2026-01-12 21:34:20

Fidelity recently released a 2026 outlook report that's definitely worth checking out—some solid analysis there. Their projections touch on several angles that caught my attention: they're suggesting Bitcoin's hash rate growth could plateau as AI competition for computing resources intensifies, which is a fresh take on the infrastructure side. Another compelling point is how Bitcoin might gradually shift into gold's traditional store-of-value role in portfolios. Then there's the token space—they're flagging performance-based vesting mechanisms as a trend to watch, which makes sense given how projects are rethinking incentive structures. The data visualizations in the report actually tell the story pretty well, breaking down what these shifts could mean for the broader market. If you're thinking about 2026 positioning, it's worth a read to understand where major institutions are seeing potential pressure points and opportunities.

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FOMOSapien

· 01-15 21:11

Does AI computing power competition squeeze the growth of computing power? That logic is a bit far-fetched.

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PhantomMiner

· 01-15 10:35

From the perspective of AI computing power competition, I hadn't really thought about it before, but it sounds reasonable... If miners are really pushed out, it must be very uncomfortable.

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FUD_Vaccinated

· 01-14 16:24

Is Bitcoin's hash rate being squeezed by AI? That logic is a bit stretched; miners aren't fools, and where the computing power goes still depends on profitability... However, concerns from institutional-level players like Fidelity are indeed worth paying attention to.

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FloorPriceWatcher

· 01-12 22:04

AI computing power is competing for Bitcoin mining power? That logic is a bit ridiculous haha

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POAPlectionist

· 01-12 22:04

Is the hash rate being bottlenecked by AI? That perspective is indeed novel, but if it really comes down to a fight, it's hard to say who would win.

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LayerZeroEnjoyer

· 01-12 22:03

I haven't really thought about the angle of AI抢算力 (AI competing for computing power) before. Fidelity's analysis this time is interesting.

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GateUser-2fce706c

· 01-12 22:00

I've already said that AI computing power competition will become the bottleneck of Bitcoin infrastructure. Now Fidelity has also realized this. What are you still hesitating for... Time waits for no one.

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zkProofGremlin

· 01-12 21:58

The competition for computational resources between AI and mining—didn't expect this perspective... However, Fidelity says BTC will become the new gold? The logic is sound, but it still feels too idealistic.

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GasWrangler

· 01-12 21:57

ngl the hash rate plateau thesis is interesting but technically speaking, they're kinda glossing over mempool dynamics. if you actually analyze the data, ai competition for compute is demonstrably one factor among many—base layer optimization matters way more than most realize. their vesting mechanism take is mid at best

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DoomCanister

· 01-12 21:40

I hadn't really thought about the hash rate being bottlenecked by AI, but upon reflection, it does make sense.

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