#比特幣礦企要聞

Currently, Bitcoin mining companies are at a critical turning point where profits are sharply shrinking and business transformation into AI is underway. Due to soaring mining costs and declining hash rate prices, many leading mining firms have started selling reserves and laying off staff, shifting toward higher-margin artificial intelligence (AI) and high-performance computing (HPC) sectors.

Key Dynamics: Mining Business Transformation and Revenue Challenges
Mining costs exceeding revenue: Currently, mining one Bitcoin results in an approximately $19k loss, causing about 20% of older mining machines to become unprofitable. $BTC $ETH $DOGE

Collective Shift to AI Data Centers: Miners are accelerating the conversion of power infrastructure to AI computing, with projections that by the end of 2026, AI operations will account for 70% of total mining revenue.
Hash rate declines in the quarter: Influenced by miners transitioning to AI, Bitcoin hash rate experienced its first decline in six years during Q1 2026.

Major Company News
MARA (Former Marathon Digital): Announced a 15% layoff and plans to transform into an energy and digital infrastructure company.

Riot Platforms: Sold 3,778 BTC in Q1 2026 to raise funds for transformation and operations.

HIVE Digital: Reduced mining operations in Sweden and increased investments in AI data centers in Canada.

Cango (Canyon): Completed $75 million in financing to advance compliance reforms and expand AI business.

American Bitcoin: Associated with the Trump (Trump) family, recently increased holdings by 399 BTC against the trend, with a total holding of 6,899 BTC.

Industry and Policy Environment
Strategic Reserve Discussions: U.S. lawmakers propose "de-Chinese-ifying" mining and promote Bitcoin as a national strategic reserve.
Monetization Pressure: To support high hardware investment needed for transformation, mining companies continue to sell BTC on the secondary market, creating potential selling pressure on the price.