比特幣挖礦產業在區塊獎勵減半之前陷入混亂

隨著減半事件的臨近，投資人對比特幣挖礦的信心動搖，導致礦業公司股價下跌。儘管對盈利能力感到擔憂，但行業分析師米切爾·阿斯丘 (Mitchell Askew) 斷言，這種擔憂是沒有根據的，並預測減半後將出現「購買新聞」的反應。主要礦商 Marathon Digital 和 Riot Platforms 遭受了重大損失，而 Valkyrie 比特幣礦商 ETF (WGMI) 與比特幣價格的相關性極小。然而，專家預計礦業股在事件發生後將會復甦。

Bitcoin Mining Sector Faces Turbulence as Reward Halving Looms

獎勵減半迫在眉睫，比特幣挖礦產業面臨動盪

Confidence among investors in the Bitcoin mining industry has been rattled by the impending halving of cryptocurrency rewards, sparking a precipitous decline in the stock prices of mining companies worldwide.

即將到來的加密貨幣獎勵減半動搖了比特幣礦業投資者的信心，引發全球礦業公司股價急劇下跌。

The halving event, scheduled for April 20th, will reduce the rewards miners receive for verifying Bitcoin transactions by 50%, raising concerns about the profitability of the industry. These concerns have been exacerbated by a recent 7.5% decrease in Bitcoin's price.

定於 4 月 20 日舉行的減半事件將使礦工驗證比特幣交易獲得的獎勵減少 50%，引發人們對產業獲利能力的擔憂。最近比特幣價格下跌 7.5% 加劇了這些擔憂。

As a result, major Bitcoin mining companies have witnessed significant drops in their share values. Marathon Digital (MARA) and Riot Platforms (RIOT), two prominent miners, have seen their prices plummet by approximately 53% and 54%, respectively, since reaching their year-to-date highs in February.

結果，主要比特幣礦業公司的股價大幅下跌。兩家著名礦商 Marathon Digital (MARA) 和 Riot Platforms (RIOT) 的價格自 2 月達到今年迄今的高點以來，分別下跌了約 53% 和 54%。

CleanSpark (CLSK), another major miner, has also experienced a decline, falling by 38.1% since reaching a three-year peak of $23.40 on March 25th. Despite this setback, CleanSpark's stock still remains nearly 250% higher for the year.

另一家主要礦商 CleanSpark (CLSK) 也經歷了下跌，自 3 月 25 日觸及三年高點 23.40 美元以來，下跌了 38.1%。儘管遭遇這一挫折，CleanSpark 的股價今年仍上漲了近 250%。

The sell-off has not been confined to the United States. Bitcoin mining companies listed outside the country, such as Bitdeer Technologies (BTDR) in Singapore and Iris Energy (IRIS) in Australia, have also witnessed substantial declines in their stock prices since mid-February.

拋售並不限於美國。自2月中旬以來，新加坡Bitdeer Technologies（BTDR）和澳洲Iris Energy（IRIS）等境外上市的比特幣礦業公司股價也大幅下跌。

Analysts attribute the market volatility to investor apprehension regarding the impact of the halving on mining profitability. The Valkyrie Bitcoin Miners ETF (WGMI), which tracks the Bitcoin mining sector, has exhibited a weak correlation with the price of Bitcoin in 2024, reflecting the uncertainty surrounding the industry's future.

分析師將市場波動歸因於投資者對減半對礦業獲利能力影響的擔憂。追蹤比特幣挖礦產業的 Valkyrie 比特幣礦工 ETF (WGMI) 與 2024 年比特幣價格表現出較弱的相關性，反映出圍繞該產業未來的不確定性。

However, industry expert Mitchell Askew of Blockware Solutions believes that investor fears are largely unfounded. He predicts that the halving will ultimately prove to be a positive catalyst for the mining sector, particularly for publicly traded miners and the private ASIC market.

然而，Blockware Solutions 的產業專家 Mitchell Askew 認為，投資人的擔憂很大程度上是沒有根據的。他預測，減半最終將成為採礦業的積極催化劑，特別是對於公開交易的礦工和私人 ASIC 市場。

Askew anticipates that investors will recognize the exaggerated nature of their concerns and that mining stocks will rebound shortly after the halving event.

Askew 預計，投資者將意識到他們的擔憂被誇大了，礦業股將在減半事件後不久反彈。

Despite the current market volatility, experts emphasize that the Bitcoin mining sector remains fundamentally strong. The halving, while potentially challenging in the short term, is viewed as a necessary measure to ensure the long-term sustainability of the Bitcoin network.

儘管當前市場波動，但專家強調，比特幣採礦業的基本面依然強勁。減半雖然在短期內可能具有挑戰性，但被視為確保比特幣網路長期可持續性的必要措施。