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.
Pazonse, North America yayamba pang'onopang'ono kuthandizira migodi ya digito ndikuwongolera ndalama ndi mabungwe omwe ali ndi ntchito zaluso komanso kuthekera kowongolera 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: Komiti ya Missoula County ya Montana yawonjezera malamulo obiriwira a migodi ya digito.Malamulowa amafuna kuti anthu ogwira ntchito m'migodi azitha kukonzedwa m'malo opepuka komanso olemetsa.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 300 megawatts) kwa ogwira ntchito m'migodi.
China: Kubwera kwa nyengo ya kusefukira kwa madzi m’chigawo cha Sichuan ku China kunadzetsa nthaŵi yotsika mtengo wamagetsi wa hardware ya migodi, zimene zingafulumizitse migodi yambiri.Pamene kusefukira kwa madzi kumachepetsa mtengo ndikuwonjezera phindu, zikuyembekezeka kuwona kutsika kwa Bitcoin kuchotsedwa, zomwe zingalimbikitsenso kukwera kwamitengo yandalama.
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 zochitika zathu zapamwamba za 300 EH / s zidzakwaniritsidwa, kuwirikiza kawiri kwa ma hashrates apadziko lonse kungatanthauze kuti mphotho za migodi 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 amatha kugwira ntchito ndi makina ogwira ntchito bwino adzakhala 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 mwa zinthu zofunika kwambiri pamitengo ya anthu ogwira ntchito ku migodi.Olowa kumene amakhala ndi nthawi yovuta kupeza mwayi wotsika mtengo kwa izi, chifukwa cha kusowa kwa maulumikizidwe ndi kuchuluka kwa mpikisano pazachuma.
"Tikuyembekeza kuti osewera osadziwa ndi omwe adzalandira malire otsika," adatero Danni Zheng, wachiwiri kwa pulezidenti wa crypto mgodi wa 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'anitsitsa 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 atha kuwononga anthu ogwira ntchito m'migodi omwe akuvutika kuti ayende bwino.
Thiel wa Marathon akuyembekeza kuti kuphatikiza kotereku kudzachitika pakati pa 2022 ndi kupitirira 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."Tatopa 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 kujowina malo ogula, ngati malonda akukhala opikisana kwambiri, ndipo ogwira ntchito m'migodi akukumana ndi malire, malinga ndi Argo's Wall.
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 wa ku Malaysia wa mgodi wa Hashtrex 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, amaona 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 mphamvu, 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 wakhala chimodzi mwa zipilala zazikulu za bizinesi yopindulitsa ya migodi.Koma pamene chidzudzulo chokhudza kukhudzidwa kwa migodi pa chilengedwe chakula, ndikofunikira kwambiri kupeza magwero amphamvu omwe angawonjezeke kuti akhalebe opikisana.
Pamene migodi ikukhala yopikisana kwambiri, "njira zopulumutsira mphamvu zingakhale chinthu chodziwira masewera," adatero Arthur Lee, woyambitsa ndi CEO wa Saitech, Eurasia yochokera ku Eurasia, yoyendetsedwa ndi magetsi oyendetsa 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 idzagwirenso ntchito, 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 makampaniwa 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 ochita malonda amaika patsogolo kwambiri, zomwe ndi: kasamalidwe kabwino, kupha anthu odziwa zambiri komanso makampani omwe amachita ngati mabungwe a blue chip [makampani okhazikitsidwa] kusiyana 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.Pakali pano ogwira ntchito ku migodi akutsamira pa kugwiritsa ntchito zipangizo zamakono monga kumiza kuziziritsa kuti ntchito zitheke 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