Hajoale, sekhahla sa merafo sa China se etsa 65% ea kakaretso ea lefatše, ha 35% e setseng e abuoa ho tsoa Amerika Leboea, Europe, le lefats'e ka bophara.
Ka kakaretso, Amerika Leboea butle-butle e qalile ho tšehetsa merafo ea thepa ea digital le ho tataisa lichelete le mekhatlo e nang le ts'ebetso ea litsebi le bokhoni ba ho laola likotsi ho kena 'marakeng;Boemo bo tsitsitseng ba lipolotiki, litefello tse tlaase tsa motlakase, moralo o utloahalang oa molao, 'maraka o batlang o hōlile oa lichelete, le maemo a leholimo ke lintlha tse ka sehloohong tsa tsoelo-pele ea morafo oa cryptocurrency.
USA: Komiti ea Missoula County ea Montana e kentse melao e tala bakeng sa merafo ea thepa ea digital.Melao e hloka hore basebetsi ba merafong ba ka hlophisoa feela libakeng tse bobebe le tse boima tsa indasteri.Kamora tlhahlobo le tumello, litokelo tsa merafo tsa basebetsi ba merafong li ka atolosetsoa ho la 3 Mmesa 2021.
Canada: E tsoela pele ho nka mehato ea ho tšehetsa nts'etsopele ea khoebo ea merafo ea thepa ea digital Canada.Quebec Hydro e lumetse ho bolokela karolo ea bohlano ea motlakase oa eona (e ka bang 300 megawatts) bakeng sa basebetsi ba morafong.
China: Ho fihla ha nako ea likhohola tsa selemo le selemo profinseng ea Sichuan naheng ea China ho hlahisitse nako ea litšenyehelo tse tlase haholo tsa motlakase bakeng sa lisebelisoa tsa merafo, tse ka potlakisang merafo e ntseng e tsoela pele.Ha nako ea likhohola e fokotsa litšenyehelo le ho eketsa phaello, ho lebelletsoe ho bona phokotso ea ho putlama ha Bitcoin, e leng se tla boela se hlohlelletse ho phahama ha litheko tsa chelete.
Khatello ea margin
Ha hashrate le bothata bo ntse bo eketseha, basebetsi ba merafong ba tla tlameha ho leka ka matla ho lula ba e-na le phaello, hafeela ho se na liphetoho tse tsotehang tsa theko ea bitcoin.
"Haeba boemo ba rona ba ho qetela ba 300 EH/s bo ka etsahala, ho sebetsa habeli ha li-hashrate tsa lefats'e ho tla bolela hore meputso ea merafo e tla fokotseha ka halofo," ho boletse Gryphon's Chang.
Kaha tlhōlisano e ja meeli e phahameng ea basebetsi ba morafong, lik’hamphani tse ka bolokang litšenyehelo tsa tsona li le tlaase ’me li khona ho sebetsa ka mechine e sebetsang hantle e tla ba tsona tse tla phela ’me li be le monyetla oa ho atleha.
"Basebeletsi ba merafong ba nang le litšenyehelo tse tlase le mechini e sebetsang hantle ba tla beoa maemong a matle ha ba sebelisang mechini ea khale ba tla utloa bohloko ho feta ba bang," Chang a eketsa.
Basebetsi ba bacha ba merafong ba tla angoa ka ho khetheha ke meepo e menyenyane .Matla le merafo ke tse ling tsa lintlha tsa bohlokoa tsa litšenyehelo bakeng sa basebetsi ba merafong.Batho ba bacha ba na le bothata ba ho fumana phihlello e theko e tlase ho tsena, ka lebaka la khaello ea likhokahano le tlholisano e ntseng e eketseha holim'a lisebelisoa.
"Re lebeletse hore bapalami ba se nang phihlelo e tla ba bona ba nang le menyetla e tlaase," ho boletse Danni Zheng, motlatsi oa mopresidente oa crypto miner BIT Mining, a qotsa litšenyehelo tse kang kaho le tlhokomelo ea motlakase le setsi sa data.
Basebetsi ba merafong ba kang Argo Blockchain ba tla loanela ho sebetsa hantle haholo ha ba ntse ba holisa mesebetsi ea bona.Ho fanoe ka tlhōlisano e eketsehileng, "re tlameha ho ba bohlale haholoanyane mabapi le hore na re hōla joang," ho boletse CEO oa Argo Blockchain, Peter Wall.
"Ke nahana hore re mofuteng ona oa potoloho e kholo e fapaneng le ea lipotoloho tse fetileng empa re ntse re tlameha ho tsepamisa mahlo a rona moputsong, o sebetsang hantle haholo ebile o na le phihlello ea matla a theko e tlase," Wall a eketsa. .
E nyolohela ho M&A
Ha bahlōli le ba lahlehetsoeng ba tsoa lintoeng tsa hashrate, lik'hamphani tse kholoanyane, tse nang le chelete e ngata li ka 'na tsa bokella basebetsi ba banyenyane ba merafong ba sokolang ho boloka lebelo.
Thiel ea Marathon e lebelletse hore khokahanyo e joalo e tla qala bohareng ba 2022 le ho feta.O boetse o lebelletse hore k'hamphani ea hae ea Marathon, e nang le chelete e ngata, e tla hola ka matla selemong se tlang.Sena se ka bolela ho fumana libapali tse nyane kapa ho tsoela pele ho tsetela ho hashrate ea eona.
Hut 8 Mining, e seng e loketse ho latela buka ea ho bapala e tšoanang."Re feletsoe ke chelete 'me re se re itokiselitse ho tsamaea, ho sa tsotellehe hore na 'maraka o fetoha ka tsela efe selemong se tlang," ho boletse Sue Ennis, hlooho ea likamano tsa batseteli bakeng sa mosebetsi oa morafo oa Canada.
