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矿企:比特币挖矿基本上不受疫情影响,价格最让人担忧_LibraNews_服务于区块链创新者

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近日,全球一些大型挖矿公司称,比特币矿业活动基本上未受COVID-19的影响——除了比特币的价格下跌之外。

矿企:比特币挖矿基本上不受疫情影响,价格最让人担忧_LibraNews_服务于区块链创新者

来源:Pixabay

四家比特币挖矿公司告诉Decrypt,虽然一些较新矿机的供应链已中断,但它们并未面临太多问题。 有一家公司已经完全适应了这种状态,现在所有员工都在远程工作。 随着中国新冠疫情的改善,目前的情况开始恢复正常。

“越来越多的人要去办公室工作,去餐馆,以及外出活动。当然,每个人都非常认真地对待Covid-19,戴着口罩,但是情况已经逐渐恢复正常。因此,关于供应链在不久的将来,我预计中国不会出现任何问题。”F2Pool矿池全球业务总监Thomas Heller告诉Decrypt。

尽管受到封锁的影响,但一些矿工还是找到了适应的新方法。根据矿业公司Argo Blockchain的说法,整个公司都已在线上工作。

“我们的公司和员工现在都在远程工作,我们所有的挖矿设施都能够继续正常运行,” Argo发言人说。

这位发言人说:

“到目前为止,我们的采矿设备供应商还没有出现任何问题。目前,我们看到需求的增长更多是因为5月份的比特币减半,而不是Covid-19。我们希望供应商最终可以按时交付和安装我们最新订购的1000台S17 +矿机。”

但是,全球供应链的关闭对一些比特币矿业公司产生了影响。

 

Covid-19仍带来了一些让人头疼的问题

 

几位矿商在获取新机器时遇到了供应链问题。

Heller解释说:

“由于交通限制,在二月期间,中国的一些矿厂面临一些挑战。在某些地方,损坏的机器无法送到现场维修中心。由于矿厂停工,2月初新矿机的出货也延迟了大约两周。”

中国的矿机制造商Whatsminer报告了类似的中断事件,他告诉Decrypt,封锁已经影响到了他们的供应链。

“由于工厂工人并没有在二月份放假结束后回来,这使制造业放慢了速度,而且很难获得备用PSU之类的零件。” 但是Whatsminer已经交付了m30系列采矿设备,因此受影响不大。

Genesis Mining运营负责人Phill Salter表示,尽管出现了一些混乱,但这是大多数主流公司不得不面对的问题。

“全球范围内的供应链都暂停了,因此,我们的新项目进度比计划的要慢。但是,现在每个人都一样。”

 

矿机需求下降

 

虽然矿机的供应在很大程度上未受影响,但对新矿机的需求却在下降。 矿业专家将责任归咎于5月比特币减半之前的比特币价格下跌,这将使矿业收入减少一半。

Argo发言人说:

“我们对市场的了解是,由于许多采矿企业在减半之前都选择了更为谨慎的方法,因此对最新,最高效矿机的需求已经放缓。”

Genesis Mining补充说,这可以从比特币算力降低(比特币矿工保持网络运行的总计算能力)中看出。 挖矿难度降低意味着更少的矿工正在开采。

他们补充说:

“难度下降了,这不是Covid-19的直接影响,而是因为价格下降了。这使许多矿工无利可图,他们不得不关闭矿机。”

价格才是比特币矿工最担心的问题,而不是Covid-19。

 

本文经Decrypt授权编译发布。

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