Okwangoku, umlinganiselo wemigodi waseTshayina ubalelwa kuma-65% ehlabathi lilonke, ngelixa i-35% eseleyo isasazwa ukusuka kuMntla Melika, eYurophu, nakwihlabathi liphela.
Ngokubanzi, uMntla Melika uye waqala ngokuthe ngcembe ukuxhasa imigodi ye-asethi yedijithali kunye nesikhokelo seemali kunye namaziko asebenza ngobungcali kunye nobuchule bokulawula umngcipheko ukungena kwimarike;Imeko yezopolitiko ezinzileyo, iindleko zombane eziphantsi, isikhokelo somthetho esifanelekileyo, imarike yezemali evuthiweyo, kunye neemeko zemozulu zezona zinto ziphambili kuphuhliso lwemigodi ye-cryptocurrency.
I-USA: IKomiti ye-Missoula County yaseMontana yongeze imimiselo eluhlaza kwimigodi ye-asethi yedijithali.Imimiselo ifuna ukuba abasebenzi basezimayini banokucwangciswa kuphela kwiindawo ezilula kunye nezinzima zoshishino.Emva kophononongo kunye nokuvunywa, amalungelo okusebenza kwezimayini anokwandiswa ukuya kutsho kuAprili 3, 2021.
EKhanada: Iyaqhubeka ithatha amanyathelo okuxhasa uphuhliso lweshishini lokumba i-asethi yedijithali eCanada.IQuebec Hydro ivumile ukugcina isinye kwisihlanu sombane wayo (malunga ne-300 megawatts) kubasebenzi basezimayini.
ETshayina: Ukufika kwexesha lesikhukula sonyaka kwiphondo laseSichuan eChina kuqalise ixesha lokunciphisa kakhulu iindleko zombane kwizixhobo zemigodi, ezinokukhawulezisa ukwenziwa kwemigodi.Njengoko ixesha lezandyondyo linciphisa iindleko kwaye linyusa inzuzo, kulindeleke ukuba kubone ukuhla kwe-Bitcoin ekubhangiseni, okuya kuvuselela ukunyuka kwamaxabiso emali.
Uxinzelelo lomda
Njengoko i-hashrate kunye nobunzima bukhula, abavukuzi baya kufuneka bazame ngakumbi ukuhlala benenzuzo, ngaphandle nje kokuba kungabikho ukuguquguquka okukhulu kwixabiso le-bitcoin.
"Ukuba imeko yethu yokugqibela ye-300 EH / s iyenzeka, ukuphinda kabini okusebenzayo kwee-hashrates zehlabathi kuya kuthetha ukuba imbuyekezo yezimayini iya kunqunyulwa phakathi," kusho uGryphon's Chang.
Njengoko ukhuphiswano ludla imida ephezulu yabasebenzi-mgodini, iinkampani ezinokugcina iindleko zabo ziphantsi kwaye zikwazi ukusebenza ngoomatshini abasebenzayo ziya kuba zizo eziya kuphila kwaye zibe nethuba lokuphumelela.
"Abasebenzi basezimayini abaneendleko eziphantsi kunye noomatshini abasebenzayo baya kubekwa kakuhle ngelixa abo basebenza ngoomatshini abadala baya kuziva bencinci kunabanye," uChang wongezelela.
Abasebenzi basezimayini abatsha baya kuchaphazeleka ngokukodwa ngamanqaku amancinci.Amandla neziseko zophuhliso zezinye zezona ndleko ziphambili zokuqwalaselwa kweendleko zabasebenzi basezimayini.Abangeneleli abatsha bafumana ubunzima ekufumaneni ufikelelo oluphantsi kwezi zinto, ngenxa yokunqongophala koqhagamshelo kunye nokhuphiswano olwandisiweyo kwizibonelelo.
"Silindele ukuba abadlali abangenamava baya kuba ngamava aphantsi," watsho uDanni Zheng, usekela-mongameli we-crypto miner BIT Mining, ekhankanya iindleko ezifana nombane kunye nokwakhiwa kweziko ledatha kunye nokugcinwa.
Abasebenzi basezimayini abanjengoArgo Blockchain baya kuzama ukusebenza kakuhle kakhulu ngelixa bekhulisa imisebenzi yabo.Ngenxa yokhuphiswano olwandisiweyo, "kufuneka sibe nobuchule malunga nendlela esikhula ngayo," utshilo umphathi we-Argo Blockchain uPeter Wall.
"Ndicinga ukuba sikolu hlobo lomjikelo obalaseleyo owahlukileyo kwimijikelo yangaphambili kodwa kusafuneka sibeke iliso lethu kwibhaso, elisebenza kakuhle kwaye ukufikelela kumandla anexabiso eliphantsi," wongeze watsho uWall. .
Ukunyuka kwi-M&A
Njengoko abaphumeleleyo kunye nabaphulukeneyo bephuma kwiimfazwe ze-hashrate, ezinkulu, iinkampani ezinkulu ezinongxowankulu ziyakuthi ziqokelele abasebenzi basezimayini abancinci abasokolayo ukugcina isantya.
I-Thiel ye-Marathon ilindele ukudityaniswa okunjalo phakathi ko-2022 nangaphaya.Ukwalindele ukuba inkampani yakhe iMarathon, enemali eninzi, ikhule ngamandla kulo nyaka uzayo.Oku kunokuthetha ukufumana abadlali abancinci okanye ukuqhubeka nokutyala imali kwi-hashrate yayo.
Hut 8 Mining, ekulungele ukulandela incwadi yokudlala efanayo.“Siyenziwe imali kwaye sikulungele ukuhamba, nokuba ithini na indlela imarike kulo nyaka uzayo,” utshilo uSue Ennis, intloko yobudlelwane botyalo-mali kubasebenzi basemgodini waseCanada.
