Block Inc. 將重點轉向加密貨幣挖礦、取消 TBD 並減少 TIDAL

Block（前身為 Square Inc.）表示，將減少其音樂串流服務 TIDAL 和專注於網路去中心化的企業 Sunset TBD 的資源

Payments firm Block Inc. (NYSE:SQ), founded by Jack Dorsey, is pivoting its focus towards the cryptocurrency mining sector.

由 Jack Dorsey 創立的支付公司 Block Inc.（NYSE：SQ）正在將重點轉向加密貨幣採礦領域。

In a Nov. 7 shareholder letter, Block, formerly known as Square Inc. (NYSE:SQ), said it would dial down resources towards its music streaming service TIDAL, and sunset TBD, a venture focusing on decentralizing the internet, to focus on expanding its presence in the Bitcoin mining sector.

Block（前身為Square Inc.（NYSE：SQ））在11 月7 日的一封股東信中表示，將減少對音樂串流服務TIDAL 和Sunset TBD（一家專注於去中心化互聯網的企業）的資源，以專注於擴大其在比特幣挖礦領域的影響力。

Block acquired TIDAL in a 2021 acquisition for roughly $300 million, as the streaming service was facing stiff competition and failing to gain traction. The platform has continued to struggle, with reports indicating workforce reductions and a $132.3 million impairment charge.

Block 在 2021 年以約 3 億美元的價格收購了 TIDAL，因為該串流媒體服務面臨激烈的競爭且未能獲得關注。該平台繼續陷入困境，有報告顯示勞動力減少和 1.323 億美元的減損費用。

Meanwhile, TBD, a subsidiary of Block, set out to create a decentralized web experience in 2022 which it dubbed Web5. It is not clear why the company intends to shut down operations.

同時，Block 子公司 TBD 計劃在 2022 年創建一種去中心化的網路體驗，並將其稱為 Web5。目前尚不清楚該公司為何打算關閉業務。

The timing of Block’s announcement coincides with Donald Trump winning the U.S. presidential election.

布洛克宣布這一消息的時間恰逢唐納德·川普贏得美國總統大選。

Recall that in June, Trump said he’d like to see all remaining Bitcoin mined in the U.S., highlighting its potential to help the country dominate the energy sector. The news was a big boost for Bitcoin mining stocks and brought some energy back to a sector that’s been struggling with profits since this year’s halving slashed mining rewards by half.

回想一下，川普在 6 月表示，他希望看到所有剩餘的比特幣都在美國開採，強調了比特幣幫助美國主導能源產業的潛力。這一消息極大地提振了比特幣礦業股，並為這個自今年減半以來一直在盈利中苦苦掙扎的行業帶來了一些活力。

Block seems to be positioning itself to capitalize on the renewed momentum in the U.S. mining sector, which it believes has “a healthy pipeline of demand.”

Block 似乎正在將自己定位為利用美國採礦業的新勢頭，它認為美國採礦業擁有「健康的需求管道」。

While Block doesn’t mine Bitcoin directly, it develops mining equipment through its Proto initiative. Earlier this year, the company revealed it had developed a 3-nanometer mining chip, which prominent Bitcoin miner Core Scientific (NASDAQ:CORZ) has decided to incorporate into its operations.

雖然 Block 不會直接開採​​比特幣，但它透過其 Proto 計劃開發採礦設備。今年早些時候，該公司透露已開發出一款 3 奈米挖礦晶片，著名的比特幣礦商 Core Scientific（納斯達克股票代碼：CORZ）已決定將其納入其營運中。

Block will also allocate a portion of the restructured resources towards its self-custodial hardware wallet offering Bitkey, the letter noted. Launched in March 2024, the device lets users store BTC while also facilitating purchases via traditional channels leveraging its partnerships with exchanges and payment providers.

信中指出，Block 還將分配一部分重組資源用於其自我託管硬體錢包產品 Bitkey。該設備於 2024 年 3 月推出，允許用戶儲存 BTC，同時也利用其與交易所和支付提供者的合作夥伴關係，促進透過傳統管道的購買。

The company’s new direction comes as its revenue missed Wall Street estimates, reporting $5.98 billion for the third quarter, falling short of the expected $6.24 billion, and follows layoffs across the Cash App, Foundational, and Square divisions in January, along with a reduction of around 40 Tidal employees in December.

該公司的新方向出現之際，其第三季度營收為59.8 億美元，低於華爾街預期，低於預期的62.4 億美元，並在1 月份對Cash App、Foundational 和Square 部門進行了裁員，並減少了12 月約有 40 名 Tidal 員工。

Meanwhile, as Block narrows its focus on the mining market, U.S. Bitcoin miners have been expanding operations over the past month. In September, CleanSpak (NASDAQ:CLSK) acquired seven Bitcoin mining facilities in a bid to reach its goal of boosting its hashrate to 37 EH/s by the end of 2024.

同時，隨著 Block 縮小對挖礦市場的關注範圍，美國比特幣礦商在過去一個月一直在擴大業務。 9 月，CleanSpak（納斯達克股票代碼：CLSK）收購了 7 個比特幣挖礦設施，以期實現到 2024 年底將算力提高到 37 EH/s 的目標。

In August, Marathon Digital Holdings (NASDAQ:MARA) raised $292.5 million to fund its strategic expansions.

8 月，Marathon Digital Holdings（納斯達克股票代碼：MARA）籌集了 2.925 億美元，為其戰略擴張提供資金。

According to an H.C. Wainwright & Co. report in the third quarter of 2024, publicly listed Bitcoin mining firms collectively saw a 4.5% increase in hash rate.

根據 HC Wainwright & Co. 2024 年第三季的報告，公開上市的比特幣挖礦公司的哈希率整體成長了 4.5%。