读_874 - 一位热浪朋克的宣言

与其仅仅将挖矿视为一种旨在获得高于能源消耗成本的经济回报的奖励系统，不如将其视为电力供暖基础设施的新工具，这种基础设施为全球能源消耗最大的领域之一提供了经济补贴。

Rather than viewing mining solely as a rewards based system that aims to return more economic value than the cost of energy consumed, it can instead be recognized as a new tool for electrically powered heating infrastructure, which economically subsidizes one of the largest sectors of global energy consumption.

比特币矿机的余热是一种产品，而非问题。

Bitcoin miner exhaust heat is a product, not a problem.

比特币领域最优质的内容，现可聆听。

The best in Bitcoin made audible.

我是盖伊·斯旺，这里是《比特币可听》。

I am Guy Swan, and this is Bitcoin Audible.

大家准备好了吗？

Is up, guys?

欢迎回到《比特币可听》。

Welcome back to Bitcoin Audible.

我是盖伊·斯旺，一个比你认识的任何人都阅读更多比特币相关内容的人，同时我也是个热力朋克。

I am Guy Swan, the guy who has read more about Bitcoin than anybody else you know, and I am a heat punk.

这确实是一篇非常非常值得一读的文章。

This is actually a really, really great read.

我非常高兴泰勒·史蒂文斯整理了这篇文章。

I'm super happy that Tyler Stevens put this together.

尽管我忙得不可开交，时间非常有限，但我刚把拉德哄睡，小女儿也安顿好做她自己的事情了。

And even though I'm crazy busy and have very limited time, I have just gotten Rad down for a nap, and the baby girl is also, tucked away doing her thing.

所以我有一分钟时间，我要坐下来录音。

So I have a minute, and I'm gonna sit down and I'm I'm gonna record.

我打算完成整期节目，甚至可能挤时间录一段'盖伊观点'。

I'm gonna try to finish this whole episode, and maybe even squeeze in a guy's take.

但在接下来的几周里，大概要等到BitLock Boom之后，我们还会看到很多重启现象，先跟大家打个招呼。

But for the next couple of weeks, it's probably until after BitLock Boom, we'll still be seeing a lot of reboots, just so you know.

但我会尽力确保节目持续更新，因为我个人很讨厌那些我常听的节目突然出现长时间断更的情况。

But I'm gonna I'm gonna try to make sure that I keep getting episodes out because I personally hate it when I have a show that I listen to regularly, and suddenly there's big gaps.

而且确实有大量素材可以挖掘，很多内容大家都没听过，现在又变得相关了——毕竟我们已经经历了一个半周期，没什么新鲜事了。

And there really is a ton of stuff that I can dig up that a lot of people have not heard, and that is relevant all over again, because we've gone through a whole cycle and a half now, and nothing is new.

老一套的FUD（恐惧、不确定、怀疑），老一套的所有东西。

Same old FUD, same old everything.

特别感谢Blockstream对本节目的支持，当然还有Jade Plus硬件钱包。

A real quick thank you to Blockstream for supporting this show, and of course, the Jade Plus hardware wallet.

我做了两个视频，一个是设置教程，一个是开箱视频，欢迎到我的YouTube或Rumble页面观看。

I have two videos, one breaking down the setup and one unboxing, if you wanna check those out on my YouTube or Rumble page.

我最喜欢的Jade Plus使用方式是搭配手机端的绿色钱包通过蓝牙连接。

And my favorite setup with the Jade Plus is Bluetooth with the green wallet on mobile.

它完美兼顾了密钥不存储在手机的安全性和易用性——钱包和Jade Plus就像同一个应用般无缝协作，你只需点击签名再点击广播即可。

It really is just the best between your keys not being on the phone and being secure, and also just being really really easy to use, because the wallet and the Jade Plus just kind of talk together as if it's one app, and you just go back you just hit sign and you just hit broadcast.

用户体验真的非常棒。

It's just a really nice UX.

说到优秀设计和用户体验，兼具闪电网络功能且完全非托管的移动钱包，BitKit可能是最佳选择。

And speaking of great design and user experience, for a mobile wallet that includes Lightning and is completely non custodial, BitKit is the best probably.

这个...很难下定论。

I it it's hard to say.

我...我真的很喜欢Phoenix钱包。

I I really like Phoenix.

Phoenix，我依然钟情于你，但BitKit多了一个功能层，比如拥有联系人列表，可以随机选择联系人。

Phoenix, I still love, but BitKit just kinda have a has an extra layer that you have, like, a contact list, and you can just randomly select people.

