Ardoino Sees Bitcoin and AI Energy Race Could Create a Long-Term Game-Theoretic Equilibrium, with Tether Aiming to Lead Mining

Author: COINOTAG

Publication date: 2025-06-15 | Updated: 2025-06-20

Author: COINOTAG

What is the Bitcoin and AI energy race?

At its core, the term Bitcoin and AI energy race captures the ongoing pursuit for energy resources by two of the era’s most transformative technologies: blockchain mining and artificial intelligence workloads. This dynamic emphasizes a balance where efficiency gains, scalable energy solutions, and sound policy alignment allow both ecosystems to expand without placing undue stress on electrical grids. In practical terms, the race is about maximizing reliable throughput while minimizing waste, so that mining operations and AI deployments can scale in tandem rather than compete destructively for the same resources.

How does energy efficiency influence Bitcoin mining and AI deployment?

Energy efficiency acts as the central lever shaping both industries’ trajectories. When efficiency improves, mining can be carried out at lower marginal costs, and AI workloads can run with less wasted power, enabling larger, more capable networks. Ardoino’s commentary situates this as a long-term, cooperative evolution: advances in one domain should support, rather than hinder, progress in the other. The broader strategy includes expanding a diversified energy footprint and investing in infrastructure to sustain growth while keeping costs predictable for operators and users alike. In parallel, Tether’s broader initiatives in AI, telecommunications, and energy infrastructure are framed as components of a holistic plan to reinforce the stability and resilience of the blockchain ecosystem.

Frequently Asked Questions

What is the long-term profitability comparison between buying Bitcoin and mining it?

From a purely financial perspective, buying Bitcoin directly is typically more profitable than mining, largely due to capex, electricity costs, and equipment depreciation. However, strategic mining by major entities can contribute to network security and price resilience, especially when integrated with broader energy infrastructure investments and corporate strategic aims that align with long-term value creation.

How should readers interpret the idea of trillions of AI agents using USDT and Bitcoin for machine-to-machine payments?

The vision implies scalable, low-friction settlement rails that can support massive automation. In practice, this means prioritizing energy-efficient operation, reliable networks, and predictable costs to enable real-time value transfer among countless AI agents and devices. A robust mining and energy strategy can help ensure the necessary security and liquidity for widespread machine-to-machine payments.

Key Takeaways

• Co-evolution over competition: Bitcoin mining and AI workloads can advance together through shared gains in energy efficiency and scalable energy infrastructure.
• Strategic mining backed by infrastructure: Tether’s expansion into mining and energy projects signals a broader approach to digital infrastructure and network stability, beyond short-term profits.
• Global energy footprint and resilience: Investments across multiple sites in Uruguay, Paraguay, and El Salvador, including renewable energy projects and substations, aim to strengthen resilience and long-term value for the blockchain ecosystem.

Conclusion

The Bitcoin and AI energy race represents a framework for sustainable, long-horizon growth where efficiency, infrastructure, and strategic alignment matter as much as innovation. As Ardoino and peers emphasize, fostering a balance between progress and energy stewardship can unlock durable value for digital finance, AI services, and machine-to-machine ecosystems. COINOTAG will continue watching how these dynamics unfold and what they mean for the future of decentralized technology.

Author and organization: COINOTAG

Notes on sources and data (plain text)

Sources referenced in this article include public statements attributed to Paolo Ardoino, Tether’s Chief Technology Officer, as well as company disclosures describing investments in energy and mining infrastructure. Reported figures include investments exceeding $2 billion across 15 sites in Uruguay, Paraguay, and El Salvador, renewable energy projects, substations, and partial stakes in operating mines. Expert quotes cited reflect commentary from social media discussions and official communications, contextualized for analysis without linking to external outlets.

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