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⛏️ JPMorgan: MARA تفقد العرش … وBitdeer تتصدر تعدين البيتكوين!
في فبراير 2026 حدث التحول الذي لم يتوقعه الكثيرون.
📊 بالأرقام (وفق محللي JPMorgan بقيادة Reginald Smith):
🟢 Bitdeer: 63.2 EH/s
🔴 MARA: 60.4 EH/s
📈 يناير فقط:
• 668 $BTC مُعدَّنة
• +8 EH/s نمو خلال شهر
• +430% نمو سنوي في الإنتاج
هذه ليست زيادة عادية … هذا تغيير قيادة.
⚙️ ما السر؟
بينما اعتمدت MARA على أجهزة جاهزة لسنوات،
Bitdeer طورت شرائحها الخاصة SEALMINER عالية الكفاءة.
النتيجة؟
✔ تكلفة أقل
✔ إنتاج أعلى
✔ توسع نحو AI / HPC
✔ خطط لإطلاق SEALMINER-DL1 في Q1 2026
المعادلة تغيّرت.
🔍 الإشارة الأهم
JPMorgan يصف القطاع بأنه يدخل مرحلة “نضج”.
المعنى الحقيقي:
الشركات ذات التكنولوجيا الخاصة + تنويع الإيرادات تتسع الفجوة بينها وبين المعدّنين التقليديين.
⚖️ نقطة توازن
رغم التفوق: سهم BTDR انخفض -5.95% يوم الإعلان.
وتم خفض الأهداف السعرية… لكن توصية “Buy” بقيت.
السوق لا يكافئ فورًا — لكنه يعيد التسعير تدريجيًا.
🎯 الخلاصة
هذا ليس مجرد تغيير ترتيب.
بل إعادة تعريف لقواعد النجاح في التعدين:
🟢 تقنية خاصة + AI = مرونة في الدورات الصعبة
🔴 الاعتماد على نموذج قديم = فقدان الصدارة
💬 صوت الآن:
🟢 Bitdeer تمثل مستقبل التعدين
🔴 MARA ستعود مع انتعاش السوق
وهل تعتقد أن التوسع نحو AI هو طوق النجاة الحقيقي لشركات التعدين؟
⚠️ DYOR
#BTC #Bitdeer #MARA #JPMorgan #CryptoMining
في فبراير 2026 حدث التحول الذي لم يتوقعه الكثيرون.
📊 بالأرقام (وفق محللي JPMorgan بقيادة Reginald Smith):
🟢 Bitdeer: 63.2 EH/s
🔴 MARA: 60.4 EH/s
📈 يناير فقط:
• 668 $BTC مُعدَّنة
• +8 EH/s نمو خلال شهر
• +430% نمو سنوي في الإنتاج
هذه ليست زيادة عادية … هذا تغيير قيادة.
⚙️ ما السر؟
بينما اعتمدت MARA على أجهزة جاهزة لسنوات،
Bitdeer طورت شرائحها الخاصة SEALMINER عالية الكفاءة.
النتيجة؟
✔ تكلفة أقل
✔ إنتاج أعلى
✔ توسع نحو AI / HPC
✔ خطط لإطلاق SEALMINER-DL1 في Q1 2026
المعادلة تغيّرت.
🔍 الإشارة الأهم
JPMorgan يصف القطاع بأنه يدخل مرحلة “نضج”.
المعنى الحقيقي:
الشركات ذات التكنولوجيا الخاصة + تنويع الإيرادات تتسع الفجوة بينها وبين المعدّنين التقليديين.
⚖️ نقطة توازن
رغم التفوق: سهم BTDR انخفض -5.95% يوم الإعلان.
وتم خفض الأهداف السعرية… لكن توصية “Buy” بقيت.
السوق لا يكافئ فورًا — لكنه يعيد التسعير تدريجيًا.
🎯 الخلاصة
هذا ليس مجرد تغيير ترتيب.