就像我能在BitKit里直接点击我兄弟，然后给他转些比特币。

Like, I can just tap my brother in BitKit, and then send him some Bitcoin.

而且整个后台运行着点对点的机制，他们这种设置方式真的很酷。

And there's this whole kind of peer to peer thing happening in the background, which is just really cool the way they've set it up.

正如我所说，对于新手而言，其用户体验和设置流程非常直观。

And like I said, the UX and the flow of setting it up for somebody who's new is just really intuitive.

所以去试试看吧。

So check them out.

相关链接和详细信息都会放在节目备注里。

Links and details to both will be in the show notes.

好的。

Alright.

那么，我们开始进入今天的阅读环节，我会尝试塞进一个男性视角——因为我是热浪朋克，真的很喜欢这篇文章。

With that, let's go ahead and get into this read, and I will be trying to cram in a guy's take because I am a heat punk, and I really like this piece.

简短精炼，但我觉得非常到位地击中了论点与视角。

Short, sweet, but really hits the argument and the perspective really well, I think.

闲话少说，让我们直接进入今天的阅读，标题是Tyler Stevens所著的《热浪朋克宣言》。

So without further ado, let's go ahead and jump in to today's read, and it's titled A Heat Punk's Manifesto by Tyler Stevens.

能源消耗是人类繁荣的基石。

Energy consumption is essential for human prosperity.

能源消耗并非不道德行为。

Energy consumption is not immoral.

这体现了我们利用自然界固有潜力为人类谋福利的能力。

It reflects our ability to harness the inherent potential of the natural world to our benefit.

没有大量能源使用就没有繁荣社会，而近半数能源消耗都用于供暖。

No prosperous society exists without significant energy use, and nearly half of all energy consumption is dedicated to heating.

若有人希望按自己认为合适的方式使用能源，只要不侵犯他人生命权、自由权和私有财产权，就应享有这一权利。

If someone desires to use energy how they see fit, they should have the right to do so, provided it does not infringe on others' rights to life, liberty, and private property.

没有哪种能源使用是完全高效的，热量总会释放，那么谁有资格评判何为浪费？

No use of energy is perfectly efficient heat is always released, So who is to judge what is wasteful?

比特币作为一种中立且符合伦理的货币协议，通过工作量证明挖矿机制，为能源使用提供了新途径。

The emergence of Bitcoin as a neutral and ethical monetary protocol introduces a new way to use energy via the mining proof of work mechanism.

矿工消耗电力时，预期会获得相应的经济价值回报。

Miners consume electricity with the expectation of rewarded economic value.

热量释放是这一过程的副产品。

Heat is released as a side effect.

这种去中心化点对点电子现金的创建，催生了一个消耗能源并将其转化为热能的新产业。

The creation of this decentralized peer to peer electronic cash has incentivized a new industry of energy consumption and conversion to heat.

比特币挖矿在通过哈希算法寻找廉价和废弃能源的同时，也守护着人类已知最稳健的货币体系。

Bitcoin mining secures the most robust monetary system known to man, while hunting cheap and wasted energy through its hashing algorithm.

与其仅将挖矿视为追求经济回报高于能源成本的奖励系统，不如将其看作电力供暖基础设施的新工具——它通过经济补贴支撑着全球能源消耗的最大领域之一。

Rather than viewing mining solely as a rewards based system that aims to return more economic value than the cost of energy consumed, it can instead be recognized as a new tool for electrically powered heating infrastructure, which economically subsidizes one of the largest sectors of global energy consumption.

比特币矿机的余热是产品，而非问题。

Bitcoin miner exhaust heat is a product, not a problem.

既然能源与热量是人类繁荣的必需品，我们就必须确保其供应充足。

Since energy and heat are required for human prosperity, we must ensure they are available in abundance.

我们必须捍卫按自己意愿使用能源的权利。

We must defend the ability to use energy however we desire.

当我消耗能源开采比特币时，这无可指摘。

When I consume energy to mine Bitcoin, there is nothing to criticize.

我可能是在有意支持去中心化协议、实现资源货币化，或抵消必要的供暖成本。

I could be purposefully supporting a decentralized protocol, monetizing resources, or offsetting necessary heating costs.

比特币矿工并非能源的浪费。

A Bitcoin miner is not a bad use of energy.

此外，比特币供暖系统会奖励热能消耗、减少浪费，并保障中立货币网络的安全。

Moreover, a Bitcoin heating system rewards heat consumption, reduces wastes, and secures the neutral monetary network.

这些激励机制是相互关联的。

The incentives are linked.

