Block Inc. 将重点转向加密货币挖矿、日落待定并减少 TIDAL

Block（前身为 Square Inc.）表示，将减少其音乐流媒体服务 TIDAL 和专注于互联网去中心化的企业 Sunset TBD 的资源

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

由 Jack Dorsey 创立的支付公司 Block Inc.（纽约证券交易所代码：SQ）正在将重点转向加密货币采矿领域。

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（前身为 Square Inc.（纽约证券交易所股票代码：SQ））在 11 月 7 日的一封股东信中表示，将减少对音乐流媒体服务 TIDAL 和 Sunset TBD（一家专注于去中心化互联网的企业）的资源，以专注于扩大其在比特币挖矿领域的影响力。

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 年以约 3 亿美元的价格收购了 TIDAL，因为该流媒体服务面临激烈的竞争且未能获得关注。该平台继续陷入困境，有报告显示劳动力减少和 1.323 亿美元的减值费用。

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.

与此同时，Block 子公司 TBD 计划在 2022 年创建一种去中心化的网络体验，并将其称为 Web5。目前尚不清楚该公司为何打算关闭业务。

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

布洛克宣布这一消息的时间恰逢唐纳德·特朗普赢得美国总统大选。

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，特朗普在 6 月份表示，他希望看到所有剩余的比特币都在美国开采，强调了比特币帮助美国主导能源行业的潜力。这一消息极大地提振了比特币矿业股，并给这个自今年减半以来一直在盈利中苦苦挣扎的行业带来了一些活力。

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 似乎正在将自己定位为利用美国采矿业的新势头，它认为美国采矿业拥有“健康的需求渠道”。

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.

虽然 Block 不直接开采比特币，但它通过其 Proto 计划开发采矿设备。今年早些时候，该公司透露已开发出一款 3 纳米挖矿芯片，著名的比特币矿商 Core Scientific（纳斯达克股票代码：CORZ）已决定将其纳入其运营中。

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 还将分配一部分重组资源用于其自我托管硬件钱包产品 Bitkey。该设备于 2024 年 3 月推出，允许用户存储 BTC，同时还利用其与交易所和支付提供商的合作伙伴关系，促进通过传统渠道的购买。

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.

该公司的新方向出现之际，其第三季度营收为 59.8 亿美元，低于华尔街预期，低于预期的 62.4 亿美元，并且在 1 月份对 Cash App、Foundational 和 Square 部门进行了裁员，并减少了12 月份约有 40 名 Tidal 员工。

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.

与此同时，随着 Block 缩小对挖矿市场的关注范围，美国比特币矿商在过去一个月一直在扩大业务。 9 月，CleanSpak（纳斯达克股票代码：CLSK）收购了 7 个比特币挖矿设施，以期实现到 2024 年底将算力提高到 37 EH/s 的目标。

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

8 月，Marathon Digital Holdings（纳斯达克股票代码：MARA）筹集了 2.925 亿美元，为其战略扩张提供资金。

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.

根据 HC Wainwright & Co. 2024 年第三季度的报告，公开上市的比特币挖矿公司的哈希率总体增长了 4.5%。