Биткоин-майнерам посоветовали продавать хешрейт разработчикам ИИ

investing.ruPublished on 2024-08-18Last updated on 2024-08-18

Happycoin.club - Сотрудники инвестиционной компании VanEck посоветовали биткоин-майнерам продавать хешрейт разработчикам искусственного интеллекта (ИИ) и фирмам, которые выполняют высокопроизводительные вычисления (ВПВ).

Специалисты VanEck считают, что добывающие криптовалюту предприятия рискуют остаться без прибыли из-за роста операционных расходов вследствие увеличения сложности майнинга цифровых активов и падения курса BTC. Чтобы снизить этот риск и повысить финансовую устойчивость организации, эксперты рекомендуют предоставлять часть вычислительной мощности оборудования учреждениям, работающим на рынках ИИ и ВПВ.

По данным VanEck, пять майнинговых компаний уже продают хешрейт для выполнения высокопроизводительных вычислений. За последний год только две (40%) из этих фирм (Bit Digital и Hut 8) заработали прибыль. А среди семи организаций, не выделивших хешрейт на эти цели, три предприятия (43%) получили профит. То есть пока выход на рынок ВПВ не повысил вероятность заработка прибыли.

Показатели компаний, которые добывают биткоины

Однако в будущем ситуация может измениться. В случае существенного роста курса биткоина выиграют учреждения, которые не диверсифицировали бизнес, а если цена монеты упадёт, то победят фирмы, которые сотрудничают с компаниями из отрасли ИИ и ВПВ. Специалисты VanEck делают ставку на второй исход, потому что, по их мнению, к 2027 году за счёт продажи 20% хешрейта майнерам удастся начать зарабатывать дополнительную прибыль в размере $13,9 млрд в год.

Как правило, бухгалтерский баланс майнеров биткоинов становится отрицательным [при убыточности] из-за слишком большой задолженности, выпуска чрезмерного количества акций, завышенной зарплаты руководителей или комбинации этих факторов, — заявили сотрудники VanEck.

Читайте оригинальную статью на сайте Happycoin.club

Биткоин-майнерам посоветовали продавать хешрейт разработчикам ИИ

Trump Earns 2.2 Billion USD Annually, 2/3 from Cryptocurrency, with an Average of 87 Stock Trades Daily

A financial disclosure report reveals that former US President Donald Trump earned over $2.2 billion in 2025, setting a record for presidential income. Notably, approximately two-thirds ($1.4 billion) came from cryptocurrency ventures. His crypto portfolio includes over $100 million in BTC and ETH, with major income streams from his involvement in World Liberty Financial (nearly $800 million) and sales of the TRUMP meme coin (about $635 million). Trump's stock trading was also prolific, with over 22,000 transactions averaging 87 trades per day, heavily concentrated in major tech stocks. His financial activities, including real estate branding deals earning nearly $60 million, have raised concerns about potential conflicts of interest between his business dealings and presidential decisions, with critics pointing to possible insider trading and policy favors for countries involved in his business ventures. This stands in stark contrast to the modest earnings of past presidents.

marsbit3m ago

Trump Earns 2.2 Billion USD Annually, 2/3 from Cryptocurrency, with an Average of 87 Stock Trades Daily

marsbit3m ago

Wall Street's Take on the June Fed Meeting Minutes: Focus on Core Inflation, No Short-Term Urgency to Hike Rates

Wall Street's View on Fed June Minutes: Inflation is the Key, No Urgency for Near-Term Hike The minutes of the Federal Reserve's June FOMC meeting revealed a unified Wall Street interpretation: inflation remains the true determinant for future policy moves. Major institutions including Goldman Sachs, Morgan Stanley, and Citigroup concluded that the Fed remains data-dependent, with its path hinging on upcoming inflation data. Key takeaways from the minutes: * **No Immediate Tightening**: Despite "a few" participants seeing reasons to hike, none actively advocated for it at the June meeting. The consensus was to hold the federal funds rate steady at 3.5%-3.75%. * **Inflation as the Decisive Factor**: The Fed outlined two primary scenarios. If inflation declines "soon" toward the 2% target, "almost all" officials would support maintaining or eventually cutting rates. If inflation persists high due to factors like AI demand or supply shocks, "almost all" would see some policy tightening as necessary. * **Patience is Warranted**: Officials noted inflation remains above target but cited anchored inflation expectations and a labor market not currently driving price pressures as reasons for patience. The Fed is focused on the *direction* of inflation over the next few months. * **No Policy Framework Shift**: The minutes reaffirmed a data-dependent approach rather than a fundamental shift toward pre-emptive tightening. Institutional Forecasts: * **Morgan Stanley**: Expects rates on hold in 2026, with potential cuts in 2027 if inflation cools. * **Goldman Sachs**: Baseline scenario sees rates unchanged through 2026, with inflation moderating gradually. * **Citigroup**: Takes a more dovish view, suggesting market pricing for a July hike is too aggressive and forecasting potential rate cuts starting in late 2026. Overall, the minutes were perceived as marginally dovish, emphasizing a watchful stance on inflation data with no near-term urgency to hike.