矿机能耗成本可通过热能货币化获得补贴，而供暖成本也可通过挖矿奖励来补贴。

Mining energy costs can be subsidized through heat monetization, and heating costs can be subsidized with mining rewards.

比特币供暖系统的存在，依赖于比特币网络的存在及其抵御威胁的能力。

For Bitcoin heating systems to exist, the Bitcoin network must exist and remain robust against threats.

比特币挖矿的物理去中心化能防范集中式攻击，而全球分布的比特币供暖系统则有助于进一步分散网络。

Physical decentralization of Bitcoin mining secures the network against centralized attacks, and global distribution of heating systems powered by Bitcoin helps further decentralize the network.

比特币挖矿在经济效用、实用价值和意识形态上的综合激励，将推动算力分布到最分散的区域、能源生产成本最低的产地、数百万可通过挖矿奖励补贴的供暖系统，以及最坚定的支持者手中——他们将不计得失地为网络提供支持。

The combination of economic, utilitarian, and ideological incentives of Bitcoin mining will drive hashrate distribution to the most diffuse locations, to the sources of energy production where cost is lowest, into millions of heating systems that can be subsidized by mining rewards and into the hands of the most convicted, who will supply the network regardless of outcome.

我们不能指望个人、政府、企业或其他无名的组织会立即接受为比特币挖矿消耗能源。

We cannot expect individuals, governments, corporations, or other faceless organizations to immediately embrace energy consumption for Bitcoin mining.

他们尚未意识到这样做最符合其经济利益。

Little do they know it is in their economic best interest to do so.

他们会明白的。

They will learn.

这项新技术的加热应用将使个人能够保护财富、减少浪费，并为所有人创造更繁荣的社会。

Heating applications of this new technology will allow individuals to protect their wealth, reduce waste, and create a more prosperous society for all.

允许我们随意开采和消耗能源对他们有利。

It is to their benefit to let us mine and consume energy at will.

热浪朋克们谴责对能源生产和消费的监管。

Heat punks deplore regulations on energy production and consumption.

试图阻碍用于挖矿的能源消耗，就是在对抗热力学定律本身。

To attempt to hinder energy consumption used for mining is to fight against the laws of thermodynamics themselves.

能源不仅可供使用，它本就该被使用。

Energy is not just available to be used, it is meant to be.

比特币挖矿将寻找被困和浪费的能源。

Bitcoin mining will hunt trapped and wasted energy.

它将瞄准能从中获益的加热应用场景。

It will target heating applications that can benefit from its utility.

它作为一种载体，将能源转化为热能，并赋予操作者经济价值作为回报。

It serves as a vehicle that transfers energy resources into heat and rewards the driver with economic value.

在熵增竞赛中，比特币挖矿一马当先。

In the race of entropy generation, Bitcoin mining leads the way.

挖矿的边界只取决于其价值被认可的程度。

Mining only extends as far as its value is recognized.

热浪朋克系统为挖矿作业增添了额外的实用效益。

Heatpunk systems add additional utility benefits to mining operations.

通过激励机制的对齐，我们——热力朋克们——将渗透到世界的每个角落，物理性地分布哈希算力。

Through aligned incentives, we, the heat punks, will infiltrate all nooks and crannies of the world, physically distributing hash power.

将热能作为理想产品进行挖矿，直接为比特币网络安全增添了实用价值。

Mining for heat as a desirable product adds a direct utility value to Bitcoin network security.

这降低了对纯经济激励的敏感性。

It reduces sensitivity to pure economic incentives.

它变得难以诋毁、更加普及、更难阻止，并将加速采用进程。

It becomes difficult to vilify, more widespread, harder to stop, and will accelerate adoption.

我们——热力朋克——致力于推进那些捕获、改造并再利用比特币矿机热能的技术体系。

We, the HeatPunks, are dedicated to advancing systems that capture, repurpose, and reuse Bitcoin miner heat energy.

我们正在降低净成本并消除浪费。

We are reducing net costs and eliminating waste.

我们正在为负责任的能源消耗树立标准。

We are setting the standard for conscientious energy consumption.

我们是比特币网络的供热民兵，由人类对温暖的本能需求所驱动。

We are the heating militia of the Bitcoin network, driven by the innate human need for warmth.

我们正在这场货币革命中巩固比特币的力量。

We are fortifying Bitcoin's strength in this monetary revolution.

热力朋克是建设者、创新者和比特币信徒。

Heatponks are builders, innovators, and Bitcoiners.

我们正在调整激励机制，遵循热力学的自然法则。

We are aligning incentives and following the natural laws of thermodynamics.