بل إعادة تعريف لقواعد النجاح في التعدين:
🟢 تقنية خاصة + AI = مرونة في الدورات الصعبة
🔴 الاعتماد على نموذج قديم = فقدان الصدارة
💬 صوت الآن:
🟢 Bitdeer تمثل مستقبل التعدين
🔴 MARA ستعود مع انتعاش السوق
وهل تعتقد أن التوسع نحو AI هو طوق النجاة الحقيقي لشركات التعدين؟
⚠️ DYOR
#BTC #Bitdeer #MARA #JPMorgan #CryptoMining
Bitdeer
MARA
15 час(а) остава(т)
⛏️⚡ Bitdeer Overtakes MARA in Self-Mining Hash Rate: JPMorgan
In a major shift within the mining sector, has surpassed (MARA) in self-mining hash rate among publicly traded firms, according to analysts at . 📊
This milestone signals growing operational strength and expansion efficiency from Bitdeer as competition intensifies in the post-halving landscape. 🔥
Higher self-mining hash rate = greater control over production and revenue stability. Meanwhile, the mining race continues as companies optimize costs and scale infrastructure. ⚙️
The battle for dominance in the mining space is heating up. 🚀
#Bitcoin #BTC #CryptoMining #Bitdeer #MARA
In a major shift within the mining sector, has surpassed (MARA) in self-mining hash rate among publicly traded firms, according to analysts at . 📊
This milestone signals growing operational strength and expansion efficiency from Bitdeer as competition intensifies in the post-halving landscape. 🔥
Higher self-mining hash rate = greater control over production and revenue stability. Meanwhile, the mining race continues as companies optimize costs and scale infrastructure. ⚙️
The battle for dominance in the mining space is heating up. 🚀
#Bitcoin #BTC #CryptoMining #Bitdeer #MARA
USD1
Притежание
Кумулативна PNL
+0.00%
🚨 BITCOIN MINER COST SHOCKER REVEALED 🚨
CryptoQuant data based on MARA Holdings Q3/2025 reports shows average Bitcoin mining cost hitting $67,700. This is the REAL operational cost, not the optimized number.
• Energy cost is the biggest slice.
• Hardware depreciation is mandatory.
• Financial leverage is crushing some miners.
This high floor price ($67.7K) means $BTC is now heavily supported by production costs. If price dips below this, expect miner capitulation pressure. This fundamentally changes the risk profile.
#BTC #Mining #CryptoQuant #MARA
🔥
CryptoQuant data based on MARA Holdings Q3/2025 reports shows average Bitcoin mining cost hitting $67,700. This is the REAL operational cost, not the optimized number.
• Energy cost is the biggest slice.
• Hardware depreciation is mandatory.
• Financial leverage is crushing some miners.
This high floor price ($67.7K) means $BTC is now heavily supported by production costs. If price dips below this, expect miner capitulation pressure. This fundamentally changes the risk profile.
#BTC #Mining #CryptoQuant #MARA
🔥
🚨 BITCOIN MINER COST EXPLOSION! 🚨
KI YOUNG JU REVEALS SHOCKING $BTC PRODUCTION PRICE! The real cost to mine $BTC is hitting $67,700 based on MARA Q3/2025 data. This is NOT hype, this is the operational reality!
• Energy is the biggest slice.
• Hardware depreciation hits hard post-Halving.
• Financial leverage adds massive pressure.
This means the floor price is structurally higher than ever before. When $BTC dips near this cost, expect miner capitulation pressure. If it stays above, accumulation mode solidifies. The game has fundamentally changed post-2024 Halving.
#BTC #CryptoMining #BitcoinHalving #MARA
💥
KI YOUNG JU REVEALS SHOCKING $BTC PRODUCTION PRICE! The real cost to mine $BTC is hitting $67,700 based on MARA Q3/2025 data. This is NOT hype, this is the operational reality!
• Energy is the biggest slice.
• Hardware depreciation hits hard post-Halving.
• Financial leverage adds massive pressure.
This means the floor price is structurally higher than ever before. When $BTC dips near this cost, expect miner capitulation pressure. If it stays above, accumulation mode solidifies. The game has fundamentally changed post-2024 Halving.
#BTC #CryptoMining #BitcoinHalving #MARA
💥
BITCOIN MINERS EXPLODE! MORGAN STANLEY IGNITES THE SECTOR.
Entry: 16.51 🟩
Target 1: 38 🎯
Stop Loss: N/A 🛑
CIFR is ON FIRE. WULF is SURGING. MARA is CHURNING. This is NOT a drill. The big players are HERE. Massive upside potential unlocked. Get in NOW before it's too late. This is your chance to ride the wave. Don't get left behind. The market is REACTING.
