Umbiko kaDisemba 2019 ngenethiwekhi yezimayini ze-Bitcoin evela ku-CoinShares Research, ingxenye yefemu yokuphatha impahla yedijithali, wethule imboni enempilo enhle ekupheleni konyaka, ngenani le-hashi elicishe liphindeke kabili ezinyangeni eziyisithupha ezedlule, a. isizukulwane esisha sobuchwepheshe obunamandla nobusebenza kahle ezimakethe kanye nokuqhubeka nokusetshenziswa kwamandla aqhubekayo, avuselelekayo.

Umbiko ubonise ukuthi, ngenani lentengo ye-bitcoin yalo nyaka, isilinganiso semali kanye nemvamisa yokuvimba, abavukuzi bebesendleleni yokwenza imali eyizigidi eziyizinkulungwane ezingu-5,4 emalini engenayo yonyaka we-2019, yehle kancane kusukela ku-2018, kodwa ikhuphuke kakhulu isuka ku-$ 3,4 billion eqoqwe ngo-2017.

“Ngokungafani nesikhathi esiholela embikweni wethu wangaphambilini, lezi zinyanga eziyisi-6 ezidlule bezinokuthula uma kuqhathaniswa nezinguquko ezinkulu zesakhiwo,” ngokombiko.“Nakuba isikhathi esiphakathi kukaNovemba 2018 noJuni 2019 sabona isibalo esikhulu sokuqothuka nokudluliswa kwemali, ukuthuthukiswa kwezinyanga eziyisi-6 ezidlule bekungenye yokwanda.”

Njengoba umkhakha wezimayini we-bitcoin ukhula phezu kwalo mfutho omuhle kusukela ekupheleni kuka-2019 futhi uphokophele ku-2020, izici ezifana nezinga le-hash elandayo, ihadiwe entsha, ukwehla komvuzo okuzayo nokunye okwengeziwe kuzonquma ukuthi imboni, kanye ne-Bitcoin ngokuvamile, ikhula kanjani.

I-CoinShares ibike "ukwenyuka okukhulu" kwezinga le-hashi yezimayini elicishe liphindeke kabili ezinyangeni eziyisithupha ezedlule lisuka cishe kuma-exahashe angu-50 ngomzuzwana (EH/s) laya cishe ku-90 EH/s, selifinyelele umvuthwandaba ngaphezu kuka-100 EH/s.

Lo mbiko uveze ukuthi lokhu kwanda kuhlobene nenhlanganisela yokutholakala kwesizukulwane esisha semishini yezimayini enamandla, esebenza kahle kanye nezintengo ezimaphakathi ze-bitcoin.

Esiqeshini sakamuva se-podcast ye-What's Halvening, uMqondisi Wocwaningo we-CoinShares uChris Bendiksen uxoxe ngokunyuka kwezinga le-hash, ikakhulukazi kusukela ekusebenzeni kwamaShayina, athe ahlanganisa cishe amaphesenti angu-70 okwanda.I-China manje yenza amaphesenti angu-65 wezinga le-hash yezimayini ze-bitcoin emhlabeni jikelele.

U-Bendiksen waphawula ukuthi lokhu kunyuka kwezinga le-hashi kwakubangelwa kakhulu ubuchwepheshe obuthuthukisiwe futhi, njengoba amakhompyutha amaningi amasha ezimayini akhiqizwa e-China, abavukuzi baseShayina babe ngowokuqala emgqeni wokuthola ukuthuthukiswa kobuchwepheshe besizukulwane esilandelayo.

Ulindele ukuthi, njengoba ubuchwepheshe obusha buhlunga emakethe yaseNtshonalanga, izinga le-hashi lapho lizokhuphuka.

Uphinde waphawula ukuthi kunezimpawu zokuthi njengoba abavukuzi baseShayina bethuthukisa babethumela i-hardware yabo endala yezimayini ye-Bitmain Antminer S9 ezindaweni ezifana ne-Iran ne-Kazakhstan.

I-Blockstream CSO uSamson Mow, inkampani yakhe inemisebenzi yezimayini eQuebec, eCanada, nase-Adel, eGeorgia, uvumelane nombono weBendiksen onethemba ngo-2020.

"I-hashrate yenethiwekhi ye-Bitcoin izolokhu ikhuphuka njengoba abavukuzi beshintsha imishini emidala ngamamodeli amasha nasebenza kahle," kusho uMow etshela i-Bitcoin Magazine.

