According to the Jefferies report, US-listed bitcoin mining companies accounted for 25.3% of the global hashrate in December 2024. The report pointed out that the bitcoin price rose by 15% in December, which exceeded the 6.5% growth rate of network hashrate, resulting in mining profitability capacity enhancement. US-listed mining companies mined a total of 3,602 bitcoins in December, up from 3,404 in November. Among them, Mara produced the highest output at 890, followed by CleanSpark (CLSK) wit...
According to a report by investment bank Jefferies, bitcoin's rise to a new all-time high earlier this week is expected to allow miners to extend their November profitability into December. The bitcoin mining economy improved in November. The average price of bitcoin rose by 31%, while the average network hash rate rose by nearly 4%. The average daily revenue per exahash was $55,649, an increase of 20.7% month-on-month. The number of bitcoins mined by U.S. listed miners in November was lower tha...
据 CoinDesk 报道,投资银行 Jefferies 报告显示,比特币本周早些时候升至历史新高预计将使矿商将 11 月的盈利能力延长至 12 月。 11 月份比特币挖矿经济状况有所改善,比特币的平均价格上涨了 31%,而平均网络哈希率则上涨了近 4%,每 exahash 的平均每日收入为 55,649 美元,环比增长 20.7%,11 月份美国上市矿商开采的比特币数量比上个月减少,但份额更多,占整个网络的 24.7%。MARA Holdings (MA...
Brad Bechtel, global head of FX at Jefferies, said the South Korean leadership had used the practice in the past during major political upheavals or power transitions, but it was still a concern. He believes the won will remain volatile for the time being. Much will depend on how overseas investors react to the Korean stock market. If they start selling aggressively, the dollar could rise to 1,450 against the won.
Brad Bechtel, global head of FX at Jefferies Group, said the dollar has had a strong start on the back of Trump's election as US president, but future movements will largely depend on the pace of policy implementation. "I can see the potential for continued dollar gains over time, but I don't see it repricing immediately," Bechtel said. During Trump's first administration, he fumbled his way in Washington, and as experience gained,...
Brad Bechtel, global head of foreign exchange at Jefferies, said it was beyond the Fed's mandate to respond to expected changes in fiscal policy but that it would be a focus for Fed officials. "Powell has proven himself to be very effective at communicating and good at keeping the ball in the middle of the fairway," said Mr. Bechtel. "I don't think he will necessarily talk explicitly about any increase in spending, but he knows in his heart that it will be a positive boost to the economy." Becht...
Jefferies analyst Jonathan Peterson gave Core Scientific a "buy" rating and a price target of $19. CORZ closed up 6.2 per cent at $14.20. The stock is up more than 300 per cent so far this year. This summer, Core Scientific signed a 12-year deal with AI Hyperscaler CoreWeave that could generate up to $3.50 billion in total revenue. The mining company has signed three contracts, adding 70MW and 112MW to its first 200MW deal. Jefferies expects many large...
Jefferies分析师Jonathan Peterson对Core Scientific(股票代码CORZ)给出了“买入”评级和19美元的目标价。CORZ收盘上涨6.2%至每股14.20美元。今年迄今,该股已上涨逾300%。 今年夏天,Core Scientific与AI Hyperscaler CoreWeave签署了一份为期12年的协议,总收入可能高达35亿美元。这家矿业公司已经签署了三份合同,在其首份200MW协议的基础上又增加了70MW和112MW协议。Jefferies预计,许多大...
In a research note on Sunday, Jefferies said bitcoin mining profitability fell in September from the previous month as the average price of bitcoin remained largely unchanged while the network hash rate rose by about 1.7%. The investment bank noted that average daily revenue per exahash fell 2.6% from the previous month. Analysts Jonathan Petersen and Joe Dickstein wrote: "It now looks like October will be a tougher month, as the price of BTC has only increased by around 5%, while the network ha...
Brad Bechtel, global head of FX at Jefferies, said market expectations were almost 50/50 ahead of the Fed's interest rate decision. So the Fed has clearly surprised half the market. The Fed is trying to get ahead of a slowdown in the US economy and provide support. But so far, the market reaction has not been too crazy, and a lot of it has been priced in.
Investment bank Jefferies said in a research note on Wednesday that profits from bitcoin mining in August were much lower than in July. The average bitcoin price fell by more than 4% and the average network hashrate rose by about 2.7%. Affected by this, the average monthly daily income of miners fell by 11.8% from the previous month. "September will be another difficult month as bitcoin prices remain below $60,000 and network hashrate continues to climb," the analysts wrote. Bitcoin hashrate is ...
Jefferies investment bank noted in its latest research note that bitcoin mining profits fell slightly from June as bitcoin prices fell more than 6% in July while network hashrate remained stable. Jefferies cut its price target for Marathon Digital from $22 to $17, but maintained a hold rating. The stock fell 0.7% to about $15 in pre-market trading.