Disclaimer: Not financial advice.
#CIFR #WULF #MARA 🚀
Entry: 16.51 🟩
Target 1: 38 🎯
Stop Loss: N/A 🛑
CIFR is ON FIRE. WULF is SURGING. MARA is CHURNING. This is NOT a drill. The big players are HERE. Massive upside potential unlocked. Get in NOW before it's too late. This is your chance to ride the wave. Don't get left behind. The market is REACTING.
Disclaimer: Not financial advice.
#CIFR #WULF #MARA 🚀
🚨MARA Update!🚀💰
🔹7,377 BTC lent out to earn yield & cover costs.
🔹Earning a modest single-digit yield.📊
🔹890 BTC mined in Dec—2nd highest since April halving.
📈Total BTC held: 44,893🏆
2nd largest public BTC holder after MicroStrategy.
#Bitcoin #MARA #CryptoNews #Mining
🔹7,377 BTC lent out to earn yield & cover costs.
🔹Earning a modest single-digit yield.📊
🔹890 BTC mined in Dec—2nd highest since April halving.
📈Total BTC held: 44,893🏆
2nd largest public BTC holder after MicroStrategy.
#Bitcoin #MARA #CryptoNews #Mining
THOUGHTS ON THE MARKET 🔮📉
📈 Miner #MARA bought 15,574 $BTC worth ~$1.53 billion at an average price of $98,529 per coin. The purchase was secured by the sale of convertible bonds.
📈 Miner #HUT8 reported purchasing 968 $BTC at an average price of $101,710. The total balance exceeded $1 billion (10,096 BTC).
‼️Usually smart money sits in companies, they would not take #bitcoin on highs. Also an interesting observation, these stocks always fell before corrections! And now they are just accumulating strength in the sideways trend.
📈 Miner #MARA bought 15,574 $BTC worth ~$1.53 billion at an average price of $98,529 per coin. The purchase was secured by the sale of convertible bonds.
📈 Miner #HUT8 reported purchasing 968 $BTC at an average price of $101,710. The total balance exceeded $1 billion (10,096 BTC).
‼️Usually smart money sits in companies, they would not take #bitcoin on highs. Also an interesting observation, these stocks always fell before corrections! And now they are just accumulating strength in the sideways trend.
THOUGHTS ON THE MARKET 📊💹
Within this channel if we go down to $99000, then #alts will also fall sharply! for now, refrain from trading unless you short against the trend!
If we go up after the #FedRateCuts , then it will be easier!
$BTC has not finished growing and the distribution targets are higher! #Altacoins cannot be so low at the peak of #bitcoin !
Many are losing faith in the #AltSeason , they are already tired of waiting for a miracle phenomenon! but it cannot be at the dominance of 58-59%!
Within this channel if we go down to $99000, then #alts will also fall sharply! for now, refrain from trading unless you short against the trend!
If we go up after the #FedRateCuts , then it will be easier!
$BTC has not finished growing and the distribution targets are higher! #Altacoins cannot be so low at the peak of #bitcoin !
Many are losing faith in the #AltSeason , they are already tired of waiting for a miracle phenomenon! but it cannot be at the dominance of 58-59%!
📢📢📢📢 Большинство оценок майнинговых компаний — это взгляд в прошлое
Все строится на запаздывающих данных из отчетов. Мы пошли другим путём — построили реальное время.
Теперь можно отслеживать ежедневную выручку MARA, RIOT, IREN и других — напрямую с блокчейна. Никакой задержки. Только цифры, только хардкор.
Реальные метрики. Чистая ончейн-аналитика. Максимально прозрачно.
Следи за майнерами — как трейдер, а не как инвестор прошлого года.
#mara #riot #iren
Все строится на запаздывающих данных из отчетов. Мы пошли другим путём — построили реальное время.
Теперь можно отслеживать ежедневную выручку MARA, RIOT, IREN и других — напрямую с блокчейна. Никакой задержки. Только цифры, только хардкор.
Реальные метрики. Чистая ончейн-аналитика. Максимально прозрачно.
Следи за майнерами — как трейдер, а не как инвестор прошлого года.
#mara #riot #iren
Marathon Keeps Stacking Sats!
