Crypto攻城狮|10月 31, 2025 06:59
Last night, Bitcoin increased its difficulty again, by 6.31%, and now it is 155.97T, breaking a new historical high directly. The computing power of the entire network has surged to 1.13 ZH/s. Looking at the map of the mining pool, it's really outrageous. Every time the difficulty reaches a new high, the market keeps holding back something. Don't you think this wave is a bit familiar? Last time it was so hard, do you remember what happened afterwards?
Recently, I have been increasingly feeling that not only Bitcoin, but the entire world of computing power is "transforming". On the way home from overtime last night, the guy next to me roast that he could not rent a video card and that AI would explode as soon as he ran away. I laugh: Don't be stubborn with cloud vendors. Recently, I have been staring at the new roadmap of @ cysic_xyz, making my palms sweat - computing power can "flow". I handed my phone over and asked him to search for 'ComputeFi', but he fell silent on the spot.
The siege lion believes that there are three key points:
① Compute Fi market: Placing orders for tasks such as ZK/AI/mining, bidding, and multi-party verification to achieve "computing power as an asset, settled based on performance" (PoC+Cosmos CDK).
② Dual tokens: CYS convertible, paid, and incentivized; CGT is non transferable and can be obtained by pledging CYS for governance and mortgage purposes, to prevent wrongdoing and force the supply side to maintain long-term stability.
③ Full stack hardware: self-developed ASIC+GPU cluster+portable mining machine, hardware/protocol integration, supply on chain.
This week's heavyweight: Roadmap released; Interpretation points to the main website in November (subject to official); The offline tour starts from Shenzhen on 10/30 and ends in Shanghai on 10/31.
Why am I excited? Because when Bitcoin difficulty represents the 'past of computing power', Cysic may be defining the 'future of computing power'.
Compared to card rental platforms, Cysic prioritizes verifiability and orchestration - whoever proves to be more stable wins the prize. In the long term, the revenue from computing power will be priced like DeFi. Siege Lion betting logic: Look at hardware implementation+cross domain requirements (ZK/AI) resonance.
Short term monitoring of nodes/validation parameters, long-term monitoring of CYS/CGT supply and demand closed loop. DYOR, I'll set the alarm for November first.
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