Эфиопия приостанавливает выдачу энергетических разрешений для майнеров

cryptonews.ruPubblicato 2025-07-10Pubblicato ultima volta 2025-08-11

Эфиопское государственное предприятие Ethiopian Electric Power (EEP) объявило о заморозке выдачи новых договоров на электроснабжение майнинг-компаний. По словам генерального директора Эшутира Бальча, текущие мощности страны уже достигли предела, и национальная сеть не справится с дальнейшим ростом энергопотребления от майнинговых операций.

Ранее EEP продавало так называемую «избыточную энергию» майнерам за валюту, что стало одним из источников иностранной выручки. На сегодняшний день 25 компаний уже подключены к сети, а ещё около 20 ожидают разрешения на подключение. Теперь приоритет отдан обеспечению энергетических потребностей населения.

Выручка EEP от продажи электроэнергии в разных сегментах: 60% — внутренним потребителям, 27% — майнинговым компаниям, остальная часть — промышленным пользователям и экспорт в соседние страны. В прошлом финансовом году энергетика принесла предприятию 75,4 млрд быр(около $545 тыс.), причем крипто-майнинг сыграл значительную роль в формировании валютных доходов страны.

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Analysis of 13F Holdings of Seven Major Funds: What Are Buffett, Duan Yongping, Li Lu, and Dan Bin Thinking?

A summary of Q2 2026 13F filings from seven major funds (Berkshire Hathaway, Duquesne Family Office, H&H International Investment, Himalaya Capital, ARK Investment, Oriental Harbor Investment Master Fund, Situational Awareness LP) reveals AI remains the central investment theme, with significant capital reallocation within the sector. Berkshire Hathaway, under Greg Abel, made its largest net stock purchases in years, heavily increasing its stake in Alphabet, signaling a strategic tilt towards tech while maintaining core holdings in consumer and financial stocks. Duquesne Family Office (Stanley Druckenmiller) rotated within semiconductors, selling Micron, Broadcom, and Intel but adding to positions in TSMC, STMicroelectronics, and AMD, while also reinvesting in cloud giants Alphabet and Amazon and cautiously re-entering Chinese tech via Baidu. H&H International Investment (Duan Yongping) and Himalaya Capital (Li Lu) both significantly increased their stakes in PDD, with Li Lu also concentrating his portfolio by selling out of several financial and energy holdings to focus on core positions like Alphabet and Berkshire. H&H also took profits from high-flying AI/tech names like Nvidia and Google, viewing the moves as valuation adjustments rather than a loss of conviction. ARK Investment (Cathie Wood) aggressively bought SpaceX upon its IPO and continued hunting for disruptive innovation across AI, energy, and biotech, while reducing its Tesla holding. Oriental Harbor Investment Master Fund (Dan Bin) executed a dramatic shift towards AI hardware, launching major new positions in Intel, SanDisk, AMD, and others while selling down software/platform holdings like Google and clearing out consumer names Apple and Tesla. Situational Awareness LP's filing, reflecting pre-liquidation positions, showed a story of missed hedging opportunities leading to significant losses. The consensus is that AI growth is continuing, but capital is actively rotating to identify the next profit centers within the value chain—from semiconductors and infrastructure to eventual commercialization. The filings, while lagging, offer a snapshot of how sophisticated investors are positioning for AI's next phase.

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Analysis of 13F Holdings of Seven Major Funds: What Are Buffett, Duan Yongping, Li Lu, and Dan Bin Thinking?

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Arthur Hayes Makes a High-Profile Comeback, Flop Labs Aims to Become the "Fuel" for the Agent Economy

Arthur Hayes, co-founder of BitMEX, has announced his return as head of a new project called Flop Labs, declaring "FLOP is food for your AI agent." This marks his first high-profile return to a leadership role since stepping back from BitMEX. Flop Labs aims to be a native monetary network and verifiable computation settlement layer for the AI Agent economy, distinguishing itself from existing AI Agent projects. Its core concept is "Proof-of-Useful-Inference," which seeks to integrate useful AI inference tasks into the blockchain consensus mechanism, allowing FLOP tokens to serve as the native currency for Agents to purchase computing resources and store memory. The ecosystem involves four key roles: Miners (provide GPU compute), Validators (verify services), Agents (consume services), and KOLs/Partners (community growth). The project promises a 100% fair launch with no presale or VC involvement. A large airdrop is planned for Q4 2026, with the genesis block targeted for Q1 2027. While the announcement has generated community excitement, particularly around the airdrop, the project is in an early conceptual stage. It currently lacks a published whitepaper, detailed tokenomics, technical specifics on its consensus mechanism, or smart contract audits. Arthur Hayes has defended the venture, separating his belief in the potential of the Agentic Economy from concerns about an AI stock bubble. The success of Flop Labs will hinge on its ability to deliver substantive technical progress and ecosystem development in the coming months.

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Arthur Hayes Makes a High-Profile Comeback, Flop Labs Aims to Become the "Fuel" for the Agent Economy

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