比特币挖矿违反证券法! SEC「再寄传票」给矿企Marathon,股价却反涨10%

动区动趋2023-05-11 tarihinde yayınlandı2023-05-11 tarihinde güncellendi

Özet

今年的第1 季度对于比特币矿企或矿工来说,绝对是大回血,除了比特币价格回升,又迎来Ordinals NFT 和BRC-20 代币接棒,让市场聚焦在比特币生态,造成比特币网路严重堵塞,一度有超过40 万笔交易待确认,甚至罕见出现了区块手续费超过出块奖励的情况。

北美最大比特币矿企Marathon Digital Holdings 昨日(10)表明,它收到了美国证券交易委员会(SEC)的一份传票,传票内容涉及位于美国蒙大拿州数据中心的调查,SEC 声称Marathon Digital 的业务范围可能违反了美国证券法。

在2021 年第3 季度Marathon Digital 就有收过SEC 传票,SEC 在那时就要求提供此数据中心设施的文件和通讯纪录,发言人对外表示:

Marathon Digital 于2023 年4 月10 日收到了SEC 的另一份传票,与相关方交易等事宜有关。我们了解到SEC可能正在调查是否存在违反联邦证券法的行为,我们正在与SEC 合作。

Q1 财报亮眼,股价年初至今暴涨220%

今年随着比特币价格大幅回升,Marathon Digital 的财报也受益于此,表现亮眼,高层对外表示:

在经历了考验我们整个行业弹性的动荡的2022 年之后,今年开局良好,因为我们在第一季度提高了哈希率、降低了挖矿成本并改善了资产负债表。

根据Marathon Digital 的财报显示,本季度Marathon Digital 收入为5,110 万美元,略低于去年同期的收入5,170 万美元,但值得一提的是,去年同期比特币价格为4 万美金左右,而收入能够持平的原因是Marathon Digital 已将产量增加了74%,前三个月生产共生产高达2,195 个比特币。

至于财务方面,Marathon Digital 帐面现金增加了1,200 万美元,债务减少5,000 万美元,而也从第一季度开始,Marathon Digital 的股价开始跳涨,从年初的3.5 美元左右一路盘升至10.22 美元。

股价年初至今暴涨220%

尽管如此,财报中Marathon Digital 也提醒投资人自身股票风险较高,有涉及违反美国证券法的可能,如果其中任何风险发生,业务、财务状况或营运结果可能会受到影响;但在昨日(10)即使受到SEC 消息影响之际,亮眼财报还是让当日股价上涨10.86%。

BRC-20 热潮,矿工收益翻倍

今年的第1 季度对于比特币矿企或矿工来说,绝对是大回血,除了比特币价格回升,又迎来Ordinals NFT 和BRC-20 代币接棒,让市场聚焦在比特币生态,造成比特币网路严重堵塞,一度有超过40 万笔交易待确认,甚至罕见出现了区块手续费超过出块奖励的情况。

链上数据分析师Bit 余烬今日有感而发地发推表示,近期BRC-20 的最大赢家是矿工:

2 个月前, BTC平均每个区块产出奖励:0.19 BTC手续费+ 6.25 BTC出块奖励

现在, BTC平均每个区块产出奖励:4.85 BTC手续费+ 6.25 BTC出块奖励

手续费收入部分提升了24.5 倍,都快要赶上出块奖励了

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