Kev lag luam mining pib xyoo 2022 tawm muaj zog nrog qhov zoo li cov peev nyiaj txaus los nthuav dav, tab sis cov nqi zog siab, nce kev sib tw rau Bitcoin blocks thiab lub lag luam dais ntaus cov miners, knocking tawm cov uas muaj zog leverage.
Kev lag luam tau cuam tshuam los ntawm kev lag luam thiab kev qiv nyiaj tsis raug cai, thiab xyoo tom ntej yuav muaj kev mob hnyav ntxiv, vim cov miners tawm tsam los txhawb lawv cov ntawv sib npaug thiab kev ua haujlwm. Tab sis nws tseem yuav nthuav qhia lub sijhawm rau cov neeg nyob hauv txoj haujlwm los yuav cov khoom muaj nqis, nrog rau cov uas tuaj yeem txhim kho lawv cov paj nrog cov kev hloov tshiab tshiab.
CoinDesk tau hais rau qee tus thawj coj thiab cov kws tshuaj ntsuam xyuas hauv bitcoin mining los tshuaj xyuas lub xyoo dhau los thiab kwv yees cov qauv rau 2023. Nov yog qhov lawv tau hais.
Kev loj hlob tsis tuaj
Cov neeg koom hauv kev lag luam hais tias ntau cov nyiaj tau siv nyob rau xyoo tas los no los txhawb cov hashrate, ib qho kev ntsuas ntawm kev suav lub zog ntawm Bitcoin network, tab sis ntau zaus, cov kev nqis peev no tsis them, vim cov tuam txhab thauj khoom ntawm cov nuj nqis los pab nyiaj txiag. kev loj hlob tsuas yog pom kev lag luam ntawm crypto mining tawg.
"Ntau tus miners ua dhau los txiav txim siab," projecting bitcoin (BTC) yuav ntaus $ 100,000 thiab tsis txawm xav tias tus nqi yuav poob qis dua $ 20,000, hais tias Juri Bulovic, tus thawj coj ntawm mining ntawm crypto mining thiab staking Lub tuam txhab Foundry, uas yog tus tswv los ntawm CoinDesk niam txiv tuam txhab, Cov Pab Pawg Nyiaj Txiag.
Nrog rau tus nqi bitcoin poob, ntau lub tuam txhab muaj teeb meem ntsib lawv cov nuj nqis.
Nyeem ntxiv: Bitcoin Miners 'FTX Kev Tiv Thaiv Kev Tshaj Tawm tuaj yeem ua kom muaj kev lag luam mob
“Tsis muaj ntau txoj hauv kev los tsim cov phiaj xwm no. Ib qho yog muag bitcoin, qiv cov nuj nqis lossis teeb meem kev ncaj ncees. Thaum muag cov mined bitcoin tau NW nyuam qhuav txaus los them rau OpEx (cov nuj nqis ua haujlwm), ntau tus tau xaiv rau cov nuj nqis qiv nyiaj raws li kev lag luam ncaj ncees tig txias, "said Wolfie Zhao, tus thawj coj ntawm kev tshawb fawb ntawm TheMinerMag, cov ntaub ntawv thiab kev tshawb fawb caj npab ntawm mining consultancy BlocksBridge.
Nyeem ntxiv: Crypto Miners Face Margin Hu, Defaults raws li cov nuj nqis los txog hauv Kev Lag Luam Xyooj
Nyob rau hauv lub flip swb, cov qiv nyiaj tau zoo heev.
Bulovic tau sau tseg tias "Muaj ntau tus tsis tuaj yeem ntsuas qhov kev pheej hmoo cuam tshuam nrog xws li kev qiv nyiaj qiv nyiaj rov qab vim tias qhov no yog thawj lub voj voog uas cov nyiaj qiv no tau muab tawm," Bulovic sau tseg.
Qee tus miners pom lawv cov nuj nqis-rau-tus nqi sib npaug, ib qho kev ntsuas uas qhia tau hais tias lub tuam txhab kev siv nyiaj txiag, ntau dua li peb zaug hauv peb lub hlis twg, raws li cov ntaub ntawv TheMinerMag.
