Global Digital Mining Trends

Parizvino, chiyero chemigodhi yeChina chine chikamu che65% chenyika yose, ukuwo 35% yasara inogoverwa kubva kuNorth America, Europe, nepasirese.

Pakati pese, North America yakatanga zvishoma nezvishoma kutsigira migodhi yedhijitari uye kutungamira mari uye masangano ane hunyanzvi hwekushanda uye kugona kudzora njodzi kupinda mumusika;Yakagadzikana mamiriro ezvematongerwo enyika, kubhadharisa magetsi mashoma, hurongwa hwepamutemo hune musoro, musika wemari wakura, uye mamiriro ekunze ndizvo zvinhu zvikuru zvekusimudzirwa kwekuchera cryptocurrency.

USA: Missoula County Committee yeMontana yakawedzera mirau yakasvibira yedhijitari asset migodhi.Mitemo inoda kuti vashandi vemumigodhi vagone kurongeka munzvimbo dzakareruka uye dzinorema maindasitiri.Mushure mekuongorora uye kubvumidzwa, kodzero dzemigodhi dzevacheri dzinogona kuwedzerwa kusvika Kubvumbi 3, 2021.

Canada: Inoenderera mberi nekutora matanho ekutsigira kusimudzira kwebhizinesi remigodhi yedhijitari muCanada.Quebec Hydro yakabvuma kuchengetedza chikamu chimwe muzvishanu chemagetsi ayo (anenge mazana matatu megawatts) kune vashandi vemumigodhi.

China: Kuuya kwemwaka wemafashamo wepagore mudunhu reSichuan kuChina kwakaunza nguva yemitengo yakadzikira zvakanyanya yemagetsi emidziyo yemugodhi, izvo zvinogona kukurumidzisa kucherwa kwakawanda kuitika.Sezvo mwaka wemafashamo uchideredza mitengo uye kuwedzera purofiti, zvinotarisirwa kuona kudzikiswa kweBitcoin kuvharwa, izvo zvinosimudzirawo kukwira kwemitengo yemari.

Margin compression

Sezvo hashrate uye kuoma kunowedzera, vashandi vemigodhi vachafanira kuedza zvakanyanya kuti varambe vaine purofiti, chero bedzi pasina kuchinja kunoshamisa kwemutengo we bitcoin.

"Kana mamiriro edu ekupedzisira e300 EH/s akaitika, kupetwa kwakapetwa kwepasi rose kunoreva kuti mibairo yemugodhi ichadimburwa nepakati," akadaro Gryphon's Chang.

Sezvo makwikwi achidya miganho yepamusoro yevacheri, makambani anogona kuchengetedza mari yavo yakaderera uye anokwanisa kushanda nemichina inoshanda ndiwo achararama uye ave nemukana wekubudirira.

“Vacheri vemigodhi vane mutengo wakaderera uye michina inoshanda zvakanaka vanozoiswa pazvinzvimbo zvakanaka apo avo vari kushandisa michina yechikuru vanonzwa kuoma kupfuura vamwe,” Chang akawedzera.

Vatsva vemigodhi vachanyanya kukanganiswa nediki diki .Simba uye zvivakwa zviri pakati pezvinhu zvakakosha zvemitengo yevacheri.Vatsva vanopinda vane nguva yakaoma kuwana kuwana zvakachipa kune izvi, nekuda kwekushaikwa kwekubatana uye kuwedzera kwemakwikwi pamusoro pezviwanikwa.

"Tinofungidzira kuti vatambi vasina ruzivo ndivo vachawana miganho yakaderera," akadaro Danni Zheng, mutevedzeri wemutungamiri we crypto miner BIT Mining, achitaura nezvemitengo yakaita semagetsi uye data center kuvaka nekugadzirisa.

Vacheri vakaita seArgo Blockchain vanozoyedza kwekupedzisira-kunyatsogona pavanenge vachikura mashandiro avo.Tichifunga yakawedzera makwikwi, "tinofanira kuva vakangwara pamusoro sei isu kukura," akadaro Argo Blockchain wacho CEO Peter Wall.

"Ini ndinofunga kuti tiri mumhando iyi yemhando yepamusoro iyo yakasiyana neyakapfuura asi isu tichiri kuramba takaisa ziso pamubairo, uyo uri kunyatso shanda uye kuwana simba rakaderera," Wall akawedzera. .

Simuka muM&A

Sezvo vanokunda uye vakakundwa vanobuda muhondo dzehashrate, makambani makuru, ane mari zhinji angangotora vadiki vemigodhi vanonetsekana kuti vafambe.

Marathon's Thiel anotarisira kubatanidzwa kwakadaro kunotora pakati pe2022 uye mberi.Anotarisirawo kuti kambani yake yeMarathon, iyo ine mari yakawanda, ichakura zvine hukasha gore rinouya.Izvi zvinogona kureva kuwana vatambi vadiki kana kuenderera mberi nekudyara mune yavo hashrate.

Hut 8 Mining, iyo yakagadzirira kutevera iro rimwechete bhuku rekutamba."Isu tawana mari uye tagadzirira kuenda, zvisinei kuti musika unoshanduka sei gore rinouya," akadaro Sue Ennis, mukuru wezvekudyidzana nevemari kumucheri wekuCanada.

