{"id":115729,"date":"2024-02-26T12:15:35","date_gmt":"2024-02-26T09:15:35","guid":{"rendered":"https:\/\/coinmuhendisi.com\/blog\/?p=115729"},"modified":"2024-02-26T12:15:35","modified_gmt":"2024-02-26T09:15:35","slug":"bitcoin-madencisi-riot-cip-krizi-maliyetleri-arttiriyor","status":"publish","type":"post","link":"https:\/\/coinmuhendisi.com\/blog\/bitcoin-madencisi-riot-cip-krizi-maliyetleri-arttiriyor\/","title":{"rendered":"Bitcoin Madencisi Riot, \u00c7ip Krizi Maliyetleri Artt\u0131r\u0131yor !"},"content":{"rendered":"

Riot<\/strong> Platforms<\/strong>, y\u0131ll\u0131k raporunun risk a\u00e7\u0131klamalar\u0131 b\u00f6l\u00fcm\u00fcnde, \u00c7ip<\/strong> krizinin \u00e7\u00f6z\u00fclmesine kadar ASIC<\/strong> Bitcoin<\/strong> madenciler i\u00e7in y\u00fcksek maliyetleri s\u00fcrd\u00fcrmeyi bekledi\u011fini belirtti.<\/p>\n

Riot<\/strong> Platforms<\/strong> adl\u0131 madenci \u015firketi, son y\u0131ll\u0131k raporuna<\/a> g\u00f6re s\u00fcregelen \u00c7ip<\/strong> K\u0131tl\u0131\u011f\u0131<\/strong>, hash oran\u0131n\u0131 s\u00fcrekli art\u0131rma gereklili\u011fi ve ABD’de<\/strong> derinle\u015fen \u00e7evre dostu politikalar\u0131n \u015firketin bilan\u00e7osunu potansiyel olarak etkileyebilece\u011fini belirtti.<\/p>\n

Riot<\/strong>, yakla\u015fan yar\u0131lanma etkinli\u011fine haz\u0131rlanan bir\u00e7ok Bitcoin<\/strong> madencilik firmas\u0131ndan biri olarak, 23 \u015eubat tarihli y\u0131ll\u0131k 10-K<\/strong> dosyas\u0131nda, gelecekteki Bitcoin madencili\u011fi karl\u0131l\u0131\u011f\u0131na ili\u015fkin \u00f6zellikle 13’ten fazla ana riski vurgulad\u0131 ve bu, risk fakt\u00f6r\u00fc a\u00e7\u0131klamalar\u0131 b\u00f6l\u00fcm\u00fcn\u00fc i\u00e7eriyordu.<\/p>\n

Riot’un<\/strong> vurgulad\u0131\u011f\u0131 risk fakt\u00f6rlerinden biri, madencili\u011finde kullan\u0131lan “y\u00fcksek \u00f6zelle\u015ftirilmi\u015f”<\/strong> ASIC<\/strong> yongalar\u0131n\u0131 \u00fcretebilen \u00e7ok az \u00fcretici olmas\u0131 nedeniyle s\u00fcregelen d\u00fcnya \u00e7ap\u0131ndaki yonga kriziydi.<\/p>\n

“Devam eden k\u00fcresel tedarik zinciri krizi, artan bilgisayar yongas\u0131 talebi ile birle\u015fti ve yar\u0131 iletkenlerde bir k\u0131tl\u0131k yaratt\u0131,” Riot<\/strong>, bu durumun madencilik operasyonlar\u0131na uzun vadede etki edebilece\u011fini belirtti.<\/p>\n

Aral\u0131k ay\u0131nda, Riot<\/strong>, \u00fcretici MicroBT’den<\/strong> 291 milyon dolar de\u011ferinde 66,560<\/strong> madenci sat\u0131n almay\u0131 kabul etti. \u015eirketin CEO’su Jason Les<\/strong>‘e g\u00f6re, bu, \u015firket tarihindeki “en b\u00fcy\u00fck hash oran\u0131 sipari\u015fi”<\/strong> oldu.<\/p>\n

