Ex-ETH Miner Hive Blockchain Qhov Muag Yuav Cov Sijhawm Tom Qab Sib Koom Tes

  • Hive nrhiav kom loj hlob nws bitcoin mining hash tus nqi los ntawm 50% nyob rau rau lub hlis tom ntej, tus thawj tswj hwm hais tias
  • Ethereum Classic's hash tus nqi, tsim nyob rau hauv 2016 raws li qhov tshwm sim ntawm Lub DAO hack, kwv yees peb npaug ntxiv tom qab Merge mus txog 215 terahashes ib ob (TH / s)

Ethereum hloov mus rau hauv qab tus qauv kev pom zoo ntawm cov pov thawj ntawm ceg txheem ntseeg tau yuam ether mining kev ua haujlwm rau pivot, uas cov neeg saib xyuas kev lag luam tau hais tias tuaj yeem ua rau muaj kev yuav khoom. 

Txawm hais tias qee qhov loj dua Ethereum miners yuav zoo, White Rock Management CEO Andy Long hais rau Blockworks, lawv yuav zoo li yuav nrhiav txoj hauv kev kom tau txais tus lej ntxiv sai sai.

Hive Blockchain Technologies, yav dhau los cov lag luam loj tshaj plaws ntawm cov miner ntawm ether (ETH), mined 821 bitcoins (BTC) thiab 7,675 ETH thaum lub xyoo thib ob. Nws tau muag ether hauv lub hlis tsis ntev los no los yuav cov ntawv thov tshwj xeeb kev sib koom ua ke (ASICs) rau bitcoin mining, suav nrog ua ib feem ntawm kev pom zoo nrog Intel Corporation

Hive Executive Thawj Tswj Hwm Frank Holmes hais rau Blockworks tias lub tuam txhab muaj nyiaj ntsuab los ua kom tiav cov nyiaj them poob haujlwm ntawm Intel cov miners thiab tab tom nrhiav lwm txoj hauv kev thaum muaj ntau lub tshuab.

Holmes tau hais tias "Peb xav tias yuav muaj qee qhov kev yuav khoom zoo rau cov khoom siv thiab rau txhua yam nyob rau lub hlis tom ntej no," Holmes hais. 

Hive nkag mus rau hauv ib qho nyob rau hauv lub lag luam equity offering daim ntawv cog lus Lub hli dhau los no kom muag txog $ 100 lab ntawm cov tuam txhab sib koom los txhawb kev loj hlob ntawm nws cov haujlwm mining. Tus thawj coj tau hais tias lub tuam txhab tau ua li ntawd "yog tias muaj qee yam tshwm sim uas nws tuaj yeem yuav ib yam dab tsi 10 xees ntawm duas."

Hive thiab Hut 8 pivot tom qab Merge

Hive Blockchain Technologies tau hais lub lim tiam dhau los nws tau txheeb xyuas qhov mining lwm cov npib nrog nws cov nkoj ntawm cov duab ua haujlwm (GPUs).

"Txhua tus uas tau mined nrog GPUs tau xav txog qhov no txij thaum pib," Long hais. "Yuav ua li cas [ether miners] muaj yog lub zog ntau ... ib yam li cov tuam txhab bitcoin, yog li nws tsuas yog rooj plaub uas tuaj yeem xa cov khoom siv sai sai." 

Holmes tau hais rau hnub Thursday tom qab Merge tias nws tau hloov mus rau mining Ethereum Classic (ETC) thiab yuav tuav cov khoom muaj nqis ntawm qhov nws xav tias yuav yog ob peb lub lis piam ntawm "dej tsis txaus." Lub tuam txhab tab tom ntsuam xyuas lwm cov nyiaj npib rau kuv, xws li ravencoin (RVN).

Tus nqi hash ntawm ETC, tsim nyob rau hauv 2016 raws li ib tug tshwm sim ntawm Lub DAO hack, roughly tripled tom qab lub Merge mus txog 215 terahashes ib ob (TH/s), raws li ntawm 3:00 pm ET, raws li Coinwarz.com. RVN tus nqi hash kuj pom kev loj hlob Hnub Thursday, nce mus rau 18.8 TH / s thaum lub sijhawm ntawd. 

Hut 8 Mining CEO Jaime Leverton hais rau Blockworks hauv email tias lub tuam txhab tab tom saib xyuas seb cov ntaub ntawv pov thawj ntawm kev ua haujlwm li cas thaum kawg yuav cuam tshuam. 

Hut 8 Mining CEO Jaime Leverton
Hut 8 Mining CEO Jaime Leverton | DAS New York 2022

"Thaum Ethereum mining tau ua ib feem me me ntawm peb cov haujlwm, peb tab tom ua haujlwm nrog peb lub pas dej mining raws li tus nqi hash tsiv mus deb ntawm Ethereum network los pib mining qhov txiaj ntsig zoo tshaj plaws tom ntej ntawm cov khoom pov thawj ntawm kev ua haujlwm digital," nws hais ntxiv. "Peb tau ntev lawm bullish ntawm bitcoin thiab lwm yam pov thawj ntawm kev ua hauj lwm cov cuab tam, tab sis peb kuj tau mob siab rau tsim tawm cov infrastructure nyob rau hauv peb cov ntaub ntawv chaw zov me nyuam los txhawb lub nascent blockchain thiab Web3 qhov chaw."

