每日新闻更新 — 出售梦想(或者是噩梦)The Daily Update – Selling the Dream (or the Nightmare)

布瑞南(Brannan)依靠宣传淘金热并为之提供工具发了大财(尽管最后又破了财);彭博(Bloomberg)依靠为处于金融信息时代的我们提供设备赚取了几十亿...... 还有离现在时间更近的是,Bitmain 在控制一个向现代世界出售‘挖掘’设备的新兴市场的过程中赚了几十个亿;这个世界包括从擅长加密技术的青年爱好者,到上个月(很有可能)在《读者文摘》(Reader's Digest)杂志上看到“比特小东东”广告的某人的祖母,再到那些通过邮件订购1个或者几十万个 Bitmain 挖掘机的大得难以想象的机构的每个人。

估计该公司现在能够制造并控制约80%的加密挖掘机市场,价值约为80至120亿美元,去年收入为25亿美元。这一估值反映了它们在加密挖掘领域的主导地位,甚至还将 Bitmain 置于按市值计算的‘真实的’矿业公司的前1%的位置(在100亿之上的2700家公司中的23家)。

现在,三位一体的亿万富豪联合创始人吴继汉(Jihan Wu)和 Micree Zhan(拥有 Bitmain 技术有限公司大约60%的所有权)正在考虑进行首次公开募股,以便我们更多的人可以成为一家致力于解决世界上一些最复杂问题的公司的一部分 ...(这些问题就是 Satoshi Nakamoto 的加密散列算法)。但是,无论你是对区块链技术的有效应用(以及可能的利润)感兴趣,还是像查理·芒格(Charlie Munger)那样的人(他有一个著名的比喻:比特币交易后的道德就像“交易刚刚收获的婴儿大脑”一般),这次首次公开募股对于整个行业来讲可能是向前发展的重要一步。

公众期望必定要求相当的透明度与首次公开募股相匹配;这不仅仅要表现在 Bitmain 的账目上,而且还要看这一神秘的中国公司的经营方式以及它在更广泛的加密市场上的影响。这将有助于加强公司和市场的合法性(或者显示出对它们的担忧),此外在这一具有“传染性质”的行业的发展方向和波动方面它还将提供更多的实时数据,并可能有助于进一步的法律规范。也许在所有的这些细节曝光之后,我们马上就会知道这件事到底是个梦想还是个噩梦。

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