Njengoba kuphawuliwe ngenhla, umbiko we-CoinShares ubonise ukuthi "amandla afinyelela ku-65% we-Bitcoin hashi ahlala ngaphakathi kwe-China - inani eliphakeme kakhulu esilibonile kusukela saqala ukuqapha inethiwekhi yethu ngasekupheleni kuka-2017."

Naphezu kokukhula kwezimayini bitcoin emhlabeni wonke, ezindaweni ezifana neNyakatho Melika, iRussia kanye neMpumalanga Ephakathi, i-China isabusa imboni.Abanye bangabheka lokhu njengokukhathazayo, ikakhulukazi njengoba ukubusa kubonakala kukulungele ukukhula ngokungena ngo-2020, njengoba kuhlanganisa enye yezimboni ezibucayi kakhulu zeBitcoin.

Ngakolunye uhlangothi lukaMow, ukubusa kweShayina kuyinto okufanele sikuqaphele, kodwa ekugcineni ukholelwa ukuthi “akuyona indaba.”

"Bengingeke ngikhathazeke ngokubusa kweChina ezimayini zeBitcoin," kusho uMow.“Izinzuzo eziyinhloko zokumba izimayini e-China yizikhathi zokusetha ngokushesha kanye ne-CapEx yokuqala ephansi, okuhambisana nokusondelana nalapho kuqoqwe khona ama-ASIC, okukhuthaze ukukhula kwemboni lapho … njengoba sesinengqalasizinda yezimayini eyakhiwe eNyakatho Melika, njengasezimayini zeBlockstream. ukusebenza nokunye, izinzuzo ze-CapEx azibalulekile kangako, futhi sinenzuzo eyengeziwe yezindleko eziphansi zikagesi.”

Umbiko we-CoinShares waphawula ukuthi kube khona "ukushintshwa kwenqubomgomo" enkulu engxenyeni kahulumeni waseShayina, kusukela ekufakeni izimayini njengemboni engathandeki muva nje ngo-April 2019 ukuze kukhishwe izimayini kulolu hlu ngokuphelele (nakuba bitcoin ngokwayo namanje ingekho emthethweni).

"Izimayini eChina zisakwenziwa ngabantu ngabanye kanye nezinkampani, njengoba nje izimayini eNyakatho Melika nanoma iyiphi enye indawo," kusho uMow."Futhi, umqondo 'we-hash rate yaseChina' uyadukisa ngoba kukhona abantu abangewona amaShayina kanye nezinkampani ezimba izimayini eChina, njengoba kukhona abavukuzi baseChina eNyakatho Melika."

Kulesi sihloko, i-Bitcoin Magazine ifinyelele inani labaholi bemboni yezimayini kanye nama-CEO mayelana nezindaba zabo ezibalulekile zonyaka ka-2020. Abaningana bakhulume ngokuncipha kwe-Bitcoin okuzayo (noma “ukwehliswa kwesigamu”), okulindeleke ngoMeyi 2020, njengento okufanele ibukwe.

"Ukwehliswa kwesigamu kuzoba nomthelela omkhulu ezimayini ngo-2020," kusho u-Andrew Kiguel, oyi-CEO ye-Hut 8 Mining.“Bonke abavukuzi kufanele balungiselele okwenzekayo futhi kunemiphumela eminingana engase ibe khona.Njengoba umklomelo wehla usuka ku-12.5 uye ku-6.25 [BTC], abavukuzi abangasebenzi kahle bazophoqeleka ukuthi bahlole ukusebenza.”

Mayelana nezingxenyekazi zezimayini ze-bitcoin, umbiko we-CoinShares ubonise ukuthi “ukwehliswa uhhafu womvuzo entwasahlobo ka-2020, amagiya amadala njenge-Antminer S9 ehlonishwayo, esasakazwa kabanzi kunethiwekhi, cishe izobe isondela ekupheleni kwesikhathi sayo esiwusizo. ngaphandle uma intengo ye-Bitcoin ikhuphuka kakhulu, noma ngempela uma opharetha abaningi befinyelela kugesi eduze noma ngaphansi ¢1/kWh.”

