Bitcoin Miners Surge 52% In November As Prices Near $100,000
Bitcoin Miners Surge 52% In November As Prices Near $100,000
Smith highlighted November was a blockbuster month for U.S.listed Bitcoin (CRYPTO: BTC) miners, with the sector riding Bitcoin's meteoric rise to fresh record highs.
對於在美國上市的比特幣（加密貨幣：BTC）礦商來說，11月是轟動一時的月份，該行業推動了比特幣的飛速上漲至歷史新高。
JPMorgan analyst Reginald L. Smith noted that Bitcoin rallied to $99,000 before ending the month of November at $97,000, buoyed by a post-election rally.
摩根大通分析師雷金納德·史密斯指出，受大選後漲勢的推動，比特幣在11月底之前上漲至99,000美元，至97,000美元。
Against this backdrop, miners surged, with the aggregate market cap of 14 JPMorgan-tracked companies jumping 52% month-over-month to $36.2 billion, far outpacing Bitcoin's 37% appreciation.
在此背景下，礦業激增，14家摩根大通追蹤公司的總市值同比增長52％，至362億美元，遠遠超過了比特幣37％的升值。
Crypto Winners & Losers: Bitdeer Leads The Pack
加密貨幣贏家和輸家：Bitdeer 處於領先地位
Smith highlighted Bitdeer Technologies Group (NASDAQ:BTDR) as the standout performer, rocketing 83% in November, driven by its pure-play mining focus and hefty HODL reserves.
史密斯強調Bitdeer Technologies集團（納斯達克股票代碼：BTDR）表現出色，受其純粹的採礦業重點和龐大的HODL儲備的推動，在11月份飆升了83％。
On the flip side, Argo Blockchain PLC (NASDAQ:ARBK) lagged, shedding 3% as high-performance computing exposure weighed on sentiment.
另一方面，由於高性能計算敞口打壓了市場情緒，Argo Blockchain PLC（納斯達克股票代碼：ARBK）落後，下跌了3％。
He observed that companies with large Bitcoin holdings tended to outperform their peers, underscoring the market's favor toward miners with direct ties to the cryptocurrency's rally.
他觀察到，持有大量比特幣的公司的表現往往優於同行，這凸顯了市場對與加密貨幣漲勢直接相關的礦商的青睞。
Read Also: Bitdeer Technologies' Strong Growth Potential Highlighted By Analysts Amid Bitcoin Bull Market
另請閱讀：在比特幣牛市中，分析師強調了Bitdeer Technologies的強勁增長潛力
Mining Revenue Climbs, But Halving Challenges Persist
礦業收入攀升，但減半挑戰依然存在
According to Smith, miners reaped rewards from Bitcoin's price surge, with daily block reward revenue jumping 24% month-over-month to an average of $52,000 per exahash per second (EH/s). Gross profit also improved significantly, climbing 64% to $26,100 per EH/s.
根據史密斯的說法，礦工們從比特幣的價格飆升中獲得了回報，每日區塊獎勵收入同比增長24％，達到平均每秒52,000美元（EH/s）。毛利也顯著提高，增長了64％，至每EH/s26,100美元。
However, he noted that these figures remain 48% and 62% below pre-halving levels, reflecting the lingering challenges posed by April 2024's Bitcoin halving.
但是，他指出，這些數字仍比減半前的水平低48％和62％，這反映了2024年4月比特幣減半所帶來的揮之不去的挑戰。
Valuations Hit All-Time Highs
估值創歷史新高
Moreover, investor enthusiasm pushed miners' valuations to record levels, noted Smith. By month-end, the group traded at 31% of the nominal value of the proved block reward opportunity and 62% of the four-year block reward opportunity—well above historical averages of 18% and 37%.
此外，史密斯指出，投資者的熱情將礦商的估值推至創紀錄的水平。到月底，該集團的交易價格爲已證實區塊獎勵機會名義價值的31％，佔四年期區塊獎勵機會的62％，遠高於18％和37％的歷史平均水平。
With Bitcoin's price rallying and miners' valuations reaching new peaks, the analyst suggests that pure-play miners with robust HODL balances, like Bitdeer, appear poised to ride the wave, while diversified players like Argo Blockchain may face choppier waters.
隨着比特幣價格上漲和礦商估值達到新高，分析師認爲，擁有強勁HODL餘額的純礦商，例如Bitdeer，似乎準備乘風破浪，而像Argo Blockchain這樣的多元化參與者可能面臨更大的波動。
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通過 Midjourney 使用人工智能創建的圖像。
譯文內容由第三人軟體翻譯。