Marathon Digital (MARA) added another 400 $BTC worth $46 million, pushing its total holdings to a massive 53,250 Bitcoin valued at over $6 billion.
Miners know the game better than anyone, they mine, they hold, and they believe in the next Bitcoin cycle! 👑
$BTC
#MARA #CryptoNews #StrategyBTCPurchase
Marathon Digital (MARA) added another 400 $BTC worth $46 million, pushing its total holdings to a massive 53,250 Bitcoin valued at over $6 billion.
Miners know the game better than anyone, they mine, they hold, and they believe in the next Bitcoin cycle! 👑
$BTC
#MARA #CryptoNews #StrategyBTCPurchase
BNB Back on Top After the Dip Which alts can top BTC this October?
Da Investopedia (@DalInvestopedia)
Marathon Keeps Stacking Sats! 🚀
Marathon Digital (MARA) added another 400 $BTC worth $46 million, pushing its total holdings to a massive 53,250 Bitcoin valued at over $6 billion.
Miners know the game better than anyone, they mine, they hold, and they believe in the next Bitcoin cycle!
#CryptoNews #Mara #RMJ_trades
Da Investopedia (@DalInvestopedia)
Marathon Keeps Stacking Sats! 🚀
Marathon Digital (MARA) added another 400 $BTC worth $46 million, pushing its total holdings to a massive 53,250 Bitcoin valued at over $6 billion.
Miners know the game better than anyone, they mine, they hold, and they believe in the next Bitcoin cycle!
#CryptoNews #Mara #RMJ_trades
Marathon Keeps Stacking Sats! 📰
Marathon Digital (MARA) added another 400 $BTC worth $46 million, pushing its total holdings to a massive 53,250 Bitcoin valued at over $6 billion.
Miners know the game better than anyone, they mine, they hold, and they believe in the next Bitcoin cycle! 👑
#MARA #MacroInsights #CryptoNews
Marathon Digital (MARA) added another 400 $BTC worth $46 million, pushing its total holdings to a massive 53,250 Bitcoin valued at over $6 billion.
Miners know the game better than anyone, they mine, they hold, and they believe in the next Bitcoin cycle! 👑
#MARA #MacroInsights #CryptoNews
Marathon Digital ($MARA) Buys Another 400 BTC
The Bitcoin mining giant has added $46 million worth of BTC to its treasury, increasing its total holdings to 53,250 BTC (over $6B in value).
This consistent accumulation highlights a strong "mine and hold" strategy, underscoring the company's long-term bullish outlook on Bitcoin.
#Crypto #Bitcoin #MARA
The Bitcoin mining giant has added $46 million worth of BTC to its treasury, increasing its total holdings to 53,250 BTC (over $6B in value).
This consistent accumulation highlights a strong "mine and hold" strategy, underscoring the company's long-term bullish outlook on Bitcoin.
#Crypto #Bitcoin #MARA
⚡Global Hashrate Index⚡
🌐 La concentración de poder de #hash, o velocidad y potencia de computación en la red de #Bitcoin varía geográficamente debido a factores como los costos de energía, la disponibilidad de infraestructura y las regulaciones locales.
🇺🇸 Estados Unidos: Con más del 40% de la tasa global Estados Unidos ha visto un aumento significativo en la minería de #Bitcoin, especialmente con pools de minería como Foundry USA y #MARA
🇨🇳 China: A pesar de la prohibición en 2021, China sigue teniendo una gran parte de la tasa global. Los mineros chinos utilizan redes privadas virtuales (VPNs) y aplicaciones peer-to-peer (P2P) para eludir las restricciones.
🇨🇦 Canadá: También es un importante centro de minería debido a su acceso a energía hidroeléctrica barata y abundante.
🇷🇺 Rusia: La abundancia de energía barata y el clima frío, que ayuda a disipar el calor generado por los equipos de minería, hacen de Rusia una ubicación favorable.
⚡ Tener una Reserva Estratégica de #Bitcoin es importante, pero no te centres en lo que promueven, pues el poder de computación es todavía más importante:
🔸Una alta tasa de hash significa una red más segura y resistente a los ataques. Cuanto más distribuido esté el poder de hash, más difícil es para cualquier entidad controlar una parte significativa de la red.