marsbit8m ago

Wall Street's Take on the June Fed Meeting Minutes: Focus on Core Inflation, No Short-Term Urgency to Hike Rates

marsbit8m ago

Trump Earns $2.2 Billion Annually, Two-Thirds from Cryptocurrency, with 87 Stock Trades Daily

Former U.S. President Donald Trump reported a personal income exceeding $2.2 billion in 2025, the highest annual income for a sitting president, according to U.S. government financial disclosures. This income primarily stemmed from cryptocurrency ventures and investments, starkly contrasting the standard presidential salary of $400,000. More than two-thirds ($1.4 billion) of his income originated from cryptocurrency-related activities. This includes over $1 billion in Bitcoin and Ethereum holdings, approximately $800 million from World Liberty Financial (a crypto project co-founded with his son), and about $635 million from sales of the TRUMP meme coin. Overall, Trump family crypto operations reportedly generated over $2.3 billion in profit after his 2025 inauguration. Trump's stock portfolio showed heavy trading activity, with over 22,000 trades executed in 2025—averaging 87 trades per day. Major holdings included tech giants like Google, Apple, Nvidia, and Microsoft. Notably, some large-scale stock purchases coincided with major policy announcements, such as tariffs, raising questions about potential insider trading. His traditional business empire, centered on real estate and branding, contributed $575 million. Additionally, he earned nearly $60 million through numerous "DT Marks" licensing companies, which leverage the Trump brand globally in locations like Dubai and Abu Dhabi. The report highlights significant conflicts of interest, as countries like the UAE and Saudi Arabia, whose entities invested in Trump's businesses, later received favorable U.S. policy treatment. Trump has stated he delegates financial management and is not directly involved in day-to-day investment decisions.

Odaily星球日报9m ago

Trump Earns $2.2 Billion Annually, Two-Thirds from Cryptocurrency, with 87 Stock Trades Daily

Odaily星球日报9m ago

Velvet crypto slides 75% in a week – Why bulls aren’t giving up yet

Velvet (VELVET) has plummeted 75% in a week, with an additional 16% drop in the last 24 hours due to intense selling pressure. This bearish trend is reflected in a Taker Buy Sell Ratio below 1 and a 28% decline in Open Interest, indicating capital withdrawal from the perpetual market. Despite the sell-off, traders maintain a net long position, as shown by a positive Funding Rate. Their conviction is supported by Velvet's significant gains of 59% over the past month and 533% over the quarter. However, recent liquidations have favored short positions. Crucially, spot investors are accumulating, with $1.58 million in net purchases this week, nearly half in the last 48 hours, suggesting they view the price drop as a buying opportunity for a potential near-term rebound.

ambcrypto14m ago

Velvet crypto slides 75% in a week – Why bulls aren’t giving up yet

ambcrypto14m ago

Why $2.38 and $1.72 are NEAR’s key price levels

NEAR Protocol (NEAR) experienced significant bearish pressure, dropping 9.07% in 24 hours alongside declining Open Interest. Long-term weekly charts confirmed a bearish structure, with the $3.34 swing high remaining a key bullish target. The price failed to sustain above the critical $2.80 (78.6% Fibonacci) level, leading to a slump toward the $2 support zone. On shorter timeframes, a retracement bounce toward $2.1 was seen as a pullback within the downtrend. The ideal resistance area for sellers was identified as the $2.24-$2.38 Fibonacci golden pocket. However, a bearish shift in broader market sentiment, triggered by Bitcoin's rejection above $64k, caused NEAR to slide from $2.07 to $1.88. Key momentum indicators like MFI, CMF, and OBV remained neutral, showing no clear dominance. The analysis advises traders to wait for a move toward $2.38 for a better selling opportunity or watch for a break below $1.72, which would signal a bearish continuation and invalidate the current retracement structure. Both long-term and short-term trends remain bearish.

ambcrypto46m ago

Why $2.38 and $1.72 are NEAR’s key price levels