Бикоин-майнеры приняли «стратегию казначейства» и диверсифицировали бизнес в 2024 году

cryptonews.ruPublished on 2023-07-08Last updated on 2025-01-08

2024 год стал рекордным для индустрии майнинга биткоинов, но возросшая конкуренция и волатильность сектора вынудили несколько компаний принять новые стратегии.

Согласно отчету NiceHash и Digital Mining Solutions от 7 января, публичные майнеры последовали примеру MicroStrategy, увеличив свои казначейские активы биткоинов (BTC).

«В 2024 году среди майнеров биткоинов произошел заметный сдвиг: многие решили сохранить большую часть добытых биткоинов или вообще воздержаться от продажи», — пишут авторы отчета Нико Смид и Синди Дженг.

Майнеры могут воздержаться от продажи своих биткоинов по нескольким причинам, включая ожидание дальнейшего роста цены на BTC или укрепление своих балансов. Если они действительно следуют плану MicroStrategy, казначейство BTC также может использоваться для хеджирования от девальвации валюты.

Как отмечается в отчете, MARA Holdings, Riot Platforms и Hut 8 приобрели дополнительные биткоины, используя заемные средства, что еще больше усилило их казначейские стратегии.

Помимо приобретения BTC, майнеры, такие как CleanSpark, решили сохранить большую часть добытых в последние месяцы биткоинов.

Майнеры биткоинов MARA Holdings (MARA), Riot Platforms (RIOT), Hut 8 (HUT) и CleanSpark (CLSK) входят в число крупнейших держателей BTC.


Источник: Digital Mining Solutions.

Четыре из 16 крупнейших держателей биткоинов являются майнинговыми компаниями, говорится в отчете.

Изменение стратегии бизнеса

«В дополнение к своему основному бизнесу по майнингу некоторые майнеры в 2024 году дальнейшим образом диверсифицировали свою деятельность в сектора высокопроизводительных вычислений и ИИ, создавая предсказуемые потоки доходов для защиты от волатильности добычи», — говорится в отчете.

Эта тенденция была особенно выражена в Соединенных Штатах, где «жесткая экономика майнинга и прибыльный бизнес ИИ/HPC соблазнили их диверсифицироваться в другие вычисления».

Майнер биткоинов Hive Digital сообщил в сентябре, что он перепрофилировал свои мощуности на основе графических процессоров Nvidia для приложений искусственного интеллекта.

По словам Айдина Килича, президента и генерального директора Hive, использование графических процессоров Nvidia для задач ИИ приносит более 2 долларов в час дохода по сравнению с всего лишь 0,12 доллара в час для майнинга криптовалют.

Платформа HPC и ИИ компании принесла более 2 миллионов долларов дохода только во втором квартале.

Согласно отчету NiceHash и Digital Mining Solutions, несколько майнеров BTC с рыночной капитализацией не менее 100 миллионов долларов США получили значительный доход от инициатив ИИ и HPC.

Например, доход от HPC/AI составил почти 8% от доходов Hut 8 за первые три квартала 2024 года. Этот показатель составил почти 7% для Hive Digital.


Инициативы ИИ и HPC составляют растущую долю доходов майнеров биткойнов. Источник: Digital Mining Solutions.

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