The resonance of #美SEC促进加密资产创新监管框架 industry trendsetters often signals a narrative shift. Recently, Elon Musk made a statement: "Generating power is the currency of the future." Jensen Huang immediately followed up: "Bitcoin is essentially portable energy money." With these two top tech figures simultaneously repositioning $BTC from "digital gold" to "energy standard," this shift is worth analyzing.

The core logic is actually not complicated. During the AI boom, demand for computing power has skyrocketed, making electricity a scarce asset. Whoever controls power generation essentially holds the right to print money. Meanwhile, Bitcoin’s mining mechanism is inherently anchored to energy consumption—hydropower in Norway, solar in the Middle East—all can be converted into on-chain assets through computing power, enabling instant value transfer across regions. This logic upgrades Bitcoin from a simple store of value to a global settlement layer for energy value.

Digital gold emphasizes "preservation of value," while energy money targets the pricing power of "underlying assets." If the monetary system truly returns to an energy standard, $BTC is indeed the closest asset to that position. Of course, whether $ETH and other assets like $DOGE can catch this wave depends on each ecosystem’s energy utilization efficiency and the strength of their consensus.

The narrative is already underway—will the market buy in? Let’s wait and see.