بطاقات تقارير الربع الثاني للمُعَدِّنين – Bitdeer، CleanSpark، Marathon Digital، Riot Platforms وأكثر

More publicly‑traded companies have continued reporting their second‑quarter financial results this week. Here is a recap of the latest quarterly earnings reports from crypto mining firms and other developments in the mining industry:

شهدت CleanSpark ربعًا ثالثًا ملحوظًا من حيث النمو والإيرادات

Bitcoin miner CleanSpark (CLSK ) shared its third quarter FY 2023 results on Wednesday, مُبلِغة a revenue of $45.5 million against a net loss of $14.2 million. The quarterly revenue figure represented a substantial uptick compared to the same period in 2022, when the company tracked a revenue of $31 million. The Nevada‑based mining firm also shared an update on its plan to realize a hash rate target of 16 EH/s by the end of the year from the current 9 EH/s capacity.
CFO Gary Vecchiarelli hailed the firm’s flexible balance sheet, which consists of cash and bitcoin assets, as a critical element in pursuing its growth strategy. CleanSpark controlled a deployed fleet of more than 87,000 units per its July mining and operations update. The unaudited report also showed it mined 575 BTC across the month, bringing its total BTC holdings at the end of the month to 1,061 BTC. In the coming months, the company plans to expand its campus site in Sandersville in a move that will add 6 EH/s to its total hash rate.

­­Marathon Digital achieved 18.8 EH/s in July and an average of 17.7 EH/s in Q2

Meanwhile, Marathon Digital (MARA ) Holdings has continued cementing its position as the biggest publicly traded Bitcoin miner, as evidenced by its substantial self‑mining hashrate. Marathon reported an operational computational power equivalent to 17.7 EH/s as of the end of June. This upstaged the previous leader in the public mining sector, Core Scientific (CORZ ), whose installed mining machines summed to 15 EH/s, and moving into July, Marathon’s hashrate surged further to الوصول إلى 18.8 EH/s.

Core Scientific remains entangled in the labyrinth of bankruptcy proceedings since ديسمبر 2022, with its self‑mining hashrate showing marginal shifts since the filing.

Notwithstanding the challenges posed by unfavorable weather and operational disruptions seen last year, Marathon has embarked on a spree to integrate more Bitcoin miners in 2023. This vigorous endeavor has nearly tripled the operational hashrate, attaining the notable milestone of 15 EH/s in May. Marathon’s Q2 performance report released earlier this week أن it hit $81.8 million in revenue during the quarter, a 228% increase from the same period the previous year. The average energized hash rate across the three months was 17.7 EH/s.

ستؤدي خطة إعادة هيكلة Core Scientific إلى حصول Bitmain على حصة في الشركة

In related news, court documents المقدمة on Tuesday indicated that Core Scientific’s bankruptcy process is tending towards an agreement with two notable players of the crypto space – miner Bitmain and Anchorage Digital, a major crypto platform. This week’s development comes as Core Scientific reshapes its structure, with an updated reorganization plan awaiting the nod from creditors. However, it’s crucial to note that a host of settlements detailed in the plan are contingent on court approval.

According to official filings in the bankruptcy court, Core Scientific is planning to acquire an impressive 27,000 units of the potent Bitmain Antminer S19j XPs, an air‑cooled model with substantial power. The price tag is a hefty $77.1 million, and this venture will be financed through a mix of $23 million in cash and a considerable $54 million in equity. This unique financial blend effectively slashes Core Scientific’s immediate capital requirements by $30 million.

The said investment by Bitmain would mark its first‑ever stake in a publicly listed mining entity. Creditors who had extended financial support to Core Scientific for equipment procurement now face two choices. They can either transition their claims fully into equity or choose a more secure path by engaging in debt with the emerging company at 80% of their claim’s value.

Anchorage Digital, which held a $29 million loan when bankruptcy struck, is seemingly the only one inclined towards the equity route. The remaining creditors (likely to lean towards the secure debt option) are BlockFi, Barings, Mass Mutual Asset Finance, Trinity Capital (TRIN ), and 36th Street Capital Partners, holding a combined loan portfolio of around $193 million as of the Petition date.

تسجل Galaxy Digital التابعة لNovogratz انخفاضًا كبيرًا في إيرادات التداول

The second quarter financial report of the Mike Novogratz‑led Galaxy Digital (GLXY ) presented a nuanced picture of an evolving landscape, despite the challenges stemming from the crypto credit crisis and industry‑wide bankruptcies. Galaxy saw a $46 million net loss, and its trading activity was hammered, facing a substantial decline of 54% in revenue from the previous quarter. Liquidity challenges, regulatory uncertainties, and dwindling volumes across exchanges all contributed to this slump.

While Galaxy Digital’s lending business declined in quarterly loan originations, its loan book remains substantial at $550 million, giving the company a competitive edge in the current post‑credit crisis environment. Traders seeking leverage have limited options, and Galaxy Digital presents an attractive proposition for these potential counterparties.

Another of the standout achievements in Q2 for Galaxy Digital was a 619% increase in revenue from its asset management unit, reaching $33.8 million. The revenue surge was fueled by gains in the venture side and inflows into active and passive funds. Galaxy Digital’s mining activities thrived, with revenue hitting $15.4 million. The acquisition of the Helios Bitcoin mining facility and an emphasis on low energy costs contributed to a healthy 64% direct margin as the company continues its strategic expansion towards diversifying its portfolio.

