比特币矿工屈服于DeepSeek将数据中心梦想质疑

最大的加密货币最近以101,500美元的价格交易，从早期的低点约98,000美元，在过去的24小时中仍然下跌了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.

周一，比特币（BTC）的价格在上周的高点后继续纠正。但是，在中国AI AI创业公司DeepSeek使用闲置采矿能力进行AI培训的计划之后，比特币采矿股遭受了更大的损失，其中一些损失高达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.

比特币最近的交易价格为101,500美元，从早期的低点高达98,000美元，在过去的24小时内仍然下跌了3％。周五，最大的加密货币上涨了高达105,000美元，但在DeepSeek上周晚些时候宣布后，收益逐渐消失。

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%.

周一，BTC的价格越来越大，更广泛的市场量表Coindesk 20指数下跌了5.6％。损失是由Ai-Adjacent代币渲染（RNDR）和Filecoin（FIL）的双位数下降的损失。 Solana是Crypto AI代理令牌的关键枢纽，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显示，急剧下降了销售近10亿美元的杠杆衍生品位置。

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.

同时，纳斯达克（NASDAQ）降低了3％的结束，NVIDIA的损失率为17％，一天中消除了4650亿美元的市场价值。标准银行的数字资产研究负责人Goeffrey Kendrick指出，今天的举动还加强了比特币与技术股的密切相关。

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

由于加密交易所Coinbase（Coin）和投资公司Galaxy（GXY）关闭了6.7％和低于15.8％的投资公司GALAXY（GXY），因此宽阔的市场回调并没有避免加密股票的股票。 MicroStrategy是最大的企业比特币持有人，相对较好，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.

与加密货币市场相比，大型比特币开采股票的损失甚至更高。 Riot Platforms（Riot）和Mara Holdings（Mara）分别跌落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.

与高性能计算相关的矿工为人工智能（AI）培训提供基础设施的情况甚至更糟。 Applied Digital Corporation（APLD）核心科学（CORZ），Terawulf（Wulf），BTDER（BTDR）和Cipher Mining（CIPH）均持续了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.

“看来，加密市场和AI供应链相关的股票（例如，在过去的一个月中已经上升了20％的核ETF）达到了他们需要“事件”来触发利润的地步 - 区块链情报公司Nansen的首席研究分析师Aurelie Barthere说，在定价大量“好消息”后进行了更正。

"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."

“这可能是一些投资者将替代币转向山寨币的催化剂，尤其是像索拉纳（Solana）这样的高β加密代币，与BTC相比，这些代币（Solana（Sol））的抛售性更高。”

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.

市场参与者将专注于本周的美联储会议和大型科技公司的收益报告。 Barthere说，到目前为止，公司收入一直很高，但是NVIDIA和其他大型科技公司即将到来的报告“将需要超越期望来维持这种势头。”

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补充说，周一的抛售还可以为唐纳德·特朗普（Donald Trump）选举胜利后错过了加密货币集会的替补投资者提供了一个有吸引力的入境机会。