Recently, Meta Universe and GameFi have become the focus of the industry. Mining, which has been paid attention to by many people, has not been paid attention to. Obviously, the country’s ban on mining has begun to take effect. Outside of mining, there are no companies that continue to mine. In addition, for mining, the current computing power of the entire network is close to returning to the previous high. It can be seen that the deployment speed of mining companies is still very fast, and the de-sinicization of computing power has been successfully completed. The prices of mining machines and computing power graphics cards in the market have also begun to rise slowly. On August 25th, TSMC, a global foundry company, announced their price hikes. Among them, advanced processes increased by 10% and mature processes increased by 20%. The news came that TSMC’s stock price rose immediately, and the lack of cores is also known as everyone. The focus of discussion. Obviously, the background of this price increase is mainly due to the re-population of the new crown mutant virus. According to multiple data, the delta virus may cause the second small peak of the new crown infection. Also because of this, the chip production intensive enterprises such as Taiwan, China , South Korea, Japan, Malaysia and other factories were affected, of which Malaysia was the most serious, which caused a large number of auto companies to reduce or even stop production. In fact, since the outbreak of the new crown, TSMC has hardly increased prices in the industry. The price increase this time is mainly due to the fact that its prices under the same process are lower than other companies, such as semiconductor companies such as Power Semiconductor Manufacturing Co., obviously. It is unreasonable in itself. TSMC has actually maintained a relatively low price in the industry. In other words, there is a certain amount of room for price increases. Looking back, in fact, for chip companies, the current price increase is also a relatively helpless behavior. TSMC’s price increase will further make it possible for the industry to have expectations of competing price increases. Therefore, the cost of chip prices will be further transmitted to the downstream industry. At present, the price increase of chip companies has been considered a certainty, and in the short term, it cannot be alleviated. For the mining industry, the clearing of China's mining machines is actually more like an overall reshuffle. The previous crackdown on the mining industry can ease the tension in power use on the one hand, and on the other hand, it also prompts mining machine manufacturers to temporarily reduce production capacity, avoid competition with chip demanders in other industries, and prevent financial risks. This is a multi-tasking thing in itself, but the rapid spread of delta virus has put pressure on the chip field. Of course, for miners, what is more concerned is how the mining circle will change in the second half of the year? First of all, the price increase of chips will inevitably be transmitted to the downstream industry chain. Therefore, the price increase of mining machines is inevitable. Even if some mining machines do not use advanced processes, they will eventually change with the overall adjustment of the chip industry. . Secondly, we see that the computing power of the entire network has gradually returned to normal, that is to say, the shuffling behavior of computing power has been completed. , In particular, graphics card mining will become the mainstream, while high-noise ASIC mining machines such as Bitcoin and Litecoin may continue to flow out. In other words, mining companies can only have two outlets if they want to be in the Chinese market, namely, graphics card computing power and low-power silent miners. In addition, considering that the sale of individual miners may increase after-sales costs in the future, large-scale mining companies may abandon the Chinese market and directly serve users in other countries.
Third, we know that an important reason for the country's ban on mining in June is carbon emissions, environmental protection and power shortages. After the autumn in September, the peak period of power in most areas has passed, and the rainfall in some areas has increased, so hydropower will still be relatively low. Large-scale abandonment of electricity may increase the pressure on China's power industry. From the perspective of price increases, in the next one or two years, the price trend of chips may be positively related to the control of the epidemic, and even if the epidemic is controlled, the expected demand for a large number of electronic product upgrades will continue to increase the shortage of chips. It is precisely because of this that, theoretically, the demand for chips will still increase. Regarding the bull market of cryptocurrencies and the trend of graphics chips, we believe that during the period from May to August, there may be a certain bubble in the trend of graphics cards like a roller coaster, but such a bubble behavior will not be due to the market's bearish price next year. Decline, so for users who want to continue to buy graphics cards, waiting at the moment may not be a good choice. Although from the perspective of the performance of the crypto market, after the implementation of EIP-1559, the output of Ethereum has decreased by about 20%, and the currency price has been under pressure after the short-term price increase. The income of the graphics card miners may not improve. For miners of other currencies, the performance is not very good, so is there really no chance for mining in the later period? In fact, this is not the case. From another point of view, in fact, the real industry will still have relatively small opportunities to make money in the future. The country vigorously promotes high-tech industries and clean energy industries, leaving most of the manufacturing industry on the edge of profit and loss, so its situation is also not tolerated. Ignore, and under the premise of the large-scale release, the price of a large number of commodities has increased. Therefore, for users who invest in graphics cards for mining, it is still a good time, but the individual is only a small play. , Unable to become a scale, instead the mining industry will form a wave of rapid development. Summarize Combined with China’s attack on mining, although the short-term power shortage has been alleviated, the surplus of electricity after the fall is still worthy of attention. For now, the price increase of chips makes mining machines have a certain value preservation function, so for For the mining industry, it is still a good time. At the same time, most people are optimistic about the currency price increase at the end of the year. Although it is currently impossible to predict the currency price trend at the end of the year, mining is still a good investment method during this period. Of course, its investment Income will decline in the short term due to factors such as power and overseas layout. However, in the long run, the life cycle of mining machines will continue to be extended under the background of core shortage, so the mining industry still has high competitiveness.
