Tsim lub hauv paus ntawm Bitcoin ntug, cov miners kos rau ntawm lub zog loj los tsim cov txiaj, ua kom blockchain kev lag luam ruaj ntseg thiab ua haujlwm zoo. Nyob rau hauv lem, lawv raug nqi zog nrog tokens lawv muag tau los yog khaws cia.
Nws tuaj yeem yog kev lag luam muaj txiaj ntsig heev nyob rau hauv ib lub lag luam bull. Cov miners tau luag thaum lub Kaum Ib Hlis 2021, thaum Bitcoin pauv ntawm cov ntaub ntawv siab ntawm $ 69,000. Yim lub hlis tom qab, lub lag luam crypto tau poob: Bitcoin tau qis dua $20,000 rau hnub Thursday.
Cov nqi hluav taws xob tau nce siab, ua rau muaj kev nce nqi siab tshaj plaws hauv plaub xyoo caum, yog li Bitcoin mining lag luam yog dheev ntau trickier. Ntau tus miners tam sim no muag feem ntau, yog tias tsis yog tag nrho, ntawm lawv cov tokens los them cov nqi khiav lag luam lossis them rov qab cov nuj nqis - qhov kev quaj deb ntawm cov tswv yim zoo ntawm kev khaws Bitcoin ntawm daim ntawv tshuav nyiaj li cas hauv lub khw muag nyuj kawg.
Shares ntawm pej xeem kev lag luam crypto miners muaj tag nrho tab sis vau.
Argo Blockchain Cov
(ticker: ARB.UK) Tshuag tau poob ntau dua 60% xyoo no.
Riot Blockchain Cov
(RIOT) thiab
Marathon Digital
(MARA) muaj txhua tus thim rov qab yuav luag 80%.
Tab sis yog tias Bitcoin miners yog dab tsi, lawv yuav hloov tau. Yam tsawg kawg, lawv zoo li yuav ua tau zoo dua.
"Kev sib ntaus sib tua kom muaj sia nyob ntawm Bitcoin miners tau ua rau muaj kev nce ntxiv hauv kev ua haujlwm mining thiab ua rau txo qis ntawm Bitcoin cov nqi tsim khoom," cov kws tshuaj ntsuam coj los ntawm Nikolaos Panigirtzoglou ntawm
JPMorgan
sau nyob rau hauv ib daim ntawv Wednesday.
Pab pawg ntawm cov kws tshuaj ntsuam ntawm lub txhab nyiaj kwv yees tias qhov nruab nrab cov nqi tsim khoom ntawm Bitcoin - qhov tseem ceeb ntawm cov miners cov nyiaj tau los, nrog rau cov nqi token - tau poob qis dhau lub hli dhau los. Tus nqi ntawm mining ib zaug Bitcoin yog nyob ib ncig ntawm $ 20,000 thaum pib ntawm Lub Rau Hli, $ 15,000 thaum kawg ntawm lub hli tas los, thiab tam sim no zaum ntawm $ 13,000, cov kws tshuaj ntsuam tau hais.
Kev poob qis hauv cov nqi tsim khoom yuav luag tag nrho los ntawm kev siv hluav taws xob, raws li cov kws tshuaj ntsuam. Lawv hais Cambridge Bitcoin Kev Siv Hluav Taws Xob Kev Ntsuas, uas qhia tau hais tias kev poob qis hauv kev xav tau hauv network hauv lub hli dhau los thiab ib nrab.
Lub zog ntawm lub zog xav tau thiab Bitcoin's hashrate - kev suav lub zog siv hauv cov txheej txheem mining - zoo ib yam nrog "kev siv zog los ntawm cov miners los tiv thaiv lawv cov txiaj ntsig los ntawm kev siv cov mining zoo dua li kev khiav tawm ntau los ntawm cov miners tsawg," Panigirtzoglou pawg. hais.
Tab sis nws tsis yog txhua yam xov xwm zoo.
"Thaum pab kom cov neeg ua haujlwm tau txais txiaj ntsig zoo thiab muaj peev xwm txo qis kev ntxhov siab ntawm cov miners kom muag Bitcoin tuav kom nce cov nyiaj tau los lossis rau kev txo qis, qhov poob ntawm cov nqi tsim khoom yuav raug pom tias yog qhov tsis zoo rau tus nqi bitcoin yav tom ntej," cov kws tshuaj ntsuam ntawm JPMorgan tau hais.
Vim li cas? Tus nqi tsim khoom ntawm Bitcoin yog saib los ntawm qee cov neeg koom ua lag luam raws li qhov qis ntawm Bitcoin tus nqi ntau hauv kev lag luam dais. Thiab Bitcoin yog tob hauv lub lag luam dais, muaj tsuas yog capped nws lub quarter phem tshaj txij li xyoo 2011-ib xyoos uas nws tawg $1 thawj zaug. Txawm li cas los xij, kev nce mus rau $ 13,000 tseem yuav yog ntau tshaj li ib feem peb ntawm cov nqi tam sim no.
Txawm li cas los xij, muaj cov laj thawj ntseeg tias qhov kev nyuaj siab ntawm cov cuab tam digital yuav ze rau qhov kawg - txawm li cas los xij cryptos 'correlation to stocks tuaj yeem khaws cov nqi hauv qab phom.
Tsis ntev los no drawdown nyob rau hauv cov nqi tau exacerbated los ntawm cov kab nrib pleb nyob rau hauv lub crypto kev lag luam nws tus kheej, nrog rau cov meltdown ntawm stabilitycoin Terra thiab tsis ua hauj lwm ntawm hedge fund Three Arrows Capital. Hnub Wednesday, lub embattled loj crypto qiv Celsius Network tau hais tias nws tau foob rau Tshooj 11 kev lag luam raws li nws sim restructure.
"Peb ntseeg tias 3-4 lub lis piam tom ntej yog qhov tseem ceeb rau qhov chaw vim tias qhov kev tsis sib haum xeeb hauv kev lag luam crypto tau cuam tshuam loj rau cov tuam txhab qiv / qiv nyiaj hauv qhov chaw," John Todaro, tus kws tshuaj ntsuam ntawm Needham, tau sau rau hauv tsab ntawv Wednesday.
Todaro tau hais tias "Raws li lub asthiv nce ntxiv, peb ntseeg tias qhov kev pheej hmoo kis tus kabmob yuav poob qis," Todaro tau hais. "Tsis tas li ntawd, peb qhov kev soj ntsuam qhia tau hais tias feem ntau ntawm kev siv zog tam sim no tau tawm ntawm crypto ecosystem."
Sau rau Jack Denton ntawm [email tiv thaiv]