2022 yog ib lub xyoo nyuaj heev rau lub lag luam crypto, thiab ob peb lub hlis dhau los ntawm Bitcoin's (BTC) tus nqi txiav txim yuav yog ib qho cim qhia tias bears tsis txawm nyob ze rau kev npaj cia. Crumbling crypto tus nqi kuj sib npaug rau kev txo qis cov txiaj ntsig rau Bitcoin miners thiab lub lim tiam no txoj cai tswj hwm los ntawm Tebchaws Meskas cov neeg tsim cai lij choj thov cov ntaub ntawv siv hluav taws xob los ntawm plaub loj BTC tsuas cov tuam txhab lag luam tau ua txhua yam kom ua rau muaj kev ntxhov siab ntxiv rau qhov xwm txheej uas twb muaj lawm.
Txawm hais tias muaj kev nyab xeeb nce zuj zus, feem ntau ntawm Bitcoin miners Cointelegraph tau hais kom muaj kev cia siab zoo kawg nkaus txog Bitcoin tus nqi luv thiab mus sij hawm ntev.
Chiming nrog cov kev xav zoo sib xws, Canaan tus lwm thawj coj laus Edward Lu tau tham nrog Cointelegraph lub taub hau ntawm kev lag luam Ray Salmond txog yuav ua li cas kev lag luam Bitcoin miners tau loj hlob thiab cov kev sib koom ua ke tshiab uas lawv tau tsim nrog cov roj thiab roj thiab lub zog loj hauv Tebchaws Meskas thiab Nruab Nrab. Sab hnub tuaj.
Ray Salmond: XNUMX Lab tus kiv cua tos koj rau Webtalk! Edward, dab tsi tshwm sim hauv kev lag luam mining tam sim no, los ntawm koj qhov kev xav?
Edward Lu: Wow. Qhov no yog ib lo lus nug loj heev. Muaj ntau yam tshwm sim hauv kev lag luam no, tshwj xeeb tshaj yog nyob rau lub hlis tsis ntev los no. Yog tias koj tab tom saib Bitcoin poob me ntsis thiab rov qab los kom ruaj khov ntawm cov hnub, nws zoo li lub voj voog luv dua li qhov peb xav tau. Kuv xav tias thaum kawg ntawm lub xyoo, tus nqi yuav zoo dua, nce me ntsis. Hauv kev lag luam mining, koj tuaj yeem pom ntau yam dej num tshwm sim.
Kuv nco qab tias ua ntej xyoo tas los, Tuam Tshoj thiab Asmeskas kev lag luam yog ob lub lag luam loj rau kev lag luam mining, mining's generating hash rates, thiab ces Suav miners tsiv tawm ntawm lub teb chaws mus rau Kazakhstan nyob rau hauv thawj theem. Thiab tom qab ntawd pib txij thaum pib ntawm lub xyoo no, peb pom ntau qhov kev txav mus rau Asmeskas kev ua lag luam, thiab pom tseeb, peb pom ntau yam kev ua ub no tshwm sim nyob rau hauv lub xeev Texas.
Qhov muaj hluav taws xob pheej yig dua, sib piv hais lus, thiab kuj muaj cov cai tswj hwm tus phooj ywg thiab nrog rau cov engineers. Muaj cov kws ua haujlwm zoo, muaj kev cob qhia zoo hauv cov kev lag luam ntawd. Yog li tiag tiag, ntau yam tau tshwm sim hauv kev lag luam mining.
RS: Cov nqi hluav taws xob tau nce siab hauv European Union thiab Tebchaws Meskas, thiab tib lub sijhawm, Bitcoin tseem ua lag luam nyob ze nws 2018 txhua lub sijhawm siab. ASIC cov nqi kuj tseem qis qis li 70%, thiab nws zoo nkaus li tias rau qee tus neeg ua haujlwm mining, tus nqi ntawm cov mining outweighs profitability. Dab tsi yog qee qhov kev siv peev nyiaj (CAPEX) thiab cov nuj nqis ua haujlwm (OPEX) kev txiav txim siab uas cov miners muaj nyob rau hauv qhov kev nyab xeeb tam sim no?
