Zaloge Bitcoin rudarjev upadajo pred prepolovitvijo, rudarji ostajajo optimistični

Rudarji bitcoinov doživljajo znaten padec tečajev delnic, saj je prihajajoče prepolovitev predvidena za konec tega tedna.

Četrti Razpolovitev bitcoinov, around April 20, will slash mining rewards by half to 3.125 BTC, currently vrednoti pri približno 200,000 $.

Zaloge Bitcoin rudarjev upadajo

The stock prices of Marathon Digital (MARA) and Riot Blockchain (RIOT), key players in Bitcoin mining, have experienced significant declines, dropping by approximately 53% and 54%, respectively, from their peak values earlier this year in February, as per datum iz Google Finance.

Delnica družbe CleanSpark (CLSK) je 23.40. marca poskočila na triletno najvišjo vrednost 25 $, a se je od takrat znižala za 38.1 % na 14.48 $. Kljub temu padcu ostaja skoraj 250-odstotno letno.

Borzni sklad (ETF) Valkyrie Bitcoin Miners je prav tako padel za približno 28 % samo ta mesec.

Medtem so neameriški rudarji bitcoinov, kot sta singapurski Bitdeer Technologies (BTDR) in avstralski Iris Energy (IRIS), ki kotirata na borzi Nasdaq, doživeli znatne padce, in sicer za 40.8 % oziroma 47.6 %, odkar so dosegli najvišje vrednosti od leta do danes v sredi februarja.

Nedavni porast geopolitičnih napetosti konec tedna je med vlagatelji dodatno okrepil razpoloženje glede tveganja.

Rudarji optimistični glede dolgoročne rasti Bitcoina

Even with these challenges, the CEOs of Bitcoin mining companies are maintaining a positive outlook, as poročali by Bloomberg. They point to factors such as low-cost operations, advancements in equipment efficiency, and increasing demand for crypto assets, which they believe can help offset the anticipated $10 billion annual revenue losses from the upcoming halving.

Miners are banking on increased Povpraševanje from the new spot Bitcoin ETFs to drive BTC prices higher, helping to counteract the negative effects of the halving. Since the launch of traditional asset management firms’ ETFs in January, Bitcoin has seen significant growth. These funds have attracted substantial capital from a broader investor base beyond the crypto community.

Pomisleki glede donosnosti so se pojavili konec januarja, ko je Cantor Fitzgerald poročali da bi se 11 rudarjev bitcoinov, ki kotirajo na borzi, soočilo s takšnimi izzivi po razpolovitvi, če bi cena bitcoina ostala okoli 40,000 $, kar je bila njegova takratna vrednost.

Jaran Mellerud, founder and chief mining strategist of Hashlabs Mining, suggested that if Bitcoin’s price doesn’t continue to rise after the halving, some U.S. miners may need to preseliti or expand operations offshore to access more affordable electricity costs.