Izinga le-hash yezimayini ze-bitcoin nalo lizothinteka.Ku-What's Halvening, u-Bendiksen uthe uma intengo ye-bitcoin ihlala ifana, "uzobona ukwehla kwesilinganiso se-hash samaphesenti angu-50" nezinye izinkampani zivalwa.Kodwa uma inani le-bitcoin liphindwe kabili, izinga le-hash lizobuyela lapho lalikhona.

"Le ngxenye ezayo izobona ukunikezwa kwansuku zonke kwe-bitcoin kwehla kusuka ku-1,800 kuya ku-900," esho.“Njengoba ukuqwashisa okujwayelekile nge-Bitcoin kuphezulu kakhulu, kanye nokushintshaniswa kwama-ramp sekuvuthwe kakhulu kuneminyaka emine edlule, ngingalindela ukubona ukwenyuka kwentengo - uma kungenjalo ngesikhathi sokwehliswa kwesigamu, bese kuthi ezinyangeni landela.”

Ekugcineni, ukwehla kwesigamu kuzoba nomthelela kuzo zonke izinkomba eziyinhloko zezimayini ze-bitcoin ngo-2020: okokusebenza okusetshenzisiwe, isilinganiso se-hashi kanye nentengo.Kodwa ukuthi imboni yezimayini ithinteke kangakanani kusazonqunywa.

"Ingabe izinga le-hashi lenethiwekhi lizokwehla kakhulu ngemva kokwehliswa kwesigamu?"Kubuza uKiguel.“Ngikholwa wukuthi kuzoba njalo njengoba abavukuzi abasebenzisa imishini emidala ngeke besakwazi ukusebenza.Ingabe intengo ye-bitcoin rally ekuphenduleni uhhafu ... noma isivele inenani layo?Ngicabanga ukuthi sizobona intengo, nokho, mhlawumbe hhayi phezulu njengoba abanye belindele.Mhlawumbe ukwehla okungamaphesenti angama-50 kuye kwayi-100 kusuka kumazinga amanje.”

Ngokwemvelo, ukwehliswa kwesigamu kanye nomthelela wakho olindelekile kusemqondweni wabo bonke abavukuzi ababalulekile be-bitcoin njengoba kuqala u-2020.

"Ukuze kugcinwe umnotho wezimayini wamanje ngaphambi nangemuva kokwehliswa kwesigamu, amanani e-BTC azodinga ukwenyuka kakhulu, noma kuzoba nokwehla okumangalisayo kwezilinganiso ze-hashi zenethiwekhi njengoba abavukuzi bezindleko eziphezulu bekhipha i-hardware yabo," kusho i-CEO ye-Bitfarms u-Wes Fulford."I-Bitfarms isesimweni esihle sokumelana nanoma yikuphi ukuntengantenga kwesikhashana kwezomnotho wezimayini ngokusekelwe esakhiweni sethu esinezindleko eziphansi, ukufinyelela kugesi onenani elincintisanayo kanye nemikhumbi yezimayini yesizukulwane esisha."

U-Bendiksen uphawule kwethi What's Halvening ukuthi ukuvela kobuchwepheshe bezimayini kuqhubeka ngesivinini esikhulu kunangaphambili njengoba izinkampani zezimayini ze-hardware ezifana neKhanani ne-MicroBT ziqhudelana ngokuseduze ne-hardware giant Bitmain.

Futhi njengoba izinkampani ezifana neKhanani kanye ne-Bitmain zifaka izicelo zokunikezwa komphakathi kokuqala e-US, imakethe yehadiwe izohlukaniswa kakhulu ngo-2020.

Embikweni wayo, i-CoinShares ibhale abadlali abakhulu emakethe yokukhiqiza ekupheleni kuka-2019 njenge-Bitmain, nochungechunge lwayo lwe-Antminer 15 kanye ne-17;I-MicroBT, enochungechunge lwayo lwe-Whatsminer 10 no-20;I-Bitfury, ne-chipset yayo yakamuva ye-Clarke;iKhanani, nochungechunge lwayo lwe-Avalon 10;I-Innosilicon, neyunithi yayo ye-T3;kanye ne-Ebang, nemodeli yayo ye-E10.

"Lawa mamodeli amasha akhiqiza cishe ama-hashrate angu-5 ngeyunithi ngayinye njengabanduleli bawo, okusho ukuthi nakuba ngokweyunithi, abakhiqizi abaningana babika ukuthengiswa okuqinile kwamamodeli esizukulwane sangaphambilini, ngesisekelo se-hashrate, i-Bitmain ne-MicroBT zine ilethe iningi lamandla amasha kunethiwekhi,” ngokusho kombiko.