Riot’un<\/strong> en son y\u0131ll\u0131k raporunda, \u00c7ip<\/strong> K\u0131tl\u0131\u011f\u0131<\/strong> krizi \u00e7\u00f6z\u00fclene kadar madencilik makinelerini temin etme ve kurma maliyetlerinin “normalden y\u00fcksek”<\/strong> olmaya devam edece\u011fini belirtti.<\/p>\n

\"Bitcoin
Riot’un \u0130\u015f Operasyonlar\u0131n\u0131 Geni\u015fletme Yetene\u011fi ile \u0130lgili Riskler. Kaynak: SEC<\/figcaption><\/figure>\n

Ancak, Riot’un<\/strong> belirtti\u011fi gibi, ASIC<\/strong> madencilere eri\u015fimleri olsa bile, hala “tasar\u0131m kusurlar\u0131”<\/strong> ile kar\u015f\u0131la\u015fabilirler.<\/p>\n

\u015eirket, madencilerini “s\u0131v\u0131 so\u011futmal\u0131”<\/strong> ortamlarda \u00e7al\u0131\u015ft\u0131rmak i\u00e7in uyarlama giri\u015fimlerinde ge\u00e7mi\u015fte yaz\u0131l\u0131m ve firmware sorunlar\u0131 ya\u015fad\u0131klar\u0131n\u0131 ve benzer sorunlarla gelecekte de kar\u015f\u0131la\u015fabileceklerini belirtti.<\/p>\n

Bu arada, Riot<\/strong>, giderek daha rekabet\u00e7i bir end\u00fcstriden kaynaklanan bir riskin oldu\u011funu belirtti. Bu da, k\u00fcresel hash<\/strong> oran\u0131 artt\u0131k\u00e7a pazar pay\u0131n\u0131 korumak i\u00e7in \u015firketin hash oran\u0131n\u0131 art\u0131rmaya devam etmesi gerekti\u011fi anlam\u0131na geliyor.<\/p>\n

“Bu son derece rekabet\u00e7i end\u00fcstride rekabet edebilmek i\u00e7in, s\u0131radan a\u015f\u0131nma ve di\u011fer hasar nedeniyle kaybolan madencileri yenilemek ve hash oran\u0131m\u0131z\u0131 art\u0131rmak i\u00e7in yeni madenciler edinmeye devam etmemiz gerekti\u011fine inan\u0131yoruz, b\u00f6ylece b\u00fcy\u00fcyen k\u00fcresel a\u011f hash oran\u0131yla ba\u015fa \u00e7\u0131kabiliriz.”<\/p><\/blockquote>\n

Bu arada, Riot<\/strong>, Bitcoin’in<\/strong> yayg\u0131n bir \u00f6deme arac\u0131 haline gelme yetene\u011fini engelleyebilecek “\u00f6nemli \u00f6l\u00e7eklendirme engelleri”<\/strong> ile kar\u015f\u0131 kar\u015f\u0131ya oldu\u011funu belirtti.<\/p>\n

Riot<\/strong>, “Bitcoin’e olan talebin dura\u011fanla\u015fabilece\u011fini veya azalabilece\u011fini”<\/strong> belirtti ve bu da Bitcoin’in<\/strong> fiyat\u0131n\u0131 olumsuz etkileyebilir ve dolay\u0131s\u0131yla Riot’un<\/strong> bilan\u00e7osunu zay\u0131flatabilir.<\/p>\n

\n

$RIOT<\/a> True Cost of Mining: $23,268<\/p>\n

Not going to do a full $RIOT<\/a> write up tonight, but wanted to share what I'm seeing as their True Cost of Mining based on their 10-K results for the full 2023 year.<\/p>\n

The only major nuance I will share right now from my adjustments shown below is\u2026 pic.twitter.com\/gSWYO6AIUr<\/a><\/p>\n

— Ben Werkman (@BenWerkman) February 24, 2024<\/a><\/p><\/blockquote>\n