比特币矿工转向 AI 成为网络安全的直接风险 - 但 BTC 收入仍将超过 AI 超过 4B 美元

Quantum computing has long served as Bitcoin’s most cinematic threat. It has the right ingredients for a high-drama warning, strange machines, broken cryptography, and the possibility of a future rewrite of digital trust. Yet the greater danger facing Bitcoin today looks far more ordinary and far more commercial. It is artificial intelligence, and the pressure point is electricity. That pressure is already visible. As of today, Bitcoin is trading at $77,845 on CryptoSlate , up 5% over 24 hours, 6.7% over seven days, and 9.2% over 30 days. Price has recovered over the past month, but the mining side of the network is still operating under tighter economics than the market’s casual surface suggests. In its Q1 2026 mining report , CoinShares said the weighted average cash cost to produce one Bitcoin among publicly listed miners rose to about $79,995 in Q4 2025. The same report said the current hashprice around $30 per petahash per day leaves an estimated 15% to 20% of the global fleet underwater if power costs are high enough. That is where AI enters the picture with a much sharper edge than quantum. Quantum remains a serious long-term cryptographic issue. NIST has already finalized its first post-quantum standards because the migration clock is real, and IBM’s roadmap targets the first large-scale fault-tolerant quantum computer by 2029. Those milestones deserve attention. They also describe a technology path that still has to arrive. AI is already bidding for the same powered campuses, the same substations, the same fiber routes, and the same land positions that gave industrial Bitcoin miners their strategic value in the first place. One threat sits on the roadmap. The other is already signing leases, funding conversions, and changing how these companies use their best assets. AI is already taking the premium sites The strongest evidence comes from what miners are physically doing with their facilities. In March, Bitdeer said decommissioning of Bitcoin mining rigs ha