#US mining company buys $3.7 billion in Bitcoin#

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Overview

Recently, US Bitcoin mining companies are actively raising funds to buy Bitcoin in response to tightening profit margins. Since last November, companies like Mara Holdings, Riot Platforms, and CleanSpark have raised over $3.7 billion from investors and used it to buy Bitcoin. These companies typically raise funds through zero-interest or near-zero-interest convertible notes. However, with the growing demand for artificial intelligence, competition for US grid resources is intensifying, which could limit Bitcoin mining's hashrate. Some mining companies have already begun to relocate some of their mining farms overseas to seek cheaper energy and lower regulatory costs. In the future, Bitcoin mining's hashrate may shift overseas, while artificial intelligence will become the best use of US grid resources.

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Analysis

U.S. Bitcoin mining companies are aggressively raising funds to buy Bitcoin in response to tightening profit margins. Since last November, companies like Mara Holdings, Riot Platforms, and CleanSpark have raised over $3.7 billion from investors and used those funds to purchase Bitcoin. These companies typically raise capital through zero-coupon or near-zero-coupon convertible notes. However, with the rapid development of artificial intelligence technology, the U.S. demand for AI will have a significant impact on Bitcoin mining, and it is expected that most of Bitcoin's hashrate will shift outside the U.S. in the coming years. Russell Cann, Chief Development Officer of Core Scientific, said that from an economic perspective, AI will be more attractive than Bitcoin mining because the best use of the grid is as an AI data center, not a Bitcoin mining facility. To address this challenge, Mara Holdings plans to move half of its mining operations overseas by 2028 and expand in energy-surplus locations such as Kenya, the UAE, and Paraguay.

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US Bitcoin mining companies are accumulating cryptocurrency funds to weather tightening profit margins.

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Miners are raising capital through zero-coupon (or near zero-coupon) convertible notes, which they then use to buy Bitcoin.

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Artificial intelligence demand will significantly impact Bitcoin mining development, and most of the hashrate may shift outside the US in the coming years.

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Bitcoin miners face competition from AI developers, as the best use of the power grid may be as AI data centers.

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