誰是華爾街最大的比特幣礦商？

超過 20 家從事比特幣 (BTC) 挖礦（提取最古老的加密貨幣以獲取利潤的過程）的公司現已在全球證券交易所上市。

With Bitcoin (BTC) prices hovering around all-time highs for many months now, up over 50% YTD, one might expect the largest cryptocurrency miners to be reaping the benefits of this rally. However, that doesn’t seem to be the case, at least not for the publicly traded mining companies in the United States.

隨著比特幣 (BTC) 價格連續數月徘徊在歷史高點附近，年初至今上漲超過 50%，人們可能會預期最大的加密貨幣礦商將從這次上漲中獲益。然而，情況似乎並非如此，至少對於美國上市的礦業公司而言並非如此。

While the price of BTC has soared to new heights, not all cryptocurrency miners are equally fortunate. Year-to-date, MARA shares have dropped by 18% and RIOT has seen a decline of as much as 35%.

儘管比特幣的價格已飆升至新高，但並非所有加密貨幣礦工都同樣幸運。今年迄今為止，MARA 股價下跌了 18%，RIOT 股價跌幅高達 35%。

The situation looks better for CleanSpark, which is bucking this trend with a YTD gain of over 43%. Shares of CIFR are also on the rise, increasing in value by 25%. On the chart for CORZ, a company that debuted this year, we see a movement of 75% since the end of January.

CleanSpark 的情況看起來更好，該公司逆勢而上，年初至今漲幅超過 43%。 CIFR 的股價也在上漲，價值增加了 25%。在今年首次亮相的 CORZ 的圖表上，我們看到自 1 月底以來的變動幅度為 75%。

The recent Bitcoin halving event, which occurred in April 2024, created some uncertainty in the market. This event saw a 50% reduction in the block reward for miners, impacting their revenues. Some miners were reportedly selling off their Bitcoin inventories in preparation for this halving, which could be interpreted as a bearish signal by investors.

最近發生在 2024 年 4 月的比特幣減半事件為市場帶來了一些不確定性。這次事件導致礦工的區塊獎勵減少了 50%，影響了他們的收入。據報道，一些礦商正在拋售比特幣庫存，為減半做準備，這可能被投資者解讀為看跌訊號。

Rising energy costs also put pressure on mining companies. Bitcoin mining is an energy-intensive process, and increased electricity prices can significantly impact operational costs and profit margins. This made it challenging for some miners to maintain profitability, especially during periods of lower Bitcoin prices.

能源成本上漲也給礦業公司帶來壓力。比特幣挖礦是一個能源密集過程，電價上漲會嚴重影響營運成本和利潤率。這使得一些礦商保持獲利能力面臨挑戰，尤其是在比特幣價格較低的時期。

Here is a closer look at the largest Bitcoin miners on Wall Street:

以下是對華爾街最大的比特幣礦商的詳細了解：

1. Marathon Digital Holdings (NASDAQ: MARA)

1.馬拉松數位控股公司（納斯達克股票代碼：MARA）

Incorporated: 2010

成立時間：2010年

Headquarters: Las Vegas, Nevada

總部：內華達州拉斯維加斯

CEO: Fred Thiel (since April 2021)

執行長：Fred Thiel（自 2021 年 4 月起）

A digital asset technology company based in Las Vegas, Marathon Digital Holdings (MARA) is engaged in Bitcoin mining operations. The company was founded in 2010 and is one of the largest publicly traded Bitcoin miners in the United States. Marathon Digital Holdings is mainly focused on mining cryptocurrencies, particularly Bitcoin, using a large fleet of specialized ASIC miners.

Marathon Digital Holdings (MARA) 是一家總部位於拉斯維加斯的數位資產技術公司，從事比特幣挖礦業務。該公司成立於 2010 年，是美國最大的公開交易比特幣礦商之一。 Marathon Digital Holdings 主要專注於使用大量專業 ASIC 礦機開採加密貨幣，尤其是比特幣。

The company recently faced a setback and had to pay a $138 million fine to the founder of a competing mining company. It is alleged that Michael Ho from Hut 8 developed a growth strategy for Marathon, but was not properly compensated.

該公司最近遭遇挫折，不得不向一家競爭對手礦業公司的創辦人支付 1.38 億美元的罰款。據稱，Hut 8 的 Michael Ho 為 Marathon 制定了成長策略，但沒有得到適當的補償。

"There was no wrongdoing on the company’s part," Marathon Digital commented in an emailed statement. "We also believe that the damages awarded have no legal basis. We intend to challenge this verdict and commence the appeal process as soon as practicable.”