Ngaphandle kwabasebenzi basezimayini abakhulu, kunokwenzeka ukuba amaqumrhu amakhulu, afana neenkampani zamandla kunye namaziko edatha, anokufuna ukujoyina i-spree yokuthenga, ukuba ishishini liba nokhuphiswano ngakumbi, kwaye abasebenzi basezimayini bajongene ne-margin crunch, ngokutsho kwe-Argo's Wall.
Iinkampani ezininzi ezinjalo zemveli sele zingenile kumdlalo wemigodi e-Asia, kubandakanywa umphuhlisi wezindlu zaseSingapore-based Hatten Land kunye ne-Thai data center operator Jasmine Telekom Systems.Umphathi-mgodini waseMalaysia u-Hashtrex's Gobi Nathan uxelele iCoinDesk ukuba "iinkampani ezijikeleze uMzantsi-mpuma Asia zijonge ukuseka iindawo ezinkulu eMalaysia kulo nyaka uzayo."
Ngokufanayo, i-Europe-based Denis Rusinovich, i-co-founder ye-Cryptocurrency Mining Group kunye neQela le-Maverick, ibona umkhwa wotyalo-mali olunqamlezayo kwimigodi eYurophu naseRashiya.Iinkampani zibona ukuba imigodi ye-bitcoin inokuncedisa ezinye iindawo zoshishino kunye nokuphucula umgca wabo ophantsi, uRusinovich uthe.
E-Russia, lo mkhwa uyabonakala kubavelisi bamandla, ngelixa kwilizwekazi laseYurophu, kudla ngokubakho imigodi emincinci edibanisa ulawulo lwenkunkuma kunye nemigodi okanye ukuthatha ithuba lokufumana amandla amancinci, wongeze watsho.
Amandla atshiphu kunye neESG
Ukufikelela kumandla aphantsi bekusoloko kuyenye yeentsika eziphambili zeshishini lemigodi elinengeniso.Kodwa njengoko ukugxekwa malunga neempembelelo zemigodi kokusingqongileyo kukhulile, kubaluleke kakhulu ukukhusela imithombo yamandla ehlaziyekayo ukuze uhlale ukhuphisana.
Njengoko imigodi ikhuphisana ngakumbi, "izisombululo zokonga amandla ziya kuba yinto yokugqiba umdlalo," utshilo u-Arthur Lee, umseki kunye ne-CEO ye-Saitech, i-Eurasia-based, i-clean-energy driven drive mining mining ye-asethi yedijithali.
"Ikamva lemigodi ye-crypto liya kuxhotyiswa kwaye ligcinwe ngamandla acocekileyo, eyona ndlela imfutshane ekungathathi hlangothi kwekhabhoni kunye nesitshixo sokunciphisa ukunqongophala kombane kwihlabathi jikelele ngelixa kuphuculwa ukubuya kwabasebenzi-mgodini kutyalo-mali," wongezelela u-Lee.
Ukongeza, kuya kubakho abasebenzi basezimayini abasebenzisa amandla ngakumbi, njengeBitmain yamva nje ye-Antminer S19 XP, eya kuthi idlale, eya kwenza ukuba amashishini aqhube kakuhle kwaye abe nempembelelo encinci kokusingqongileyo.
Imali ekhawulezayo ngokuchasene nabatyali zimali
Esinye sezizathu eziphambili ukuba abadlali abatsha abaninzi bathontelana kwicandelo lezemigodi ye-crypto ngenxa yemida yayo ephezulu kunye nenkxaso evela kwiimarike ezinkulu.Icandelo lezemigodi libone uthotho lwee-IPO kunye nenkxaso-mali entsha evela kubatyali-mali bamaziko kulo nyaka.Njengoko i-shishini liba likhula ngakumbi, umkhwa kulindeleke ukuba uqhubeke kwi-2022. Okwangoku abatyali-mali basebenzisa abavukuzi njengotyalo-mali lwe-proxy ye-bitcoin.Kodwa njengoko amaziko esiba namava ngakumbi, aya kutshintsha indlela atyala ngayo imali kwimigodi, ngokutsho kweGryphon's Chang."Siqaphela ukuba bagxininise ngakumbi kwizinto abatyali-mali beziko ngokwesiko bagxininisa kakhulu kuzo, ezizezi: ulawulo lomgangatho, ukubulawa okunamava kunye neenkampani ezisebenza njengemibutho ye-blue chip [iinkampani ezimiselweyo] ngokuchasene nabakhuthazi bempahla," uthe.
Ubuchwephesha obutsha kwimigodi
Njengoko imigodi esebenzayo iba sisixhobo esibaluleke ngakumbi ukuze abasebenzi-mgodini bahlale phambi kokhuphiswano, iinkampani ziya kwandisa ugxininiso lwazo kungekuphela nje kwiikhomputha ezingcono zemigodi kodwa ubuchwepheshe obutsha obutsha ukwandisa inzuzo yabo iyonke.Okwangoku abasebenzi basezimayini bajonge ukusebenzisa itekhnoloji enje ngokuntywiliselwa ukupholisa ukunyusa ukusebenza kunye nokuthoba iindleko zemigodi ngaphandle kokuthenga iikhompyuter ezongezelelweyo.
“Ngaphandle kokunciphisa ukusetyenziswa kwamandla kunye nongcoliseko lwengxolo, umsebenzi wasemgodini wokuntywiliselwa opholileyo uthatha indawo encinci kakhulu, kungekho zifeni zoxinzelelo, iikhethini zamanzi okanye iifeni ezipholiswe ngamanzi ezifunekayo ukuze kuphunyezwe isiphumo esingcono sokulahla ubushushu,” utshilo uLu kaKanan.
Ixesha lokuposa: Mar-02-2022