政府禁令政策与BTC减半成本暴涨并行双重强压下矿机行业面临洗牌

资讯 2024-06-22 阅读:63 评论:0

华夏时报（www.chinatimes.net.cn）记者冉学东见习记者王永菲成都报道Reporter of the Warsaw Times (www.chinatimes.net.cn)...

华夏时报（www.chinatimes.net.cn）记者冉学东见习记者王永菲成都报道

Reporter of the Warsaw Times (www.chinatimes.net.cn), intern reporter Wang Yongfei, report

每一次比特币减半都是矿工和矿机制造商的洗牌阶段，算力无法达到新需求的矿机会逐渐被取代、被淘汰，财力无法维持比特币减半带来收入锐减的矿工也无法继续挖矿。4月底第三次比特币减半为矿业再一次带来新的危机，本来可以在减半阶段遇上丰水期的矿场也难以为继，因为丰水期迟迟没有到来，四川甚至出现大范围停电，要求叫停涉嫌“挖矿”企业的招商引资行为。

At the end of April, the third half of the Bitcoin brought a new crisis to mining, and the mines that could have reached the water-rich phase could not be sustained because of the delay in reaching the water-rich period and even a massive power outage in Sichuan, calling for a halt to the procurement process in suspected “mining” companies.

本报记者发现，矿机生产商嘉楠耘智作为区块链第一股，其股价最低跌至2.36美元，创下了上市以来的历史新低。

The newspaper journalist found that Kana Ji, the miner's first share of the block chain, had a minimum stock price of $2.36, which had reached a new low in the history of the market.

在矿工、矿业前途迷茫之际，5月28日Winkrypto与比特大陆、F2Pool、神马矿机、上海挖易在成都举办了世界矿业大会，探讨减半遇见丰水，畅想新基建新机会，展望数字矿业下一个十年趋势的话题。诸位参会的矿业巨头也发表了自己关于比特减半后矿业改如何发展的看法。

On May 28, Winkrypto and Bit Continent, F2Pool, Mt. Mt. F2Pool, Shanghai Digging in Chengdu organized a world mining conference on the theme of halving water availability, reflecting on new infrastructure opportunities, and looking ahead to trends in digital mining over the next decade. The mining giants at the conference also expressed their views on how mining could evolve after the halving of Bits.

减半对矿工和矿业来讲其实是一次大考

Halve the strong is actually a major test for miners and mining.

比特币矿池算力一直占据前三的F2Pool的联合创始人神鱼在会议中对于比特币第三次减半发表了自己的看法。在他看来，减半对炒币者和囤币者来讲是非常好的事情，因为降低了通胀率；但是对于矿工和矿业来讲其实是一次大考，因为利润瞬间就少了一半，减半这一年对全网有30%的算力是一次生死考验。

The co-founder of the Bitcoin pond, the F2Pool, who has always dominated the top three, expressed his views at the meeting on the third halving of Bitcoin. In his view, halving is a very good thing for both the compellers and the hoarders, because inflation has been reduced; but it is a major test for miners and mining, because profits are half short in an instant, and halving 30% of the computing power of the whole network this year is a life-and-death test.

神鱼还特别提到了一代“机王”S9仍是当下最好的选择，传统经济的世界里因为疫情原因和经济危机原因导致供应链延迟所以不会有特别大规模新矿机出现，然后加上减半的收益锐减，所以整个挖矿市场是存在现在的这种零和博弈的状态。

The mermaid also singled out that a generation of “mechanical kings” S9 remained the best option at the moment, and that in a world with a traditional economy where supply chain delays were caused by the epidemic and the economic crisis, there would be no particularly large-scale new mine machines, and that, together with a sharp reduction in the benefits of halving, the mining market as a whole was in the current state of zero-sum games.

在目前电力成本压缩到极致的情况下，神鱼给矿工提出了几个建议，一是新时代矿工必备具备一些新技能，比如选择有技术优势的专业平台、提高矿机效率；二是优化软硬件设备降低成本，保持矿机运行稳定性，降低管理成本，从而提高效率，这个对整个矿工提升效益率的关键；三是擅用金融工具，对抗意外风险，提高知识能力，整体来看，矿工需要逆势前行，升级迭代。

At a time when the cost of electricity is being reduced to extreme levels, the great fish has made several recommendations to miners, one of which is that new skills must be available to miners in the new era, such as the choice of a skilled professional platform and the improvement of mine efficiency; the other is to optimize hardware and software equipment to reduce costs, maintain stability in the operation of the mine and reduce management costs, thereby improving efficiency, which is key to increasing efficiency for the entire miner; and the third is to make use of financial instruments to counter unexpected risks and improve knowledge capabilities. Overall, miners need to move backwards and upgrade.

