Tam sim no, Tuam Tshoj txoj kev lag luam mining suav txog 65% ntawm lub ntiaj teb tag nrho, thaum seem 35% yog faib los ntawm North America, Europe, thiab lwm lub ntiaj teb.
Ntawm tag nrho, North America tau maj mam pib txhawb nqa cov cuab yeej cuab tam digital mining thiab qhia cov nyiaj thiab cov koom haum nrog kev ua haujlwm tshaj lij thiab kev tswj hwm kev pheej hmoo kom nkag mus rau hauv kev ua lag luam;Cov teeb meem kev nom kev tswv ruaj khov, tsis muaj nqi hluav taws xob, kev cai lij choj tsim nyog, kev lag luam nyiaj txiag tseem ceeb, thiab cov xwm txheej huab cua yog qhov tseem ceeb rau kev txhim kho cryptocurrency mining.
TEB CHAWS USA: Missoula County Committee ntawm Montana tau ntxiv cov kev cai ntsuab rau cov cuab yeej cuab tam mining.Cov kev cai lij choj xav kom cov miners tsuas yog tuaj yeem npaj rau hauv thaj chaw muaj teeb meem thiab hnyav.Tom qab kev tshuaj xyuas thiab kev pom zoo, txoj cai mining ntawm cov miners tuaj yeem txuas ntxiv mus rau lub Plaub Hlis 3, 2021.
Canada: Txuas ntxiv ntsuas los txhawb kev txhim kho cov cuab yeej cuab tam digital mining lag luam hauv Canada.Quebec Hydro tau pom zoo kom tseg ib feem tsib ntawm nws cov hluav taws xob (kwv yees li 300 megawatts) rau cov miners.
Tuam Tshoj: Lub sij hawm tuaj txog ntawm lub caij dej nyab txhua xyoo nyob rau hauv lub xeev Sichuan hauv Suav teb tau coj mus rau lub sijhawm ntawm cov nqi hluav taws xob qis dua rau cov cuab yeej siv mining, uas tuaj yeem ua kom cov mining ntau dua.Raws li lub caij dej nyab txo cov nqi thiab nce cov txiaj ntsig, nws xav tias yuav pom qhov txo qis ntawm Bitcoin liquidation, uas tseem yuav txhawb nqa cov nqi txiaj.
Margin compression
Raws li qhov hashrate thiab nyuaj nce, cov miners yuav tsum tau sim ua kom muaj txiaj ntsig zoo, tsuav yog tsis muaj qhov hloov pauv ntawm tus nqi ntawm bitcoin.
"Yog tias peb qhov xwm txheej kawg ntawm 300 EH / s tau dhau los, qhov ua tau zoo dua ob npaug ntawm lub ntiaj teb hashrates yuav txhais tau tias cov khoom plig mining yuav raug txiav ib nrab," Gryphon's Chang tau hais.
Raws li kev sib tw noj deb ntawm qhov siab ntawm cov miners, cov tuam txhab uas tuaj yeem khaws lawv cov nqi qis thiab muaj peev xwm ua haujlwm nrog cov tshuab ua haujlwm tau zoo yuav yog tus uas yuav muaj sia nyob thiab muaj txoj hauv kev vam meej.
"Cov miners nrog cov nqi qis thiab cov tshuab ua haujlwm tau zoo yuav yog qhov zoo tshaj plaws thaum cov tshuab ua haujlwm qub yuav hnov qhov pinch ntau dua li lwm tus," Chang hais ntxiv.
Cov miners tshiab yuav raug cuam tshuam tshwj xeeb los ntawm cov npoo me.Lub zog thiab kev tsim kho vaj tse yog ib qho ntawm cov nqi tseem ceeb rau cov miners.Cov neeg nkag tshiab muaj lub sij hawm nyuaj rau kev ruaj ntseg pheej yig rau cov no, vim tsis muaj kev sib txuas thiab muaj kev sib tw ntau dua ntawm cov peev txheej.