Unsurprisingly, miners uas muaj nuj nqis-rau-equity piv, xws li Core Scientific (CORZ), Greenidge Generation (GREE) thiab Stronghold Digital Mining yuav tsum tau ua ntaub ntawv thov rau kev lag luam lossis rov tsim lawv cov nuj nqis.
Hedging thiab kev tswj nyiaj txiag
Ntau tus miners kuj ua tsis tau zoo los tiv thaiv lawv cov kev pheej hmoo tiv thaiv tus nqi bitcoin poob.
"Bitcoin miners muaj ntau yam los kawm los ntawm cov khoom lag luam tsim kev lag luam xws li roj thiab roj. Es tsis txhob siv cov cuab yeej nyiaj txiag los ua kom lawv cov roj tau ntev ntev, cov neeg tsim khoom roj tiv thaiv lawv qhov cuam tshuam los ntawm kev muag roj rau yav tom ntej. Vam tias, lub lag luam dais no yuav txhawb nqa cov miners kom txo lawv cov nqi bitcoin los ntawm kev tswj hwm kev pheej hmoo ntau dua, " Jaran Mellerud, tus kws tshuaj ntsuam ntawm Luxor Technologies, tus muab kev pabcuam bitcoin mining, tau hais. Luxor qhib lub rooj derivatives muag cov khoom hedging rau cov miners thaum Lub Kaum Hli, txawm hais tias lub tswv yim ntawm hedging nrog derivatives twb tau pib sow nws cov noob nyob rau hauv cov miners raws li kev lag luam dav.
"Kuv xav tias cov tub ua lag luam xav tau ob yam - lawv xav tau kev pom tseeb thiab lawv xav tau kev kwv yees - thiab qhov ntawd yog qhov ua rau muaj kev cuam tshuam rau cov miner," said Chris Bae, tus tsim thiab CEO ntawm tuam txhab lag luam digital-asset trading tuam txhab Enhanced Digital Group. Bae lub tuam txhab muab cov khoom lag luam tiv thaiv rau cov miners uas tab tom sim siv cov tswv yim tswj kev pheej hmoo. Lwm lub tuam txhab xws li crypto-focused nyiaj txiag-kev pabcuam tuam txhab Galaxy Digital thiab Singapore-raws li cov cuab yeej cuab tam tswj hwm platform Metalpha kuj tseem muab kev pabcuam tiv thaiv rau cov miners.
TheMinerMag's Zhao tau taw qhia tias nws tsis yog tsuas yog overleverage uas tau coj qee tus miners rau hauv caug, tab sis kuj tsis muaj kev tswj hwm nyiaj txiag.
"Yog tias Core tau muag ib nrab ntawm nws cov mined bitcoin txhua lub hlis thiab tuav qhov seem txij li Lub Ib Hlis 2021, nws yuav tsis muaj teeb meem li tam sim no thaum tseem muaj ob peb K [txhiab] ntawm BTC ntawm nws daim ntawv tshuav nyiaj li cas los ntes. lub sij hawm ntev upside, "nws hais, hais txog Core Scientific, ib tug miner uas tau foob rau kev lag luam poob rau lub Kaum Ob Hlis.
Hloov chaw, lub ntiaj teb cov miner loj tshaj plaws los ntawm hashrate tau tos "txog lub Tsib Hlis thaum kev lag luam mob pib tiag tiag" kom pib muag nws cov khoom muaj nqis digital, Zhao tau hais.
Miners uas muaj feem ntau ntawm cov nuj nqis txheeb ze rau lawv cov khoom siv bitcoin tau pom lawv tus kheej hauv dej.
"Tsib ntawm rau lub tuam txhab nrog cov nuj nqis loj tshaj plaws ntawm BTC mined tau muaj qee theem ntawm kev tsim kho txij li ib nrab xyoo no, tshwj tsis yog Marathon Digital Holdings (MARA)]," Zhao hais.
Tus kws tshuaj ntsuam xav tias Marathon tau bucked qhov sib txawv hauv ib feem vim tias lub tuam txhab mining tau nce $ 750 lab xyoo tas los hauv cov ntawv hloov pauv tsis muaj kev nyab xeeb nrog 1% daim coupon. Core Scientific, los ntawm qhov sib piv, tsa $ 500 lab hauv kev ruaj ntseg cov ntawv hloov pauv nrog 10% tus nqi.
