Капитализация публичных майнеров в США выросла на 33% — JPMorgan Chase

cryptonews.ruPublicado a 2023-02-19Actualizado a 2024-11-19

  • В JPMorgan Chase опубликовали отчет по сфере майнинга.
  • Согласно ему, капитализация 14 отслеживаемых банком публичных компаний в этом сегменте выросла до $8 млрд.
  • Цена за хеш также отметилась положительной динамикой — 29% с начала ноября 2024 года.
  • Однако сложность майнинга также выросла, на фоне чего акции крупных контрагентов упали.

С конца октября 2024 года общая капитализация 14 публичных майнеров, отслеживаемых банком JPMorgan Chase, выросла на 33%, а их доля в глобальном хешрейте составляет около 28%. Об этом сообщает CoinDesk со ссылкой на отчет организации.

Общая капитализация этих компаний достигла $8 млрд в результате ралли биткоина и оптимизма касательно криптоактивов в целом после президентских выборов в США, отметили в JPMorgan Chase.

Доля этих майнеров в глобальном хешрейте составляет около 28%, согласно отчету. В октябре 2024 года она достигла исторического максимума на уровне 28,9%. В целом хешрейт вырос на 2% с начала месяца.

Цена за хеш в сети биткоина, в свою очередь, увеличилась на 29%. По мнению экспертов, это также продиктовано ростом курса первой криптовалюты и ожиданиями ее дальнейшего принятия.

В целом, показатели указывают на признаки восстановления экономики майнинга после просадки на фоне последнего халвинга, отметили в JPMorgan Chase.

Примечательно, написанный в положительном ключе отчет JPMorgan Chase вышел на фоне просадки акций большинства крупных майнеров.

Так, например, ценные бумаги MARA (ранее Marathon Digital) упали в цене почти на 25% за последнюю неделю:

Курс акций MARA на бирже Nasdaq. Источник: TradingView.

Акции Riot Platforms, в свою очередь, просели на более чем 13% на недельном чарте:

Курс акций RIOT на бирже Nasdaq. Источник: TradingView.

Stronghold Digital Mining также отметилась отрицательной динамикой. Ценные бумаги этой компании просели на 16,4% за неделю:

Курс акций SDIG на бирже Nasdaq. Источник: TradingView.

Такая коррекция может быть обусловлена ростом сложности майнинга. Ранее мы сообщали о том, что показатель в очередной раз обновил исторический максимум.

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