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比特幣挖礦獲利能力正在下降,接近 FTX 崩盤後的歷史低點。 「哈希價格」(表示每 petahash 算力每日礦工收入)在減半後急劇下降,反映了礦工面臨的嚴峻現實。由於較大的公司在基礎設施和效率方面進行了大量投資以應對利潤緊縮,因此較小的採礦作業可能會面臨挑戰。 Marathon Digital 的目標是利用收購和設備訂單,到 2024 年將算力提高一倍,這表明對獎勵減半後的變化進行了策略調整。
Bitcoin Mining Profitability Hits Record Lows, Posing Challenges for Network Security
比特幣挖礦獲利創歷史新低,為網路安全帶來挑戰
New data has emerged, painting a sobering picture for Bitcoin (BTC) miners. According to Bloomberg, the profitability of Bitcoin mining is nearing a historic low, not witnessed since the aftermath of FTX's collapse, raising significant concerns for those responsible for securing the Bitcoin network.
新數據的出現,為比特幣(BTC)礦工描繪了一幅發人深省的圖景。根據彭博社報道,比特幣挖礦的獲利能力正接近歷史低點,這是自 FTX 崩潰以來從未見過的,這引起了那些負責保護比特幣網路安全的人員的嚴重擔憂。
Metrics indicate that the "hashprice," a measure of the daily revenue miners earn per petahash of computing power, has plunged to alarmingly low levels, nearing its all-time low. This decline comes on the heels of the recent Bitcoin halving event on April 20, which traditionally has boosted the cryptocurrency's value but has failed to offset the bearish pressures from global economic uncertainties.
指標顯示,「哈希價格」(衡量礦工每 petahash 計算能力每日收入的指標)已跌至驚人的低水平,接近歷史最低點。這次下跌是在 4 月 20 日比特幣減半事件之後發生的,傳統上減半事件推高了加密貨幣的價值,但未能抵消全球經濟不確定性帶來的利空壓力。
The term "hashprice," coined by Luxor Technologies, aptly captures the harsh realities confronting miners in the aftermath of the halving. Every four years, this event reduces the block reward for miners by half, enforcing a deflationary schedule for Bitcoin's issuance.
Luxor Technologies 創造的「哈希價格」一詞恰如其分地反映了礦工在減半後面臨的嚴峻現實。每四年,這次事件都會將礦工的區塊獎勵減少一半,從而強制執行比特幣發行的通貨緊縮時間表。
Understanding Bitcoin Hashprice Dynamics
了解比特幣哈希價格動態
On April 20, immediately following the halving, the Bitcoin hash price spiked to $139, but this surge was short-lived. The initial increase was largely attributed to elevated transaction fees stemming from the Rune protocol's activities on Bitcoin's blockchain.
4 月 20 日,減半後,比特幣哈希價格立即飆升至 139 美元,但這種上漲是短暫的。最初的成長主要歸因於 Rune 協議在比特幣區塊鏈上的活動導致交易費用上漲。
However, as these fees normalized and mining difficulty increased, hashprice values plummeted to $57, perilously close to the November 2022 low of $55. This precipitous decline reflects the stark reduction in miners' profitability, compelling them to rely more heavily on transaction fees and potential appreciation in Bitcoin's price.
然而,隨著這些費用正常化和挖礦難度增加,哈希價格暴跌至 57 美元,危險地接近 2022 年 11 月的低點 55 美元。這種急劇下降反映出礦商獲利能力的大幅下降,迫使他們更加依賴交易費用和比特幣價格的潛在升值。
Diminishing Profitability Concerns Raise Industry Concerns
獲利擔憂減弱引發業界擔憂
The decline in mining profitability signals challenging times ahead, especially for smaller mining operations. Bloomberg reports that larger mining companies, such as Marathon Digital Holdings Inc. and Riot Platforms Inc., have made substantial investments in mining infrastructure and advanced equipment to weather the profitability crunch.
