比特币11天暴跌44%蒸发486亿美元 更凄惨的是他们｜矿机｜矿场｜比特币

图片来源：摄图网

　　近日，迎来自己十周年的“币王”比特币，突然开启了暴走模式。

In recent days, the “bitcoin” that ushered in its tenth anniversary suddenly opened up a pattern of violent movement.

　　数据显示，11月14日12时，比特币单价为6417美元。与去年底的19299美元相比，比特币已从空中坠落，暴跌67%。接下来在11月25日零时，比特币单价4342美元，当日18时24分，比特币单价跌至3620美元，不到24小时，再次下跌17%。

The data show that on 14 November, at 1200 hours, the Bitcoin unit price was $6417. Compared to $19299 at the end of last year, the Bitcoin fell by 67 per cent from the air. Next, on 25 November, at 0002, the Bitcoin unit price was $4342, while at 1824 hours on that day, the Bitcoin unit price fell to $3620, less than 24 hours, and fell again by 17 per cent.

比特币对美元近期价格走势（数据来源：华尔街见闻）

　　仅仅11天，比特币已跌44%，市值蒸发486亿美元，与这个数字相比，真正凄惨的是从去年底，伴随着比特币崛起蜂拥进场的参与者们。

In just 11 days, Bitcoin had fallen by 44 per cent and its market value had evaporated by $48.6 billion, compared to that figure, the real tragedy was that by the end of last year, it was accompanied by the rise of bitcoin and the influx of participants.

　　血亏的矿工

Bloodless Miner

　　日前，一幅矿机论斤卖的图片刷爆朋友圈，这是真实个案还是普遍现象？

Is it true or is it common today that a picture sold by a mine machine swipes a circle of friends?

　　据btc.com网站统计数据，2018年10月4日，比特币全网算力达到最高，约74.54EH/s。11月25日，比特币全网算力已降为42.09EH/s，降低32EH/s，跌幅高达43%。按照今年最流行的蚂蚁矿机S9算力为13.5T算，等于直接关闭了237万台S9矿机。

According to the btc.com website, on 4 October 2018, Bitcoin had the highest net capacity, at about 74.54 EH/s. On 25 November, Bitcoin's net capacity was reduced to 42.09 EH/s, which dropped by 32 EH/s, with a drop of up to 43%. According to the most popular ant miner S9 this year, 13.5 T was directly shut down, amounting to 2.37 million S9 miners.

　　如此巨大的数据，说明本次停机风暴、论斤卖完全不是个案。

Data of such magnitude suggest that the current shutdown, weight-selling, is not a single case at all.

　　鱼池F2pool创始人兼Cobo钱包联合创始人毛世行近日表示，目前矿机之间的竞争已经进入白热化阶段，譬如我今天拿到一台DCR的矿机，1万多一台，2.4T。一个月以后，另一个矿机推出了6T，两个月以后，推出了一台45T，功耗是10倍左右的提升。大家竞争非常激烈，并且矿机芯片3到6个月换了两代。导致很多矿工遭受了巨大的损失。2017年年初的时候，一台比特币矿机2万多人民币，而今天同样一台二手矿机只有几百人民币。

The World Bank, founder of the fish pond F2pool and co-founder of Cobo’s wallet, recently stated that the competition between mining machines has now reached the point of white heat, such as today, when I got a DDR mine, with more than 10,000 units, with 2.4 T. One month later, another miner launched 6 T. Two months later, with an increase of about 10 times its power. The competition was intense, and the mine chip was replaced by two generations in three to six months. Many miners suffered huge losses. At the beginning of 2017, a Bitcot miner was worth more than 20,000 yuan, while today a second-hand miner has only a few hundred yuan.

　　“现在是挖矿最痛苦的时候，作为一个强周期的行业，目前的投入产出比并不高。最近采访了几个矿工，大家2018年的平均亏损是1千万美元。”

"It's the most painful time for mining, and as a strong-cycle industry, the input output is not high. A few miners have recently been interviewed, with an average loss of $10 million in 2018."