TUS: Zoo, yog. Tab sis yog tias koj saib nyob rau hauv lub sij hawm ntev, kev lag luam tsuas yog kev noj qab haus huv thiab muaj txiaj ntsig zoo. Txawm hais tias koj saib cov hnub no hauv lub sijhawm luv luv, paub meej, muaj qhov poob me me. Tus nqi Bitcoin thiab tus nqi zog tau nce. Tab sis dua, yog tias koj tab tom saib CAPEX, OPEX lossis cov txiaj ntsig ntawm kev lag luam mining, muaj ntau yam ua ke.
Tau kawg, tus naj npawb ib yog koj lub tshuab nqi. Qhov thib ob yog koj tus nqi zog. Qhov thib peb yog koj tus nqi infrastructure. Tus lej plaub yog koj OPEX rau kev tu txhua hnub. Tab sis rau qhov zoo tshaj plaws ntawm kuv txoj kev paub, yog tias koj tab tom saib hnub no lub tshuab ua haujlwm thiab kev ua lag luam niaj hnub no, tus nqi nruab nrab ntawm lub zog, thiab tus nqi nruab nrab ntawm koj OPEX, ces Bitcoin tus nqi yuav tsum tsis txhob poob qis dua $ 15,000 rau cov miners mus txuas ntxiv ua ib qho. profit.
RS: Bitcoin halving tom ntej yog nyob rau hauv txog 590 hnub. Qhov no cuam tshuam dab tsi rau qhov ua tau zoo ntawm ASICs hauv thaj tsam ntawm 110 TH / s txog 140 TH / s? Koj puas tuaj yeem hais txog qhov khoom plig rau kev tsuas yog me me, tab sis lub zog xav tau los tsim 1 BTC siab dua? Qhov kev hloov pauv hloov pauv li cas thaum cov nqi tsim khoom nce?
TUS: Cov tshuab yuav ua kom zoo dua qub. Peb yuav ua tau zoo dua thaum lub tshuab tsim kho. Tau kawg, Bitcoin tau tsim nyob rau hauv ib txoj kev uas txhua plaub lub xyoos, qhov khoom plig yog halved kom nws yuav tsawg thiab tsawg - tab sis nws tsis tau txhais hais tias koj cov nyiaj tau los yuav tsawg thiab tsawg. Yog tias koj saib hauv keeb kwm, txhua qhov ib nrab tau tshwm sim txhua plaub xyoos, thiab kev lag luam tseem loj hlob zoo. Kev lag luam mining kom loj tuaj. Cov txiaj ntsig nyob ntawm, raws li kuv tau hais ua ntej, ntawm ntau yam. Tau kawg, koj cov nqi tshuab, koj tus nqi tsim vaj tsev, koj OPEX, CAPEX thiab koj cov nqi hluav taws xob. Thiab tau kawg, qhov kawg - uas tseem ceeb heev - yog tus nqi Bitcoin. Yog li, muaj ntau yam ua ke. Kuv tsis pom qhov sib txawv no ua me thiab me. Kuv xav tias qhov kev lag luam no tseem yuav txuas ntxiv mus zoo li peb tau dhau los dhau los. Nws yog kev noj qab haus huv, muaj txiaj ntsig zoo rau kev lag luam mining.
RS: Puas yog qhov tsis raug uas xav tias nrog txhua qhov muaj, ASICs yuav tsum muaj zog dua thiab yog li siv lub zog ntau dua?
TUS: Tsis yog. Tsis yog, ua ncaj ncees. Yog tias koj saib cov tshuab thiab thev naus laus zis, txawm tias nws yuav muaj 100 TH / s, 120 TH / s lossis 140 TH / s, kev siv lub zog piv rau terahash - uas yog qhov ua tau zoo peb hu rau ib joule ib TH / s. - ua tsawg thiab tsawg.
Yog tias koj tab tom saib keeb kwm ntawm cov tshuab yav dhau los, qhov ua tau zoo tshaj 60 lossis 65 joules, thiab tam sim no nws poob rau hnub no. Yog tias koj saib ntawm kev ua lag luam, qhov nruab nrab efficiency yog li 30 joules. Tom qab ntawd peb pom los ntawm qhov kawg ntawm lub xyoo no, txhua lub tuam txhab, peb lub tuam txhab tseem ceeb, yuav muaj cov tshuab lossis twb tau mus ua lag luam uas lawv muaj 25 joules thiab txawm tias qis dua daim duab no. Yog li, cov tshuab ua haujlwm tau zoo dua, thiab lawv siv zog tsawg dua TH / s.
