Odaily星球日报讯 一些比特币矿商，如 Mara 和 Riot，现在正在跟随 MicroStrategy 增加比特币储备，后者是一家转型为比特币购买者的软件公司，该公司在发行长期可转换债券以购买比特币方面一直处于领先地位。矿商们还承诺将比特币作为其公司财务的储备资产，增加他们的比特币储备，并保留他们开采的所有新比特币。 Mara 首席执行官 Fred Thiel 表示：“这次‘特朗普效应’实际上给了我们更多动力继续投资美国。”他们的商业模式现在是“尽可能多地积累比特币”。他们现在拥有近 4.5 万枚比特币，价值超过 44 亿美元。Hut 8 首席执行官 Asher Genoot 认为他的公司是“能源基础设施”集团，比特币是其资产负债表的财务基础。 两个月来，该行业已将其筹集资金中的约 18 亿美元用于购买比特币。（FT）

Odaily星球日报讯 一些比特币矿商，如 Mara 和 Riot，现在正在跟随 MicroStrategy 增加比特币储备，后者是一家转型为比特币购买者的软件公司，该公司在发行长期可转换债券以购买比特币方面一直处于领先地位。矿商们还承诺将比特币作为其公司财务的储备资产，增加他们的比特币储备，并保留他们开采的所有新比特币。Mara 首席执行官 Fred Thiel 表示：“这次‘特朗普效应’实际上给了我们更多动力继续投资美国。”他们的商业模式现在是“尽可能多地积累比特币”。他们现在拥有近 4.5 万枚比特币，价值超过 44 亿美元。Hut 8 首席执行官 Asher Genoot 认为他的公司是“能源基础设施”集团，比特币是其资产负债表的财务基础。两个月来，该行业已将其筹集资金中的约 18 亿美元用于购买比特币。（FT）

部分BTC矿企因特朗普效应开始跟随MicroStrategy增加比特币储备

Odaily report: Some Bitcoin miners, such as Mara and Riot, are now following MicroStrategy, a software company that has transformed into a Bitcoin buyer, in increasing their Bitcoin reserves. MicroStrategy has been a leader in issuing long-term convertible bonds to purchase Bitcoin. Miners have also pledged to hold Bitcoin as a reserve asset in their corporate finances, increasing their Bitcoin holdings and retaining all newly mined Bitcoin. Mara CEO Fred Thiel said, "This 'Trump effect' has actually given us more impetus to continue investing in the US." Their business model is now "to accumulate as much Bitcoin as possible." They now hold nearly 45,000 Bitcoin, worth over $4.4 billion. Hut 8 CEO Asher Genoot sees his company as an "energy infrastructure" group, with Bitcoin as the financial foundation of its balance sheet. Over the past two months, the industry has used about $1.8 billion of its raised funds to purchase Bitcoin. (FT)

Odaily reports that some Bitcoin miners, such as Mara and Riot, are now following MicroStrategy in increasing their Bitcoin reserves. MicroStrategy, a software company that has transformed into a Bitcoin buyer, has been a leader in issuing long-term convertible bonds to purchase Bitcoin. Miners have also pledged to hold Bitcoin as a reserve asset in their corporate finances, increasing their Bitcoin holdings and retaining all newly mined Bitcoin. Mara CEO Fred Thiel stated, "This 'Trump effect' has actually given us more motivation to continue investing in the US." Their business model is now to "accumulate as much Bitcoin as possible." They now hold nearly 45,000 Bitcoins, worth over $4.4 billion. Hut 8 CEO Asher Genoot believes his company is an "energy infrastructure" group, with Bitcoin as the financial foundation of its balance sheet. Over the past two months, the industry has allocated around $1.8 billion from its fundraising towards purchasing Bitcoin. (FT)

Some BTC mining companies began to follow MicroStrategy to increase Bitcoin reserves due to the Trump effect

Odaily reports that as resource competition intensifies, U.S. Bitcoin mining companies are accumulating cryptocurrency funds to help them withstand tightening profit margins. Since last November, companies like Mara Holdings, Riot Platforms, and CleanSpark have raised over $3.7 billion from investors, which they then used to purchase Bitcoin. These companies typically raise funds through zero-interest (or near-zero-interest) convertible notes. CoinShares research head James Butterfill said, "If Bitcoin prices don't rise, we'll see a lot of miners start to shut down or go bankrupt." Executives say the bigger challenge comes from large AI developers with more financial resources than miners. Core Scientific Chief Development Officer Russell Cann said, "U.S. AI demand will greatly impact how much Bitcoin mining can increase," predicting that in the coming years, most of Bitcoin's computing power will be outside the U.S. "It can only be explained mathematically: is the optimal use of the grid as a Bitcoin mining facility or as an AI data center? And currently, from an economic standpoint, AI will be the optimal use," Cann said. Additionally, Mara aims to move half of its mining operations overseas by 2028 and expand to energy-surplus locations like Kenya, the UAE, and Paraguay.

US-listed Bitcoin mining companies have raised more than $3.7 billion to buy BTC since November last year

Odaily reported that MicroStrategy disclosed on January 6 that it had increased its holdings by 1,070 Bitcoins. According to documents filed with the U.S. Securities and Exchange Commission (SEC), these Bitcoins were purchased with approximately $101 million in cash between December 30 and 31, 2024, at an average price of $94,004 per Bitcoin. In the 8-K form filed, MicroStrategy revealed that it has not made any additional Bitcoin purchases since December 31, 2024, and there are reports that MicroStrategy may enter a moratorium period in January 2025, suspending the issuance of stocks and convertible bonds to purchase more Bitcoins. (Cointelegraph)

Analysis: MicroStrategy may enter a shutdown period in January and stop issuing stocks and convertible bonds to buy more BTC

Odaily reported that Nick Tomaino, the founder of 1confirmation, posted on the X platform, stating that it is very likely that we will soon see various countries trying to adopt MicroStrategy's strategy: -Issuing government bonds of different maturities (5-year, 7-year, 10-year, etc.) -Using the bonds to purchase cryptocurrencies -Repaying the loans on time according to the loan term. He also stated that the question now is not whether countries will do so, but what kind of cryptocurrencies they will purchase, possibly starting with BTC, but the next one will be ETH, and any sufficiently decentralized currency can participate in this, as the government bond market is larger than the stock market.

Some BTC mining companies began to follow MicroStrategy to increase Bitcoin reserves due to the Trump effect

Download app to participate in rewarding events