彭博社:AI热潮促使持仓共超80亿美元的比特币矿企转型,引发市场抛售担忧

BTC7,09%

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。

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