Danni Zheng, tus lwm thawj coj ntawm crypto miner BIT Mining tau hais tias "Peb cia siab tias cov neeg tsis paub dhau los yuav yog cov uas tau txais txiaj ntsig qis dua," said Danni Zheng, tus lwm thawj ntawm crypto miner BIT Mining, hais txog cov nqi xws li hluav taws xob thiab cov ntaub ntawv chaw tsim kho thiab kho.
Miners zoo li Argo Blockchain yuav siv zog ua kom muaj txiaj ntsig zoo thaum loj hlob lawv cov haujlwm.Muab kev sib tw nce ntxiv, "peb yuav tsum ntse dua txog qhov peb loj hlob," said Argo Blockchain CEO Peter Wall.
"Kuv xav tias peb nyob hauv lub voj voog zoo li no uas txawv ntawm lub voj voog yav dhau los tab sis peb tseem yuav tsum khaws peb lub qhov muag ntawm qhov khoom plig, uas ua tau zoo heev thiab muaj kev nkag mus rau cov nqi qis," Phab ntsa ntxiv. .
Sawv hauv M&A
Raws li cov yeej thiab cov neeg poob tawm los ntawm kev ua tsov rog hashrate, loj dua, cov tuam txhab peev nyiaj ntau dua yuav muaj peev xwm ua rau cov miners me me uas tawm tsam kom nrawm.
Marathon's Thiel cia siab tias qhov kev sib sau ua ke yuav tuaj txog hauv nruab nrab ntawm 2022 thiab dhau mus.Nws kuj cia siab tias nws lub tuam txhab Marathon, uas tau txais txiaj ntsig zoo, yuav loj hlob tuaj rau xyoo tom ntej.Qhov no tuaj yeem txhais tau tias tau txais cov players me lossis txuas ntxiv nqis peev hauv nws tus kheej hashrate.
Hut 8 Mining, uas yog npaj ua raws li tib phau ntawv ua si.Sue Ennis, tus thawj coj ntawm kev sib raug zoo ntawm cov neeg ua lag luam rau Canadian miner hais tias "Peb tau txais nyiaj thiab peb npaj mus, txawm tias txoj kev ua lag luam yuav hloov mus li cas rau xyoo tom ntej.
Lwm yam tshaj li cov miners loj, nws tseem ua tau tias cov chaw loj, xws li cov tuam txhab hluav taws xob thiab cov chaw cov ntaub ntawv, yuav xav koom nrog kev yuav khoom, yog tias kev lag luam muaj kev sib tw ntau dua, thiab cov miners ntsib cov npoo npoo, raws li Argo's Wall.
Ntau lub tuam txhab ib txwm muaj twb tau nkag mus rau kev ua si mining hauv Asia, suav nrog Singapore-based real estate developer Hatten Land thiab Thai data center operator Jasmine Telekom Systems.Malaysian miner Hashtrex's Gobi Nathan hais rau CoinDesk tias "cov koom haum thoob plaws Asia sab hnub tuaj tab tom nrhiav teeb tsa cov chaw loj hauv Malaysia xyoo tom ntej."
Ib yam li ntawd, Tebchaws Europe-based Denis Rusinovich, co-founder ntawm Cryptocurrency Mining Group thiab Maverick Group, pom ib qho kev sib tw rau kev nqis peev hauv kev lag luam hauv cov teb chaws Europe thiab Russia.Cov tuam txhab tau pom tias bitcoin mining tuaj yeem pab txhawb lwm qhov ntawm lawv cov lag luam thiab txhim kho lawv cov kab hauv qab tag nrho, Rusinovich tau hais.
Hauv tebchaws Russia, qhov sib txawv yog pom zoo nrog cov neeg tsim khoom siv hluav taws xob, thaum nyob rau sab av loj Europe, zoo li yuav muaj cov mines me me uas koom nrog kev tswj cov khib nyiab nrog cov mining lossis siv cov khoom me me ntawm lub zog, nws hais ntxiv.