0 Comments
Bitcoin returns to 50,000 U.S. dollars, the market is gradually picking up, where does the price see8/23/2021 Update new trends in today's market, welcome to subscribe and follow the reading reference. Note: Investment is risky, so be careful when placing orders. Today's news: 1: According to news, the Bank of Singapore and the Monetary Authority of Singapore are working to experiment with the use of Bitcoin-inspired central bank digital currency to change the way currency flows across borders, thereby simplifying the global economy 2: Data shows that the global market value of cryptocurrencies has risen to US$2.2 trillion, a new high since the "519" crash, and is gradually approaching a historical high of US$2.55 trillion 3: The probability of the Federal Reserve maintaining interest rates in the 0%-0.25% range in September is 100%, and the probability of raising interest rates by 25 basis points to the 0.25%-0.50% range is 0% 4: Data analysis. As the price of Bitcoin has climbed in the past few weeks and has just exceeded $50 million, institutions and BTC whales are increasingly optimistic about Bitcoin. In the third quarter, the number of addresses holding at least 1,000 bitcoins was positively correlated with the price of $BTC of 0.75. Market review: The price of the pie at the weekend has been oscillating around 49,000. The upper pressure 50,000 mark met resistance, and the bottom is the 48,000 front line that changed from pressure to support. After many attempts to fall back, it stabilized and rose, and finally it was today’s After ten o’clock in the morning, I first tested the 50,000 mark. Although it quickly returned to below 50,000, there was no big drop. At present, it has been oscillating around 50,000. The gradual construction of a phased platform is definitely A solid foundation is needed to get more stable and higher. Market analysis: Looking at the four-hour chart of the pie, the price has always been running in the upper orbit region of the Bollinger Band. The Bollinger Band is showing an upward trend. With the breakthrough of the upper pressure, the trend is also continuing upward step by step. The upper pressure is in the 51000-51200 range, and the lower support is in the trend line 47600-47800 range. Although the price fluctuates at the 50,000 mark, the market has not directly risen strongly, and the trend is still in a slow-rising market. , You can continue to pay attention to shorting the pressure level in the day, or stepping back to do more near the trend line. From the perspective of the four-hour chart of the ether, the price is also operating in the upper orbit region of the Bollinger Bands. I also emphasized that after the price has stepped back to the 2950-2970 range, it will rise again to test the upper band near 3350. However, friends who have made long orders here and those who have made long orders in the range of 3140-3160 have also given a take-profit target of around 3350 in one day today. Now the price has resistance near 3350, and the upper part can continue to pay attention to the upper rail near 3400 after the Bollinger band is opened. The spot will continue to hold, and the target of buying at bottom should look at the vicinity of 3800.
【8.23 BTC】Intraday operation suggestions: The big pie stepped back on the 47600-48100 range to do more, with a stop loss of 47200 to control the risk, and the target is 51000 The above is the first time to short the range of 51000-51500, with a stop loss of 51800 to control the risk, and the target is to look at the profit of 1000-2000 points 【8.23 ETH】Intraday operation suggestions: Ether stepped back on the 3250-3200 range and continued to do more, with a stop loss of 3180 to control the risk, and the target is 3400 As of August 14, 2021, the main network data shows that the effective computing power of the entire IPFS/Filecoin network has reached 9.0518EB, the 24-hour new computing power is 50.73PB, and the 24-hour average block yield is 0.0362FIL/T, which is even higher than yesterday's output. decline. So under the condition that the output of FIL single T continues to decrease, whether it is possible to invest in mining, is the payback indefinite?
