Kripto piyasalar\u0131 yeniden d\u00fc\u015f\u00fc\u015fe ge\u00e7ti ve ac\u0131, fiyat grafiklerinin \u00f6tesine s\u0131\u00e7rad\u0131. Bu kripto sat\u0131\u015f dalgas\u0131 art\u0131k \u015firket kasalar\u0131nda, fiziki borsa yat\u0131r\u0131m fonlar\u0131nda ve madencilerin g\u00fcnl\u00fck \u00fcretiminde kendini g\u00f6steriyor. Ayn\u0131 zamanda, kripto donan\u0131mlar\u0131n\u0131n yeni bir teknoloji dalgas\u0131 geldi\u011finde nas\u0131l ikinci bir hayat bulabilece\u011fini de ortaya koyuyor.<\/p>\n\n
Ether son sat\u0131\u015flarda 2.200 dolar\u0131n alt\u0131na d\u00fc\u015ft\u00fc ve bu durum BitMine Immersion Technologies i\u00e7in b\u00fcy\u00fck \u00f6nem ta\u015f\u0131yor. \u015eirket, kasas\u0131n\u0131 Ether \u00fczerine kurdu ve yakla\u015f\u0131k 9,1 milyar dolar de\u011ferinde ETH tutuyor; buna yak\u0131n zamanda al\u0131nan yakla\u015f\u0131k 40.302 ETH de dahil.<\/p>\n\n
Ether d\u00fc\u015ft\u00fck\u00e7e BitMine\u2019\u0131n kay\u0131tl\u0131 zararlar\u0131 da b\u00fcy\u00fcd\u00fc. Raporlara g\u00f6re \u015firketin ger\u00e7ekle\u015fmemi\u015f zarar\u0131 yakla\u015f\u0131k 7 milyar dolar; yani coinlerin mevcut de\u011feri, \u015firketin \u00f6dedi\u011fi fiyat\u0131n \u00e7ok alt\u0131nda. Zarar, BitMine sat\u0131\u015f yapmad\u0131\u011f\u0131 s\u00fcrece ka\u011f\u0131t \u00fczerinde kal\u0131yor ancak yat\u0131r\u0131mc\u0131lar bunu ger\u00e7ek bir risk olarak g\u00f6r\u00fcyor. B\u00fcy\u00fck bir kripto pozisyonu, ralli s\u0131ras\u0131nda bilan\u00e7oyu y\u00fckseltebilir; d\u00fc\u015f\u00fc\u015fte ise \u015firket nakit ihtiyac\u0131 ya da refinansman istedi\u011finde se\u00e7enekleri k\u0131s\u0131tlayabilir.<\/p>\n\n
BitMine ba\u015fkan\u0131 Tom Lee, ele\u015ftirilere kar\u015f\u0131 \u00e7\u0131kt\u0131. Ether\u2019i takip etmek \u00fczere tasarlanm\u0131\u015f bir kripto kasas\u0131n\u0131n, Ether d\u00fc\u015ft\u00fc\u011f\u00fcnde de\u011fer kaybetmesinin do\u011fal oldu\u011funu savunuyor. Yine de sat\u0131\u015f dalgas\u0131, bu dengenin ne kadar k\u0131r\u0131lgan oldu\u011funu g\u00f6steriyor: Konsantrasyon, piyasa y\u00fckselirken getirileri art\u0131rabilir; d\u00f6nd\u00fc\u011f\u00fcndeyse kay\u0131plar\u0131 da b\u00fcy\u00fctebilir.<\/p>\n\n
Bitcoin, fiziki Bitcoin ETF\u2019leri arac\u0131l\u0131\u011f\u0131yla daha geni\u015f bir kitleye benzer bir ders veriyor. Bu fonlar, anahtar y\u00f6netimi gerektirmeden normal bir arac\u0131 hesaptan kripto maruziyeti sa\u011flad\u0131. Ancak eri\u015fim kolayl\u0131\u011f\u0131, kripto volatilitesini de\u011fi\u015ftirmiyor.<\/p>\n\n