Marathon tseem tab tom ua haujlwm los txo nws cov nuj nqis, lub tuam txhab hais rau CoinDesk.
Mob ntxiv ua ntej
Tseem, Jaime Leverton, CEO ntawm Canadian miner Hut 8 (HUT), kwv yees qhov phem tshaj plaws tseem tsis tau los txog ntawm kev poob nyiaj txiag thiab kev lag luam, tshwj xeeb tshaj yog nyob rau thawj ib nrab ntawm 2023, thiab nws tsis paub tseeb tias kev pab yuav tuaj rau hauv ib nrab thib ob.
Luxor's Vera tau hais tias nws cia siab tias ntau lub tuam txhab yuav raug coj mus rau tus kheej, hais tias cov tuam txhab tuaj yeem tau txais txiaj ntsig los ntawm kev tswj hwm thiab khiav tshuab.
Tab sis Fiorenzo Manganiello, tus tsim ntawm Cowa, lub tuam txhab kev lag luam mining thiab venture-funding, hais tias cov neeg yuav khoom yuav zoo dua tsuas yog yuav cov bitcoin, tsis yog cuam tshuam nrog kev tsis sib haum xeeb ntawm tus kheej thiab kev siv tshuab.
Nyob rau hauv tas li ntawd mus rau lub pob, lub xyoo zoo li ib lub xyoo ntawm ciaj sia taus thiab rov qab.
"Tshwj tsis yog tias peb pom tag nrho lub khw muag nyuj, uas kuv tsis ntseeg tias peb yuav, cov miners yuav siv xyoo 2023 los ntxiv dag zog rau lawv daim ntawv sib npaug thiab txhim kho lawv cov kev ua haujlwm tau zoo. Xyoo qhov kev hloov pauv loj tshaj plaws yuav raug nqi txo qis thiab txo cov nuj nqis, "Mellerud tau hais.
Nyeem ntxiv: Bitcoin Miners 'FTX Kev Tiv Thaiv Kev Tshaj Tawm tuaj yeem ua kom muaj kev lag luam mob
Lub zog tawm tsam
Xyoo 2023, cov miners yuav tsis tsuas yog yuav tsum nrhiav qhov zoo tshaj plaws lub zog deals, tab sis tau muaj tswv yim txog yuav ua li cas lawv thiaj li txo tau lawv cov nqi lossis nqa cov nyiaj tau los los ntawm kev tweaking lawv lub zog siv thiab muab khoom, cov kws tshaj lij kev lag luam hais.
Raws li cov npoo txuas ntxiv mus ntxiv, cov miners yuav tau saib seb lawv tuaj yeem koom nrog "kev thov teb cov kev pabcuam," txhais tau tias muag lub zog rov qab rau hauv daim phiaj nyob rau lub sijhawm muaj kev xav tau siab, nrog rau kev rov qab cua sov los ntawm cov mining rigs thiab siv lub zog tso tseg, Bulovic hais. "Cov miners uas muaj kev nkag siab tiag tiag ntawm cov txheej txheem, cov cai, cov cai thiab kev paub txog kev lag luam uas nyob ib sab yuav tau txais txiaj ntsig ntawm lwm cov miners," nws hais.
Nyeem ntxiv: Bitcoin Miners Powered Off raws li lub caij ntuj no cua daj cua dub ntaus North America
Crypto mining tau dhau los ua ib feem loj ntawm kev lag luam hluav taws xob, thiab thaum kawg ntawm 2023, ntau lub tuam txhab yuav tsum muaj kev sib koom ua ke, nrog rau lawv tus kheej lub zog hauv kev txiav txim "kom muaj kev ruaj ntseg mus sij hawm ntev, raws li kev lag luam. ib nrab tsuas yog tau los ze dua, "raws li Daniel Jogg, CEO ntawm Enerhash, lub tuam txhab Hungary uas khiav blockchain cov ntaub ntawv chaw. Ib nrab yog thaum tus naj npawb ntawm bitcoin mined ib block poob los ntawm 50%.
