NewsBTC •
January 30, 2026 at 03:00 •
Analysis
CryptoQuant CEO Ki Young Ju revived the “Bitcoin equals energy” thesis on Wednesday, arguing that proof-of-work is becoming the settlement layer for an AI-driven economy where power, not narratives, is the binding constraint. In a post on X, Ju framed Bitcoin as a digital instrument that can price energy with precision in a way commodities can’t. “Energy is money. Bitcoin precisely measures the value of energy,” Ju wrote. “Gold also embeds energy, but it cannot be measured accurately because it is not digital. Bitcoin is the money of an AI-accelerated energy economy.” The Link Between AI, Energy And Bitcoin Ju’s comments were posted alongside a long-form X post by Hashed CEO Simon Kim titled Monetizing Energy: Redefining Bitcoin’s Role in the AI Era, which argues tha...