Bitcoin 70.000 dolar ortalar\u0131na d\u00fc\u015ft\u00fc\u011f\u00fcnde, Unlimited Funds yat\u0131r\u0131m direkt\u00f6r\u00fc Bob Elliott\u2019\u0131n hesaplamalar\u0131na g\u00f6re BlackRock\u2019un iShares Bitcoin Trust\u2019\u0131na (IBIT) yat\u0131r\u0131lan her dolar\u0131n ortalama getirisi negatife d\u00f6nd\u00fc. Bu, tipik al\u0131c\u0131n\u0131n \u015fu anda zararda oldu\u011fu anlam\u0131na geliyor. Bitcoin ETF\u2019inin h\u00e2l\u00e2 bir ETF ambalaj\u0131ndaki Bitcoin oldu\u011funu hat\u0131rlatmak gerekiyor.<\/p>\n\n
Bu de\u011fi\u015fim, IBIT\u2019in rekor h\u0131zla b\u00fcy\u00fcmesi nedeniyle \u00f6nem kazan\u0131yor. Fonun BlackRock\u2019un 70 milyar dolarl\u0131k varl\u0131\u011fa ula\u015fan en h\u0131zl\u0131 fonu oldu\u011fu raporland\u0131. Sakin haftalarda bu b\u00fcy\u00fcme, kriptonun s\u0131radanla\u015ft\u0131\u011f\u0131n\u0131 g\u00f6steriyordu; k\u00f6t\u00fc haftalarda ise uzun s\u00fcreli d\u00fc\u015f\u00fc\u015f ya\u015famam\u0131\u015f yeni sahipler i\u00e7in stres testine d\u00f6n\u00fc\u015f\u00fcyor.<\/p>\n\n
Kripto sat\u0131\u015f dalgas\u0131, madencilik katman\u0131n\u0131 da etkiliyor. Ocak sonunda ABD\u2019yi vuran \u015fiddetli k\u0131\u015f f\u0131rt\u0131nas\u0131, bir\u00e7ok Bitcoin madencisini \u00fcretimi kesmeye zorlad\u0131. CryptoQuant\u2019\u0131n payla\u015ft\u0131\u011f\u0131 verilere g\u00f6re halka a\u00e7\u0131k madenciler f\u0131rt\u0131na \u00f6ncesinde g\u00fcnde yakla\u015f\u0131k 70-90 BTC \u00fcretirken, en k\u00f6t\u00fc noktada 30-40 BTC\u2019ye d\u00fc\u015ft\u00fc.<\/p>\n\n
D\u00fc\u015f\u00fc\u015f, madencilerin yerel elektrik \u015febekeleri \u00fczerindeki y\u00fck\u00fc azaltmak i\u00e7in \u00fcretimi k\u0131smas\u0131 veya \u00e7evrim d\u0131\u015f\u0131 olmas\u0131ndan kaynakland\u0131. Ko\u015fullar iyile\u015ftik\u00e7e \u00fcretim yeniden y\u00fckseldi. Bu olay, kripto madencili\u011finin temel bir ger\u00e7e\u011fini bir kez daha ortaya koyuyor: Hash oran\u0131 enerjiye ba\u011f\u0131ml\u0131; elektrik hatlar\u0131na, havaya ve elektrik fiyatlar\u0131na endekslidir.<\/p>\n\n
Bu geli\u015fmeler, altyap\u0131da daha b\u00fcy\u00fck bir de\u011fi\u015fimin par\u00e7as\u0131. Bir zamanlar kripto madencili\u011fine hizmet eden veri merkezi ekipmanlar\u0131, \u015fimdi AI hesaplama patlamas\u0131na kaynak sa\u011fl\u0131yor. CoreWeave bu durumun a\u00e7\u0131k bir \u00f6rne\u011fi: 2017\u2019de kripto madencili\u011fi \u015firketi olarak kurulan firma, daha sonra AI i\u015f y\u00fckleri i\u00e7in GPU bulut hizmeti sa\u011flay\u0131c\u0131s\u0131na d\u00f6n\u00fc\u015ft\u00fc.<\/p>\n\n
