PANews 3月5日消息，据彭博社报道，随着比特币价格从去年10月高点下跌超40%，持有超过80亿美元比特币的大型矿企正悄然加速抛售。与以往为覆盖成本而抛售不同，此轮抛售的资金正重新配置到人工智能领域。矿企们正将同样具备廉价电力和资本密集型基础设施优势的矿场，重新定位为AI数据中心运营商，以获取比比特币挖矿更可预测的收入来源。
仅次于Strategy的第二大比特币持有者MARA Holdings正在调整战略，可能出售其近40亿美元储备中的一部分。CleanSpark和Riot Platforms已重组高管层以加速AI转型。Bitdeer已清空其比特币持仓。分析师指出，矿企抛售引发市场焦虑，但抛售所得正用于战略性重新配置而非生存，矿企们的盈利前景实际上更为乐观。
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Articoli correlati
Bitcoin miners are becoming AI companies and selling their BTC to fund the transition
The bitcoin mining industry is undergoing the most fundamental transformation in its history, and the clearest sign isn't the hashrate or the difficulty adjustments. It's the balance sheets.
CoinShares' Q1 2026 mining report, published this week, reveals that the weighted average cash cost to
CoinDesk7m fa
分析：比特币位于新买家成本基础区间下沿，上行动能仍未明确形成
BlockBeats 消息，3 月 29 日，Glassnode 发文表示，比特币目前位于新买家成本基础区间（6 万美元至 7 万美元）的下边界。该价格区间内的供应积累较为明显，但与历史上推动强劲复苏的前例相比，当前筹码集群的密度相对较薄。从形态上看，当前积累结构在形态上具备建设性意义，但在强度上仍不足，尚未形成明确的上行动能信号。
BlockBeatNews19m fa
Glassnode：BTC 处于新入场资金成本区间下沿，筹码积累强度尚不足
Gate News 消息，3 月 29 日，链上数据平台 Glassnode 在 X 平台发文指出，当前比特币价格位于新入场投资者的资金成本区间（6 万美元至 7 万美元）下沿。数据显示，该区间内已出现一定程度的筹码积累，但整体规模仍低于历史上推动强劲反弹的典型水平，筹码密集度相对较弱。Glassnode 表示，当前积累结构在形态上具备建设性意义，但在强度上仍不足，尚未形成明确的上行动能信号。
GateNews23m fa
Bitcoin Hashrate Reclaims 1 ZH/s as Hashprice Slides Lower
Bitcoin's hashrate has risen above 1 ZH/s despite a 6.65% drop in hashprice over three days. Miners are maintaining operations amid tighter margins and expect a difficulty increase on April 2, 2026, which may further impact revenue.
Coinpedia32m fa
法国巴黎银行推出6只加密资产ETN，覆盖BTC、ETH等资产
法国巴黎银行宣布推出6只加密资产相关ETN，为投资者提供间接配置比特币、以太坊等资产的渠道。这些产品符合欧盟监管框架，将于2026年向多类客户开放认购。
GateNews39m fa
