Block 在 2024 年第三季度更新中优先考虑比特币挖矿和自我托管

Block Inc 宣布加强对比特币挖矿和自我托管钱包计划的承诺，以应对加密行业不断变化的格局。

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（纽约证券交易所股票代码：SQ）宣布加大对比特币挖矿和自我托管钱包计划的承诺，作为其应对加密货币行业不断变化的格局的战略的一部分。

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 年第三季度股东信中概述了其计划为其比特币挖矿项目和该公司的比特币自助钱包 Bitkey 分配更多资源。

“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.

“我们在第三季度增加了对比特币挖矿和 Bitkey 的投资。我们观察到对比特币挖矿解决方案的健康需求，并在现场部署了我们的第一批三纳米芯片。我们还完成了全面的比特币挖矿系统的设计并开始建设，”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 的比特币挖矿战略是在最近对该行业的政治支持的背景下出台的。唐纳德·特朗普在最新的竞选活动中表示，美国应该成为比特币挖矿领域的全球领导者。布洛克自己的声明也呼应了这种观点。

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宣布完成了专为比特币挖矿开发的尖端三纳米芯片的设计，计划构建全面的比特币挖矿系统。今年 7 月，Block 与矿业公司 Core Scientific 签署了合作伙伴关系，提供这些先进的挖矿芯片，此举旨在提高挖矿效率，同时支持比特币挖矿领域更广泛的去中心化努力。

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，随着挖矿工作的不断增加，Block 决定缩减对音乐流媒体服务 Tidal 及其去中心化网络平台 Web5 的投资。这种转变已经反映在最近的员工裁员中，标志着整合核心加密产品资源的举措。

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.

据报道，此次裁员距离 2023 年 12 月裁员 10% 还不到一年，这突显了 Block 优先考虑与其加密货币重点最密切相关的项目。值得注意的是，Block最初成立于2009年，是一家名为Square的移动支付公司。然而，在 2021 年品牌重塑后，它开始优先考虑 DeFi 和加密货币领域。

Block’s Q3 Earnings: BTC Revenue Stagnant

Block第三季度收益：BTC收入停滞

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.

尽管 Block 在采矿业发展势头强劲，但其第三季度收益报告却好坏参半。根据公告，该公司的比特币 (BTC) 收入（主要来自 Cash App 平台的费用）基本停滞在 24.3 亿美元，与 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.

总收入小幅增长至 59.8 亿美元，同比增长 6.4%，但仍低于华尔街 61.7 亿美元的预期。报告发布后，Block 的股价在盘后交易中暴跌 12.3%，价格在回升之前触及 66 美元。然而，收盘时价格反弹至 75.27 美元。值得注意的是，尽管遭遇了这一挫折，Block 的股价今年迄今仍上涨了 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 目前转向挖矿、远离 Tidal 和 Web5 也是在监管审查加强的时期。 6 月，Block 因其合规行为受到美国联邦当局的调查，特别是与受制裁国家的交易相关的潜在违规行为。

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.

该公司的业务（包括其 Cash App 加密部门）已接受检查，是否涉嫌与受美国制裁的国家（包括俄罗斯、伊朗、古巴和委内瑞拉）相关的交易存在关联。