Akufanele kusimangaze ukuthi i-Fulford ibone ukubaluleka kokusebenzisa ubuchwepheshe bakamuva nobusebenza kahle kakhulu ngo-2019, obungasetha i-Bitfarms ibe no-2020 okhiqiza kakhulu.

"Singeze abavukuzi abasha abayizi-13,300 okuholele ekwenyukeni ngamaphesenti angama-291 kumandla wekhompyutha we-hash kulo nyaka," esho."Abavukuzi besizukulwane esisha sebemele amaphesenti angama-73 amandla ethu ekhompiyutha afakiwe esibeka njengomunye wabavukuzi abasebenzisa ugesi ngendlela eyongayo ezimakethe zomphakathi."

I-Plouton Mining, inkampani yezimayini ye-solar bitcoin ehamba phambili esebenza esiFundeni saseMojave eCalifornia, inokugcizelela okufanayo ngo-2020.

"Kuwo wonke u-2020 nokuya phambili, sihlala sigxile ekusebenziseni i-Hardware esebenza kahle kakhulu kanye nokugcina izilinganiso eziphezulu kakhulu zokusebenzisa amandla, izisekelo ezibalulekile ekugcineni inzuzo yokusebenza," i-CEO ye-Plouton uRamak J. Sedigh etshela i-Bitcoin Magazine.

Kodwa lokhu kutshalwa kwezimali kwezobuchwepheshe bamuva, yiqiniso, kuncike enzuzweni eqhubekayo yezimayini bitcoin ngo-2020. Kuze kube manje, uSedigh wachaza ukuthi ukukhathazeka kwakhe okukhulu ukuthi ngabe i-bitcoin izokwazi ukugcina intengo eqinile.

"Icala lanoma yikuphi ukusebenza kwezimayini, ngakho-ke impumelelo yemboni, incike ngempela ekuzinzeni kwe-bitcoin," kusho uSedigh.“Sihlela ukusinda emazingeni aphansi, kodwa sidinga ukugcina amanani aphezulu ukuze abatshalizimali bendabuko bazizwe beqiniseka ukuthi batshala imali kumaphrojekthi ahlobene ne-bitcoin.Ukuze ngifeze lokho, ukukhathazeka kwami ​​okukhulu ukukhohlisa kwentengo, ngoba emakethe yemakethe elinganiselwa ku-$150 billion, i-bitcoin kulula ukuyilawula ngokuhwebelana, okunomthelela ekuguquguqukeni. "

Uma sibheka phambili ku-2020, izimayini ze-bitcoin ngeke zibe yizinhliziyo ezibuthakathaka, njengoba ukuguquguquka kwentengo kuseyinto enkulu engaziwa, kubika i-CoinShares.

Ku-What's Halvening, u-Bendiksen wamangala ngabafaki engozini abazimisele ukutshala izigidigidi zamaRandi ezimayini ze-bitcoin naphezu kwemibuzo eminingi.Noma yikuphi ukuhlaziywa kwengozi, wathi, kuzokutshela ukuthi kuyibhizinisi eliyingozi kakhulu futhi nokho, ngokusekelwe ezenzweni zabahlanganyeli bayo, abavukuzi be-bitcoin banokholo ngokucacile bitcoin kanye nenethiwekhi.

Imibono nemibono evezwe lapha imibono nemibono yombhali futhi ayibonisi leyo ye-Nasdaq, Inc.

I-Bitcoin Magazine ingeyokuqala futhi eyisisekelo yokushicilelwa kwemali yedijithali emhlabeni, ehlanganisa imibono emisha, izindaba ezisematheni kanye nomthelela womhlaba wonke ezimpambanweni zomphetho zezezimali, ezobuchwepheshe kanye ne-Bitcoin.Ishicilelwe yi-BTC Media, okushicilelwe ku-inthanethi kusiza abafundi bamazwe ngamazwe nsuku zonke abavela endlunkulu yabo e-Nashville, Tennessee.Ukuze uthole ulwazi olwengeziwe nazo zonke izindaba ezihamba phambili kanye nemibiko ejulile ye-Bitcoin nobuchwepheshe be-blockchain, vakashela i-BitcoinMagazine.com.

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