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BTC VanEck数字资产研究主管Matthew Sigel：量子计算尚不构成抛售比特币的理由，AI浪潮提升矿企能源合同价值
VanEck数字资产研究主管Matthew Sigel表示，从长期来看，比特币有望继续扩大其在投资市场中的份额。但他同时指出，目前量子计算技术的发展尚未构成迫在眉睫的威胁，投资者无需因此抛售比特币（BTC）。
AI发展重塑矿企估值逻辑
Sigel在采访中指出，人工智能（AI）行业的迅猛增长，使得比特币矿企所持有的电力基础设施及长期能源合约变得更具价值。他回顾道，过去矿企的核心资产主要依据算力及比特币产能进行估值，但随着AI数据中心对电力需求的高昂且持续性增加，这一传统估值方法正在发生改变。
Sigel提到，部分比特币矿企已与具备投资级信用评级的交易对手签署了为期10至20年的电力供应协议。他强调，这些协议为公司带来了额外的价值，使其不再仅仅依赖于比特币价格波动。随着AI行业的发展，廉价且稳定的电力来源可能日益稀缺，拥有长期能源保障的矿企有望抓住新的商业机遇，例如将设施转型为AI和高性能计算基础设施。
卖压减弱，对标黄金确立长期地位
在评论比特币市场时，Sigel补充称，有迹象表明市场的抛压正在逐渐减弱。
In addition, he also compared the status of Bitcoin and gold in the portfolio and believed that over time, Bitcoin is expected to occupy a larger market share. VanEck maintains an optimistic view on the long-term adoption trend of Bitcoin. Sigel pointed out that if Bitcoin's market value reaches a small fraction of other major investment assets, this will be an important milestone in its future valuation.
Quantum risks require long-term attention but not short-term negative
Regarding the potential impact of quantum computing on the Bitcoin network, Sigel said that the technology does pose a risk that requires long-term monitoring, but at this stage, its threat is far from enough to prompt Bitcoin investors to sell.
