⚡️ Miners' Great Escape or Transition: Is the Bitcoin Mining Industry Experiencing a Historic Moment?
The Bitcoin mining industry is facing a 'perfect storm.' Due to historically low revenues and extreme weather, Newhedge analysts predict that the next difficulty adjustment will drop by more than 13% — the largest decline since the Chinese ban in 2021. 📉
What exactly is happening?
Stock Price Plummets: The stock prices of CleanSpark, MARA, IREN, and TeraWulf fell by 10%–20% in a single day. Weather Impact: Winter storms in Texas and Tennessee have caused electricity prices to soar, forcing miners to shut down or participate in grid adjustments due to unprofitability. Whale Movements: On-chain data shows that MARA has transferred 1317 BTC (approximately $87.4 million) to external wallets and exchanges, highlighting market selling pressure.
Core Trend: Shifting to Artificial Intelligence (AI) 🤖
Miners are no longer solely relying on Bitcoin exchange rates; the industry is undergoing a structural transformation:
Despite incurring massive losses due to equipment depreciation, IREN and CleanSpark are accelerating the transformation of data centers into AI computing centers. Bit Digital even plans to completely halt mining and shift its focus entirely to AI strategies and Ethereum investment.
Summary: We are witnessing a global transformation in the industry. Old machines are being phased out, and traditional 'mining farms' are transitioning into 'computing power infrastructure' that supports neural networks.
Do you think the AI transition can revive the stock prices of mining companies? Feel free to discuss in the comments! 👇
#比特币 #挖矿 #人工智能 #CleanSpark #MARA