Yanayin Ma'adinan Dijital na Duniya

A halin yanzu, ma'aunin hakar ma'adinai na kasar Sin ya kai kashi 65 cikin 100 na duk duniya, yayin da sauran kashi 35 cikin dari ana rarraba su daga Arewacin Amurka, Turai, da sauran kasashen duniya.

Gabaɗaya, Arewacin Amurka sannu a hankali ya fara tallafawa ma'adinan kadari na dijital da jagorar kudade da cibiyoyi tare da ƙwararrun ƙwararru da ikon sarrafa haɗarin shiga kasuwa;Barga siyasa halin da ake ciki, low wutar lantarki zargin, m shari'a tsarin, in mun gwada balagagge kudi kasuwa, da kuma sauyin yanayi su ne manyan dalilai na ci gaban cryptocurrency hakar ma'adinai.

Amurka: Kwamitin gundumar Missoula na Montana ya ƙara ƙa'idodin kore don hakar kadari na dijital.Dokokin suna buƙatar cewa za a iya shirya masu hakar ma'adinai kawai a wuraren masana'antu masu haske da nauyi.Bayan bita da amincewa, za a iya tsawaita haƙƙin haƙar ma'adinai na ma'adinai zuwa 3 ga Afrilu, 2021.

Kanada: Yana ci gaba da ɗaukar matakan tallafawa haɓaka kasuwancin hakar kadari na dijital a Kanada.Quebec Hydro ta amince ta tanadi kashi daya bisa biyar na wutar lantarki (kimanin megawatt 300) ga masu hakar ma'adinai.

Kasar Sin: Zuwan lokacin ambaliyar ruwa na shekara-shekara a lardin Sichuan na kasar Sin ya haifar da raguwar farashin wutar lantarki ga na'urorin hakar ma'adinai, wanda zai iya kara saurin samun karuwar hakar ma'adinai.Yayin da lokacin ambaliya ya rage farashin kuma yana ƙaruwa da riba, ana sa ran za a ga raguwar raguwar ruwa na Bitcoin, wanda kuma zai kara haɓakar farashin kuɗi.

 

Matsawar gefe

Yayin da hashrate da wahala ke ƙaruwa, masu hakar ma'adinai za su yi ƙoƙari sosai don ci gaba da samun riba, muddin babu wani canji mai ban mamaki a farashin bitcoin.

Gryphon's Chang ya ce "Idan yanayin karshen mu na 300 EH / s ya zo, ingantaccen ninki biyu na hashrates na duniya yana nufin cewa za a yanke ladan hakar ma'adinai da rabi," in ji Gryphon's Chang.

Yayin da gasar ke cin gajiyar ragi mai yawa na masu hakar ma’adinai, kamfanonin da za su iya rage farashinsu kuma suna iya aiki da ingantattun injuna za su kasance waɗanda za su tsira kuma su sami damar bunƙasa.

Chang ya kara da cewa "Ma'aikatan hakar ma'adinai masu karamin farashi da injuna masu inganci za su kasance mafi kyau a matsayi yayin da wadanda ke aiki da tsofaffin injuna za su ji dadi fiye da sauran," in ji Chang.

Sabbin masu hakar ma'adinai za su shafi musamman ta hanyar ƙarami.Wutar lantarki da ababen more rayuwa suna daga cikin mahimman la'akarin farashi ga masu hakar ma'adinai.Sabbin masu shiga suna da wahalar samun damar shiga cikin masu arha, saboda rashin haɗin gwiwa da haɓaka gasa akan albarkatun.

"Muna tsammanin cewa 'yan wasan da ba su da kwarewa za su zama wadanda za su fuskanci ƙananan raƙuman ruwa," in ji Danni Zheng, mataimakin shugaban ma'adinan crypto BIT Mining, yana ambaton farashi kamar wutar lantarki da ginin cibiyar bayanai da kulawa.

Masu hakar ma'adinai kamar Argo Blockchain za su yi ƙoƙari don ingantaccen aiki yayin haɓaka ayyukansu.Ganin karuwar gasar, "dole ne mu kasance da wayo game da yadda muke girma," in ji Shugaba na Argo Blockchain Peter Wall.

Wall ya kara da cewa "Ina tsammanin muna cikin irin wannan zagayowar da ya sha bamban da zagayen da suka gabata amma har yanzu dole ne mu sanya ido kan kyautar, wacce ke da inganci sosai da kuma samun damar samun wutar lantarki mai rahusa," in ji Wall. .

Tashi cikin M&A

Yayin da masu cin nasara da masu hasara suka fito daga yaƙe-yaƙe na hashrate, manyan kamfanoni masu girma da yawa za su iya haɓaka ƙananan masu hakar ma'adinai waɗanda ke gwagwarmayar ci gaba.

Marathon's Thiel yana tsammanin irin wannan haɗin gwiwa zai iya ɗauka a tsakiyar 2022 da bayan haka.Har ila yau yana sa ran kamfaninsa na Marathon, wanda ke da babban jari, zai yi girma sosai a shekara mai zuwa.Wannan na iya nufin samun ƙananan ƴan wasa ko ci gaba da saka hannun jari a cikin nasa hashrate.

Hut 8 Mining, wanda ke shirye don bin littafin wasa iri ɗaya.Sue Ennis, shugabar huldar masu saka hannun jari na mai hakar ma'adinai na Kanada ta ce "An yi mana kuɗaɗe kuma a shirye muke mu tafi, ba tare da la'akari da yadda kasuwar za ta kasance shekara mai zuwa ba."

