Global Digital Mining Trends

Pakali pano, kuchuluka kwa migodi ku China ndi 65% ya migodi yonse padziko lapansi, pomwe 35% yotsalayo imagawidwa kuchokera ku North America, Europe, ndi dziko lonse lapansi.

Ponseponse, North America pang'onopang'ono yayamba kuthandizira migodi ya digito ndikuwongolera ndalama ndi mabungwe omwe ali ndi ntchito zamaluso komanso kuwongolera zoopsa kuti alowe msika;Khola ndale, otsika magetsi milandu, wololera malamulo chimango, ndi okhwima msika ndalama, ndi nyengo ndi zinthu zazikulu za chitukuko cha cryptocurrency migodi.

USA: Missoula County Committee of Montana yawonjezera malamulo obiriwira a migodi ya digito.Malamulowa amafuna kuti anthu ogwira ntchito m'migodi azitha kukonzedwa m'malo opepuka komanso olemera a mafakitale.Pambuyo pounikanso ndi kuvomereza, ufulu wamigodi wa ogwira ntchito mumigodi utha kuwonjezedwa mpaka pa Epulo 3, 2021.

Canada: Ikupitilizabe kuchitapo kanthu pothandizira chitukuko cha bizinesi yamigodi ya digito ku Canada.Quebec Hydro yavomera kusunga gawo limodzi mwa magawo asanu a magetsi ake (pafupifupi megawati 300) kwa ogwira ntchito ku migodi.

China: Kubwera kwa nyengo yachigumula chapachaka m'chigawo cha Sichuan ku China kunayambitsa nthawi yotsika mtengo wamagetsi opangira zida zamigodi, zomwe zitha kufulumizitsa migodi yambiri.Pamene kusefukira kwa madzi kumachepetsa ndalama ndikuwonjezera phindu, zikuyembekezeka kuwona kuchepa kwa Bitcoin kuchotsedwa, zomwe zingalimbikitsenso kukwera kwamitengo ya ndalama.

 

Kuphatikizika kwa margin

Pamene hashrate ndi zovuta zikuwonjezeka, ogwira ntchito m'migodi adzayenera kuyesetsa kuti akhalebe opindula, malinga ngati palibe kusinthasintha kwakukulu kwa mtengo wa bitcoin.

"Ngati mawonekedwe athu apamwamba a 300 EH / s akwaniritsidwa, kuwirikiza kawiri kwa ma hashrate padziko lonse lapansi kungatanthauze kuti mphotho zamigodi zidzadulidwa pakati," adatero Gryphon's Chang.

Pamene mpikisano umadya malire apamwamba a ogwira ntchito m'migodi, makampani omwe amatha kusunga ndalama zawo kuti azikhala otsika komanso okhoza kugwira ntchito ndi makina ogwira ntchito ndi omwe adzapulumuka ndikukhala ndi mwayi wochita bwino.

"Ogwira ntchito m'migodi omwe ali ndi ndalama zotsika mtengo komanso makina ogwira ntchito bwino adzakhala pamalo abwino pamene omwe amagwiritsa ntchito makina akale adzamva pang'ono kuposa ena," adatero Chang.

Ogwira ntchito m'migodi atsopano adzakhudzidwa makamaka ndi malire ang'onoang'ono .Mphamvu ndi zomangamanga ndi zina mwazinthu zofunika kwambiri zandalama kwa ogwira ntchito ku migodi.Olowa kumene amakhala ndi nthawi yovuta kupeza mwayi wotchipa kwa izi, chifukwa cha kusowa kwa malumikizano komanso kuchuluka kwa mpikisano pazachuma.

"Tikuyembekeza kuti osewera osadziwa ndi omwe adzalandira malire otsika," adatero Danni Zheng, wachiwiri kwa pulezidenti wa crypto mgodi BIT Mining, ponena za ndalama monga magetsi ndi data center yomanga ndi kukonza.

Ogwira ntchito m'migodi monga Argo Blockchain adzayesetsa kuchita bwino kwambiri pamene akukula ntchito zawo.Popeza kuchuluka mpikisano, "tiyenera kukhala anzeru za mmene ife kukula," anati CEO Argo Blockchain a Peter Wall.

"Ndikuganiza kuti tili mumpikisano wapamwamba uwu womwe ndi wosiyana ndi zomwe zidachitika m'mbuyomu koma tikuyenerabe kuyang'anira mphotho, yomwe ikuchita bwino kwambiri komanso kukhala ndi mphamvu zotsika mtengo," adawonjezera Wall. .

Kukwera mu M&A

Pamene opambana ndi olephera akutuluka mu nkhondo za hashrate, makampani akuluakulu, omwe ali ndi ndalama zambiri adzalandira anthu ogwira ntchito m'migodi omwe akuvutika kuti ayende bwino.

Thiel wa Marathon akuyembekeza kuti kuphatikiza kotereku kudzachitika pakati pa 2022 ndi kupitilira apo.Akuyembekezanso kuti kampani yake Marathon, yomwe ili ndi ndalama zambiri, idzakula kwambiri chaka chamawa.Izi zitha kutanthauza kupeza osewera ang'onoang'ono kapena kupitiliza kuyika ndalama mu hashrate yake.

Hut 8 Mining, yomwe ili yokonzeka kutsatira buku lomwelo."Tapeza ndalama ndipo takonzeka kupita, mosasamala kanthu kuti msika ukuyenda bwanji chaka chamawa," atero a Sue Ennis, wamkulu wa ubale wamabizinesi kwa wogwira ntchito mumigodi waku Canada.