Lwm zaj lus qhia hais txog qhov tseem ceeb ntawm kev tswj hwm cov nqi hluav taws xob yog nyob rau hauv hosting, cov qauv kev lag luam uas cov tuam txhab lag luam coj cov nyiaj tau los rau tus tswv thiab kev ua haujlwm hauv vaj tse. Zach Bradford, CEO ntawm crypto miner CleanSpark (CLSK).
Compute North, thawj lub tuam txhab loj hauv kev lag luam mus poob lag luam, feem ntau yog lub tuam txhab hosting. Core Scientific kuj tau poob nyiaj hauv nws lub lag luam hosting - txog $ 10 lab hauv peb lub hlis twg.
Nyeem ntxiv: Core Scientific dua nce Bitcoin Mining Hosting tus nqi
Cov tuam txhab lag luam mining xws li Digihost (DGHI), Greenidge Generation, thiab Argo Blockchain (ARBK), uas tso siab rau cov roj av lossis cov phiaj xwm hluav taws xob rau lawv lub zog, pom lawv cov nqi nce siab hauv peb lub hlis twg, raws li cov ntaub ntawv los ntawm TheMinerMag.
Qhov sib txawv ntawm tus nqi ib bitcoin tsim nyob rau hauv lub xyoo "zoo li zoo ib yam li Teb Chaws Asmeskas tus nqi nruab nrab ntawm tsev neeg lub zog nce xyoo no. Qhov nruab nrab ntawm tag nrho cov tuam txhab loj mining 'tus nqi ntawm kev tsim ib BTC mined tau nce 7% hauv Q3 piv rau Q1, "Zhao hais.
Tshiab
Raws li cov miners sim ua kom muaj txiaj ntsig zoo dua thiab txo cov nqi hluav taws xob, lawv yuav xaus rau txoj kev tsis txaus ntseeg - underclocking mining machines. Qhov ntawd yog qhov kev coj ua ntawm "txo kev siv hluav taws xob thiab tag nrho cov hashrate los txhim kho kev siv hluav taws xob," uas yog "ib qho ntawm cov thev naus laus zis zoo tshaj plaws" txhawm rau txhim kho kev ua tau zoo thiab tswj cov nqi, Ben Gagnon, tus thawj coj mining ntawm Canadian miner Bitfarms (BITF) , hais.
Nascent technologies xws li immersion thiab hydro cooling kuj tau nrov dua, tab sis nws tsis paub meej tias cov miners puas yuav xa lawv mus rau qhov ntsuas yav tom ntej vim kev txhawj xeeb txog nqi.
Immersion cooling entails submerging mining machines in a tank of fluid, whereas hydro cooling entails ib tiam tshiab ntawm mining rig, uas tau txhawb nqa hnyav los ntawm Bitmain, lub ntiaj teb no tus loj tshaj plaws mining tshuab khoom chaw tsim tshuaj paus. Hydro cov cav tov muaj cov raj tso rau ze rau cov chips. Cov kua dej nkag mus los ntawm cov raj no, tshem tawm cov cua sov tawm ntawm lub tshuab. Cov rigs no xav tau ib qho chaw tshwj xeeb los khiav, thiab feem ntau los kho cov dej xws li nws tsis degrade cov hlab thaum lub sij hawm.
Nyeem ntxiv: Amid Market Rout, Crypto Miners tseem tab tom tsim
"Txawm hais tias kev lag luam mining tam sim no tau cuam tshuam cov neeg ua haujlwm mining los ntawm kev sim cov thev naus laus zis tshiab no, peb cia siab tias tseem yuav pom kev nce qib hauv 2023 txhawm rau txhim kho thev naus laus zis thiab cov nqi qis dua," Foundry's Bulovic tau hais.
Aydin Kilic, tus thawj tswj hwm thiab tus thawj coj ua haujlwm ntawm Canadian crypto miner Hive Blockchain (HIVE), tau tshaj tawm Hive Buzzminers, qhov tshiab mining rig tsim siv. Intel's (INTC) tau txais kev cia siab heev Blocksale nti. Cov tshuab mining no yuav yog thawj ASIC (application-specific integrated circuit) miner deployed by any of the major public crypto mining companies and design in-house, nws hais tias.