حديث عن صندوق البيتكوين الفوري ETF

Mike Novogratz’s perspective on a potential Bitcoin ETF in the US is that approval will come within the next six months, مستندًا إلى مصادر at BlackRock (BLK ) and Invesco. This development will reshape how crypto is offered as several contenders seek to gain a foothold in the market upon approval.
However, the prospect of a Bitcoin ETF’s endorsement raised inquiries regarding the SEC’s position on crypto. Analysts believe that a verdict favoring Grayscale, in its ongoing tussle with the SEC, could pave the way for concurrent endorsements of spot Bitcoin ETFs, potentially accelerating the schedule for the said timeline.

تؤسس Bitdeer حضورًا أقوى في بوتان مع منشأة تعدين جديدة

Jihan Wu’s Bitdeer has been making inroads into the Himalayan kingdom of Bhutan, aiming to leverage its abundant share of energy supply. Among the initiatives it has pursued was a collaboration with Bhutan’s state‑owned investment company Druk Holding and Investments, الهدف إلى to establish a $500 million fund to facilitate mining operations. It followed up with the Bitdeer Green Bitcoin Fund last month.

كشفت Bitdeer هذا الأسبوع أنها أكملت منشأة تعدين جديدة في الدولة. أفصحت أحدث تحديثات العمليات أن حوالي 15,000 جهاز تعدين جديد وصل إلى مركز البيانات Gedu في البلاد الشهر الماضي، مع تشغيل حوالي 11,000 وحدة بالفعل وثابتة. وقالت شركة التعدين إن 23,000 من أجهزة التعدين التي تم الحصول عليها مؤخرًا قد تم تسليمها إلى منشأة Gedu.

It expects that once the entire batch of the newly procured mining machines is activated, they will collectively yield a hash rate of about 2.5 EH/s. CEO Matt Linghui Kong highlighted the substantial progress achieved on operational and infrastructure fronts. Particularly, the company mined 220 Bitcoin through the self‑mining business in July, indicating an impressive 41% increase compared to the previous year.

سجلت Riot Platforms إيرادات ربع سنوية تقارب 77 مليون دولار في الربع الثاني

Colorado‑headquartered Riot also posted its Q2 financial results on Wednesday, revealing revenue of $76.7 million and a trimmed net loss of $27.7 million in Q2. The core Bitcoin mining operations contributed $49.7 million, while the engineering exploits and data center hosting business generated $19.3 million and $7.7 million respectively. The second‑quarter revenue slightly surpassed the quarterly figure of ~$72 million from the year‑ago period.

زادت إنتاجية بيتكوين لدى Riot بنسبة 27٪ مقارنةً بنفس الفترة من العام السابق حيث قامت الشركة بتعدين 1,775 بيتكوين خلال الربع الثاني نتيجةً لزيادة نشر وحدات التعدين. كما حققت 13.5 مليون دولار من ائتمانات تقليل الطاقة – بزيادة ملحوظة مقارنةً بـ 5.7 مليون دولار في الربع الثاني من عام 2022 وفقًا لتقرير أرباح الشركة الصادر في 9 أغسطس. سجلت الشركة أيضًا خسارة معدلة في ربحية السهم بقيمة 0.17 دولار مقابل توقعات المحللين البالغة 0.20 دولار.

“سمح لنا حجم عملياتنا المتكاملة عموديًا وقوتنا المالية بتنفيذ استراتيجيتنا في الطاقة على نطاق لا مثيل له هذا الربع، مما أدى إلى خفض متوسط تكلفة التعدين إلى 8,389 دولارًا لكل بيتكوين في الربع الثاني، مقارنةً بمتوسط سعر البيتكوين البالغ 28,024 دولارًا،” علق الرئيس التنفيذي لـ Riot جيسون ليس.

سجلت منشأة التعدين التابعة للشركة معدل تجزئة قياسي قدره 10.7 EH/s. تستهدف Riot قدرة معدل تجزئة ذاتي تبلغ 12.5 EH/s في الربع الرابع، بعد أن فاتتها الجدولة الأولية للنصف الثاني من عام 2023. تتوقع الشركة أن تدير قدرة معدل تجزئة ذاتي تبلغ 20.1 EH/s بحلول منتصف 2024 و35.4 EH/s في عام 2025.

“[ل] المرحلة التالية من نمونا، وقعت Riot اتفاقية شراء طويلة الأجل مع MicroBT لشراء 33,280 من أجهزة التعدين الجيلية الجديدة، مع خيار شراء 66,560 جهازًا إضافيًا بنفس السعر والشروط. تم تصميم هذه الأجهزة من الأساس لتبريد غمر، وستُصنع في الولايات المتحدة، وستضيف 7.6 EH/s إلى قدرة Riot بحلول منتصف 2024.”

على الرغم من توقع Riot لمزيد من التحديات في الصناعة في المستقبل، أكد مسؤولو الشركة أن الشركة مستعدة للاستفادة من “فترة التجميع” أمام منافسيها بفضل موقعها المالي القوي وسيولتها.