🔸Una distribución equilibrada del poder de hash asegura que ninguna entidad o país tenga un control excesivo sobre la red, manteniendo su naturaleza descentralizada.
🔸Mantener una red fuerte y segura aumenta la confianza de los usuarios y puede influir positivamente en el precio.
✍🏻 https://hashrateindex.com
🌐 La concentración de poder de #hash, o velocidad y potencia de computación en la red de #Bitcoin varía geográficamente debido a factores como los costos de energía, la disponibilidad de infraestructura y las regulaciones locales.
🇺🇸 Estados Unidos: Con más del 40% de la tasa global Estados Unidos ha visto un aumento significativo en la minería de #Bitcoin, especialmente con pools de minería como Foundry USA y #MARA
🇨🇳 China: A pesar de la prohibición en 2021, China sigue teniendo una gran parte de la tasa global. Los mineros chinos utilizan redes privadas virtuales (VPNs) y aplicaciones peer-to-peer (P2P) para eludir las restricciones.
🇨🇦 Canadá: También es un importante centro de minería debido a su acceso a energía hidroeléctrica barata y abundante.
🇷🇺 Rusia: La abundancia de energía barata y el clima frío, que ayuda a disipar el calor generado por los equipos de minería, hacen de Rusia una ubicación favorable.
⚡ Tener una Reserva Estratégica de #Bitcoin es importante, pero no te centres en lo que promueven, pues el poder de computación es todavía más importante:
🔸Una alta tasa de hash significa una red más segura y resistente a los ataques. Cuanto más distribuido esté el poder de hash, más difícil es para cualquier entidad controlar una parte significativa de la red.
🔸Una distribución equilibrada del poder de hash asegura que ninguna entidad o país tenga un control excesivo sobre la red, manteniendo su naturaleza descentralizada.
🔸Mantener una red fuerte y segura aumenta la confianza de los usuarios y puede influir positivamente en el precio.
✍🏻 https://hashrateindex.com
🚨NEWS IN: BITCOIN MINING FIRM, MARA HOLDINGS REPORT PROFITS OF $123M FOR Q3🔥🔥🔥
On November 4th, the Bitcoin mining firm Mara Holdings announced a record profit. In the third quarter, it achieved a profit of $123 million. This was mainly driven by the increase in the price of $BTC during the quarter and the improvement in operational efficiency. As a result, the revenue grew by 92% to $252 million. This performance represents a turnaround for the company compared to a loss of $125 million a year ago. The company's performance has seen a significant improvement, benefiting from a 64% increase in hash rate and a reduction in electricity costs. The company mined 2,144 $BTC in the third quarter and currently holds 53,250 bitcoins. At the current price, this is valued at nearly $5.6 billion.
NOT financial advice, DYOR.
Source: Lookonchain
#mara
On November 4th, the Bitcoin mining firm Mara Holdings announced a record profit. In the third quarter, it achieved a profit of $123 million. This was mainly driven by the increase in the price of $BTC during the quarter and the improvement in operational efficiency. As a result, the revenue grew by 92% to $252 million. This performance represents a turnaround for the company compared to a loss of $125 million a year ago. The company's performance has seen a significant improvement, benefiting from a 64% increase in hash rate and a reduction in electricity costs. The company mined 2,144 $BTC in the third quarter and currently holds 53,250 bitcoins. At the current price, this is valued at nearly $5.6 billion.
NOT financial advice, DYOR.
Source: Lookonchain
#mara
Marathon Digital breaks records: $123 million profit thanks to the combined power of Bitcoin and AI
📅 November 4 | Texas, United States
Bitcoin mining once again demonstrates its financial muscle—and this time, with an unexpected ally: artificial intelligence. Marathon Digital Holdings (MARA), one of the world's largest Bitcoin miners, reported a record quarterly profit of $123 million, driven by a hybrid model that combines BTC mining and data processing for AI assets.
📖 Marathon Digital, known for its vast mining operation in Texas and North Dakota, recorded its most profitable quarter in company history, with net income exceeding $123 million, according to The Block.
The key to success was not only in Bitcoin, but in a diversification strategy that integrates crypto mining with computing power for AI, taking advantage of its already installed energy and cooling infrastructure. During the last quarter, MARA deployed more than 25,000 GPU units dedicated to AI model training, a move that transformed part of its traditional mining fleet into a “cost-effective computational intelligence” network.