我们相信哈希率供热是比特币网络超级去中心化的关键。

We believe hashrate heating is key to a hyper decentralized Bitcoin network.

我们的系统和见解对所有人开放。

Our systems and insights are available for all.

供暖需求不会停止，我们也不会。

Heating demand will not be stopped, and as such, neither will we.

我们这些'热力朋克'，在这个新兴行业中探索时，渴望听到你们的问题、顾虑和专业见解。

We, the heat punks, seek your questions, concerns, and expertise as we navigate this emerging industry.

我们希望能以诚信与你们合作，并整合所有可行的供暖应用方案。

We hope to engage with you and integrate with all viable heating applications in good faith.

但我们不会因为你们对我们方法论的异议而停止热力开采或降低能耗。

We will not, however, stop mining for heat or reduce our energy consumption because you disagree with our methodology.

让我们在和平与繁荣中继续前进。

Let us continue in peace and prosperity.

继续建设吧。

Keep building.

我是个热力朋克，去年整个冬天我都在给地下室供暖，实际上当我们的主供暖炉罢工时，我负责了整个房子的供暖。说实话，这很简单。

So I am a heat punk, and I have been heating the basement and all through last winter the entire house actually when our, heating on our main furnace just gave out on us, And honestly, it was so easy.

虽然不是说特别容易，但比我预想的要简单得多，也没那么吓人。

Like, it it wasn't it wasn't so easy, but it was a lot easier and a lot less intimidating than I had suspected.

我的装置一点都不复杂。

Like, my setup is nothing complicated.

我只是用管道大绑带把通风管末端固定住，另一头用风扇夹在矿机上——上面只装了个从Crypto Cloaks买的简易罩子，然后用胶带把过滤器粘在另一头。

I just have ducting tied to the end, just like strapped down with a pipe big pipe strap, and I have the other fan clamped down on the minor with just a simple shroud on it that I bought from Crypto Cloaks, and then I duct tape the filter to the other end.

这玩意儿看起来真有点像小型喷气发动机模型，因为你知道，它装着个大风扇，后面连着个大金属块。

The thing literally looks like kind of like a little model jet engine or something, because it's got, you know, this big fan on it and then this big metal block.

它看起来确实像鱼雷之类的东西，我就这么随身带着。

It does look like a torpedo or something like that, and I just carry the thing around.

它没那么重。

It's not that heavy.

我只要把它拿起来搬到某个地方放下，插上电源和网线，它就能运行了。

I just pick it up and walk it to somewhere, and then sit it down, and I plug the sucker into the wall and an Ethernet cable, and then it runs.

而且我的地下室有很多窟窿，我就随便找了点东西把洞堵上，在那里工作会冻死人的。

And it, like, my basement has, like, a bunch of holes in it that I've just kinda, like, put stuff up to cover the holes, and it would be freezing to work down there.

整个冬天本来都会这样，但冬天过了一半时我想，为什么不在他们楼下工作时给他们供暖呢。

It would have been all winter, but basically halfway through the winter, I was like, well, why don't we I can totally heat it for them while they're working downstairs.

我就下去装好设备，在后面装上大过滤器，它就能整天供暖了。

And I just went down there, set it up, put the big filter on the on the back of it, and it just pumps out heat all day.

正因如此，楼上也能感受到热气透过地板传上来，这样地板和大部分房间自己就能保持相对舒适的温度。

And because of that, the upstairs, like, a lot of it just seeps through the floor, so it just kinda keeps the floor and most the house relatively comfortable by itself.

这只是个小问题。

And this is one minor.

这只是个小问题。

This is one minor.

由于我们现在没有洗衣房——尽管我想为建筑工人和承包商保持舒适环境，但他们进度慢得令人发指，还不断糊弄我说'再过两天'，结果拖了三个月。

And because we don't have a laundry room right now, because, you know, despite the fact that I wanted to keep it comfortable for my for the construction workers and the contractor and stuff, they also were infuriating, like infuriating horrifyingly slow and constantly gaslighting me that two days away, two days away, and three months go by.

但我不会把这种怨气带到播客里，因为我已经为这事生够气了。

But I'm not gonna dump that bitchy energy out into this podcast because I have I have been angry about that and I'm done with that.

因为我已让他们滚蛋，现在我要自己解决这个问题。

Because I have let them go and now I'm going to figure it out by myself.

正因如此，尽管我们本应在九月份——也就是宝宝出生前四个月——就装好洗衣房，但现在我们既没有洗衣房，也没有第二个卫生间。

But because of that, even though we were supposed to get a laundry room back in September, four months before our baby was going to be born, we still don't have a laundry room and we don't have a second bathroom.

