Bitfarms收购比特币矿工加强了对抗竞争对手骚乱的“战略”举措:专家

币界网Published on 2024-08-22Last updated on 2024-08-23

币界网报道:

几位专家告诉Decrypt,Bitfarms已经收购了Stronghold Digital Mining,这是一项“战略”举措,可以帮助这家比特币矿商抵御其竞争对手Riot的敌意收购。

Bitfarms周三表示,该公司本周同意以1.75亿美元的价格收购这家加密货币矿业公司。市场观察人士表示,这笔交易将提升Bitfarm的估值和运营,使该公司成为其竞争对手更具挑战性的收购目标。

与比特币矿工合作的咨询公司Borderless Consulting的首席执行官Julio Verissimo表示:“通过现在收购Stronghold,Bitfarms表明它不仅在被动等待,而且正在采取积极措施来增加其价值并加强其谈判地位。”。

Riot自去年4月以来一直试图收购Bitfarms,当时它主动向总部位于加拿大的竞争对手提出了约9.5亿美元的收购要约。在Bitfarms拒绝了这一提议后,Riot开始抢购该公司的股票,以控制其竞争对手。

截至8月13日,Riot在竞争对手的业务中持有19%的股份,此前数月,Riot对该公司的股权稳步增长。

Riot和Bitfarms没有立即回应Decrypt的置评请求。

随着竞争对手在业务上针锋相对,Bitfarms实施了多项策略来抵御敌意收购,包括其与Stronghold的最新收购协议。

该公司在一份声明中表示,根据该协议,Bitfarms将为其采矿业务增加307兆瓦的电力容量,使其有望在2025年底前将其能源组合增加到950兆瓦以上,其中近50%在美国。

CryptoConsultz首席执行官Nicole DeCicco告诉Decrypt,增强的运营能力可能会加强公司的市场地位,使Bitfarms成为Riot更昂贵、更具挑战性的收购目标。

DeCicco表示:“这是一种提高股东价值并使Bitfarms成为更强大实体的方法。”。

因此,根据DeCicco的说法,Bitfarms可能会有额外的筹码来为其潜在的出售谈判更好的条款或抵御收购。然而,这并不是Bitfarms收购Stronghold将帮助该公司阻止Riot发展的唯一方式。通过这笔交易增加公司的规模和价值,Bitfarms也在减少竞争对手在其业务中的股份。

Verissimo表示:“这一战略举措……可能会减缓或阻碍Riot收购该公司的努力。”。

此外,Verissimo补充道,该交易可能会受到监管机构和投资者的审查,使任何对Bitfarms的收购都变得更长、更困难。

矿业研究和通信战略公司BlocksBridge Consulting的创始人Nishant Sharma表示,Stronghold一直在为收购做准备。

Sharma表示:“比特币减半后不久,Stronghold Digital表示有意在第一季度披露期间出售‘全部或部分公司’,并指出尚未为此设定时间表。”。“行业内外的另一家公司收购Stronghold似乎只是时间问题。”

Bitfarms对Stronghold Digital的收购是这家比特币矿商为挫败Riot的敌意收购企图而采取的最新战略举措。

6月,Bitfarms实施了一项“毒丸”计划,威胁称如果Riot试图收购其15%以上的业务,将稀释其股份。加拿大一家法院后来宣布该计划无效,促使Bitfarms在7月发布了一项新的股东权利计划。根据新计划,如果任何一位投资者试图收购比特币矿商业务20%以上的股份,该矿商将稀释其股份。

Bitfarms也抵制了Riot要求重组董事会的呼吁。后者呼吁股东投票决定罢免Bitfarms董事会的三名成员,并由Riot选出的“独立、高素质”的个人取而代之。

关于此事的股东大会定于10月29日举行。

Trending Cryptos

Related Reads

In the AI Era, What's Left for Bitcoin?

