2024年10月22日,比特币挖矿公司Iris Energy Ltd(IREN)股价在早盘出现大幅下跌,最大跌幅达到5.2%。截至发稿时,该股收于9.12美元,跌幅5.09%。
这一下跌或与比特币网络日渐饱和有关。数据显示,比特币算力近期突破700艾哈希/秒,首次达到这一新高,同时预计下次难度调整将在10月23日上调4%以上。这意味着矿商为维持相同的收益须投入更多算力,导致运营成本上升。
公开上市的大型矿商一直在扩大算力份额,其中包括Iris Energy等。从业务模式看,Iris Energy主要依靠可再生能源开采比特币,当算力提高后势必会对其现金流和盈利能力造成压力。不过同时,比特币价格持续走高也会增加矿商的收益。整体而言,比特币挖矿行业正面临着严峻的行业洗牌。
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