Hut 8's 180 Nvidia GPUs uas tau mining ether tau teeb tsa los pivot kom muaj kev txawj ntse, kev kawm tshuab lossis kev pom kev pom kev ua haujlwm. 

Mining M&A tuaj?

Ntev hais tias cov neeg ua haujlwm sab saum toj ETH yuav muaj sia nyob, vim muaj cov ntawv sib npaug thiab kev ua haujlwm zoo. 

"Kuv xav tias muaj kev sib tw ntau dua rau cov me me, microcap miners uas tau txais nyiaj ntau dua los yog tsawg dua lawv cov lag luam los ntawm kos nrog cov nuj nqis thiab tam sim no tej zaum muaj teeb meem lossis tsuas yog them cov nuj nqis xwb," nws hais. "Thiab tom qab ntawd lawv yuav tsum paub yuav ua li cas hloov kho vajtse hauv ib xyoos lossis ob xyoos txij li tam sim no, thiab koj tsuas yog nyob ntawm qhov tsis muaj qhov kawg no."

Eric Chen, CEO ntawm Injective Labs, tau pom zoo ntau tus neeg ua haujlwm miner yuav muaj kev tawm tsam los hloov lawv txoj haujlwm, uas tuaj yeem nthuav tawm ntau txoj hauv kev nrhiav tau rau cov neeg ua si loj. 

Tus thawj coj ntxiv, txawm li cas los xij, qhov ntawd hawkish rhetoric los ntawm Federal Reserve, ua ke nrog qhov nws hu ua "kev ntxhov siab" ib puag ncig macro, tau ua rau muaj kev poob qis hauv kev sib koom ua ke thiab kev yuav khoom (M&A) kev ua haujlwm thoob plaws hauv pawg thawj coj.

"Cov miners tshiab uas tsis tau nyob dhau los ntawm Ethereum diav rawg yuav raug cuam tshuam ntau tshaj ...vim lawv cov txheeb ze tsis paub txog piv rau cov qub tub rog miner pawg," Chen hais. 

Crypto mining cov thawj coj tau hais thaum lub rooj sib tham ntawm Blockworks 'Digital Asset Summit rau hnub Tuesday tias M&A tej zaum yuav tsis yog ib qho kev xaiv zoo rau cov miners loj tam sim no - txawm tias cov me me uas muaj peev xwm xav muag. 

"Dab tsi kuv tau pom yog tias feem ntau ntawm kev lag luam tau tshwm sim ... nws yog hais txog cov cuab tam thiab nws yog hais txog kev lag luam nees uas tsis yog kev sib koom ua ke," Argo Blockchain CEO Peter Wall tau hais thaum lub rooj sib tham.

Nws tau taw qhia rau Riot Blockchain qhov tau txais ntawm Whinstone los ntawm Northern Data xyoo tas los, nrog rau CleanSpark qhov kev pom zoo lub lim tiam dhau los mus yuav ib qho chaw Georgia bitcoin mining chaw los ntawm Mawson Infrastructure Group.

Wall hais tias "Peb txhua tus muaj lub hnab nqa khoom, peb txhua tus muaj pab pawg tswj hwm thiab qee tus ntawm peb muaj nuj nqis," Wall hais. "Thiab yog li yog tias koj tuaj yeem tau txais kev tsim kho vaj tse lossis cov khoom siv thiab tso tawm tag nrho cov khoom seem, nws yuav nthuav ntau dua."

Tab sis Leverton tau hais tias txawm tias cov cuab yeej cuab tam cuam tshuam nrog lwm lub tuam txhab tuaj yeem yog "tsis yooj yim," vim tias tus nqi ntawm cov tshuab tau poob qis hauv lub hlis tsis ntev los no. 

Nws tau hais tias "Muaj ntau lub tshuab ntau dua li peb tuaj yeem ntsaws rau hauv rau rau cuaj lub hlis tom ntej," nws hais. "Yog tias koj them $ 70 lossis $ 80 rau ib qho tera hash rau koj cov cuab yeej - thiab koj tau txais qee qhov kev siv zog ntawm qhov ntawd - Kuv yuav tsis mus nqa koj cov nuj nqis rau cov tshuab overpriced, thaum kuv tuaj yeem yuav cov tshuab ncaj qha rau $ 20 lossis $ 25. rau tera hash.


Tau txais cov xov xwm zoo tshaj plaws niaj hnub crypto thiab kev nkag siab xa mus rau koj lub inbox txhua hmo. Sau npe yuav Blockworks' tsab ntawv xov xwm pub dawb tam sim no.


  • Ben Strack

    Ben Strack yog Denver-based reporter npog macro thiab crypto-native cov nyiaj, cov kws pab tswv yim nyiaj txiag, cov khoom lag luam, thiab kev sib koom ua ke ntawm cov cuab tam digital thiab kev tswj hwm nyiaj txiag (DeFi) rau hauv cov nyiaj txiag ib txwm muaj. Ua ntej koom nrog Blockworks, nws tau hais txog kev tswj hwm kev lag luam rau Fund Intelligence thiab yog tus kws tshaj xov xwm thiab tus kws kho mob rau ntau cov ntawv xov xwm hauv zos ntawm Long Island. Nws kawm tiav los ntawm University of Maryland nrog degree hauv kev sau xov xwm.

    Hu rau Ben ntawm email ntawm [email tiv thaiv]

Tau qhov twg los: https://blockworks.co/ex-eth-miner-hive-blockchain-eyes-buying-opportunities-post-merge/