　　萧索的矿场

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图片来源：视觉中国

　　币价的不断下探，矿机的不断减少，作为主营托管业务、为旷工提供服务的矿场，近几个月来也是风雨不断。

In recent months, there has been a steady decline in the number of mining machines and in the number of mining sites that provide services for truancy as the main camp hosting operation.

　　首先是监管问题。本月初有媒体报道，贵州和新疆的正规矿场被要求停电整改，接受税务检查和进行实名制的登记工作。另外矿场还被要求签署公安部门网络信息安全工作的保障书。对此，每日经济新闻（微信号：nbdnews）记者向国内某大型矿场求证，得到了对方的证实，“新疆这边9月份清理了兵团电，现在属于清理的继续。”

At the beginning of this month, media reports reported that regular mines in Guizhou and Xinjiang had been asked to shut down power, undergo tax checks and register real names. In addition, the mines were asked to sign a guarantee for information security on the public security network. In response, daily economic news (micro-sign: nbdnews) journalists testified to a large mine in the country, which was confirmed by the other side that “the clean-up of the Xinjiang's regiment in September is now a continuation of the clean-up.”

　　其次是效益问题。“矿场位置，云南、贵州、四川，新疆、内蒙、青海，吉尔吉斯。最低0.38元/度全包（电费+托管费）”“成本电价+运维团队+手续齐全”“贴地成本电价，这是属于你的矿场”“还剩2000机位，矿场国网火电，手续齐全”，作为该大型矿场的销售，近几个月来，王先生的朋友圈几乎天天是这样的内容。

The second is the question of efficiency. “The location of the mines, Yunnan, Guizhou, Sichuan, Xinjiang, Utsumi, Qinghai, Kyrgyzstan. The lowest is the full package of 0.38 yuan per degree (electric + hosting)” and “Cost-price + full-scale transport team + full-scale pricing”, which belongs to your mine, “There are 2,000 more planes left, and the mine's network is hot and fully processed”, which Mr. Wang's circle of friends has been doing almost daily in recent months as part of the sale of this large mine.

　　除了急招托管矿机挖矿的客户，王先生还在不断打广告，帮助不愿继续挖矿的客户，出售客户的二手矿机。“帮客户出5台S9I 14T，带官电，5月份机器，在我们矿场今天发货”、“价格低得不行，不敢明盘”，王先生在朋友圈不断推销。

In addition to urgently recruiting clients to host mine-mining machines, Mr. Wang continues to advertise to help customers who do not want to continue mining and sell their second-hand miners. “Five S9I 14Ts for customers, with electricity, the machinery in May, today at our mine, “The price is too low to be clear”, and Mr. Wang continues to sell them in his circle of friends.

　　王先生向每日经济新闻（微信号：nbdnews）记者透露，“我们拿的国电，跟电网拿多少，就得交多少，它不管你有没有消耗，不上（矿机）也是要交电费。”这样看来，纵然电价已如此低廉，但随着币价不断下跌，托管客户减少，消耗不了的电就砸在了矿场自己手里。

Mr. Wang revealed to daily economic news reporters (microsign: nbdnews) that “we have to pay as much as we have to pay for the electricity we get from the state as well as the grid, regardless of whether you consume it or not, without paying for it.” So it seems that even though the price of electricity is so low, as the price of the money falls and the clients of the custodians fall, the electricity that they cannot consume is in the mine's own hands.

　　面对当前不断下跌的行情，王先生向记者感叹，“现在市场跌成这个样子，都想不到啊。”

In the face of the current downward trend, Mr. Wang lamented to the press that “the market has fallen so far as it is possible to imagine”.

　　冷清的新矿机

Cool New Miner

　　币价的不断下跌，老矿机按斤卖，那新矿机呢？

The price's falling. The old miner's selling. What about the new miner?