As Bitcoin falls below $60,000, the author reflects on the relationship between AI and Bitcoin, seeing them as two sides of the same coin. In the AI era, the cost of generating content has plummeted, making fake text, images, and videos increasingly easy and cheap to produce. This has led to a fundamental shift: while AI dramatically lowers the cost of information production, it also undermines trust and authenticity online. What becomes truly valuable is not more content, but the ability to verify what is real—"verifiability." This perspective offers a new lens for Bitcoin. Its massive energy consumption, often criticized as wasteful, is reinterpreted. While AI burns energy to enhance "capability" and efficiency, Bitcoin burns energy to produce "verifiability." Its purpose is not to be trusted but to enable a system where no trust in intermediaries—banks, platforms, or developers—is needed. Every transaction and the entire ledger's history is secured by cryptography and a decentralized network of nodes, making it independently verifiable. AI cannot forge a transaction on the Bitcoin network because the system is designed for proof, not generation. The author draws a historical parallel to the Renaissance: the printing press drastically reduced the cost of copying knowledge, while double-entry bookkeeping reduced the cost of trust in commerce. Today, AI is the new printing press, reducing content creation costs to near zero. Blockchain, and Bitcoin as its pioneer, may be the modern equivalent of double-entry bookkeeping—a foundational technology for verifying digital asset ownership and historical records without centralized authorities. Thus, AI and blockchain are not competitors. AI lowers the cost of creation; blockchain lowers the cost of verification. In an age where AI can generate anything, true scarcity may lie not in more content, but in independently verifiable facts. Whether the market will reprice Bitcoin accordingly remains uncertain, but its core value proposition as a "machine for producing verifiability" becomes strikingly relevant.

marsbit42m ago

In the AI Era, What's Left for Bitcoin?

marsbit42m ago

In the Age of AI, What's Left for Bitcoin?

Author: Sevclub, Seven Research Amid Bitcoin's recent drop below $60k, the author reflects on a growing sense that AI and Bitcoin are two sides of the same coin. Today, encountering any content triggers a new default question: "Was this made by AI?" The cost of generating convincing text, images, and video is now negligible. While the internet lowered information *distribution* costs, AI is crashing information *production* costs to near zero. The consequence is a flood of content where truth and falsehood are increasingly indistinguishable. In this environment, what becomes truly valuable is not more information, but the ability to verify what is real—"verifiability." This reframes the common criticism that Bitcoin "wastes electricity." AI consumes power to produce "capability" (e.g., more powerful models). Bitcoin consumes power to produce something else: "verifiability." Bitcoin's core purpose isn't about belief or trust in any institution, developer, or even its creator. It's about enabling independent verification. Every bitcoin's origin, every transaction, and the integrity of the entire ledger are secured by mathematics, cryptography, and a global network of nodes. AI can fabricate convincing media, but it cannot falsify a transaction on the Bitcoin network. The expended energy makes篡改历史 (tampering with history) prohibitively expensive, purchasing a globally verifiable ledger. The author draws a historical parallel to the Renaissance. The printing press drastically reduced the cost of copying knowledge, while double-entry bookkeeping reduced the cost of trust in commerce—one enabled creation, the other verification. Today, AI is the new printing press, driving content production costs toward zero. The question becomes: what is this era's "double-entry bookkeeping"? Blockchain appears to be the leading candidate. It doesn't verify which news is true or which image is real, but it provides a foundational layer for independently verifying asset ownership and historical records in the digital realm without centralized authorities. Therefore, AI and blockchain are not in competition. AI lowers the cost of *generation*. Blockchain (and Bitcoin as a prime example) lowers the cost of *verification*. One creates, the other proves. Whether Bitcoin ultimately succeeds remains uncertain, facing potential challenges from quantum computing, regulation, and technical evolution. However, the author now sees it less as a "machine for making bitcoin" and more as a "machine for making verifiability." In an age where AI can generate anything, true scarcity may no longer be "more content," but "more independently verifiable facts." Whether the market will price this accordingly is a separate question.

链捕手50m ago

In the Age of AI, What's Left for Bitcoin?

链捕手50m ago

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.

531 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