Everyone knows that the total amount of FIL coins for the IPFS/Filecoin project is set at 2 billion and will never increase. According to the project settings, the distribution is as follows: 5% belong to the foundation, used for network management, partnership academic funding, community building, etc., linear release for 6 years. 10% goes to early private equity investors, used for network development, business development, partner support, etc. to provide funds, linear release in 6 months, 12 months, and 36 months. 15% belong to laboratories, used for research and development, business development, marketing and distribution, etc., and it is also linearly released for 6 years. 70% belong to miners, who are used to maintain data storage, maintain blockchain, distribute data, etc. The output is halved every 6 years, and mining can be mined for 60 years. The IPFS/Filecoin mining mainnet has been launched for less than a year now, and it hasn't been until the six-year output has been halved. Similarly, the entire 60-year mining is just the beginning. It can be seen that, in fact, the total daily output of mining is basically constant. It is only because of the increase in computing power that the output of a single T decreases. An analogy is a cake. There were originally only 4 people eating, but now 5 people eating, then everyone eats less. Due to the mechanism of IPFS/Filecoin mining, all people involved in mining need to pledge FIL coins to the network. Coupled with the linear release rule, the number of FIL coins circulating in the market will never be large. With the continuous growth of computing power, the FIL coin staking demand has also continued to grow, which also has a positive effect on the promotion of the FIL coin price. In fact, compared to a project with an expected period of 60 years, it is worth investing in less than one year. Analogous to BTC and ETH mining, with the passage of time, the decrease in output is an inevitable event. FIL has the same deflation mechanism as BTC and ETH. The output of BTC and ETH mining has been very low since its development, but many people have been participating because the price is there, and the benefits are basically calculated. As an IPFS/Filecoin project with global consensus, the future value of FIL coin is beyond doubt. There are many investment channels in the field of cryptocurrency and blockchain, and everyone's investment tastes are different, some like the risky type, and some like the low-risk type. If you don't like investing in cryptocurrencies, which have too much price volatility Investment, Maoqiu Technology Finance Department suggests, you can actually consider investing in the technology behind cryptocurrency-blockchain technology.
Many large companies are already investing in the field of blockchain technology. In the future, many industries will benefit from the growing use of blockchain technology. For example, technology companies like Intel, Amazon, and Microsoft own the servers, microchips, and technology that host the blockchain, while companies like Daimler, IBM, and Mastercard either use them in their financing mechanisms or supply chains. Blockchain technology. How do companies use blockchain technology? We all know that blockchain is described as a decentralized distributed ledger that can facilitate asset transfer and verify immutable data records faster, more reliably and transparently than existing mechanisms, without the need for a trusted central authority Or administrator. Although blockchain technology was originally developed for cryptocurrency applications such as Bitcoin, cryptocurrency is just one of many application cases of blockchain technology. It can and is being used in healthcare, manufacturing, banking, stock exchanges, and Any other business or organization that manages large amounts of data. For example, German automaker Daimler used blockchain technology to launch a multi-million dollar corporate loan tool last year, and IBM has gradually linked the entire company to blockchain and its uses. Although the government and regulators have largely taken a wait-and-see attitude towards the application of distributed ledger technology in the past, Maoqiu Technology believes that it is understandable. After all, regulators want to know whether and how banks and other institutions use the technology before formulating new regulations. Technology. Invest in the field of blockchain technology There are many ways to invest in the development and use of blockchain technology. One is to invest directly in a company centered on blockchain technology. For example, blockchain technology including digital garage and HIVE. Of course, some investment institutions may prefer to track indexes and invest in portfolios of domestic or global companies that utilize blockchain technology, promote blockchain, or research and development technologies. In any case, it is important that investments in technology or companies do not bring huge price fluctuations like investing in cryptocurrencies. The reason for focusing on the blockchain index is to track technology development and usage. Therefore, as the blockchain technology is gradually accepted, adopted and applied, these indexes will also grow. In addition, some indexes that focus on blockchain technology, such as the Reality Shares Nasdaq Blockchain Economy Index, are designed to measure those who invest in material resources to develop, research, support, innovate or use blockchain technology for others to use or use. The return of the company used. In other words, companies with blockchain technology as the key index are hedged in a sense, they are far away from cryptocurrency or the blockchain itself, because these companies invest in other product lines, service lines, and even operations around the world. Long-term and retired investors So far, long-term traditional investors and other traditional investors in retirement accounts have been relatively cautious about investing in cryptocurrencies. Blockchain technology investment and cryptocurrency investment are different. For the former, it is more likely to attract those who wish to diversify their traditional equity investments with established companies. For more active investors, they believe that blockchain technology may be the same as the development path of Internet stocks in the 1990s. Now, some industry experts have come to this conclusion: Blockchain technology will become the next "killer" technology.In the future, whether blockchain technology can become the next wave of technological trends depends mainly on each investor. How to set a reasonable stop loss during the investment process. Can Bitcoin continue to rise?8/5/2021 Today we talk about the problem of stop loss. I believe this problem has plagued countless investors. First of all, we heard countless teachers say not to resist monads during trading, and you, as investors, believe that you have a deep understanding of the feeling of resisting monads. Many people also agree with this concept, but why can't we change this habit?