所以我们楼上那个拆了一半的次卫里，我买了个70美元的洗衣机，就是那种旅行用的房车洗衣机之类的。

So our torn apart second bathroom upstairs, I we bought a $70 washing machine, which was like this travel or like a RV washing machine or something.

天啊。

Oh, my god.

这让我想起来了。

That reminds me.

我得把东西换一下。

I gotta switch things over.

但这小东西就只有一个洗涤区和一个脱水区。

But it's like this little thing, it just has a wash side and a spin side.

大概只能洗三件衣服。

It holds maybe like three pieces of clothing.

我把它半永久性地安装在备用卫生间里，就这样拼凑出一个小洗衣房，就为了能有个宝宝。

And I've got it like semi permanently set up in the extra bathroom, so we have this little laundry room that I have concocted just so that we could have a baby.

排水管直接通到马桶下水口，进水管则夹在未来洗手台位置的阀门上，但墙面全拆光了敞开着。

And the drain goes down into the toilet drain hole, And then the input line is clamped down on the the valve for where the sink is gonna go, but the the walls are just torn out and open.

我们还弄了个可爱的小衣架，洗完就挂上面。

And then we have, like, a nice little, like, clothes rack thing that we just hang the stuff on.

我们考虑过把它放在壁炉前，因为那样很棒，但壁炉会让衣服热得特别快。

But we were thinking about it because it's really nice to put it in front of the fire, but the fire makes it really, really hot really, really quickly.

然后我突然注意到我左边还有台S9洗衣机。

And then it struck me that just to my left, I also have an s nine over here.

我有个设备还没真正用过，可以装在我所谓的洗衣房里，大概就是挂在墙上对着衣服吹，这样我就能加热、烘干衣服了？

One that I haven't actually gotten to use that I could hook up in my quote unquote laundry room and just kinda like mount up on the wall and aim it down at the at the clothes and I can I can heat I can dry the clothes?

当时我岳父母也在场，我们都在忙活，我就想，哎呀，这可真是。

My wife's parents were here at the time, and we were all just kinda doing stuff, and I was like, oh, man.

我完全可以装个加热器，大家都觉得，哇，这主意太棒了。

I could totally just set up the heater, and everybody was like, oh, that's such a cool idea.

那简直完美。

That would be awesome.

有趣的是，虽然我还没动手安装——主要是没时间——但光是设想这个过程就让我意识到。

And what's funny about it is that in thinking about, like, setting this up, which I haven't haven't done yet, I just hadn't had any time.

在琢磨安装方案时，我突然想到，其实用吹风机或者加热器也能实现这个效果。

But in thinking about setting it up, it made me realize, was like, you know, I could do this with a hairdryer or maybe a heater.

但好笑的是，其他设备的风力根本不够用。

But what's funny is that nothing would really blow enough air do it.

就像我手头除了矿机——因为它风力确实够大——没有其他完全符合要求的设备。

Like, I don't have anything that really perfectly fits the bill for that except the miner because it does push a lot of air.

但用其他设备又显得不太合理。

But then also the others just wouldn't make sense.

关键是这个创意，加上能通过挖比特币获得收益，突然就让整个方案在经济层面变得有趣起来。

But the idea, the fact that I'm getting Bitcoin from this suddenly makes it economically interesting to actually go do that.

所以不仅是挖矿能耗可以通过热能变现来补贴。

So it's not just that the mining energy costs can be subsidized through heat monetization.

这是我最喜欢的一句话：供暖成本也能用挖矿收益来补贴。

And this is one of my favorite lines from this piece, but that heating costs can be subsidized with mining rewards.

我真心认为这其中有些道理。

And I've genuinely think there is something to this.

我几乎感觉到比特币挖矿可能进入另一个时代，发展到我们甚至能看到矿工愿意承担的边际能源成本——或者说，挖矿的能源边际收益实际上可能变为负数，但如果我们把热量视为产品，这在经济上仍然合理。

I almost it feels like there is another era of Bitcoin mining that could go this way to the point that we could potentially see the marginal cost of energy that miners are willing to use, or I guess the the the marginal return on the use of energy for mining could actually go negative and still make economic sense if we think of the heat as a product.

举个好例子，就像我做的...其实我还没仔细算过这笔账。

A good example is that I made, like like, if I tally I haven't really done the math on this.

我很想算一算，而且更想用去年的价格计算而非今年，因为我觉得今年的价格评估会失准。

I I would like to, and I would like to do it at last year's prices rather than this year's prices because I don't think that would be a fair assessment.

