在美国上市的比特币矿工比私人和外国同行拥有资金优势

币界网Published on 2024-08-20Last updated on 2024-08-20

币界网报道:

与私营或外国同行相比,在美国上市的比特币矿工所处的联盟不同,这要归功于他们更容易获得资金。

这些上市公司具有显著的优势,因为它们可以进入美国的深层资本市场,为它们提供了其他公司根本没有的各种金融选择。

根据经纪商伯恩斯坦的说法,这种财务灵活性使在美国上市的矿商成为一个以规模和资本密集型业务蓬勃发展的行业的天然整合者。

以Gautam Chhugani为首的伯恩斯坦分析师向我们解释说,这种通过美国债务和股权筹集资金的能力为这些矿商提供了支持,尤其是在市场走向整合之际。

采矿业分为两个阵营:一个纯粹专注于比特币挖矿,另一个则转向人工智能(AI)数据中心。这两条路线都是可行的,但游戏的名字是整合。

伯恩斯坦表示,马拉松数字和核心科学等矿商正在采取不同的方法来获得资金,这充分说明了他们对该行业未来的看法。

马拉松最近通过可转换票据筹集了3亿美元,并计划购买更多比特币。他们正在遵循MicroStrategy制定的策略,该策略通过使用长期可转换票据收购比特币作为企业国债资产,在市场上掀起了波澜。

马拉松的债券定价为25%的溢价和2.125%的息票,将于2031年到期。另一方面,Core Scientific走了一条不同的道路,在五年内以3%的利率获得了4亿美元。

他们的目标?偿还高成本债务,投资以人工智能为重点的数据中心。这是为了吸引对高性能计算(HPC)策略越来越感兴趣的机构投资者。

“Mullet战略”正在变得越来越普遍,其中人工智能数据中心处于领先地位,而比特币挖矿则继续在后台进行。但最大的问题仍然存在:所有比特币矿工都应该做出这种转变吗?

伯恩斯坦的观点是,虽然人们对人工智能的兴趣很强,但比特币挖矿和人工智能这两个行业有着根本的不同。电源规格可能相似,但商业模式不同。

这场讨论的另一层是即将到来的美国大选,伯恩斯坦提到这可能会对加密货币市场产生重大影响。

Polymarket趋势显示特朗普和卡玛拉之间的竞争非常激烈。包括比特币在内的加密货币市场目前处于区间震荡状态,共和党的胜利,特别是特朗普的胜利,可能会被视为对市场的看涨。

伯恩斯坦还重申了对比特币的乐观态度,预测到2025年比特币可能会创下约20万美元的新高。截至发稿时,比特币价值60707美元。

Trending Cryptos

Related Reads

Trading

Spot

Hot Articles

What is $BITCOIN

DIGITAL GOLD ($BITCOIN): A Comprehensive Analysis Introduction to DIGITAL GOLD ($BITCOIN) DIGITAL GOLD ($BITCOIN) is a blockchain-based project operating on the Solana network, which aims to combine the characteristics of traditional precious metals with the innovation of decentralized technologies. While it shares a name with Bitcoin, often referred to as “digital gold” due to its perception as a store of value, DIGITAL GOLD is a separate token designed to create a unique ecosystem within the Web3 landscape. Its goal is to position itself as a viable alternative digital asset, although specifics regarding its applications and functionalities are still developing. What is DIGITAL GOLD ($BITCOIN)? DIGITAL GOLD ($BITCOIN) is a cryptocurrency token explicitly designed for use on the Solana blockchain. In contrast to Bitcoin, which provides a widely recognized value storage role, this token appears to focus on broader applications and characteristics. Notable aspects include: Blockchain Infrastructure: The token is built on the Solana blockchain, known for its capacity to handle high-speed and low-cost transactions. Supply Dynamics: DIGITAL GOLD has a maximum supply capped at 100 quadrillion tokens (100P $BITCOIN), although details regarding its circulating supply are currently undisclosed. Utility: While precise functionalities are not explicitly outlined, there are indications that the token could be utilized for various applications, potentially involving decentralized applications (dApps) or asset tokenization strategies. Who is the Creator of DIGITAL GOLD ($BITCOIN)? At present, the identity of the creators and development team behind DIGITAL GOLD ($BITCOIN) remains unknown. This situation is typical among many innovative projects within the blockchain space, particularly those aligning with decentralized finance and meme coin phenomena. While such anonymity may foster a community-driven culture, it intensifies concerns about governance and accountability. Who are the Investors of DIGITAL GOLD ($BITCOIN)? The available information indicates that DIGITAL GOLD ($BITCOIN) does not have any known institutional backers or prominent venture capital investments. The project seems to operate on a peer-to-peer model focused on community support and adoption rather than traditional funding routes. Its activity and liquidity are primarily situated on decentralized exchanges (DEXs), such as PumpSwap, rather than established centralized trading platforms, further highlighting its grassroots approach. How DIGITAL GOLD ($BITCOIN) Works The operational mechanics of DIGITAL GOLD ($BITCOIN) can be elaborated on based on its blockchain design and network attributes: Consensus Mechanism: By leveraging Solana’s unique proof-of-history (PoH) combined with a proof-of-stake (PoS) model, the project ensures efficient transaction validation contributing to the network's high performance. Tokenomics: While specific deflationary mechanisms have not been extensively detailed, the vast maximum token supply implies that it may cater to microtransactions or niche use cases that are still to be defined. Interoperability: There exists the potential for integration with Solana’s broader ecosystem, including various decentralized finance (DeFi) platforms. However, the details regarding specific integrations remain unspecified. Timeline of Key Events Here is a timeline that highlights significant milestones concerning DIGITAL GOLD ($BITCOIN): 2023: The initial deployment of the token occurs on the Solana blockchain, marked by its contract address. 2024: DIGITAL GOLD gains visibility as it becomes available for trading on decentralized exchanges like PumpSwap, allowing users to trade it against SOL. 2025: The project witnesses sporadic trading activity and potential interest in community-led engagements, although no noteworthy partnerships or technical advancements have been documented as of yet. Critical Analysis Strengths Scalability: The underlying Solana infrastructure supports high transaction volumes, which could enhance the utility of $BITCOIN in various transaction scenarios. Accessibility: The potential low trading price per token could attract retail investors, facilitating wider participation due to fractional ownership opportunities. Risks Lack of Transparency: The absence of publicly known backers, developers, or an audit process may yield skepticism regarding the project's sustainability and trustworthiness. Market Volatility: The trading activity is heavily reliant on speculative behavior, which can result in significant price volatility and uncertainty for investors. Conclusion DIGITAL GOLD ($BITCOIN) emerges as an intriguing yet ambiguous project within the rapidly evolving Solana ecosystem. While it attempts to leverage the “digital gold” narrative, its departure from Bitcoin's established role as a store of value underscores the need for a clearer differentiation of its intended utility and governance structure. Future acceptance and adoption will likely depend on addressing the current opacity and defining its operational and economic strategies more explicitly. Note: This report encompasses synthesised information available as of October 2023, and developments may have transpired beyond the research period.

499 Total ViewsPublished 2025.05.13Updated 2025.05.13

What is $BITCOIN

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of BTC (BTC) are presented below.

活动图片