Pheej yig zog thiab ESG
Kev siv hluav taws xob pheej yig yeej ib txwm yog ib qho tseem ceeb ntawm kev lag luam mining muaj txiaj ntsig.Tab sis raws li kev thuam nyob ib puag ncig kev lag luam mining qhov cuam tshuam rau ib puag ncig tau loj hlob, nws yog qhov tseem ceeb tshaj plaws kom tau txais cov peev txheej txuas ntxiv ntawm lub zog kom muaj kev sib tw.
Raws li kev lag luam mining dhau los ua kev sib tw, "cov kev daws teeb meem txuag hluav taws xob yuav yog qhov kev txiav txim siab ua si," said Arthur Lee, tus tsim thiab CEO ntawm Saitech, Eurasia-based, huv-zog uas tau tsav cov cuab yeej cuab tam mining.
"Lub neej yav tom ntej ntawm crypto mining yuav txhawb nqa thiab txhawb nqa los ntawm lub zog huv, uas yog txoj hauv kev luv rau cov pa roj carbon nruab nrab thiab tus yuam sij rau kev txo qis hluav taws xob thoob ntiaj teb thaum txhim kho cov miners rov qab los ntawm kev nqis peev," Lee ntxiv.
Tsis tas li ntawd, yuav muaj peev xwm ua kom muaj zog ntau dua miners, xws li Bitmain qhov tseeb Antminer S19 XP, uas tseem yuav los rau hauv kev ua si, uas yuav ua rau cov lag luam ua haujlwm tau zoo dua thiab tsis muaj kev cuam tshuam rau ib puag ncig.
Cov nyiaj ceev ceev piv rau cov tub ua lag luam
Ib qho ntawm cov laj thawj tseem ceeb uas muaj ntau tus neeg ua si tshiab tab tom mus rau crypto mining sector yog vim nws cov txiaj ntsig siab nrog rau kev txhawb nqa los ntawm kev lag luam peev.Kev lag luam mining pom ib qho ntawm IPOs thiab cov nyiaj tshiab los ntawm cov tuam txhab ua lag luam xyoo no.Raws li kev lag luam dhau los ua neeg paub tab, qhov kev xav tau txuas ntxiv mus rau xyoo 2022.Tam sim no cov tub ua lag luam tau siv cov miners los ua ib qho peev txheej rau bitcoin.Tab sis raws li cov tsev kawm tau dhau los ua kev paub dhau los, lawv yuav hloov pauv lawv li cas hauv kev lag luam mining, raws li Gryphon's Chang."Peb tau pom tias lawv tau tsom mus rau ntau yam ntawm cov tuam txhab lag luam ib txwm muaj ntau qhov tseem ceeb rau, uas yog xws li: kev tswj kom zoo, kev ua tiav thiab cov tuam txhab ua haujlwm zoo li cov koom haum xiav nti [tsim tuam txhab lag luam] tsis yog cov neeg txhawb nqa khoom lag luam," nws hais.
Tshiab technologies nyob rau hauv mining
Raws li cov mining ua tau zoo dhau los ua cov cuab yeej tseem ceeb hauv kev txiav txim rau cov miners kom nyob twj ywm ua ntej ntawm kev sib tw, cov tuam txhab yuav nce lawv qhov kev tsom mus rau tsis yog cov khoos phis tawj mining zoo xwb tab sis cov thev naus laus zis tshiab los ua kom lawv cov txiaj ntsig tag nrho.Tam sim no cov miners tab tom hloov mus rau kev siv thev naus laus zis xws li immersion txias los txhawb qhov kev ua tau zoo thiab txo tus nqi ntawm cov mining yam tsis tas yuav yuav cov khoos phis tawj ntxiv.
"Ib yam li txo qis kev siv hluav taws xob thiab suab nrov, cov miner immersion ua kua-txias muaj qhov chaw tsawg dua, tsis muaj cov kiv cua siab, cov ntaub thaiv dej lossis cov kiv cua txias uas xav tau kom ua tiav cov cua sov zoo dua," Canaan's Lu hais.
Post lub sij hawm: Mar-02-2022