RS: Muaj kev sib koom ua ke ntawm ib txwm muaj zog loj thiab Bitcoin mining, xws li ntes cov pa roj rau lub tshuab hluav taws xob, hnub ci mining thiab txawm tias hydroelectric-powered mining. Puas muaj kev lag luam Bitcoin mining yog linchpin uas ua tau catalyzes loj saws Bitcoin thiab coj nws mus rau txhua tus neeg lub neej txhua hnub?
TUS: Kuv tau pib hauv qhov kev lag luam no ob peb xyoos dhau los, thiab thaum peb pib qhov kev lag luam no, nws yog ntau tus neeg ua lag luam Suav uas yog mining. Lawv yog txhua tus neeg ua lag luam nrog kev mob siab rau uas ntseeg hauv kev lag luam no. Kuv hais ntxiv tias ib tus neeg lossis tus neeg ua lag luam mob siab rau hauv Suav teb tau pib qhov ntawd, thiab lawv nrhiav kev txaus siab rau lub sijhawm luv. Lawv tau nrhiav nyiaj luv luv - koj paub, koj tus neeg ua lag luam hauv Suav.
Tab sis maj mam, thaum kuv saib kuv cov neeg koom tes, kuv cov neeg koom nrog Canaan, cov ntaub ntawv tau hloov pauv, lossis cia peb hais tias hloov zuj zus, peb xyoos dhau los. Los ntawm ib tus neeg Suav ua lag luam mus rau tam sim no, ntau thiab ntau dua, kuv pom tias peb cov neeg koom tes ntev ntawm Canaan thiab Avalon yog cov tuam txhab hluav taws xob ib txwm muaj, cov tuam txhab lag luam, cov neeg siv nyiaj txiag thiab cov lag luam nyiaj txiag ib txwm muaj. Qhov kev hloov pauv lossis kev hloov pauv no tiag tiag hloov daim duab ntawm kev lag luam mining thiab qhov xwm txheej ntawm kev lag luam mining.
Raws li koj tau hais, cov tuam txhab hluav taws xob tau nqis los vim muaj peev xwm siv lub zog siv hluav taws xob thiab muaj zog tshaj nruab hnub thiab hmo ntuj. Thiab qhov no yuav pab lawv siv cov khoom siv khib nyiab no thiab hloov lawv mus rau hauv tus nqi khaws cia. Rau kuv, Bitcoin yog tus nqi uas koj tuaj yeem khaws cia. Thaum koj nkim cov zog, lawv tsis tuaj yeem khaws cia rau hauv txoj kev khaws cia.
Yog li, qhov no yog qhov kev xav ntawm lub tuam txhab hluav taws xob. Thiab tau kawg, qhov kev hloov pauv zoo li no thiab kev koom tes ntxiv - ntxiv rau kev hloov pauv ntawm cov neeg ua si hauv kev lag luam mining - Kuv xav tias hloov pauv tag nrho kev lag luam.
Nws dhau los ua industrially scaled, thiab nws dhau los ua kev tshaj lij thoob plaws hauv kev lag luam mining. Nws kuj yuav pab tau rau lub sijhawm ntev ntawm kev lag luam no. Cov neeg muaj ntau thiab ntau dua los ntawm cov tuam txhab, ib txwm siv thiab lub zog - lawv ua haujlwm rau lub sijhawm ntev. Yog li rau kuv, qhov no hloov daim duab. Qhov no ua rau peb muaj kev tshaj lij tshaj lij, pob tshab thiab lub hom phiaj mus sij hawm ntev hauv kev lag luam mining.
RS: Kuv tus kheej xav tias Bitcoin yog ib qho cuab tam raug cai. Muaj ib txwm muaj ntau qhov kev nqis peev uas piav qhia vim li cas ib tus neeg yuav tsum muaj kev cuam tshuam rau Bitcoin. Koj tau hais tias Bitcoin tau ploj mus los ntawm cov hauv paus hauv paus lossis lub zej zog coj kev ua lag luam nyiam ua kom tau txais txiaj ntsig luv luv rau kev lag luam ntawm lub zog. Koj puas xav tias qhov kev cai lij choj no los ntawm kev lag luam hluav taws xob yuav ua rau muaj kev saws loj ntawm Bitcoin ua khoom vaj khoom tsev los ntawm kev nqis peev los ntawm kev pom?
