据区块链分析公司 Lookonchain 监测,比特币头部矿企 Marathon Digital Holdings 再度向各大交易所转入 644 枚比特币,价值约 5870 万美元,延续了其 11 月份的转币热潮。此举正值挖矿公司面临越来越大的压力之际,哈希价格指数已跌至历史新低。
就在三天前,Marathon Digital 向交易所转入了超过 150 枚比特币。本月初,该公司已向 FalconX、TwoPrime、Galaxy Digital 等平台转入了总计 2348 枚比特币,按当前市场价格计算价值超过 2.15 亿美元。
这些资金转移本身并不能证实该公司是否准备出售资产、调整资金运作或寻求其他战略用途。此类资金转移的目的可能因公司的运营需求和市场定位而异。
不过值得注意的是,此次资金转移的时机与挖矿经济状况的恶化相吻合。算力指数数据显示,比特币哈希价格指数自7月以来一直在下降。根据最新数据,该指数已跌至历史新低38美元。该指标衡量的是每单位算力的预期日收益。目前区块奖励为3.15个比特币。
该公司第三季度财务报告提供了更多背景信息。该公司报告营收为2.52亿美元,同比增长92%。然而,这一增长的构成却引人关注。
“这一增长主要归功于数字资产(尤其是比特币)公允价值的变化,比特币的价值高达1.13亿美元。他们目前的比特币挖矿量比一年前有所下降,从2024年第三季度的每日23.3个比特币降至每日22.5个比特币。为了弥补收入损失,他们采用了 Strategy Inc. 的策略。分析师Bart Mol指出,Mara持有的比特币总量为52,850枚,其中33%(即17,357枚)被借出、积极管理或质押以寻求收益。”
与此同时,该公司对比特币的依赖使其面临周期性波动的压力。自去年10月以来,比特币价格持续下跌,本周甚至跌破了9万美元。(BeinCrypto)
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