According to the company:
“We are demonstrating that the future of mining is not just Bitcoin, but the convergence between crypto, AI and efficient energy.”
CEO Fred Thiel highlighted that this evolution is not an experiment, but rather a strategic transition towards a diversified digital asset economy. The firm not only increased its operating margin, but also reduced its dependence on the BTC price, creating a stable revenue stream backed by computing contracts for technology companies.
Unlike other companies in the sector that are struggling to maintain margins in the face of halving and volatility, Marathon is converting its data centers into hybrids between mining farms and artificial intelligence hubs, a model that could redefine digital mining.
Even analysts from TD Cowen and JP Morgan pointed out that MARA's approach marks a new frontier between mining and distributed computing, capable of sustaining its profitability even if Bitcoin corrects.
In the words of CEO Thiel:
“The future does not belong to those who mine more blocks, but to those who can process more data.”
Topic Opinion:
For years, the sector was criticized for its energy consumption and its total dependence on the price of Bitcoin. But MARA demonstrates that computational power is the new oil, and whoever knows how to direct it towards new industries—such as AI—will have an immense structural advantage.
💬 Do you think other miners should follow MARA's model and combine Bitcoin with AI?
Leave your comment...
#MARA #Bitcoinmining #AI #BTC #CryptoNews $BTC
Bitcoin mining once again demonstrates its financial muscle—and this time, with an unexpected ally: artificial intelligence. Marathon Digital Holdings (MARA), one of the world's largest Bitcoin miners, reported a record quarterly profit of $123 million, driven by a hybrid model that combines BTC mining and data processing for AI assets.
📖 Marathon Digital, known for its vast mining operation in Texas and North Dakota, recorded its most profitable quarter in company history, with net income exceeding $123 million, according to The Block.
The key to success was not only in Bitcoin, but in a diversification strategy that integrates crypto mining with computing power for AI, taking advantage of its already installed energy and cooling infrastructure. During the last quarter, MARA deployed more than 25,000 GPU units dedicated to AI model training, a move that transformed part of its traditional mining fleet into a “cost-effective computational intelligence” network.
According to the company:
“We are demonstrating that the future of mining is not just Bitcoin, but the convergence between crypto, AI and efficient energy.”
CEO Fred Thiel highlighted that this evolution is not an experiment, but rather a strategic transition towards a diversified digital asset economy. The firm not only increased its operating margin, but also reduced its dependence on the BTC price, creating a stable revenue stream backed by computing contracts for technology companies.
Unlike other companies in the sector that are struggling to maintain margins in the face of halving and volatility, Marathon is converting its data centers into hybrids between mining farms and artificial intelligence hubs, a model that could redefine digital mining.
Even analysts from TD Cowen and JP Morgan pointed out that MARA's approach marks a new frontier between mining and distributed computing, capable of sustaining its profitability even if Bitcoin corrects.
In the words of CEO Thiel:
“The future does not belong to those who mine more blocks, but to those who can process more data.”
Topic Opinion:
For years, the sector was criticized for its energy consumption and its total dependence on the price of Bitcoin. But MARA demonstrates that computational power is the new oil, and whoever knows how to direct it towards new industries—such as AI—will have an immense structural advantage.
💬 Do you think other miners should follow MARA's model and combine Bitcoin with AI?
Leave your comment...
#MARA #Bitcoinmining #AI #BTC #CryptoNews $BTC
MARA Ghi Nhận Doanh Thu Quý 3 Cao Kỷ Lục: Từ Khai Thác Bitcoin Đến Vai Trò Tập Đoàn Hạ Tầng Số
Công ty khai thác Bitcoin được giao dịch công khai, MARA (Marathon Digital Holdings), vừa công bố quý 3 thành công rực rỡ nhất trong lịch sử hoạt động, ghi nhận mức doanh thu kỷ lục 252 triệu đô la. Con số này đánh dấu mức tăng trưởng 92% so với cùng kỳ năm trước, biến khoảng thời gian này thành một cột mốc quan trọng đối với công ty.