採礦業獲利能力的下降預示著未來充滿挑戰,特別是對於規模較小的採礦作業。根據彭博社報道,Marathon Digital Holdings Inc. 和 Riot Platforms Inc. 等大型礦業公司已對採礦基礎設施和先進設備進行了大量投資,以應對盈利能力緊縮的情況。
Conversely, smaller entities may find it increasingly difficult to remain viable in an industry that is becoming more competitive and capital-intensive.
相反,規模較小的實體可能會發現在競爭日益激烈且資本密集的行業中保持生存越來越困難。
Marathon Digital's Strategic Expansion
Marathon Digital 的策略擴張
Undeterred by the challenging environment, Marathon Digital has raised its hash rate growth target for 2024, aiming to adapt to the new mining reward baseline of 3.125 BTC post-halving. The company began the year with a hash rate capacity of 24.7 exahash per second and initially planned a 46% increase.
Marathon Digital 沒有被充滿挑戰的環境嚇倒,它提高了 2024 年的算力成長目標,旨在適應減半後 3.125 BTC 的新挖礦獎勵基準。該公司年初的算力容量為每秒 24.7 exahash,最初計劃增加 46%。
Following strategic acquisitions and increased equipment orders, Marathon now anticipates reaching a hash rate of 50 EH/s by year's end.
經過策略性收購和增加設備訂單後,Marathon 目前預計到年底哈希率將達到 50 EH/s。
Fred Thiel, Marathon's chairman and CEO, expressed confidence in meeting these growth targets without additional capital infusion, citing the firm's strong liquidity position. Thiel stated:
馬拉松董事長兼執行長 Fred Thiel 表示有信心在不額外注入資本的情況下實現這些成長目標,理由是該公司擁有強勁的流動性狀況。蒂爾表示:
“Given the amount of capacity we have available following our recent acquisitions and the amount of hash rate we have access to through current machine orders and options, we now believe it is possible for us to double the scale of Marathon’s mining operations in 2024 and achieve 50 exahash by the end of the year.”
「考慮到我們最近收購後的可用容量以及我們透過當前機器訂單和選項可以獲得的哈希率,我們現在相信我們有可能在 2024 年將 Marathon 挖礦業務的規模擴大一倍,並實現到今年年底將達到50 exahash。
Efficiency and Leadership in the Bitcoin Mining Sector
比特幣挖礦產業的效率與領導力
In addition to expanding its operations, Marathon Digital is also investing in mining technology and efficiency advancements, aiming to achieve an operational efficiency of 21 joules per terahash. These efforts further solidify Marathon's position as a leader in the Bitcoin mining sector.
除了擴大業務之外,Marathon Digital 還投資於採礦技術和效率進步,旨在實現每 terahash 21 焦耳的營運效率。這些努力進一步鞏固了 Marathon 作為比特幣挖礦領域領導者的地位。
BTC Price Movement Amidst Mining Challenges
挖礦挑戰中的比特幣價格走勢
Despite the challenges facing Bitcoin miners, the price of BTC has remained relatively stable on the 4-hour chart. However, the recent decline in hashprice could potentially impact the network's security if it persists, raising concerns among analysts and industry experts.
儘管比特幣礦工面臨挑戰,但比特幣價格在 4 小時圖上仍保持相對穩定。然而,最近哈希價格的下跌如果持續下去,可能會影響網路的安全,引起分析師和產業專家的擔憂。
The Bitcoin mining industry is an integral part of the Bitcoin network, responsible for securing transactions and verifying blocks. As such, the profitability of Bitcoin mining is a critical factor in maintaining the network's security and resilience. The ongoing challenges faced by miners highlight the need for sustainable solutions and strategic investments to ensure the long-term health of the Bitcoin ecosystem.
比特幣挖礦業是比特幣網路不可或缺的一部分,負責保護交易和驗證區塊。因此,比特幣挖礦的獲利能力是維持網路安全性和彈性的關鍵因素。礦工面臨的持續挑戰凸顯了對永續解決方案和策略性投資的需求,以確保比特幣生態系統的長期健康。
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