谁是华尔街最大的比特币矿商？

超过 20 家从事比特币 (BTC) 挖矿（提取最古老的加密货币以获取利润的过程）的公司现已在全球证券交易所上市。

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.

随着比特币 (BTC) 价格连续数月徘徊在历史高位附近，年初至今上涨超过 50%，人们可能预计最大的加密货币矿商将从这次上涨中获益。然而，情况似乎并非如此，至少对于美国上市的矿业公司而言并非如此。

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%.

尽管比特币的价格已飙升至新高，但并非所有加密货币矿工都同样幸运。今年迄今为止，MARA 股价下跌了 18%，RIOT 股价跌幅高达 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 的情况看起来更好，该公司逆势而上，年初至今涨幅超过 43%。 CIFR 的股价也在上涨，价值增加了​​ 25%。在今年首次亮相的 CORZ 的图表上，我们看到自 1 月底以来的变动幅度为 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.

最近发生在 2024 年 4 月的比特币减半事件给市场带来了一些不确定性。此次事件导致矿工的区块奖励减少了 50%，影响了他们的收入。据报道，一些矿商正在抛售比特币库存，为减半做准备，这可能被投资者解读为看跌信号。

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.

能源成本上涨也给矿业公司带来压力。比特币挖矿是一个能源密集型过程，电价上涨会严重影响运营成本和利润率。这使得一些矿商保持盈利能力面临挑战，尤其是在比特币价格较低的时期。

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

以下是对华尔街最大的比特币矿商的详细了解：

1. Marathon Digital Holdings (NASDAQ: MARA)

1.马拉松数字控股公司（纳斯达克股票代码：MARA）

Incorporated: 2010

成立时间：2010年

Headquarters: Las Vegas, Nevada

总部：内华达州拉斯维加斯

CEO: Fred Thiel (since April 2021)

首席执行官：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) 是一家总部位于拉斯维加斯的数字资产技术公司，从事比特币挖矿业务。该公司成立于 2010 年，是美国最大的公开交易比特币矿商之一。 Marathon Digital Holdings 主要专注于使用大量专业 ASIC 矿机开采加密货币，尤其是比特币。

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.

该公司最近遭遇挫折，不得不向一家竞争对手矿业公司的创始人支付 1.38 亿美元的罚款。据称，Hut 8 的 Michael Ho 为 Marathon 制定了增长战略，但没有得到适当的补偿。

"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.”

马拉松数字公司在一份电子邮件声明中评论道：“公司没有任何不当行为。” “我们还认为，所判的损害赔偿没有法律依据。我们打算对这一判决提出质疑，并在切实可行的情况下尽快启动上诉程序。”

2. CleanSpark (NASDAQ: CLSK)

2. CleanSpark（纳斯达克股票代码：CLSK）

Incorporated: 1987

成立时间：1987

Headquarters: Henderson, Nevada

总部：内华达州亨德森

CEO: Zachary Bradford

首席执行官：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（纳斯达克股票代码：CLSK）在内华达州亨德森市运营，是一家可持续的比特币挖矿和能源技术公司，成立于 1987 年。 CleanSpark 目前由首席执行官 Zachary Bradford 领导，运营着环保型比特币挖矿设施，并开发能源管理软件解决方案和优化。

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，华尔街第二大比特币矿商宣布执行 75 兆瓦 (MW) 电力合同，并收购其位于怀俄明州的第一个比特币矿场。

"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：“我们很高兴能够在一个如此公开支持我们行业的州进行扩张。”“通过与地方、州和国家领导人合作，CleanSpark 计划将其足迹扩大到夏延以外的整个美丽的怀俄明州。”

3. Riot Blockchain (NASDAQ: RIOT)

3.Riot区块链（纳斯达克股票代码：RIOT）

Incorporated: 2000

成立时间：2000

Headquarters: Castle Rock, Colorado

总部：科罗拉多州罗克堡

CEO: Jason Les

首席执行官：贾森·莱斯

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（纳斯达克股票代码：RIOT）是北美最大的比特币挖矿公司之一，总部位于科罗拉多州罗克堡。该公司成立于 2000 年，目前由首席执行官 Jason Les 领导，专注于扩大采矿业务和开发区块链技术。

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

尽管如此，该公司正在寻求采矿业务以外的盈利能力。 Riot 专注于能源销售，为公司创造了创纪录的收入。

"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 去年评论道：“Riot 8 月份的电力和需求响应积分创下了新的月度记录，总计 3170 万美元，超过了 2022 年收到的所有积分总额。” “根据 8 月份的平均比特币价格，收到的电力和需求响应积分大约相当于 1,136 个比特币。”

4. Cipher Mining (NASDAQ: CIFR)

4.密码挖矿（纳斯达克股票代码：CIFR）

Incorporated: 2021

成立时间：2021

Headquarters: New York City, New York

总部：纽约州纽约市

CEO: Tyler Page

首席执行官：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（纳斯达克股票代码：CIFR）是一家总部位于美国的比特币挖矿公司，成立于 2021 年，总部位于纽约市。该公司由首席执行官 Tyler Page 领导，旨在成为美国低成本、大规模比特币挖矿业务的领导者