但我要对比获取的比特币数量与购买的能源量，因为当时我关心的不是省钱或赚钱，而是在生产比特币。

But to compare how much Bitcoin I got versus how much energy I purchased, because I wasn't really concerned with whether or not I was saving money or making money because I was making Bitcoin.

具体来说，假设在最冷的月份，我家取暖通常要花200美元。

So what I mean by that is that, let's say, it would normally cost me exactly $200 in the coldest month to heat my home.

但这次因为同时高功率运行两台矿机，花费了500美元。

And this time, it cost me $500 because I was running two miners on high on high power.

而当时我只挖出了价值200美元的比特币。

And I only made $200 worth of Bitcoin at that time.

所以净亏损是50美元。

And so my net is $50 loss.

虽然实际情况可能没这么糟，但假设最坏情况成立，我依然会继续使用矿机。

I don't think that's how it played out, but let's say, in the worst case scenario, let's assume that's the case, I'm still going to use the miner.

这就是为什么我自称'热力朋克'——我根本不在乎经济效益。

This is why I would consider myself a heat punk because I'm not really worried about the economics of it.

单凭能从矿机获得两样实用价值，就值得这个成本了。

I simply get two useful things out of the miner, and it is worth the cost of that.

而且显然，我有意识形态上的原因。

And because, obviously, I have ideological reasons.

我不是我我我现在要一直挖比特币了。

I'm not I I I'm always going to be mining Bitcoin now.

我就是这样。

I just am.

但我还有一些低效的老旧矿机。

But I also have old inefficient miners.

还需要注意成本差异，因为当初报价时，我之所以没有立即更换暖气炉，就是因为他们给我的更换报价是7000美元。

And it's important to note as well the difference in cost because when we were quoted, the reason I didn't replace the furnace immediately is because when we were quoted to replace it, it was $7,000.

这又不是什么大型机组，也不是高端设备。

This is not some huge unit or, you know, high end.

我只是问他们更换一个能供暖1100平方英尺的普通燃气炉要多少钱，他们给我的就是这个报价。

Like, I just got the I'm just asking them what it was going to cost to replace a normal gas furnace that will heat, you know, 1,100 square feet, and that was what they quoted me.

我当初买的Wutzminer矿机现在便宜多了，可能只要五六百美元，但当时要1200美元。

My Wutzminer back when I bought it, which is way less now, it's probably like 5 or $600, was only $1,200.

如果因为矿机耗电每月净亏损50美元，那也需要9年8个月才能抵消不换暖气炉省下的7000美元或5800美元。

If I was losing $50 per month in net energy loss because the miner cost me more, well, would still run it would still take nine years and eight months for me to be net negative on the 7,000 or the $5,800 that I saved on not replacing the furnace.

就像我说的，现在可能只要四五百美元就能买到我的矿机。

And like I said, now you can probably get my miner for 4 or $500.

我用的Infinity风扇大概要1500美元。

The Infinity fan that I use cost maybe 1,500, I think.

你需要一个风量特别大的。

You need one with really high volume.

然后我从Plebtech或Pivotal Pivotal Plebtech那里得到了这个小配件。

Then I got the little gadget from Plebtech or Pivotal Pivotal Plebtech.

我相信这是Cloudline，Njord Cloudline。

It's the the Cloudline, the the Njord Cloudline, I believe.

它让我的矿机自己控制Infinity风扇。

It lets the it it turns my it lets my miner itself control the the Infinity fan.

那大概花了50美元。

That was like $50.

Crypto Cloaks的遮罩，有很多不同的3D打印店可以买到。

The shroud from Crypto Cloaks, which there's a bunch of different three d printing places that you can get it from.

但Crypto Cloaks有9折礼品卡或用Fold返现10%，我买了带PSU连接的遮罩罩子。

But Crypto Cloaks has the 10% off gift cards in fold or 10% back in sats, and I got the shroud cover, or or the shroud with the the one that connects to your PSU, your your power supply unit as well.

那个花了30美元，我想就这些了。

And that was $30, and I think I think that was it.

呃，不，等等。

Or well well, no.

我还买了一个大橡胶夹，夹在两个六英寸风扇和六英寸遮罩之间。

I got a a big rubber clamp between two six inch six inch fan and then the six inch shroud.

大概5美元左右。

Probably like $5.

几个夹子，基本上就这些了。

Couple of clamps and that's pretty much it, I think.

一卷胶带现在要20美元了。

Duct tape, roll of duct tape's like $20 these days.

但说实话，整套设备——可能今天就能搞定——和我现在用的完全一样，800美元就能搞定。

But literally the whole setup, probably today, the exact same one that I have, could be could be done with $800.

