比特币挖矿行业在区块奖励减半之前陷入混乱

随着减半事件的临近，投资者对比特币挖矿的信心动摇，导致矿业公司股价下跌。尽管对盈利能力感到担忧，但行业分析师米切尔·阿斯丘 (Mitchell Askew) 断言，这种担忧是没有根据的，并预测减半后将出现“购买新闻”的反应。主要矿商 Marathon Digital 和 Riot Platforms 遭受了重大损失，而 Valkyrie 比特币矿商 ETF (WGMI) 与比特币价格的相关性极小。然而，专家预计矿业股在事件发生后将会复苏。

Bitcoin Mining Sector Faces Turbulence as Reward Halving Looms

奖励减半迫在眉睫，比特币挖矿行业面临动荡

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.

即将到来的加密货币奖励减半动摇了比特币矿业投资者的信心，引发全球矿业公司股价急剧下跌。

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.

定于 4 月 20 日举行的减半事件将使矿工验证比特币交易获得的奖励减少 50%，引发人们对行业盈利能力的担忧。最近比特币价格下跌 7.5% 加剧了这些担忧。

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.

结果，主要比特币矿业公司的股价大幅下跌。两家著名矿商 Marathon Digital (MARA) 和 Riot Platforms (RIOT) 的价格自 2 月份达到今年迄今的高点以来，分别下跌了约 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.

另一家主要矿商 CleanSpark (CLSK) 也经历了下跌，自 3 月 25 日触及三年高点 23.40 美元以来，下跌了 38.1%。尽管遭遇这一挫折，CleanSpark 的股价今年仍然上涨了近 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.

抛售并不局限于美国。自2月中旬以来，新加坡Bitdeer Technologies（BTDR）和澳大利亚Iris Energy（IRIS）等境外上市的比特币矿业公司股价也出现大幅下跌。

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.

分析师将市场波动归因于投资者对减半对矿业盈利能力影响的担忧。追踪比特币挖矿行业的 Valkyrie 比特币矿工 ETF (WGMI) 与 2024 年比特币价格表现出较弱的相关性，反映出围绕该行业未来的不确定性。

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 的行业专家 Mitchell Askew 认为，投资者的担忧很大程度上是没有根据的。他预测，减半最终将成为采矿业的积极催化剂，特别是对于公开​​交易的矿商和私人 ASIC 市场。

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

Askew 预计，投资者将认识到他们的担忧被夸大了，矿业股将在减半事件后不久反弹。

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.

尽管当前市场波动，但专家强调，比特币采矿业的基本面依然强劲。减半虽然在短期内可能具有挑战性，但被视为确保比特币网络长期可持续性的必要措施。