TUS: Peb yog cov ntseeg muaj zog hauv Bitcoin, tau kawg. Peb tau nyob hauv qhov kev lag luam no tau ntev, thiab Canaan yog ib lub tuam txhab ntxov tshaj plaws. Qhov tseeb, peb CEO yog tus tsim khoom ntawm ASIC miner tshuab. Tau kawg peb yog cov ntseeg muaj zog. Zoo li koj hais, koj ntseeg tias nws yog khoom vaj khoom tsev. Nws yog, rau kuv, khoom vaj khoom tsev. Ib zaug ntxiv, yog tias koj tab tom saib qhov kuv hais, qhov profile ntawm kev lag luam mining thiab nws cov neeg ua lag luam hloov pauv. Tab sis yog tias koj tab tom saib Bitcoin nws tus kheej - thaum peb pib qhov kev lag luam no, nws yog ntau dua los yog tsawg dua tias Bitcoin yog nyob rau hauv tes ntawm cov neeg ua lag luam. Thiab txij li peb xyoos dhau los, raws li kuv tau hais, cov tuam txhab nyiaj txiag thiab tuam txhab lag luam ib txwm nyob hauv kev lag luam no. Yog li, qhov ntawd yeej hloov Bitcoin, cov tswv cuab thiab cov profile ntawm cov tswv cuab.
Tias yog vim li cas nyob rau hauv xyoo tas los no, Bitcoin yog ntau thiab ntau correlated nrog ib txwm nyiaj txiag kev lag luam hloov pauv. Lub volatility ntawm Bitcoin yog ntau dua los yog tsawg coherent nrog tam sim no ib txwm ua lag luam piv rau yav dhau los. Yog li, qhov no yog qhov kev hloov pauv tiag tiag rau kuv rau qhov zoo, tias Bitcoin yog ib qho ntawm cov cuab yeej nyiaj txiag ib txwm muaj. Nws yog ib qho cuab tam thiab tau dhau los ua ib txwm muaj tam sim no - yog qhov kuv txhais tau.
RS: Ntau tus neeg ua lag luam mus sij hawm ntev, cov neeg lag luam muag muag thiab cov miners me me uas tau siv los ua kuv hauv tsev ua haujlwm ua haujlwm lossis rau cov txiaj ntsig ntshai tias kev lag luam ntawm mining thiab Wall Street txoj kev txav mus rau hauv cryptocurrencies yuav ua rau puas qhov Bitcoin sawv rau thiab dilute lub zog. Koj puas ntseeg tias qhov kev hloov pauv Bitcoin tau sib koom ua ke?
TUS: Yog lawm, koj hais yog lawm. Kuv txhais tau tias, ua ntej ntawm tag nrho cov, peb ntseeg Bitcoin. Peb ntseeg hauv decentralization thiab. Txij li thaum peb tsis tau tham txog kev nthuav dav cov thev naus laus zis, thaum kuv hais txog peb Canaan Avalon, thaum peb tsim peb cov tshuab, lub tshuab cua txias ib txwm siv lub zog tsawg dua 3,500 watts.
Peb tsis zoo li lwm lub tuam txhab uas tsim cov thawv rau kev txiav txim. Cov tuam txhab loj tsim cov tshuab uas siv ntau tshaj 6,500 watts. Cov tuam txhab no tab tom tsim cov tshuab uas tsis yog rau cov khw muag khoom miners. Peb tab tom ua raws li qhov pib ntawm kab lis kev cai, thiab decentralization yog qhov tseem ceeb. Yog tias koj tab tom saib peb cov cav tov, peb tsom mus rau cov tshuab ib leeg. Txhua lub tshuab yuav tsum haus tsawg dua 3,500 watts, uas txhais tau hais tias txhua tus neeg hauv tsev tuaj yeem ua haujlwm hauv lawv lub tsev, chaw nres tsheb lossis hauv lawv chav ua noj. Koj yuav ib los yog 10. Qhov ntawd nyob ntawm koj tus nqi hluav taws xob thiab xws li, tab sis lub tshuab yog decentralized. Koj tsis tas yuav tsum tau mining nrog cov tuam txhab loj sib sau ua ke hauv qhov chaw mining loj lossis nyob rau hauv ib qho chaw loj loj ntawm cov thawv.