考虑到你能获得的配置，这简直是巨大的前期成本节省。

Like, that's a huge upfront cost savings considering the setup that you're getting.

而且它还是个更紧凑的单元。

It's also a more compact unit.

所以这里确实存在一个非常、非常迷人的经济激励机制，我真心认为这种趋势会持续下去。

So there's absolutely a really, really fascinating economic incentive structure going on here, and I genuinely think things could continue to go this way.

因为随着市场发展，随着行业本身越来越成熟，对更廉价能源的争夺将持续存在。

Because as the market gets as the industry itself becomes more and more mature, you'll need there will continue to be this fight for cheaper and cheaper energy.

这就是为什么我认为地球上所有燃烧的天然气最终都会用于比特币挖矿。

And this is why I think literally all flared gas on Earth is going to be mining Bitcoin.

而目前整个挖矿领域最大的机遇就是捕获这些能源，因为现在这些就是免费能源。

And one of the biggest opportunities right now that you could find in anywhere in mining is in capturing that, because right now that is free energy.

你只需要承担将矿机运抵当地、运行发电机并启动设备的行业或基础设施成本，这从任何角度看都更划算。

All you have is the industry or the infrastructure cost of getting mining there, running a generator, and turning the thing on, and it is it is literally better in every possible way.

这种配置没有任何缺点。

There is no downside to that setup.

如果不是因为要专注于节目制作、媒体事务和需要固定居所的家庭生活，我现在就会在做这件事。

If I wasn't focused on a bunch of other things with the show, with the media, and with a family that I need to be in one place at, that is what I would be doing right now.

我确实认为在足够长的时间线上，数据中心将被市场淘汰。

I actually think that on a long enough timeline, the data centers will get priced out of the market.

它们只能依托于大型能源生产设施存在，比如依附于核电站或燃煤电厂等巨型能源源。

They will only exist with huge energy production, with some giant energy source with a new like, an attached to a nuclear energy, facility or a coal plant.

任何类型的能源生产设施，那里就是你将看到数据中心的地方，也是它们唯一能真正有意义地存在的地方。

Any sort any sort of energy production plant, that is where you will see those data centers, and that will be the only place where they can actually meaningfully manifest.

我的意思是，在某种程度上，这种情况可能已经实际存在了。

I mean, in a way, you that might already actually be the case.

所以我可能并不是在真正预测未来的任何事情。

So I might not really be predicting anything in the future.

但我我特别喜欢回到这个具体部分。

But I I like just going back to this piece specifically.

我喜欢他开篇就提出这个观点：能源使用不仅没有任何坏处，它还是最强大且唯一最重要的推论。

I love that he opens with the concept that there is nothing not only is there nothing bad about energy use, energy use is the is the strongest and single most important corollary.

从公理上说，它就是我们所说的繁荣的源泉，这意味着如果我们反对能源消耗，我们实际上只能是在试图强制降低生活质量。

It is axiomatically the source of what we mean when we say prosperity, which means that if we are fighting the consumption of energy, we are only and can only be attempting to force a lower quality of life.

根本不存在，绝对不存在一个能源消耗更少而生活更好的世界。

There is literally no world, none whatsoever in which there is less energy consumption and a better life.

这些事物在公理上就是相互对立的。

Those things are axiomatically opposed.

这就像说你想要更湿的东西，但用的水却更少。

It's like saying you want something that's way more wet, but where there's less water.

妖魔化能源消耗是一种极其危险的意识形态，它是彻底反人类的。

The demonization of energy consumption is an extremely dangerous ideology, and it is deeply antihuman.

使用能源并不是坏事。

It is not bad to use energy.

就在这个背景下，即使我们暂且不谈这点（我认为这是根本论点），也根本不存在关于如何更好利用能源的真正讨论，因为正如泰勒所说，谁来当这个裁判呢？

And just in the context, let's even if we set that aside, which I think that is the fundamental argument, and there is no real discussion about what the better use of energy is, Because, again, who is going to be the judge of that, like Tyler says?

我现在就能列举出我认为互联网上半数浪费能源的现象，这些可能会让你感到不快。

I can list off right now half of the Internet that I think is wasted energy that you might not be very happy about.

一旦我们开始走上极权主义的道路，让某个团体或个人来决定他人通过正当途径获得、支付和交易的能源用途，你就正在走向一个非常非常黑暗的境地。

As soon as we start walking down the totalitarian line of having some some group or some person decide which other person's use of energy that they rightfully earned and paid and trade for, you're headed to a really, really dark place.

