GoMining спрогнозировала новый хайп вокруг майнинга биткоина

cryptonews.ru2025-01-14 tarihinde yayınlandı2025-08-15 tarihinde güncellendi

Майнеры и дата-центры для ИИ все чаще соперничают за доступ к недорогой энергии, что может стимулировать новую волну институциональных инвестиций в биткоин-майнинг. Об этом говорится в отчете компании GoMining Institutional.

Борьба за энергию

Дата-центры для искусственного интеллекта располагают значительным капиталом. Они начали предлагать более высокую цену за энергетическую инфраструктуру, вытесняя майнеров.

Однако у последних есть преимущество — гибкость. Они могут размещать оборудование в удаленных местах без высокоскоростного интернета, в отличие от ИИ-компаний. Об этом заявил управляющий директор GoMining Institutional Джереми Драйер.

Он прогнозирует, что в ближайшие 5–10 лет конкуренция за энергоресурсы приведет к новому притоку институциональных инвестиций в биткоин-майнинг. По его словам, после спотовых ETF следующим шагом для крупного капитала станет именно добыча криптовалюты.

Институционалы придут за «девственным» биткоином

Институциональные инвесторы и казначейства компаний ищут способы добавить цифровое золото на свои балансы дешевле рыночной цены. Они все чаще рассматривают возможность майнинга «девственных» (virgin) монет, которые еще не были в обращении.

По данным TheMinerMag, в первом квартале 2025 года средняя стоимость добычи одного биткоина составила около $64 000. К концу года показатель может превысить $70 000. Это примерно на 70% ниже текущей цены актива около $119 000.

Диверсификация и инновации

Некоторые майнинговые компании уже диверсифицируют бизнес, чтобы извлечь выгоду из тренда. Например, Riot Platforms приостановила расширение мощностей в Техасе для изучения возможностей в сфере искусственного интеллекта.

IREN (ранее известная как Iris Energy) также объявила о стратегическом переходе к облачному ИИ-бизнесу, согласно GoMining.

Драйер прогнозирует, что многие публичные майнеры, переключившиеся на искусственный интеллект, вернутся к добыче биткоина. Это произойдет, когда они увидят приток институционального капитала в сектор.

Напомним, майнинговая компания TeraWulf подписала контракт на 10 лет с облачной ИИ-платформой Fluidstack. При поддержке Google майнер предоставит около 250 МВт на общую сумму $3,7 млрд.

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