RS: Puas muaj tej yam koj xav hais rau lub ntiaj teb no? Koj puas muaj tej kev xav uas koj xav qhia?
TUS: Kuv xav tias leej twg hauv kev lag luam no paub tias Bitcoin muaj lub voj voog, txoj cai? Qee lub sij hawm lub voj voog kav ntev li ob mus rau peb xyoos, qee zaum peb mus rau rau lub hlis, lossis qee zaum ntev dua. Lub sijhawm no, kuv ntseeg tias nws yuav luv dua. Tau kawg, tsis muaj leej twg tuaj yeem kwv yees nws, tab sis kuv muaj kev ntseeg siab ntxiv tias thaum kawg ntawm lub xyoo, tus nqi yuav nce qeeb. Thiab nyob rau hauv lub sij hawm ntev, kuv ntseeg siab tias Bitcoin yuav muaj kev loj hlob zoo dua ntawm tus nqi.
Qhov no yog ib qho uas kuv xav qhia rau kev lag luam: Cia peb muaj kev ntseeg siab rau hauv kev lag luam no vim tias kev lag luam no tau hloov zuj zus los ntawm kev siv tshuab thev naus laus zis thev naus laus zis, hais txog kev tsim kho vaj tse, los ntawm kev siv lub zog ntsuab, thiab hais txog qhov zoo. ratio ntawm ib tug neeg thiab lub koom haum players. Thiab dua, hais txog Bitcoin ua tswv cuab, raws li kuv tau hais, txawm tias koj ntseeg tias nws yog ib yam khoom muaj nqis tam sim no.
Yog li, txhua yam rau kuv loj hlob los yog hloov mus rau qhov zoo mus sij hawm ntev. Kuv muaj kev ntseeg siab, thiab kuv xav qhia qhov kev ntseeg siab no rau tib neeg thiab rau cov nyeem ntawm Cointelegraph.
Kuv yog Suav, thiab hauv kuv cov lus, Suav tus cwj pwm rau kev kub ntxhov yog ob lub cim ua hauv ib lo lus, "kev kub ntxhov." Tab sis qhov tseeb, koj tuaj yeem cais ob lub cim. Ib qho yog kev kub ntxhov, thiab lwm qhov yog lub sijhawm. Hauv Suav, peb hais 危机 (hais lus ua ji). Lub sijhawm no yog lub sijhawm ntawm 危机 (ua ji). Thawj tus cim (危) txhais tau tias muaj kev phom sij, lossis kev kub ntxhov, thiab tus cim thib ob (机) txhais tau tias muaj sijhawm. Suav ib txwm pom kev kub ntxhov hauv ob feem. Ib qho yog, ntawm chav kawm, muaj kev kub ntxhov, thiab koj yuav tsum tau ceev faj. Koj yuav tsum ua siab ntev. Koj yuav tsum npaj koj tus kheej kom cia siab tias yuav muaj kev kub ntxhov no. Tab sis peb ntseeg tias muaj cib fim ntau dua thaum muaj kev kub ntxhov. Muaj ntau lub caij nyoog. Yog li, lo lus Suav "危机" yog ib txwm muaj kev kub ntxhov thiab lub sijhawm.
Kuv ntseeg tias lub sijhawm no yog lub sijhawm ntau dua li kev kub ntxhov - ntau lub sijhawm rau cov miners, miner manufacturers, infrastructure builders, zog builders thiab txawm ib txwm nyiaj txiag investor. Rau kuv, kuv saib lub sijhawm no yog lub sijhawm rau ntau lub sijhawm.
Qhov kev xam phaj no tau muab tso ua ke thiab kho kom pom tseeb dua.
Tau qhov twg los: https://cointelegraph.com/news/canaan-exec-says-opportunity-outweighs-crisis-as-bitcoin-miners-struggle-with-shrinking-profits