但撇开这点不谈，比特币不能、比特币挖矿不能、也永远不会与消费者级别的能源价格竞争。

But that aside, Bitcoin cannot and Bitcoin mining cannot and will never compete with consumer level energy prices.

从字面上看这是不可能的，这意味着从根本上说，它并不与你的能源来源竞争。

It literally cannot, which means that fundamentally, it is not competing with your energy source.

它无法从任何将能源用于其他用途的人那里夺走能源，因为它必然需要一个更低的价格门槛。

It cannot take energy away from anyone who is using it for some other purpose because it necessarily needs a lower threshold of price.

这意味着它只会——它会去'猎取'。

And that means it will only it will hunt.

我喜欢这个词。

I like that word.

这个市场存在极其强烈的动机和压力去猎取、挖掘、搜刮每一盎司或每一瓦特的能源，每一颗被意外丢弃的'宝石'，或是那些因消费者无法使用或不想要而以低价存在的能源。

There is insanely strong incentives and pressures in this market to hunt, to dig, to scrape, and find every ounce or every watt of energy, every jewel that is accidentally thrown away or that exists somewhere at low prices specifically because consumers cannot or cannot use it or doesn't want it.

比特币能盈利使用的只有这类能源，这也必然导致它唯一能做的就是降低能源的平均成本——因为当无人愿意购买时它才是买家，而这正是低价所表明的。

That is the only energy where Bitcoin can actually be used profitably, which also it necessarily follows that the only thing it can do is bring down the average cost of energy because it's a buyer when no one else is willing to buy, which is exactly what a low price indicates.

这就是它告诉我们的。

That's what it's telling us.

没有人愿意购买它。

Nobody is willing to buy it.

他们必须降低价格才能找到愿意接收这么多能源的人，或是愿意跨越障碍、距离、传输阻力等种种因素来获取、寻找、将能源运送到需要之处的人。

They have to lower the price in order to find someone who is willing to take up that much energy or who is willing to cross the barriers or the distance or the transmission, the the friction, whatever it is in order to obtain, to find, to get that energy to where they need it.

比特币确实能够跨越所有这些障碍，无论它存在于何处都能获取。

And Bitcoin can literally just leap right across all of those barriers and grab it wherever the hell it exists.

只需理解少数几个主要的经济激励因素和工具，就能得出结论：比特币挖矿只会降低能源成本并提高能源使用效率。

By understanding just the handful of major economic incentives and tools in play, there is no conclusion to be made other than the fact that Bitcoin mining can only lower the cost of energy and make energy use more efficient.

这还没提到它有一个副产品，而这个副产品恰好是我们使用能源的首要目的——热能。

This is before we are talking about the fact that it has a byproduct which happens to be the number one thing we use energy for, heat.

这是一个非常强大的组合，我认为未来我们会看到更多这样的例子。

This is a really powerful combination, and I think we will see a lot more of it in the future.

而我是一个热能朋克。

And I am a heat punk.

特别感谢泰勒·史蒂文斯的这篇文章。

A shout out to Tyler Stevens for this piece.

真的太棒了。

Really awesome.

我非常喜欢这篇。

I love this one.

简短、精炼、切中要害，而且涵盖了所有要点。

Short, sweet, to the point, and hits all the right things.

我会在节目说明中放上Twitter链接、笔记和博客链接。

I'll have links to the Twitters and the notes and the blog right down there in the show notes.

别忘了查看Blockstream Jade+硬件钱包，使用代码'guy'可享10%折扣，当然还有Bitkit移动钱包，这是一款简单易用的链上和闪电网络钱包，操作直观，非常适合新手入门。

And don't forget to check out the Blockstream jade plus hardware wallet, 10% off with code guy, and of course, the Bitkit, mobile wallet for a simple on chain and lightning wallet that just works and is super intuitive and easy for onboarding.

现在我要去叫醒Rad了，因为他的午睡时间结束了。

And now, I am going to go wake up Rad because his nap is over.

时机正好。

Perfect timing.

好的。

Alright.

非常感谢大家的收听，我们下期《比特币之声》再见。

Thank you guys so much for listening, and I will catch you on the next episode of Bitcoin Audible.

我是盖伊·斯旺。

I am Guy Swan.

别忘了分享出去。

Don't forget to share this out.

在各大平台关注我。

Follow me on all the things.

各位，我们下次见。

And until next time, everybody.

放轻松，朋友们。

Take it easy, guys.

我活在这世上不是为了满足你的期待，你活着也不是为了满足我的。

I'm not in this world to live up to your expectations, and you're not in this world to live up to mine.

李小龙。

Bruce Lee.