Block 在 2024 年第三季更新中優先考慮比特幣挖礦和自我託管

Block Inc 宣布加強對比特幣挖礦和自我託管錢包計畫的承諾，以應對加密產業不斷變化的格局。

Block Inc (NYSE:SQ) has announced an increased commitment to bitcoin mining and self-custody wallet initiatives as part of its strategy to navigate the shifting landscape in the crypto industry.

Block Inc（NYSE：SQ）宣布增加對比特幣挖礦和自我託管錢包計劃的承諾，作為其應對加密貨幣行業不斷變化的格局的策略的一部分。

In its recent Q3 2024 shareholder letter, Block outlined its plans to allocate more resources toward its bitcoin mining project and Bitkey, the company’s bitcoin self-custody wallet.

Block 在最近的 2024 年第三季股東信中概述了其計劃為其比特幣挖礦項目和該公司的比特幣自助錢包 Bitkey 分配更多資源。

“We increased our investment in bitcoin mining and Bitkey in Q3. We observed healthy demand for our bitcoin mining solutions and deployed our first batch of three-nanometer chips in the field. We also completed the design of our full-scale bitcoin mining system and began construction,” Block stated in the letter.

「我們在第三季增加了對比特幣挖礦和 Bitkey 的投資。我們觀察到對比特幣挖礦解決方案的健康需求，並在現場部署了我們的第一批三奈米晶片。我們還完成了全面的比特幣挖礦系統的設計並開始建設，」布洛克在信中表示。

Block’s bitcoin mining strategy comes amid the recent political support for the industry. Donald Trump, in his latest campaign, stated that the United States should be a global leader in bitcoin mining. This sentiment was echoed in Block’s own announcement.

Block 的比特幣挖礦策略是在最近對該行業的政治支持的背景下出台的。唐納德·川普在最新的競選活動中表示，美國應該成為比特幣挖礦領域的全球領導者。布洛克自己的聲明也呼應了這種觀點。

Earlier in 2024, Block announced that it had completed the design of a cutting-edge three-nanometer chip specifically developed for bitcoin mining, with plans to build a full-scale bitcoin mining system. In July, Block signed a partnership with mining firm Core Scientific to supply these advanced mining chips, a move set to enhance mining efficiency while also supporting broader decentralization efforts in bitcoin mining.

2024年初，Block宣布完成了專為比特幣挖礦開發的尖端三奈米晶片的設計，計劃建造全面的比特幣挖礦系統。今年 7 月，Block 與礦業公司 Core Scientific 簽署了合作夥伴關係，提供這些先進的挖礦晶片，此舉旨在提高挖礦效率，同時支援比特幣挖礦領域更廣泛的去中心化努力。

However, amid its increasing mining efforts, Block has decided to scale back its investments in music streaming service Tidal and its decentralized web platform, Web5. This shift, already reflected in recent staff layoffs, marks a move to consolidate resources in core crypto offerings.

然而，隨著挖礦工作的不斷增加，Block 決定縮減對音樂串流服務 Tidal 及其去中心化網路平台 Web5 的投資。這種轉變已經反映在最近的員工裁員中，標誌著整合核心加密產品資源的舉措。

The reported layoffs come less than a year after a 10% reduction in staff in December 2023, underscoring Block’s prioritization of the projects that align most closely with its crypto focus. It is worth noting that Block was originally established in 2009 as a mobile payments company called Square. However, after rebranding in 2021, it started prioritizing the DeFi and cryptocurrency sectors.

據報道，此次裁員距離 2023 年 12 月裁員 10% 還不到一年，這突顯了 Block 優先考慮與其加密貨幣重點最密切相關的項目。值得注意的是，Block最初成立於2009年，是一家名為Square的行動支付公司。然而，在 2021 年品牌重塑後，它開始優先考慮 DeFi 和加密貨幣領域。

Block’s Q3 Earnings: BTC Revenue Stagnant

Block第三季財報：BTC營收停滯

Despite Block’s forward momentum in mining, its Q3 earnings report was a mixed bag. As per the announcement, the company’s Bitcoin (BTC) revenue, primarily generated from fees on the Cash App platform, remained largely stagnant at $2.43 billion — largely unchanged from the same quarter in 2023.

儘管 Block 在採礦業發展勢頭強勁，但其第三季財報卻好壞參半。根據公告，該公司的比特幣 (BTC) 收入（主要來自 Cash App 平台的費用）基本上停滯在 24.3 億美元，與 2023 年同一季度基本持平。

Total revenues rose modestly to $5.98 billion, marking a 6.4% year-over-year increase but still missing Wall Street expectations of $6.17 billion. Following the report, Block’s shares experienced a steep 12.3% drop in after-hours trading, with prices hitting $66 before recovering. However, the price rebounded to $75.27 at the market close. Notably, despite this setback, Block’s share remains up 4.2% year-to-date.

總營收小幅成長至 59.8 億美元，年增 6.4%，但仍低於華爾街 61.7 億美元的預期。報告發布後，Block 的股價在盤後交易中暴跌 12.3%，價格在回升前觸及 66 美元。然而，收盤時價格反彈至 75.27 美元。值得注意的是，儘管遭遇了這項挫折，Block 的股價今年迄今仍上漲了 4.2%。

Block’s current pivot toward mining and away from Tidal and Web5 also comes during a period of intensified regulatory scrutiny. In June, Block came under investigation by US federal authorities regarding its compliance practices, specifically for potential violations related to transactions with sanctioned countries.

Block 目前轉向挖礦、遠離 Tidal 和 Web5 也是在監管審查加強的時期。 6 月，Block 因其合規行為受到美國聯邦當局的調查，特別是與受制裁國家的交易相關的潛在違規行為。

The company’s operations, including its Cash App crypto unit, have been examined for alleged connections to transactions linked to nations under U.S. sanctions, including Russia, Iran, Cuba, and Venezuela.

該公司的業務（包括其 Cash App 加密部門）已接受檢查，是否涉嫌與受美國制裁的國家（包括俄羅斯、伊朗、古巴和委內瑞拉）相關的交易存在關聯。