Bitcoin Miners at a Crossroads: Gain Market Share or Go All-In on AI?

  • 📰 CoinDesk
  • ⏱ Reading Time:
  • 22 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 12%
  • Publisher: 63%

日本 ニュース ニュース

日本 最新ニュース,日本 見出し

As the senior analyst at CoinDesk, James specializes in Bitcoin and the macro environment. Previously, his role as a research analyst at Swiss hedge fund Saidler & Co. introduced him to on-chain analytics. He monitors ETFs, spot and futures volumes, and flows to understand Bitcoin.

Investors continue to pay a premium for miners diversifying into AI and HPC data centers, despite pure-play miners gaining market share.Marathon produced more bitcoin in September than in any other month since the April halving.

However, investors aren't paying a premium for their stocks, as they continued to underperform in September. Meanwhile, miners putting focus on AI and HPC computing, such as Core Scientific , TerraWulf and IREN , beat bitcoin in September.The shift in investor sentiment isn't surprising, as the halving in April – which cut by 50% the reward for mining BTC – has made mining more competitive with narrower profit margins.

 

コメントありがとうございます。コメントは審査後に公開されます。
このニュースをすぐに読めるように要約しました。ニュースに興味がある場合は、ここで全文を読むことができます。 続きを読む:

 /  🏆 291. in JP

日本 最新ニュース, 日本 見出し