— Waterdrip Capital has released a new research report arguing that artificial intelligence (AI) computing power and Bitcoin are emerging as the two most critical foundational assets of the digital intelligence era, redefining how global productivity and value storage are structured.
According to the report, AI computing power is becoming the primary driver of productivity growth, while Bitcoin is evolving into a digital value anchor closely linked to energy consumption and decentralized credit settlement.
The firm noted that the current AI infrastructure boom mirrors past industrial revolutions driven by new energy sources. “AI computing power plays a role similar to oil in the industrial age, while Bitcoin increasingly resembles digital gold in the value system of the digital economy,” the report stated.
AI Infrastructure Enters a Critical Investment Phase
Waterdrip Capital cited Goldman Sachs’ “Four-Stage Model of AI Investment,” which outlines the industry’s evolution from AI chips to infrastructure, revenue empowerment, and productivity improvement. The report noted that the AI sector is now transitioning from infrastructure expansion to large-scale commercial application.
Global data center electricity demand is projected to increase by 165% by 2030, while cumulative global spending on data centers and hardware is expected to reach $3 trillion by 2028. Meanwhile, the generative AI application market is forecast to grow to $1.3 trillion by 2032, driven initially by training infrastructure and later by inference deployment.
Goldman Sachs has described 2026 as the “year of AI return on investment,” predicting that AI adoption will deliver substantial cost reductions across 80% of non-technology companies in the S&P 500.
Bitcoin as a Digital Energy-Based Value Anchor
The report emphasized that Bitcoin’s Proof-of-Work mechanism directly links its issuance to electricity consumption, making it a digital representation of energy value.
“AI converts electricity into intelligence, while Bitcoin converts electricity into monetary scarcity,” the report explained. “Together, they form a closed-loop system connecting productivity creation and value preservation.”
Waterdrip Capital also highlighted Bitcoin mining’s role in stabilizing power grids through demand response. Mining operations can absorb surplus renewable energy during oversupply periods and shut down during peak demand, releasing electricity back to higher-value AI computing workloads.
Stablecoins and RWA Accelerate On-Chain Computing Power Finance
The report pointed to the passage of the GENIUS Act in the United States as a turning point for on-chain financial infrastructure. By integrating stablecoins into the federal regulatory framework, the act enables more efficient on-chain settlement, cross-border payments, and tokenization of real-world assets (RWA).
AI computing power assets, including GPU clusters, inference resources, and edge computing nodes, are increasingly being standardized as RWA. Their operational metrics — such as utilization rates, energy efficiency, and revenue performance — can be transparently recorded and settled through smart contracts.
This development allows computing power to be leased, traded, financed, and refinanced directly on-chain, creating what the report describes as an emerging “computing power capital market.”
Cloud Service Providers at the Center of Dual Consensus
Waterdrip Capital described cloud service providers as the intersection point between AI productivity consensus and Bitcoin value consensus.
Hyperscalers such as Microsoft, Amazon, Google, Meta, and xAI continue to invest heavily in AI infrastructure, building million-GPU-scale clusters and specialized AI data centers. At the same time, a new generation of NeoCloud providers, including CoreWeave, Nebius, and Nscale, are focusing on high-performance AI-specific computing platforms.
The report also highlighted GoodVision AI as a representative of emerging-market-oriented computing power globalization. Through intelligent scheduling across multiple cloud platforms and modular edge inference nodes, GoodVision AI aims to reduce deployment latency and improve cost efficiency in regions with limited infrastructure.
From Mining to AI: A Structural Industry Transition
Waterdrip Capital noted that many leading AI computing infrastructure providers originated from the cryptocurrency mining industry. Both Bitcoin mining and AI computing share core operational requirements, including large-scale power procurement, high-density data center deployment, and continuous 24/7 operations.
“As AI demand grows, existing mining infrastructure is naturally transitioning from storing value through Bitcoin to generating productivity through AI computing,” the report stated.
The firm believes that Bitcoin and AI computing will continue to balance global energy distribution inefficiencies, enabling a two-way conversion between productivity output and value storage.
Toward a Computing-Power-Based Financial System
The report concluded that the digital intelligence era is accelerating the transition from oil-based productivity to computing-power-based productivity, and from gold-based value storage to Bitcoin-based value anchoring.
By combining blockchain technology with computing power tokenization, future financial systems may support verifiable computing power trading, on-chain settlement, collateralization, and cross-border leasing, significantly expanding global liquidity channels.
“AI represents the productivity application of energy, while Bitcoin represents its ultimate value anchor,” the report stated. “Together, they are shaping the foundational financial and industrial architecture of the digital intelligence era.”
Full Report: https://waterdripcapital.medium.com/waterdrip-capital-btc-ai-compute-the-gold-and-oil-of-the-ai-era-23c8b2b7f086
Contact Info:
Name: Luke Wang
Email: Send Email
Organization: Waterdrip Capital
Website: https://waterdrip.io/
Release ID: 89181015
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