在本轮牛市中，随着比特币价格持续上涨，多家比特币矿企的股价也水涨船高，取得亮眼表现。就在昨(17)日，摩根大通(JP Morgan)在最新的一份研究报告中指出，其所追踪的14家在美国上市的比特币矿企，总市值已在6月15日创下历史新高，达到228亿美元。
In this bull market, as bitcoin prices continue to rise and the stock prices of several bitcoin miners have risen and become visible. Just yesterday (17), in a recent study, JP Morgan reported that the total market value of the 14 Bitcoin companies it tracked in the United States had reached an all-time high of $22.8 billion on 15 June.
Core Scientific股价单月暴涨近300%
摩根大通指出，在6月上半月，这14家矿企的股价表现几乎都优于比特币，其中，以全球最大矿企之一的Core Scientific(CORZ)涨幅最大，达到117%，近1个月更是暴涨297%，市值达18.37亿美元。
According to Morgan Chase, in the first half of June, the 14 mining companies performed almost better than Bitcoin, with one of the largest mining companies in the world, Core Scientific (CORZ), rising most, to 117 per cent, with a sharp increase of 297 per cent in the last month and a market value of $1,837 million.
不过，Argo Blockchain(ARBK)则表现最差，在6月下跌了7%，没能跑赢比特币。
However, Argo Blockchain (ARBK) performed the worst, falling by 7 per cent in June and failed to win Bitcoin.
Core Scientific合作Core Weave
Core Weave
至于Core Scientific在6月股价暴涨的原因，或许还要归因于Core Scientific与AI公司Core Weave在本月稍早宣布的合作。
As to the reason for the sharp rise in the stock price of Core Scientific in June, it may also be due to the cooperation announced earlier this month between Core Scientific and AI Core Weave.
6月3日，Core Scientific宣布与Core Weave签订了一份协议，作为合作的一部分，Core Scientific将向Core Weave的GPU提供高达200兆瓦的电力托管服务，预计将为Core Scientific带来超过35亿美元的累计总收入。
On 3 June, Core Scientific announced that an agreement had been signed with Core Weave and that, as part of its cooperation, Core Scientific would provide up to 200 megawatts of electricity hosting services to GPU in Core Weave, which was expected to generate over $3.5 billion in accumulated total revenue for Core Scientific.
据了解，Core Weave是一家云服务提供商，提供高性能的计算资源租赁服务，由于其与当前的晶片制造龙头辉达关系紧密，因此也有人戏称其为“辉达亲儿子”。
It is understood that Core Weave, a cloud service provider, provides high-performance computing resource rental services, which, because of their close connection to the current crystal-making vanity, are also called & ldquao; Pfida's pro-son & rdquao;
比特币减半后挖矿难度持续下降
The difficulty of mining continues to decline after the halving of bitcoin
另外，摩根大通分析师Reginald Smith和Charles Pearce还表示，自比特币在4月完成新一轮的减半后，比特币挖矿的难度也正在持续下降，而这14家上市矿企所占的份额也随着增长：“网络哈希率(衡量行业竞争和挖矿难度的指标)自5月份以来下降了约1%(7EH/s)。这14家公司现在占据全球网络哈希率的约23.8%，较上月增长了1%，这是一个令人兴奋的迹象。”
In addition, Morgan Chase analysts Reginald Smith and Charles Pearce have indicated that the difficulty of mining Bitcoin has continued to decline since the completion of the first half of the new round in April, and that the share of these 14 listed mining companies has increased: “ the network Hashi ratio (an indicator measuring industry competition and mining difficulties) has declined by about 1 per cent (7EH/s) since May. These 14 companies now account for about 23.8 per cent of the global network Hashi, an increase of 1 per cent over the previous month, which is an encouraging sign.
比特币矿工余额降至180万枚
Bitcoin miner's balance reduced to 1.8 million
然而，虽然矿企股票持续攀高、挖矿难度下降…但据Glassnode数据显示，自2023年10月以来，比特币矿工们钱包中的BTC余额已经持续减少了30,000枚，目前总量约为180万枚。
However, despite the continued upswing of mining stock and the reduced difficulty of mining & Hellip, according to Glasnode data, the balance of BTC in the purses of Bitcoin miners has been continuously reduced by 30,000, with a total currently estimated at 1.8 million.
推测其原因，一方面可能是由于比特币减半后，矿企营运成本增加，需出售比特币获取营运资金或是购买新设备以提高自身挖矿能力;另一方面，规模较小的矿企或许已经难以为继，只能抛售比特币获利了结，关闭挖矿业务。(因此才出现挖矿难度下降，但矿工持续抛售BTC的状况)
It is assumed that this may be due, on the one hand, to the increase in the operating costs of mining companies following the halving of bitcoins, which require the sale of bitcoins to obtain operating funds or the purchase of new equipment to improve their mining capacity; on the other hand, smaller mining companies may be unable to sustain themselves by selling bitcoins and closing mining operations. (This is why the difficulty of mining has decreased, but miners continue to sell BTC.)
矿工比特币余额。图源：Glassnode
The miner's bitcoin balance. Source: Glasnode
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