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Bernstein: Mining Hardware is a $20 Billion Opportunity Amid Trump’s Push to ‘Make Bitcoin’ in the US

Aug 1, 2024 #仮想通貨
Bernstein: Mining Hardware is a  Billion Opportunity Amid Trump’s Push to ‘Make Bitcoin’ in the USコインチェーン 仮想通貨ニュース

Analysts at Bernstein highlight a $20 billion opportunity in the Bitcoin mining hardware market, driven by new U.S. initiatives.

Points

  • $20 billion market opportunity in Bitcoin mining hardware
  • Dominance of China-based companies like Bitmain
  • New U.S. competition from Block and Auradine
  • Potential growth and diversification in the mining supply chain

The Bitcoin mining chip and hardware industry represents a $20 billion total addressable market over the next five years, according to analysts at Bernstein. Historically dominated by China-based companies like Bitmain, the market is now seeing new competition from U.S. firms like Block and Auradine.

Block, co-founded by former Twitter CEO Jack Dorsey, recently announced an agreement to supply Core Scientific with new 3-nanometer ASIC mining chips, valued at $300 million. Auradine, backed by Bitcoin miner MARA, also shipped new, efficient mining models and closed an $80 million Series B round in April.

The analysts expect 15.30% growth in annual mining equipment demand, driven by increasing network hashrate and the need to replace outdated equipment. This could lead to annual hardware revenue of approximately $3.5 billion.

解説

  • The U.S. market for Bitcoin mining hardware is poised for significant growth.
  • New competition can reduce China’s dominance and lead to innovation in mining technology.
  • Increased efficiency and diversification in the mining supply chain are expected outcomes.