Canaan радикально меняет стратегию: ставка на биткоин и отказ от побочных направлений

cryptonews.ruPublicado a 2025-04-30Actualizado a 2025-08-01

Canaan, один из ведущих мировых производителей оборудования для майнинга, в июле 2025 года официально объявил о ключевых переменах в корпоративной стратегии. Компания сделала биткоин своим основным долгосрочным резервным активом и полностью сосредотачивается на инфраструктуре и майнинге первой криптовалюты.

Главные детали новой политики и действия Canaan:

— Canaan приняла формальную политику хранения криптовалюты, назначив биткоин (BTC) основным резервным активом для своего баланса. Компания намерена накапливать и держать добытый биткоин и монеты, поступающие от продаж оборудования, долгосрочно, если это не требуется для ликвидности или управления рисками. На конец июня 2025 года на балансе Canaan было 1 484 BTC — исторический максимум для компании.

— Отныне Canaan уходит из бизнеса по выпуску чипов для искусственного интеллекта (ИИ), чтобы перераспределить ресурсы в пользу майнинга и сопровождения операций с биткоином. Руководство признаёт, что подразделение ИИ приносило лишь 0,9 млн долларов дохода и занимало до 15% операционных расходов, что не соответствует долгосрочной стратегии фирмы.

— Новый фокус позволит Canaan использовать свои ключевые компетенции — проектирование ASIC и продвижение продуктов для добычи и хранения BTC. В рамках трансформации Canaan наращивает хешрейт в Северной Америке, закрывает устаревающие проекты в Азии, а также активно выкупает собственные акции, демонстрируя уверенность в будущем акционерной стоимости.

— Canaan подчёркивает, что долгосрочный запас биткоина служит буфером для баланса, инвестиционным инструментом и укрепляет связь компании с экосистемой криптовалют. Параллельно, компания допускает временное хранение других цифровых активов — например, Ethereum или стейблкоинов, — но такие активы, как правило, будут конвертироваться в фиат для текущих нужд.

Руководство подчеркивает: ставка на биткоин — логичный и амбициозный шаг, который исправляет многолетнюю распыленность ресурсов и укрепляет позиции Canaan в секторе цифровых активов. Этот путь откроет новые возможности роста и создаёт дополнительные конкурентные преимущества в условиях ожесточённой мировой борьбы за доминирование на рынке майнинга и хостинга криптовалют.

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