Ntle le basebetsi ba merafong ba baholo, ho ka etsahala hape hore mekhatlo e meholo, joalo ka lik'hamphani tsa motlakase le litsi tsa data, li ka batla ho kenella molemong oa ho reka, haeba indasteri e fetoha tlholisano, mme basebetsi ba merafong ba tobane le mathata a marang-rang, ho latela Wall ea Argo.
Lik'hamphani tse 'maloa tse joalo tsa setso li se li kene papaling ea merafo Asia, ho kenyeletsoa moqapi oa thekiso ea matlo oa Singapore Hatten Land le setsi sa data sa Thai Jasmine Telekom Systems.Gobi Nathan oa moepong oa Malaysia, Hashtrex, o bolelletse CoinDesk hore "likhoebo tse pota-potileng Asia Boroa-bochabela li batla ho theha meaho e meholo Malaysia selemong se tlang."
Ka mokhoa o ts'oanang, Denis Rusinovich ea thehiloeng Europe, mothehi-mmoho oa Cryptocurrency Mining Group le Maverick Group, o bona mokhoa oa matsete a marang-rang a merafo Europe le Russia.Lik'hamphani li bona hore merafo ea bitcoin e ka thusa likarolo tse ling tsa khoebo ea bona le ho ntlafatsa boemo ba bona ba kakaretso, Rusinovich o itse.
Naheng ea Russia, mokhoa ona o bonahala ho bahlahisi ba matla, athe k'honthinenteng ea Europe, ho na le merafo e menyenyane e kopanyang taolo ea litšila le merafo kapa e nka monyetla oa matla a manyane a matla, a eketsa.
Matla a theko e tlaase le ESG
Ho fumana matla a theko e tlaase esale e le e 'ngoe ea litšiea tse kholo tsa khoebo ea merafo e nang le phaello.Empa ha nyatso e mabapi le phello ea merafo tikolohong e ntse e hola, ho bohlokoa haholo ho boloka mehloli e ka nchafatsoang ea matla hore re lule re le tlhōlisano.
Ha merafo e ntse e tsoela pele ho hlōlisana, "litharollo tsa ho boloka matla e ne e tla ba ntho e laolang papali," ho boletse Arthur Lee, mothehi le CEO oa Saitech, mokhanni oa merafo ea thepa ea dijithale e thehiloeng Eurasia.
"Bokamoso ba merafo ea crypto bo tla matlafatsoa le ho ts'ehetsa ka matla a hloekileng, e leng tsela e khuts'oane e lebisang ho se nke lehlakore ha carbon le senotlolo sa ho fokotsa khaello ea motlakase lefatšeng ka bophara ha ho ntse ho ntlafatsoa ho khutla ha basebetsi ba merafong licheleteng," Lee a phaella.
Ho feta moo, ho ka 'na ha e-ba le basebetsi ba merafong ba baballang matla, joalo ka Bitmain's Antminer S19 XP ea morao-rao, e tla sebetsa, e leng se tla etsa hore likhoebo li sebetse hantle le ho se be le tšusumetso e fokolang tikolohong.
Chelete e potlakileng khahlano le bo-ramatsete ba bohlokoa
E 'ngoe ea mabaka a ka sehloohong a etsang hore libapali tse ngata tse ncha li phallela lefapheng la merafo ea crypto ke ka lebaka la likhahla tse phahameng hammoho le tšehetso e tsoang limmarakeng tsa lichelete.Lekala la merafo le bone bongata ba li-IPO le lichelete tse ncha tse tsoang ho batseteli ba mekhatlo selemong sena.Ha indasteri e ntse e hōla haholoanyane, mokhoa ona o lebeletsoe hore o tsoele pele ho 2022. Hona joale lichelete li sebelisa basebetsi ba merafong e le letsete la moemeli bakeng sa bitcoin.Empa ha litsi li ntse li e-ba le phihlelo e eketsehileng, li tla fetola mokhoa oa ho tsetela merafong, ho latela Gryphon's Chang."Rea hlokomela hore ba tsepamisitse maikutlo haholo linthong tseo bo-ramatsete ba setheo ba li hatisang haholo, e leng: taolo ea boleng, ts'ebetso e nang le boiphihlelo le lik'hamphani tse sebetsang joalo ka mekhatlo ea blue chip [lik'hamphani tse thehiloeng] ho fapana le barekisi ba thepa," a rialo.
Theknoloji e ncha ea merafo
Ha merafo e sebetsang hantle e fetoha sesebelisoa sa bohlokoa e le hore basebetsi ba merafong ba lule ba le ka pele ho tlholisano, lik'hamphani li tla eketsa tsepamiso ea tsona eseng feela lik'homphieutha tse betere tsa merafo empa le mahlale a macha a macha ho eketsa phaello ea bona ka kakaretso.Hona joale basebetsi ba morafong ba sekametse ho sebeliseng theknoloji e kang ho qoelisoa ka metsing ho matlafatsa ts'ebetso le ho fokotsa litšenyehelo tsa merafo ntle le ho reka lik'homphieutha tse eketsehileng.
"Ntle le ho fokotsa tšebeliso ea matla le tšilafalo ea lerata, mosebetsi oa morafo o qoelisoang o qoelisoa o nka sebaka se senyenyane haholo, 'me ha ho na lifensetere tsa khatello, likharetene tsa metsi kapa lifensetere tse pholileng ka metsi tse hlokahalang ho finyella phello e ntle ea ho felisa mocheso," Lu oa Kanana o itse.
Nako ea poso: Mar-02-2022