在当今数字货币热潮下，摩根大通等美国矿企的总市值创下了历史新高，然而，令人意外的是，矿工们却大举抛售比特币。这一现象背后到底隐藏着怎样的故事？让我们一起深入挖掘，揭开这个行业的神秘面纱。
In the midst of today’s digital currency boom, the total market value of American mining companies, such as Morgan Chase, has reached an all-time high, yet, surprisingly, miners are selling bitcoins. What is the story behind this phenomenon?
矿企市值创新高的背后，是数字货币市场的持续繁荣。近年来，随着比特币等加密货币价格的持续上涨，越来越多的投资者涌入这一领域，推动了矿企的市值不断攀升。摩根大通等知名企业更是在数字货币领域扮演着举足轻重的角色，其市值的飙升也成为了业界的热议话题。然而，尽管市值不断攀升，矿工们却选择大举抛售比特币，这一举动引发了人们对数字货币市场的深思。
In recent years, as the price of encrypted currencies, such as Bitcoins, continues to rise, increasing numbers of investors have pushed the market value of mining companies to rise. Prominent firms, such as Morgan Chase, have played an important role in digital money, and the boom in market value has become the subject of much discussion in industry.
矿工们抛售比特币的行为，或许源于对市场的看法和对未来的预期。在数字货币市场波动较大的情况下，矿工们或许认为现在是抛售的好时机，可以获得更多利润。此外，部分矿工可能存在着对数字货币未来走势的担忧，选择及时抛售来规避风险。这种行为也反映了数字货币市场的不确定性和波动性，投资者需要时刻保持警惕，做出符合市场情况的决策。
Moreover, some miners may have concerns about the future of digital money, choosing to sell it in time to avoid risks. Such behaviour also reflects uncertainty and volatility in the digital currency market, and investors need to remain vigilant and make market-friendly decisions.
然而，抛售比特币的背后，也暴露出了数字货币市场的一些问题和风险。数字货币的价格波动较大，市场缺乏有效监管，存在着操纵和内幕交易的可能性。矿工们的抛售行为或许是对市场风险的一种警示，投资者在参与数字货币交易时需要格外小心谨慎，避免蒙受不必要的损失。
The price volatility of digital currencies, the lack of effective regulation of markets, and the possibility of manipulation and insider trading. Miners’ selling may be a warning of market risks, and investors need to be particularly careful in engaging in digital currency transactions to avoid unnecessary losses.
除了市场风险外，数字货币的能源消耗也备受争议。比特币等加密货币的挖矿过程需要大量的电力支持，这导致了能源消耗的剧增，给环境带来了巨大压力。随着社会对可持续发展的重视不断提升，数字货币的能源消耗也逐渐成为了人们关注的焦点。矿工们抛售比特币的行为或许也与对环境问题的担忧有关，他们或许希望通过减少挖矿活动来降低对环境的影响。
In addition to market risks, the energy consumption of digital money is controversial. The mining of encrypted currencies such as Bitcoin requires substantial power support, which has led to a dramatic increase in energy consumption, placing enormous pressure on the environment.
综上所述，摩根大通等矿企市值创新高的背后，隐藏着数字货币市场的复杂性和风险。矿工们大举抛售比特币的行为，既反映了他们对市场的看法，也折射出数字货币行业的诸多问题。在数字货币热潮下，投资者需要保持理性，审慎对待市场波动，以规避风险，实现长期投资的可持续收益。数字货币市场蕴藏着巨大的机遇和挑战，唯有保持警惕，才能在这个充满活力的领域中把握机遇，实现财富增值。愿每位投资者在数字货币的世界里，都能找到属于自己的财富密码。
In the context of the digital currency boom, investors need to be rational and cautious about market volatility in order to avoid risks and achieve sustainable returns on long-term investments. The digital currency market has enormous opportunities and challenges, and only by remaining vigilant can each take advantage of the opportunities and value added in this dynamic field. It is hoped that every investor in the digital currency world will find its own code of wealth. 
摩根大通指出，在6月上半月，这14家矿企的股价表现几乎都优于比特币，其中，以全球最大矿企之一的Core Scientific(CORZ)涨幅最大，达到117%，近1个月更是暴涨297%，市值达18.37亿美元。
According to Morgan Chase, in the first half of June, the 14 mining companies performed almost better than Bitcoin, with one of the largest mining companies in the world, Core Scientific (CORZ), rising most, to 117 per cent, with a sharp increase of 297 per cent in the last month and a market value of $1,837 million.
不过，Argo Blockchain(ARBK)则表现最差，在6月下跌了7%，没能跑赢比特币。
However, Argo Blockchain (ARBK) performed the worst, falling by 7 per cent in June and failed to win Bitcoin.
至于Core Scientific在6月股价暴涨的原因，或许还要归因于Core Scientific与AI公司Core Weave在本月稍早宣布的合作。
As to the reason for the sharp rise in the stock price of Core Scientific in June, it may also be due to the cooperation announced earlier this month between Core Scientific and AI Core Weave.
6月3日，Core Scientific宣布与Core Weave签订了一份协议，作为合作的一部分，Core Scientific将向Core Weave的GPU提供高达200兆瓦的电力托管服务，预计将为Core Scientific带来超过35亿美元的累计总收入。
On 3 June, Core Scientific announced that an agreement had been signed with Core Weave and that, as part of its cooperation, Core Scientific would provide up to 200 megawatts of electricity hosting services to GPU in Core Weave, which was expected to generate over $3.5 billion in accumulated total revenue for Core Scientific.
据了解，Core Weave是一家云服务提供商，提供高性能的计算资源租赁服务，由于其与当前的晶片制造龙头英伟达关系紧密，因此也有人戏称其为「英伟达亲儿子」。
It is understood that Core Weave, a cloud service provider, provides high-performance computing resource rental services, which are also known as the “Big Son” because of their close ties to the current crystal-making champion, Yvette Weida.
另外，摩根大通分析师Reginald Smith和Charles Pearce还表示，自比特币在4月完成新一轮的减半后，比特币挖矿的难度也正在持续下降，而这14家上市矿企所占的份额也随着增长：网络哈希率(衡量行业竞争和挖矿难度的指标)自5月份以来下降了约1%(7EH/s)。这14家公司现在占据全球网络哈希率的约23.8%，较上月增长了1%，这是一个令人兴奋的迹象。
In addition, Morgan Chase analysts Reginald Smith and Charles Pearce have indicated that the difficulty of mining Bitcoin has continued to decline since the completion of its new round by half in April, and that the share of these 14 listed mining companies has increased: the network Hashi rate (an indicator measuring industry competition and mining difficulties) has declined by about 1 per cent (7EH/s) since May. These 14 companies now account for about 23.8 per cent of the global network Hashi, an increase of 1 per cent over the previous month, which is an encouraging sign.
然而，虽然矿企股票持续攀高、挖矿难度下降…但据Glassnode数据显示，自2023年10月以来，比特币矿工们钱包中的BTC余额已经持续减少了30,000枚，目前总量约为180万枚。
However, although mining companies have continued to climb up their stocks and have been less difficult to dig but according to Glasnode data, the balance of BTC in Bitcoin miners'wallets has been steadily reduced by 30,000 since October 2023, bringing the total to about 1.8 million.
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