Bernstein: Акции ориентированных на ИИ майнинговых компаний демонстрируют рост

investing.ruPubblicato 2024-09-19Pubblicato ultima volta 2024-09-19

Такие майнеры, как Core Scientific, IREN и Terawulf, добились роста акций за счет уверенности инвесторов в диверсификации бизнес-моделей и наличию более надежных источников прибыли.

Фирмы MARA (ранее Marathon Digital), Riot Platforms и CleanSpark, ориентированные исключительно на добычу первой криптовалюты, держат на балансах значительные объемы биткоинов, и готовы привлекать внешнее финансирование.

В отличие от них, организации, ориентированные на дата-центры обработки данных, не держат на балансах биткоины, и продают криптовалюту для финансирования расширения инфраструктуры и выплат по долговым обязательствам.

В конечном итоге, все компании, занимающиеся добычей первой криптовалюты, выиграют от роста биткоина после того, как неопределенность после выборов президента США исчезнет, подытожили эксперты.

Ранее майнинговая компания Bitfarms заявила о заключении соглашения с филиалом Stronghold Digital Mining для ускорения развертывания 10 000 новых установок Antimer на условиях хостинга.

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Pantera Capital: As Perpetual Contracts Move Towards the Financial Center, Hyperliquid Aims to Be All-Encompassing

Perpetual futures ("perps"), once a crypto-native phenomenon, are becoming a dominant global financial instrument, evolving into a fundamental market structure shift that traditional finance can no longer ignore. This article outlines the advantages of perpetual contracts over traditional futures, highlighting their simplicity (no expiry/rollover), easier risk management, and native 24/7 operation. While the concept is not new, digital assets provided the ideal environment for its explosive growth. Initially dominated by centralized exchanges (CEX), perps have recently migrated significantly to decentralized exchanges (DEX), with Hyperliquid emerging as the leading DEX for perps, capturing ~40% of the on-chain volume. Hyperliquid, built on its own purpose-built L1 blockchain, has successfully expanded beyond crypto into traditional assets like stocks, commodities, and indices, driven by its permissionless listing framework (HIP-3) and 24/7 availability. It has become a crucial price discovery venue during off-hours and for pre-IPO companies, attracting attention from traditional hedge funds and major exchanges like ICE, which now views it as serious competition. The investment thesis for Hyperliquid's token, HYPE, rests on its large and growing total addressable market (TAM) across all finance, strong execution, superior user experience, and direct value accrual via aggressive token buybacks using 99% of protocol revenue. Key risks remain, primarily regulatory uncertainty in the U.S., though recent CFTC actions approving certain regulated crypto perp contracts signal a potential shift toward broader acceptance. The core question is no longer if perpetuals matter beyond crypto, but whether blockchain-based infrastructure like Hyperliquid can become the primary venue for pricing, trading, and discovering risk across all financial domains.

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Pantera Capital: As Perpetual Contracts Move Towards the Financial Center, Hyperliquid Aims to Be All-Encompassing

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Come comprare CORE

Benvenuto in HTX.com! Abbiamo reso l'acquisto di CORE (CORE) semplice e conveniente. Segui la nostra guida passo passo per intraprendere il tuo viaggio nel mondo delle criptovalute.Step 1: Crea il tuo Account HTXUsa la tua email o numero di telefono per registrarti il tuo account gratuito su HTX. Vivi un'esperienza facile e sblocca tutte le funzionalità,Crea il mio accountStep 2: Vai in Acquista crypto e seleziona il tuo metodo di pagamentoCarta di credito/debito: utilizza la tua Visa o Mastercard per acquistare immediatamente CORECORE.Bilancio: Usa i fondi dal bilancio del tuo account HTX per fare trading senza problemi.Terze parti: abbiamo aggiunto metodi di pagamento molto utilizzati come Google Pay e Apple Pay per maggiore comodità.P2P: Fai trading direttamente con altri utenti HTX.Over-the-Counter (OTC): Offriamo servizi su misura e tassi di cambio competitivi per i trader.Step 3: Conserva CORE (CORE)Dopo aver acquistato CORE (CORE), conserva nel tuo account HTX. In alternativa, puoi inviare tramite trasferimento blockchain o scambiare per altre criptovalute.Step 4: Scambia CORE (CORE)Scambia facilmente CORE (CORE) nel mercato spot di HTX. Accedi al tuo account, seleziona la tua coppia di trading, esegui le tue operazioni e monitora in tempo reale. Offriamo un'esperienza user-friendly sia per chi ha appena iniziato che per i trader più esperti.

241 Totale visualizzazioniPubblicato il 2024.12.13Aggiornato il 2026.06.02

Come comprare CORE

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Benvenuto nella Community HTX. Qui puoi rimanere informato sugli ultimi sviluppi della piattaforma e accedere ad approfondimenti esperti sul mercato. Le opinioni degli utenti sul prezzo di CORE CORE sono presentate come di seguito.

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