馬拉松數位公司在電子郵件聲明中評論道：“公司沒有任何不當行為。” “我們還認為，所判的損害賠償沒有法律依據。我們打算對這一判決提出質疑，並在切實可行的情況下盡快啟動上訴程序。”

2. CleanSpark (NASDAQ: CLSK)

2. CleanSpark（納斯達克股票代碼：CLSK）

Incorporated: 1987

成立時間：1987

Headquarters: Henderson, Nevada

總部：內華達州亨德森

CEO: Zachary Bradford

執行長：扎卡里·布拉德福德

Operating out of Henderson, Nevada, CleanSpark (NASDAQ: CLSK) is a sustainable Bitcoin mining and energy technology company that was founded in 1987. Currently led by CEO Zachary Bradford, CleanSpark runs environmentally-conscious Bitcoin mining facilities and develops software solutions for energy management and optimization.

CleanSpark（納斯達克股票代碼：CLSK）在內華達州亨德森市運營，是一家可持續的比特幣挖礦和能源技術公司，成立於1987 年。 CleanSpark 目前由執行長Zachary Bradford 領導，營運著環保比特幣挖礦設施，並開發能源管理軟體解決方案和最佳化。

At the beginning of August 2024, the 2nd biggest BTC miner on Wall Street announced the execution of 75 megawatts (MW) of power contracts and the acquisition of its first Bitcoin mining site in Wyoming.

2024 年 8 月初，華爾街第二大比特幣礦商宣布執行 75 兆瓦 (MW) 電力合同，並收購其位於懷俄明州的第一個比特幣礦場。

"We are thrilled to expand in a state so publicly supportive of our industry,” Bradford stated. “Working together with local, state and national leaders, CleanSpark plans to grow its footprint beyond Cheyenne, throughout the beautiful state of Wyoming."

布拉德福德表示：「我們很高興能夠在一個如此公開支持我們行業的州進行擴張。」「透過與地方、州和國家領導人合作，CleanSpark 計劃將其足跡擴展到夏延以外的整個美麗的懷俄明州。

3. Riot Blockchain (NASDAQ: RIOT)

3.Riot區塊鏈（納斯達克股票代碼：RIOT）

Incorporated: 2000

成立時間：2000

Headquarters: Castle Rock, Colorado

總部：科羅拉多州羅克堡

CEO: Jason Les

執行長：賈森·萊斯

One of North America's largest Bitcoin mining companies, Riot Blockchain (NASDAQ: RIOT) is based in Castle Rock, Colorado. Established in the year 2000, the company is now headed by CEO Jason Les and focuses on expanding its mining operations and developing blockchain technologies.

Riot Blockchain（納斯達克股票代碼：RIOT）是北美最大的比特幣挖礦公司之一，總部位於科羅拉多州羅克堡。該公司成立於 2000 年，目前由執行長 Jason Les 領導，專注於擴大採礦業務和開發區塊鏈技術。

Nevertheless, the company is seeking profitability beyond its mining operations. Riot is concentrating on energy sales, generating record revenues for the company.

儘管如此，該公司正在尋求採礦業務以外的獲利能力。 Riot 專注於能源銷售，為公司創造了創紀錄的收入。

"Riot achieved a new monthly record for Power and Demand Response Credits, totaling $31.7 million in August, which surpassed the total amount of all Credits received in 2022," Les commented last year. "Based on the average Bitcoin price in August, Power and Demand Response credits received equated to approximately 1,136 Bitcoin."

Les 去年評論道：“Riot 8 月份的電力和需求響應積分創下了新的月度記錄，總計 3170 萬美元，超過了 2022 年收到的所有積分總額。” “根據 8 月份的平均比特幣價格，收到的電力和需求響應積分大約相當於 1,136 個比特幣。”

4. Cipher Mining (NASDAQ: CIFR)

4.密碼挖礦（納斯達克股票代碼：CIFR）

Incorporated: 2021

成立時間：2021

Headquarters: New York City, New York

總部：紐約州紐約市

CEO: Tyler Page

執行長：泰勒佩奇

Cipher Mining (NASDAQ: CIFR) is a US-based Bitcoin mining company that was founded in 2021 and is headquartered in New York City. The company is led by CEO Tyler Page and aims to become a leader in low-cost, large-scale Bitcoin mining operations in the United States

Cipher Mining（納斯達克股票代碼：CIFR）是一家總部位於美國的比特幣挖礦公司，成立於 2021 年，總部位於紐約市。該公司由執行長 Tyler Page 領導，旨在成為美國低成本、大規模比特幣挖礦業務的領導者