本报记者了解到，过去每一次减半对于矿业制造都带来了强压，整个行业都是在一次又一次的逆势中升级和迭代，最后留下来的都是一些更具有竞争力企业。

Journalists in this newspaper have learned that every time in the past, halving has put pressure on mining production, and that the entire industry has escalated and expanded over and over again, leaving behind more competitive enterprises.

上海挖易联合创始人李培才也对当下的矿机发展感到担忧，他认为现在的矿业圈子更多是要培养信任。想办法建立自己的信誉是做生意的关键，信任是在币圈做生意的基础，他提到。后来他讲了一个自己创业时的故事：“我当时谈客户都极力想让别人信任我，在论坛积累了很多未曾谋面的朋友后，有一天早晨突然有一个客人给我发私信询问矿机，那个老外直接打了 300 个比特币，当时折算成人民币 150 多万，后来也确实是挖矿机都正常的发给了他。”

He was also concerned about the development of the mine now, and he thought that the mining community was more likely to build trust. Finding its own credibility was the key to doing business, and trust was the basis for doing business in the currency, and he mentioned. Then he told his story when he started his own business: “I talked about clients who tried to make people trust me, and after the forum had accumulated a lot of unattended friends, one morning a customer sent me a private letter about the mine machine, and 300 bitcoins were hit directly by the foreigner, converted into RMB 1.5 million, and it was true that the miner had been sent to him normally.”

矿池将如何实现更公平的分配收益？

How will the pond achieve a more equitable distribution of benefits?

在谈到如何保证矿工的收入和更加公平的分配收益的问题，神鱼认为：“在不久的将来，挖矿将不再是电费占绝大部分成本，更多的投入是在软硬件的优化和其他方面。让矿工更公平的收益其实是鱼池创立的初衷。在 2013 年创立鱼池定下几个原则，第一个按照理利益支付矿工收益，就按照大家提交的每一个有效计算，按照理论值来分配收益，所有网络风险和技术风险都由矿池承担，矿工好处他们不需要承担这些风险，他们可以根据难度唯一的变量去计算他们的理论收益，从而能获取到一个公平透明的收益。”

Turning to the question of how to ensure the income of miners and a more equitable distribution of revenues, the Mystery argues: “In the near future, mining will no longer account for the bulk of the cost of electricity, and more inputs will be made in the optimization of hardware and software. More equitable returns for miners are actually the original idea behind the creation of fish pools. The creation of fish pools in 2013 sets out several principles, the first of which is to pay the profits of miners according to their interests, and the first is to distribute the benefits according to each of the valid calculations submitted, all network and technology risks will be borne by the pits, and the miners will not have to bear these risks for their benefit, and they will be able to calculate their theoretical gains based on the only variable of difficulty, so that they will be able to reap a fair and transparent return.”

矿业的未来在此次减半的冲击下，巨头效应会更加明显。未来矿业是共存同融，还是像传统互联网先激烈竞争然后进入合并，这是一个值得思考的问题。

The future of mining will be even more pronounced when the impact is reduced by half. It is worth thinking about whether mining will co-exist, or whether it will be like traditional Internet competition and then merge.

币信矿业CEO刘飞发表了自己的看法：“以交易所为例子，它是连接人与人网络，网络连接越多流动性越好，流动性越好大家就愿意来，这种网络现象会形成马太效应，强者越强，寻找客户的边际成本越来越低。另外就是专业性要求非常高的领域，比如说量化交易领域。交易所怎么做平台化都不可能把收益率捧到一个数学超级天才的模型上，所以我觉得适合做网络化和平台化都没有壁垒，但是如果是专业化或者是高度资源化无法形成网络化我认为是有一些壁垒的。”

The CEO Liu Fei of the Coin Xin mining industry made his point: “For example, the exchange is a network that connects people, the more mobile the network is, the more mobile people are willing to come, the more the network can be, the more powerful it is, the lower the marginal cost of looking for customers. There are also areas where the professional requirements are very high, for example, in the area of quantitative transactions. What an exchange can't do is put the rate of return on a model of a mathematical super-genitor, so I think there are no barriers to Internetization and platformization, but if it is professional or highly resource-based, I think there are some barriers.”

能否挺过每一次减半的考验，矿机生产商能做的就是提高矿机的性能，挖矿的收益只取决于矿机的功耗比，而其中的核心还是芯片的工艺，生态建设无法创建矿机销售的绝对壁垒。

The test of halving each time is that what the producers of a mine can do is improve the performance of the mine, and that the returns from mining will depend only on the power ratio of the mine, the core of which is the chip process, and that ecological construction cannot create absolute barriers to the sale of the miner.

责任编辑：孟俊莲主编：冉学东

Responsible Editor: Mon Jun-Lian, Editor-in-Chief: Peng Xiaodong