　　本月初，比特大陆推出了自己的王牌机型，S15，11600售价，更高的性能，官网显示，短短5分钟，S15已被抢购一空。这么火爆的销售场景，是真的吗？11月22日，每日经济新闻（微信号：nbdnews）记者以客户的身份，致电比特大陆官方，对方给于记者肯定答复，“有啊，现货4天就能收到。”

At the beginning of this month, Bitcontinent launched its own ace machine, S15,11600 for sale, higher performance, and the network showed that S15 had been bought out in just five minutes. Is it true that such a hot sales scene? On November 22, daily economic news (microsign: nbdnews) reporters, as clients, called the official of the Continent, and the other one confirmed to the reporter that, “Yes, the spot will be received in four days.”

　　老旷工张先生也告诉记者：

Mr. Chang also told the journalist:

　　“官网说，当天就被秒杀空了，我估计是假的。目前我还没看到有在买的朋友。只是有一个朋友，他是倒卖矿机的，他手上有两百多台12月份机器，正着急卖出去。”

“The official network says that the day was killed, and I'm guessing it's a fake. I haven't seen a friend buying yet. There's only one friend, he's a miner, he's got over 200 December machines in his hand, and he's trying to sell them.”

　　11月21日，比特大陆亚太地区销售负责人范晓俊也明确表示，目前机器很难卖。

On 21 November, Fan Xiaojun, head of sales in the Asia-Pacific region of the Bit continent, also made it clear that the machine was currently difficult to sell.

　　按s15性能和当前币价，记者（11月25日）测算，普通人按1元/kw电价，不说矿机成本11600，挖矿每日利润不仅不够电费，还赔10.22元。专业矿场0.40元/kw，挖矿1年，一台净亏9230元（收入2370，减去成本11600）。毫无吸引力而言。

On the basis of s15 performance and current currency prices, the journalist (25 November) measured the average person at $1/kw, not to mention the cost of the miner 11600, and the daily profit of the mine not only was not enough for electricity, but also $10.22. The professional mine was 0.40/kw, mined for one year, and a net loss of $9230 (income 2370 minus cost 11,600) was unattractive.

　　按照25日的比特币价格（3620美元，约25153元人民币），当前业界公认的最具性价比机型、比特大陆S9，已经跌破关机价（26576元人民币）。其电费占比达102%，超过一枚比特币价格，还不考虑托管费和人工费。

According to the 25-day price of Bitcoin (US$ 3620, or RMB 25153), the current industry's best-valued machine, the S9 on the Bit continent, has fallen off the closing machine price (RMB 26576). Its electricity bill is 102 per cent, exceeding the price of one bitcoin, without taking into account the hosting and labour costs.

　　回想年初，一枚比特币高达10万，一台S9从8千直接炒到3万，现在币价跌得王牌机直接关机，已是冰火两重天。

Looking back at the beginning of the year, one bitcoin was 100,000, one S9 was fired directly from 8,000 to 30,000, and now it is two days of ice.

　　从11月14日的12时，比特币单价6417美元，到11月25日18时24分，比特币单价3620美元，仅仅11天，比特币已跌44%，市值蒸发486亿美元。许多分析师认为，比特币的这种恶性循环是由于“缺乏基本价值”。

From 1200 hours on 14 November, the unit price of Bitcoin was $6417; by 1824 hours on 25 November, the unit price of Bitcoin was $3620; in just 11 days, Bitcoin had fallen by 44% and the market value evaporated by $48.6 billion. According to many analysts, this vicious circle of Bitcoin was due to a “lack of basic value”.

　　表面上币价的暴跌，背后是血洗的矿工、萧索的矿场、冷清的新矿机，所有这一切，都让这个充满争议的行业遭受着前所未有的冲击和变局。

The sharp fall in nominal currency prices, backed by blood-washed miners, a mine in Shawsau, and cold new mine machines, have caused this controversial industry to suffer unprecedented shocks and changes.

　　（本文仅供参考，不构成投资建议，据此操作风险自担）

(This document is for information purposes only and does not constitute an investment recommendation, operating on its own risk basis)

　　实习记者 | 刘永生 记者 | 向江林

Internship journalist nbsp; Liu Yongsheng nbsp; journalist nbsp; to Jiang Lam

责任编辑：余鹏飞