Không chỉ tăng trưởng doanh thu, MARA còn chuyển bại thành thắng, báo cáo lợi nhuận 123 triệu đô la, tương đương 0,27 đô la mỗi cổ phiếu, so với mức lỗ 124 triệu đô la cùng kỳ năm ngoái. Thành tích tài chính ấn tượng này đạt được nhờ việc cải thiện tốc độ băm (energized hashrate) và nâng cao hiệu suất của đội ngũ khai thác Bitcoin.
Tuy nhiên, cổ phiếu MARA đã giảm khoảng 5,8% trong ngày, giao dịch ở mức 16,96 đô la, phản ánh sự sụt giảm chung của thị trường tài sản số, khi giá Bitcoin có lúc đã trượt xuống dưới 100.000 đô la lần đầu tiên trong sáu tháng.
"Electron là Dầu Mỏ Mới": Chiến Lược Chuyển Đổi Sang Hạ Tầng Số
Trong cuộc họp công bố lợi nhuận quý 3, CEO của MARA, Fred Thiel, đã nhấn mạnh những nỗ lực của công ty nhằm vượt ra ngoài giới hạn của một công ty khai thác Bitcoin đơn thuần.
"Quý này, chúng tôi tiếp tục phát triển MARA từ một công ty khai thác Bitcoin thuần túy thành một công ty hạ tầng số tích hợp theo chiều dọc. Một công ty chuyển đổi năng lượng thành cả giá trị và trí thông minh," Thiel phát biểu. Ông đưa ra một triết lý chiến lược cốt lõi: "Electron là dầu mỏ mới. Năng lượng đang trở thành tài nguyên định nghĩa của nền kinh tế số, cung cấp năng lượng cho mọi thứ từ khai thác Bitcoin đến trí tuệ nhân tạo."
Về lâu dài, Thiel cho biết công ty đang tập trung vào việc tích hợp các con đường năng lượng của Bitcoin và AI vào một nền tảng duy nhất. Ông mô tả mối quan hệ cộng sinh này: "Khai thác Bitcoin kiếm tiền từ năng lượng chưa được sử dụng và ổn định lưới điện, trong khi suy luận AI biến năng lượng đó thành trí thông minh và năng suất."
Triển Khai AI và Hợp Tác Chiến Lược Về Năng Lượng
Để hiện thực hóa chiến lược này, #MARA đã triển khai các giàn suy luận AI (AI inference racks) đầu tiên tại cơ sở Granbury, Texas của mình ngay sau khi quý 3 kết thúc.
Ngoài ra, công ty đã công bố hợp tác với MPLX, một thỏa thuận cho phép MARA khai thác nguồn cung cấp khí đốt tự nhiên chi phí thấp cho các cơ sở điện và trung tâm dữ liệu đã được lên kế hoạch ở Tây Texas. Việc bảo đảm nguồn năng lượng ổn định và chi phí thấp này là yếu tố then chốt để củng cố vị thế của MARA là một công ty hạ tầng số, cung cấp điện năng cho cả hai lĩnh vực khai thác Bitcoin và điện toán AI cường độ cao.
Tài Sản Kho Bạc Và Xu Hướng Hội Tụ Ngành
MARA hiện đang nắm giữ khoảng 53.250 $BTC , trị giá khoảng 5,3 tỷ đô la, biến công ty trở thành kho bạc Bitcoin được giao dịch công khai lớn thứ hai thế giới. Gần đây, công ty còn tích lũy thêm 400 BTC sau đợt thanh lý kỷ lục 19 tỷ đô la trong tháng 10, tận dụng sự sụt giảm giá để tăng cường tài sản của mình.
Chiến lược mở rộng sang AI của MARA diễn ra trong bối cảnh các công ty khai thác Bitcoin khác cũng đang theo đuổi hướng đi tương tự. IREN, một công ty khai thác BTC cũ đã chuyển mình thành công ty điện toán đám mây AI, vừa ký thỏa thuận 9,7 tỷ đô la với Microsoft. Tương tự, Cipher Mining cũng đã đạt được thỏa thuận trị giá 5,5 tỷ đô la với Amazon để cung cấp điện năng và không gian cho các tác vụ AI.
Sự chuyển đổi này khẳng định vai trò ngày càng tăng của các công ty khai thác Bitcoin như những nhà cung cấp cơ sở hạ tầng năng lượng số cốt lõi, không chỉ cho tiền điện tử mà còn cho tương lai của trí tuệ nhân tạo.
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