Many students responded that the teacher, I set a stop loss, why did the market reverse every time I scanned me for a loss? If I stop the loss, I can make a profit. I always feel that someone is targeting me. A reversal occurs when the stop loss is reached. In fact, this problem is very typical. We often say that we don’t want to fight against the order and stop the loss immediately. Regarding the stop loss, treating me badly is tantamount to chronic suicide. Although the stop loss is controllable and each cut is not fatal, it is also unbearable to cut the meat with a slow knife. How to set a suitable stop loss is a flexible question. Flexibility lies in that there will be different stop loss answers according to each person's capital situation, position situation, and operating variety. You need to find the most suitable stop loss answer. There are roughly three ideas: (1) Set the stop loss according to your capital situation. First ask yourself how much loss you can bear for each order, and set the stop loss according to the expected price in your heart. (2) Set the stop loss according to the fluctuation of the product you are trading. For example, the daily volatility of a pie is about 1,000, and when the market is irritable, there is also a volatility of more than 3,000 points. In the face of fluctuations in different periods, the stop loss will also change accordingly. At this time, we use an overall average as a reference. The volatility is about 1000-2000 points. Then I set the stop loss at about 20%-30%, which is between 300-500 points. . (3) The third type requires a certain technical foundation, and of course it is also a relatively stable one. You can set it according to some technical tools or signals you usually use. If you are using naked K, you can focus on some technical patterns, such as double top pattern, W low, head and shoulders bottom, evening star, inverted hammer line, etc. to determine your stop loss position. If you are commonly used as indicators, you can use moving averages, trend lines, golden section lines, parabolic turning points, custom reversal lines or reversal points, etc. to set stop losses. In general, if you want your stop loss to be scientifically effective, you must do a good job in the follow-up review, and make a small document every day to record the problems that exist in the day, why this order is stopped here or why it is profitable , Why am I being swept up here? Is it because the timing of entering the market is wrong, or because I made a mistake in my own judgment, and I am too anxious; then I conclude, through your stop loss method, whether the order was stopped and the market happened? Reversal, whether this stop loss point is valid. If you were swept away, then you need to modify your stop loss method or modify your entry timing. Finally, let’s talk about the current trend of the pie. Since the 42500 high on the weekend, the pie has started to oscillate at a high level and it has failed to form a continuous rise. Instead, it has oscillated and hovered and then formed a fall. The overall fall is over the weekend. The ups and downs of the fight were eliminated, and a second continuous downward test was formed at the stage of closing the line. The lowest hit was around 39,500. The market fell to around 39,000 and there was a relatively cotton line stagnation, but the line was still closed in the end. Therefore, at the beginning of the week, the first concern was the situation of the weekend decline banquet, and the second was whether the low support effectively prevented the decline from falling. Then the volatility on Monday can be seen that Bitcoin has not been able to effectively prevent the shock downward in the short-term, but maintains a shock downward rhythm, with a downward trend in the upward trend. For tomorrow's operation, we have already chosen to watch a wave of backtracking before participating in the multi-single entry. |
Sophie
Share various useful investment information for reference only. Archives
January 2022
Categories |