Kunze kwevakuru vemigodhi, zvinogonekawo kuti masangano makuru, akadai semakambani emagetsi nenzvimbo dzedhata, angangoda kujoinha spree yekutenga, kana indasitiri ikawedzera kukwikwidza, uye vashandi vemigodhi vakatarisana nekunetsekana, maererano neArgo's Wall.

Makambani akati wandei akadai akatopinda mumutambo wemigodhi muAsia, kusanganisira Singapore-based real estate developer Hatten Land uye Thai data center operator Jasmine Telekom Systems.Mugodhi wekuMalaysia Hashtrex's Gobi Nathan akaudza CoinDesk kuti "makambani akatenderedza Southeast Asia ari kutarisira kumisa zvivakwa zvakakura muMalaysia gore rinouya."

Saizvozvowo, Europe-based Denis Rusinovich, co-muvambi Cryptocurrency Mining Group uye Maverick Group, anoona muitiro kuti mhiri-chikamu mari mumigodhi muEurope uye Russia.Makambani ari kuona kuti bitcoin mining inogona kupa rubatsiro kune zvimwe zvikamu zvebhizimisi ravo uye kuvandudza mararamiro avo ose, Rusinovich akati.

MuRussia, maitiro aya ari pachena nevagadziri vemagetsi, nepo mukondinendi yeEurope, kunowanzo kuve nezvimbambaira zvidiki zvinosanganisa kutambisa marara nemigodhi kana kutora mukana wezvimedu zvidiki zvesimba rakavharwa, akawedzera.

Simba rakachipa uye ESG

Kuwana magetsi akachipa kwagara kuri imwe yembiru dzebhizimusi remigodhi rine pundutso.Asi sezvo kushoropodzwa pamusoro pekukanganisa kwezvicherwa pazvakatipoteredza kwakura, zvakatonyanya kukosha kuchengetedza masosi esimba anogona kuvandudzwa kuti urambe uchikwikwidza.

Sezvo migodhi ichiwedzera kukwikwidzana, "mhinduro dzekuchengetedza simba kungava chinhu chekugadzirisa mutambo," akadaro Arthur Lee, muvambi uye CEO weSaitech, Eurasia-based, yakachena-inotungamirirwa nedhijitari yemidziyo migodhi.

"Ramangwana rekuchera crypto raizosimbiswa uye rinotsigirwa nesimba rakachena, inova nzira yekudimbudzira kune kabhoni kusarerekera uye kiyi yekuderedza kushaikwa kwemagetsi pasi rose uku ichivandudza kudzoka kwevacheri pakudyara," Lee akawedzera.

Pamusoro pezvo, kungangove nevacheri vemigodhi vanonyanya kushanda nesimba, vakaita seBitmain ichangoburwa Antminer S19 XP, iyo ichaitawo basa, izvo zvichaita kuti mabhizinesi afambe nemazvo uye asanyanya kukanganisa nharaunda.

Inokurumidza mari inopesana nekukosha vanoisa mari

Chimwe chezvikonzero zvakakosha kuti vazhinji vatambi vatsva vari kudirana kune crypto mining sector imhaka yenzvimbo dzayo dzepamusoro pamwe nerutsigiro kubva kumisika huru.Bazi remigodhi rakaona maIPO akawanda uye mari itsva kubva kune vanoisa mari mumasangano gore rino.Sezvo indasitiri inowedzera kukura, maitiro anotarisirwa kuenderera mberi muna 2022.Parizvino vatengesi vari kushandisa miners se proxy investment for bitcoin.Asi sezvo masangano ari kuwedzera ruzivo, achachinja mashandisiro avanoita mari mumigodhi, maererano neGryphon's Chang."Tiri kuona kuti vari kutarisa zvakanyanya pazvinhu izvo vatengesi vemasangano vanowanzosimbisa zvakanyanya, izvo zvinoti: manejimendi emhando, kuuraya vane ruzivo uye makambani anoita seblue chip masangano [akamiswa makambani] achipesana nevanokurudzira stock," akati.

Tekinoroji nyowani mumigodhi

Sezvo migodhi inobudirira inova chishandiso chakanyanya kukosha kuitira kuti vashandi vemumigodhi varambe vari pamberi pemakwikwi, makambani achawedzera kutarisa kwavo kwete kungori nani kwemakomputa emigodhi asi matekinoroji matsva ekuwedzera purofiti yavo yese.Parizvino vashandi vemumigodhi vakarerekera kukushandisa michina yakadai sekunyudza kutonhora kwemvura kuitira kuti basa remugodhi risimukire pamwe nekudzikisa mutengo wekuchera pasina kutenga mamwe makombiyuta.

"Kunze kwekuderedza kushandiswa kwemagetsi uye kusvibiswa kweruzha, mucheri wemvura anonyudzwa anotora nzvimbo shoma, isina mafeni ekumanikidza, maketeni emvura kana mafeni akatonhodzwa nemvura anodiwa kuti awane kupisa kuri nani," Lu weCanaan akadaro.