Lub evolving geography ntawm mining
Lub xyoo dhau los pib nrog ib qho kev pom zoo hauv nruab nrab ntawm bitcoin mining hashrate nyob rau hauv Teb Chaws Asmeskas Lub Ib Hlis, Teb Chaws Asmeskas suav txog li 38% ntawm kev suav fais fab ntawm Bitcoin blockchain, thiab Canada yuav luag 7%, raws li cov Center for Alternative Finance ntawm University of Cambridge. Xyoo tom ntej, tus qauv ntawd yuav tawg. Luxor's Mellerud thiab COO Ethan Vera ob leeg cia siab tias cov miners yuav tsiv mus rau South America, Middle East thiab Southeast Asia vim muaj hluav taws xob pheej yig.
Hut 8's Leverton tau hais tias qhov kev txiav txim siab no yog nws "kev cia siab," vim tias bitcoin yuav tsum yog ib qho kev faib tawm, tsis suav nrog hauv ib qho kev txiav txim siab, txawm hais tias nws tau sau tseg tias kev tsis sib haum xeeb ntawm kev nom kev tswv tuaj yeem yog qhov teeb meem hauv qee lub tebchaws.
Nyeem ntxiv: Bitcoin Miners 'Kev Cia Siab Rau Latin America Dented los ntawm Paraguay
Kev txhawj xeeb ntawm ib puag ncig
Ntau qhov chaw muaj kev txhawj xeeb txog bitcoin mining lub zog siv thiab nws cov kev cuam tshuam rau cov zej zog hauv zos, thiab hauv 2022, lawv pib teeb tsa kev txwv.
Nyob rau hauv lub xyoo dhau los, New York lub xeev enacted a ob xyoos moratorium ntawm kev ua haujlwm bitcoin mining tshiab, cov neeg tsim cai lij choj hauv Asmeskas yog tsom rau kev lag luam kev siv hluav taws xob, cov khoom siv hluav taws xob hauv peb lub xeev Canadian muaj nres pom zoo tshiab bitcoin mining kev sib txuas rau daim phiaj, thiab ib daim nqi tab tom txiav txim siab hauv Kazakhstan uas yuav cap lub zog muaj rau miners.
Cov kws tshaj lij kev lag luam tau hais tias lawv tsis xav tias yuav muaj kev cai lij choj ntawm tsoomfwv qib siab hauv Asmeskas lossis Canada hauv xyoo tom ntej, tab sis tsoomfwv hauv nroog lossis xeev yuav txuas ntxiv txwv kev lag luam.
Gagnon ntawm Bitfarms pom cov kev cai me me no yog qhov chaw sim tseem ceeb rau tsoomfwv txoj cai lij choj yuav los rau xyoo tom ntej.
Vera, txawm li cas los xij, tau ceeb toom tias qhov kev ncua sij hawm teem tseg los ntawm New York lub xeev "tsim qhov nyuaj ua ntej" rau lwm tus hauv Teb Chaws Asmeskas rau kev nthuav dav ntawm cov liaj teb tshiab. Kev txhim kho qhov chaw tshiab thoob plaws lub xeev tswj hwm los ntawm Democrats zoo li yuav raug tsom los ntawm kev tswj hwm, nws hais.
Mellerud tau hais tias hauv Tebchaws Europe, European Union tus tswj hwm yuav "ntau dua rau cov miners bitcoin hauv 2023."
Raws li lub teb chaws "tawm tsam nrog nws lub zog ntsoog, kev lag luam siv hluav taws xob zoo li bitcoin miners ua ntuj scapegoats uas regulators tuaj yeem tsom mus rau qee qhov pheej yig nom tswv taw tes," nws hais.
Nyeem ntxiv: Teb chaws Europe qhov kawg Bitcoin Mining Refuge yog tsis muaj lawm
Tau qhov twg los: https://finance.yahoo.com/news/bitcoin-miners-got-crushed-crypto-194202786.html