比特幣礦工屈服於DeepSeek將數據中心夢想質疑

最大的加密貨幣最近以101,500美元的價格交易，從早期的低點約98,000美元，在過去的24小時中仍然下跌了3％。

Bitcoin (BTC) price slid further Monday as the crypto markets continued to correct after last week’s highs. But the bitcoin mining stocks suffered even steeper losses, with some plunging as much as 30%, after Chinese AI startup DeepSeek’s plans to use idle mining capacity for AI training threw into question the miners’ valuations.

週一，比特幣（BTC）的價格在上週的高點後繼續糾正。但是，在中國AI AI創業公司DeepSeek使用閒置採礦能力進行AI培訓的計劃之後，比特幣採礦股遭受了更大的損失，其中一些損失高達30％。

Bitcoin was recently trading at $101,500, up from earlier lows around $98,000 and still down 3% over the past 24 hours. The largest cryptocurrency had rallied as high as $105,000 on Friday, but the gains fizzled out after DeepSeek’s announcement late last week.

比特幣最近的交易價格為101,500美元，從早期的低點高達98,000美元，在過去的24小時內仍然下跌了3％。週五，最大的加密貨幣上漲了高達105,000美元，但在DeepSeek上週晚些時候宣布後，收益逐漸消失。

The price of BTC slid further Monday as the broader market gauge CoinDesk 20 Index fell 5.6%. The losses were led by double-digit declines of AI-adjacent tokens render (RNDR) and filecoin (FIL). Solana, which is a key hub for crypto AI agent tokens, also fell over 10%.

週一，BTC的價格越來越大，更廣泛的市場量表Coindesk 20指數下跌了5.6％。損失是由Ai-Adjacent代幣渲染（RNDR）和Filecoin（FIL）的雙位數下降的損失。 Solana是Crypto AI代理令牌的關鍵樞紐，也下降了10％。

The sharp move down liquidated nearly $1 billion of leveraged derivatives positions across crypto assets, CoinGlass data shows.

Coinglass Data顯示，急劇下降了銷售近10億美元的槓桿衍生品位置。

Meanwhile, the Nasdaq closed the session 3% lower, with Nvidia leading losses with a 17% plunge, erasing $465 billion of its market value in a day. Today’s move also reinforced bitcoin’s tight correlation with tech stocks, Standard Chartered Bank’s digital asset research head Goeffrey Kendrick noted.

同時，納斯達克（NASDAQ）降低了3％的結束，NVIDIA的損失率為17％，一天中消除了4650億美元的市場價值。標準銀行的數字資產研究負責人Goeffrey Kendrick指出，今天的舉動還加強了比特幣與技術股的密切相關。

The broad-market pullback didn't spare crypto-adjacent stocks, as crypto exchange Coinbase (COIN) and investment firm Galaxy (GXY) closed the day 6.7% and 15.8% lower. MicroStrategy, the largest corporate bitcoin holder, held up relatively well with a 1.5% decline.Bitcoin mining stock rout

由於加密交易所Coinbase（Coin）和投資公司Galaxy（GXY）關閉了6.7％和低於15.8％的投資公司GALAXY（GXY），因此寬闊的市場回調並沒有避免加密股票的股票。 MicroStrategy是最大的企業比特幣持有人，相對較好，下降了1.5％。

The large-cap bitcoin mining stocks suffered even steeper losses than the crypto markets at large. Riot Platforms (RIOT) and MARA Holdings (MARA) both plunged 8.7% and 16%, respectively.

與加密貨幣市場相比，大型比特幣開採股票的損失甚至更高。 Riot Platforms（Riot）和Mara Holdings（Mara）分別跌落8.7％和16％。

The miners that pivoted to high-performance computing to provide infrastructure for artificial intelligence (AI) training fared even worse. Core Scientific (CORZ), TeraWulf (WULF), Bitdeer (BTDR) and Cipher Mining (CIPH), Applied Digital Corporation (APLD) all endured 25%-30% declines through the day.

與高性能計算相關的礦工為人工智能（AI）培訓提供基礎設施的情況甚至更糟。 Applied Digital Corporation（APLD）核心科學（CORZ），Terawulf（Wulf），BTDER（BTDR）和Cipher Mining（CIPH）均持續了25％-30％的人，均在一天中下降了25％-30％。

"It seems that the crypto markets and AI supply chain-linked stocks — such as the Nuclear ETF, which had risen 20% over the past month leading up to today — reached a point where they needed an 'event' to trigger a profit-taking correction after pricing in a significant amount of 'good news,'" said Aurelie Barthere, principal research analyst at blockchain intelligence firm Nansen.

“看來，加密市場和AI供應鏈相關的股票（例如，在過去的一個月中已經上升了20％的核ETF）達到了他們需要“事件”來觸發利潤的地步 - 區塊鏈情報公司Nansen的首席研究分析師Aurelie Barthere說，在定價大量“好消息”後進行了更正。

"This could be the catalyst for some investors to pivot into altcoins, especially higher-beta crypto tokens like solana (SOL), which have experienced steeper sell-offs compared to BTC."

“這可能是一些投資者將替代幣轉向山寨幣的催化劑，尤其是像索拉納（Solana）這樣的高β加密代幣，與BTC相比，這些代幣（Solana（Sol））的拋售性更高。”

Market participants will focus on this week's Federal Reserve meeting and large tech firms' earnings reports. Corporate earnings have been strong so far, but the coming reports from Nvidia and other big tech firms "will need to beat expectations to sustain the momentum," Barthere said.

市場參與者將專注於本週的美聯儲會議和大型科技公司的收益報告。 Barthere說，到目前為止，公司收入一直很高，但是NVIDIA和其他大型科技公司即將到來的報告“將需要超越期望來維持這種勢頭。”

The Monday selloff could also provide an attractive entry opportunity for altcoin investors who missed out on the crypto rally following Donald Trump's election victory, Barthere added.

Barthere補充說，週一的拋售還可以為唐納德·特朗普（Donald Trump）選舉勝利後錯過了加密貨幣集會的替補投資者提供了一個有吸引力的入境機會。