivion. But honest truth: Auradine still can’t match Bitmain’s chip efficiency or price point—at least not yet.

##ऊर्जा vs.शुल्‍क:असली मई- Pehle kaam karta hai power ke saath—aur wahi tarifon se bhi zyada badi chaal hain: AI companies bidding up electricity prices. The U.S. Department of Energy says AI could consume as much electricity as all American households by 2028. data centers aren’t just hungry—they’re rich. mere miners? We’re the last ones standing—but only because we run on cheap hydro or stranded gas from Texas oil fields. The moment an AI firm offers double the rate per kWh… you pack up or pivot fast. even Riot Platforms and Core Scientific are building AI accelerators from old rigs—not because they hate BTC—but because survival demands flexibility. So yes—tariffs hurt—but so does competition for scarce resources… especially when one side has Google-level funding and no moral compass about energy use.

##वैश्‍विक पहल ​​अब! The smart ones know: diversification isn’t optional; it’s essential for resilience in volatile geopolitics—or even worse—a sudden regulatory switcheroo from Washington DC.

Meanwhile—yes—the Chinese giants are adapting too.Bitmain’s Irene Gao recently announced plans to build local manufacturing capacity inside the U.S., effectively dodging tariffs while keeping their dominance intact.

This isn’t protectionism—it’s evolution through adaptation.

And honestly? The idea that nationalizing mining infrastructure will somehow ‘save’ Bitcoin is naive at best—and dangerously optimistic at worst.

What we need isn’t more nationalism but smarter energy policy: tax breaks for green-powered mines; grid partnerships; better inter-state transmission lines.

That would actually help bring down marginal costs—not arbitrary tariffs that punish both consumers and innovators alike.