Bu ge\u00e7i\u015f, hesaplama kaynaklar\u0131n\u0131n ne kadar h\u0131zl\u0131 akt\u0131\u011f\u0131na dair bir g\u00f6sterge. Kripto talebi so\u011fuyup Ethereum proof-of-work\u2019tan uzakla\u015ft\u0131\u011f\u0131nda bir\u00e7ok GPU kurulumu eski i\u015flevini kaybetti. Kapasitenin bir k\u0131sm\u0131, GPU\u2019ya ve g\u00fc\u00e7 yo\u011fun tesislere olan talebin s\u0131\u00e7rad\u0131\u011f\u0131 AI taraf\u0131na y\u00f6neldi.<\/p>\n\n
Birlikte de\u011ferlendirildi\u011finde, mevcut kripto sat\u0131\u015f\u0131 yaln\u0131zca bir fiyat hik\u00e2yesi de\u011fil. Bu bir sermaye hik\u00e2yesi. Kripto kasas\u0131 dalgaland\u0131\u011f\u0131nda \u015firket bilan\u00e7olar\u0131nda kendini g\u00f6steriyor; kripto ETF\u2019i maliyetin alt\u0131na d\u00fc\u015ft\u00fc\u011f\u00fcnde portf\u00f6ylerde; hava ekstremle\u015fti\u011finde madencilerin durdu\u011fu a\u011f aktivitesinde; ve son olarak, ge\u00e7en d\u00f6ng\u00fcn\u00fcn kripto makineleri AI omurgas\u0131n\u0131n par\u00e7as\u0131 halindi\u011finde veri merkezlerinde beliriyor.<\/p>","protected":false},"excerpt":{"rendered":"
Kripto piyasalar\u0131 yeniden d\u00fc\u015f\u00fc\u015fe ge\u00e7ti ve ac\u0131, fiyat grafiklerinin \u00f6tesine s\u0131\u00e7rad\u0131. Bu kripto sat\u0131\u015f dalgas\u0131 art\u0131k \u015firket kasalar\u0131nda, fiziki borsa yat\u0131r\u0131m fonlar\u0131nda ve madencilerin g\u00fcnl\u00fck \u00fcretiminde kendini g\u00f6steriyor. Ayn\u0131 zamanda,…<\/p>\n","protected":false},"author":2,"featured_media":2408,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-2407","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bitcoin"],"_links":{"self":[{"href":"https:\/\/bitcoinnewscrypto.com\/tr\/wp-json\/wp\/v2\/posts\/2407","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bitcoinnewscrypto.com\/tr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bitcoinnewscrypto.com\/tr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bitcoinnewscrypto.com\/tr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/bitcoinnewscrypto.com\/tr\/wp-json\/wp\/v2\/comments?post=2407"}],"version-history":[{"count":1,"href":"https:\/\/bitcoinnewscrypto.com\/tr\/wp-json\/wp\/v2\/posts\/2407\/revisions"}],"predecessor-version":[{"id":2409,"href":"https:\/\/bitcoinnewscrypto.com\/tr\/wp-json\/wp\/v2\/posts\/2407\/revisions\/2409"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bitcoinnewscrypto.com\/tr\/wp-json\/wp\/v2\/media\/2408"}],"wp:attachment":[{"href":"https:\/\/bitcoinnewscrypto.com\/tr\/wp-json\/wp\/v2\/media?parent=2407"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bitcoinnewscrypto.com\/tr\/wp-json\/wp\/v2\/categories?post=2407"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bitcoinnewscrypto.com\/tr\/wp-json\/wp\/v2\/tags?post=2407"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}