Ban da manyan masu hakar ma'adinai, akwai kuma yiyuwar manyan kamfanoni, irin su kamfanonin samar da wutar lantarki da cibiyoyin bayanai, na iya son shiga harkar saye da sayarwa, idan har masana'antar ta kara yin gasa, kuma masu hakar ma'adinai na fuskantar tabarbarewar riba, a cewar katangar Argo.

Yawancin irin waɗannan kamfanoni na gargajiya sun riga sun shiga wasan haƙar ma'adinai a Asiya, ciki har da Hatten Land na tushen Singapore da ma'aikacin cibiyar bayanai na Thai Jasmine Telekom Systems.Gobi Nathan mai hakar ma'adinan Malesiya Hashtrex ya gaya wa CoinDesk cewa "kamfanoni a kusa da kudu maso gabashin Asiya suna neman kafa manyan wurare a Malaysia a shekara mai zuwa."

Hakazalika, Denis Rusinovich na Turai, wanda ya kafa ƙungiyar ma'adinai ta Cryptocurrency da kuma Maverick Group, yana ganin yanayin da ake ciki na saka hannun jari a cikin ma'adinai a Turai da Rasha.Kamfanoni suna ganin cewa hakar ma'adinai na bitcoin na iya ba da tallafi ga sauran sassan kasuwancin su kuma inganta layin ƙasa gaba ɗaya, in ji Rusinovich.

Ya kara da cewa, a kasar Rasha, yanayin da ake ciki yana bayyana ne ta hanyar masu samar da makamashi, yayin da a nahiyar Turai, ana samun kananan ma'adanai da ke hada sharar gida da hakar ma'adinai ko kuma cin gajiyar wasu kananan makamashin da ba su da tushe.

Ƙarfin arha da ESG

Samun wutar lantarki mai arha ya kasance ɗaya daga cikin manyan ginshiƙai na kasuwancin ma'adinai mai fa'ida.Amma yayin da sukar da ake yi game da tasirin hakar ma'adinai a kan muhalli ya karu, yana da mahimmanci a samar da hanyoyin samar da makamashi da za a iya sabuntawa don kasancewa cikin gasa.

 

Yayin da ma'adinan ma'adinai ya zama mafi gasa, "maganin ceton makamashi zai zama abin da zai tabbatar da wasa," in ji Arthur Lee, wanda ya kafa kuma Shugaba na Saitech, wani tushen Eurasia, mai kula da ma'adinan ma'adinai na dijital mai tsabta.

Lee ya kara da cewa, "Makomar ma'adinan crypto za a karfafa da kuma dorewa ta hanyar makamashi mai tsafta, wanda shine gajeriyar hanya zuwa tsaka tsaki na carbon kuma mabuɗin don rage ƙarancin wutar lantarki a duniya yayin da yake inganta dawowar masu hakar ma'adinai kan zuba jari," in ji Lee.

Bugu da kari, akwai yuwuwar samun karin masu hakar ma'adinai masu amfani da makamashi, kamar Bitmain's latest Antminer S19 XP, wanda shima zai shigo cikin wasa, wanda zai sa kasuwancin su yi aiki yadda ya kamata da kuma rage tasirin muhalli.

 

Kuɗi mai sauri tare da masu zuba jari masu ƙima

Ɗaya daga cikin manyan dalilan da yawancin sababbin 'yan wasa ke tururuwa zuwa sashin ma'adinai na crypto shine saboda girman girmansa da kuma tallafi daga kasuwannin babban birnin kasar.Bangaren ma'adinai ya ga kashe IPOs da sabbin kudade daga masu saka hannun jari a wannan shekara.Yayin da masana'antu suka kara girma, ana sa ran yanayin zai ci gaba a cikin 2022. Masu zuba jari a halin yanzu suna amfani da masu hakar ma'adinai a matsayin wakili na zuba jari na bitcoin.Amma yayin da cibiyoyi ke kara samun gogewa, za su canza yadda suke saka hannun jari a harkar hakar ma'adinai, a cewar Gryphon's Chang."Muna lura da cewa suna mai da hankali sosai kan abubuwan da masu zuba jari a al'ada suka ba da fifiko a kansu, wadanda suka hada da: gudanarwa mai inganci, ƙwararrun kisa da kamfanonin da ke aiki kamar ƙungiyoyin guntu na shuɗi [kamfanonin da aka kafa] sabanin masu tallata haja." Yace.

 

Sabbin fasaha a cikin hakar ma'adinai

Yayin da ingantaccen aikin hakar ma'adinai ya zama kayan aiki mafi mahimmanci don masu hakar ma'adinai su ci gaba da kasancewa a gaban gasar, kamfanoni za su kara mai da hankali kan ba kawai mafi kyawun kwamfutocin hakar ma'adinai ba amma sabbin fasahohin zamani don kara yawan ribarsu gaba daya.A halin yanzu masu hakar ma'adinai suna karkata zuwa ga yin amfani da fasaha kamar sanyaya nutsewa don haɓaka aikin da rage farashin ma'adinai ba tare da sayen ƙarin kwamfutoci ba.

"Baya ga rage yawan amfani da wutar lantarki da gurbacewar amo, ma'adinan mai sanyaya ruwa mai sanyaya ruwa ya mamaye sararin samaniya sosai, ba tare da masu matsa lamba, labulen ruwa ko masu sanyaya ruwa ba da ake buƙata don cimma kyakkyawan sakamako na zubar da zafi," in ji Canaan Lu.


Lokacin aikawa: Maris-02-2022