Kupatulapo ochita migodi akuluakulu, ndizothekanso kuti mabungwe akuluakulu, monga makampani amagetsi ndi malo opangira deta, angafune kulowa nawo pogula zinthu, ngati makampaniwa akukhala opikisana kwambiri, ndipo ogwira ntchito m'migodi akukumana ndi malire, malinga ndi Wall Argo.

Makampani angapo azikhalidwe zotere adalowa kale mumasewera amigodi ku Asia, kuphatikiza wopanga malo okhazikika ku Singapore a Hatten Land ndi woyendetsa data ku Thai Jasmine Telekom Systems.Gobi Nathan waku Malaysian Hashtrex's Gobi Nathan adauza CoinDesk kuti "mabungwe ozungulira Southeast Asia akufuna kukhazikitsa malo akuluakulu ku Malaysia chaka chamawa."

Mofananamo, European ofotokoza Denis Rusinovich, Co-anayambitsa Cryptocurrency Migodi Gulu ndi Maverick Gulu, akuona mchitidwe ndalama cross-gawo mu migodi ku Ulaya ndi Russia.Makampani akuwona kuti migodi ya bitcoin imatha kupereka ndalama zothandizira magawo ena abizinesi yawo ndikuwongolera gawo lawo lonse, Rusinovich adati.

Ku Russia, zomwe zikuchitikazi zikuwonekera ndi opanga magetsi, pomwe ku continent Europe, kumakonda kukhala migodi yaing'ono yomwe imaphatikiza kasamalidwe ka zinyalala ndi migodi kapena kupezerapo mwayi pamagetsi ang'onoang'ono omwe alibe mphamvu, adawonjezera.

Mtengo wotsika mtengo ndi ESG

Kupeza mphamvu zotsika mtengo nthawi zonse kwakhala chimodzi mwa zipilala zazikulu za bizinesi yopindulitsa ya migodi.Koma pamene chidzudzulo chokhudza kukhudzidwa kwa migodi pa chilengedwe chakula, ndikofunikira kwambiri kupeza magwero ongowonjezera a mphamvu kuti tikhalebe opikisana.

 

Pamene migodi ikukhala yopikisana kwambiri, "njira zopulumutsira mphamvu zingakhale chinthu chodziwika bwino pamasewera," anatero Arthur Lee, woyambitsa ndi CEO wa Saitech, wogwira ntchito ku Eurasia, yemwe amagwiritsa ntchito migodi ya digito.

"Tsogolo la migodi ya crypto likhoza kuthandizidwa ndi mphamvu zoyera, zomwe ndi njira yachidule ya kusalowerera ndale kwa carbon ndi chinsinsi chochepetsera kusowa kwa magetsi padziko lonse ndikuwongolera kubwereranso kwa anthu ogwira ntchito ku migodi," adatero Lee.

Kuphatikiza apo, pakhala ochita migodi osagwiritsa ntchito mphamvu zambiri, monga Bitmain's Antminer S19 XP yaposachedwa kwambiri, yomwe ibweranso, zomwe zipangitsa kuti mabizinesi aziyenda bwino komanso osakhudza chilengedwe.

 

Ndalama zofulumira motsutsana ndi osunga ndalama

Chimodzi mwa zifukwa zazikulu zomwe osewera atsopano akukhamukira ku gawo la migodi ya crypto ndi chifukwa cha malire ake okwera komanso chithandizo chochokera kumisika yayikulu.Gawo la migodi lawona ma IPO angapo komanso ndalama zatsopano kuchokera kwa osunga ndalama m'mabungwe chaka chino.Pamene makampani akukula kwambiri, chikhalidwecho chikuyembekezeka kupitilira mu 2022.Pakali pano osunga ndalama akugwiritsa ntchito migodi ngati ndalama zothandizira bitcoin.Koma pamene mabungwe akuchulukirachulukira, asintha momwe amapangira ndalama pamigodi, malinga ndi a Gryphon's Chang."Tikuwona kuti akuyang'ana kwambiri zinthu zomwe osunga ndalama amaziika patsogolo kwambiri, zomwe ndi: kasamalidwe kabwino, kupha anthu odziwa zambiri komanso makampani omwe amachita ngati mabungwe a blue chip [makampani okhazikitsidwa] mosiyana ndi otsatsa malonda," adatero. adatero.

 

Tekinoloje zatsopano mumigodi

Pamene migodi yogwira ntchito bwino imakhala chida chofunikira kwambiri kuti ogwira ntchito ku migodi akhale patsogolo pa mpikisano, makampani adzawonjezera chidwi chawo osati makompyuta abwino a migodi koma matekinoloje atsopano kuti apeze phindu lawo lonse.Panopa ogwira ntchito m’migodi akutsamira pa kugwiritsa ntchito zipangizo zamakono monga kuzirala m’madzi pofuna kupititsa patsogolo ntchito komanso kuchepetsa mtengo wa migodi popanda kugula makompyuta owonjezera.

"Kupatula kuchepetsa kugwiritsa ntchito mphamvu komanso kuwononga phokoso, woyendetsa migodi womizidwa ndi madzi amakhala ndi malo ochepa kwambiri, popanda mafani amphamvu, makatani amadzi kapena mafani oziziritsa madzi omwe amafunikira kuti akwaniritse kutentha kwabwino," adatero Lu wa Kanani.


Nthawi yotumiza: Mar-02-2022