比特币矿企自去年10月以来已出售逾1.5万枚BTC,行业持币策略出现转向

BTC-2,72%

Odaily星球日报讯 上市比特币矿企自去年 10 月以来已出售超过 1.5 万枚 BTC,标志着行业正从此前牛市周期中盛行的持币策略中转向。去年 10 月为市场见顶时点,此后的大幅回调引发了全行业范围内的去杠杆。

TheEnergyMag 旗下 Miner Weekly 数据显示,多家大型矿企参与了此轮抛售:Cango 于 2 月出售 4451 枚 BTC,约占其储备的 60%;Bitdeer 据报道已于上月清空全部比特币储备;Riot Platforms 在去年 12 月进行了多笔 BTC 出售;Core Scientific 计划在今年一季度出售约 2500 枚 BTC。

最大上市矿企 MARA Holdings 本周因监管文件更新引发关注,文件显示其可能同时买入和卖出比特币以保持灵活性。MARA 副总裁 Robert Samuels 澄清称,该文件允许灵活出售但并不意味着大规模清仓。MARA 目前持有超过 5.3 万枚 BTC,为仅次于 Strategy 的第二大上市企业比特币持有者。

行业利润空间持续收窄,部分观察人士称当前为矿企历史上最严峻的利润挤压期。CleanSpark 已全额偿还其比特币担保信贷额度以降低财务风险。

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