Odaily News Luxor, a Russian bitcoin mining technology company, expects that Russia will be the main beneficiary if Trump imposes comprehensive tariffs on the bitcoin industry supply chain. In addition, Russia's bitcoin mining activities have grown significantly, benefiting from energy cost advantages and the gradual relaxation of cryptocurrency regulations. Despite sanctions from Western countries, the Russian government is still promoting the legalization of cryptocurrencies, especially in international payments and mining. Experts point out that despite Russia's progress in the cryptocurrency field, it is still challenging to use cryptocurrencies to circumvent sanctions on a large scale due to market liquidity constraints. (The Block)

Odaily News Antalpha, a digital asset financial services platform, has applied to be listed on the Nasdaq Global Market under the ticker symbol "ANTA", with an expected offering price of between $11 and $13 per share. As Bitmain's main lending partner, Antalpha provides Bitcoin supply chain and margin loans through the Antalpha Prime technology platform, which allows customers to initiate and manage their digital asset loans and monitor collateral positions through near real-time data. (Globenewswire)

Odaily News Cango announced the sale of its domestic auto finance business to Ursalpha Digital Limited, which is associated with Bitmain's subsidiary Antalpha, for $352 million. The transaction is part of Cango's comprehensive transformation into a bitcoin mining business. It is reported that the transaction includes an advance payment of $210.6 million paid by Ursalpha, and additional installments depend on fulfilling tax obligations and reducing the credit risk exposure of the divested entity. In addition, Cango mined 530 BTC in March and holds 2,475 coins. (Theminermag)

<p>Odaily News Bitmain Technology Co. Ltd. has recently experienced delays in shipping machines to U.S. customers due to increased scrutiny by U.S. Customs and Border Protection, according to multiple industry executives. The delays came as the U.S. Commerce Department blacklisted Bitmain’s AI subsidiary, Xiamen Sophgo Technologies Ltd., in January, accusing the company of “acting at the behest of Beijing to promote China’s goal of domestic advanced chip production.” Bitmain, which controls 90% of the market for computers dedicated to bitcoin mining, was already affected by Trump’s tariffs in 2018. “About three months ago, U.S. Customs began randomly checking almost all air-shipped bitcoin mining machines,” said Nuo Xu, president of the China Digital Mining Association. (Bloomberg)<br/></p>

<p>Odaily News Nasdaq-listed Bitcoin mining company Hut 8 released its January 2025 operations update report, producing 65 BTC that month, a month-on-month decrease of about 27%. Its current holdings have increased to 10,208 BTC, and its managed computing power has reached 9.4 EH/s.<br/> In addition, Vega’s data center is scheduled to be powered up in the second quarter of 2025 in preparation for a hosting agreement with Bitmain for approximately 15 EH/s.</p>

<p>Odaily星球日报讯&nbsp;美股上市矿企 BitFuFu 宣布与比特大陆签署了一份为期两年的框架协议拟购买 8 万台 S 系列矿机（包括但不限于 S21 XP 和 S21 Pro），以支持其自营挖矿业务和云挖矿服务。</p>

<p>Odaily星球日报讯&nbsp;一位知情人士透露，拜登政府计划将与比特大陆关联的人工智能公司 Sophgo 列入美国商务部的限制贸易名单，因该公司的台积电制造芯片被非法纳入华为的人工智能处理器。</p><p>据悉，违反美国国家安全和外交政策利益的公司被列入名单，在没有许可证的情况下，出口商被禁止向美国运送货物和技术，而许可证很可能会被拒绝。美国商务部发言人拒绝置评。</p><p>Sophgo 没有立即回应置评请求。该公司在 10 月份的一份声明中表示，“从未与华为建立任何直接或间接的业务关系”。<br/></p><p>此前 10 月消息，Sophgo 在一份书面声明中表示，其从未与华为有任何直接或间接的业务关系，但也没有否认被台积电切断芯片供应的报道。<br/>此外，该公司表示，“已向台积电（TSMC）提供了详细的调查报告，以证明该公司与华为的调查无关。”<br/>美国商务部于当月初启动了针对台积电的调查，以确认其是否向华为提供芯片，随后台积电停止了向比特大陆关联的人工智能公司 Sophgo 供应芯片。<br/>两名知情人士表示，台积电已经切断了对相关公司的芯片供应。自 2020 年以来，华为被禁止采购使用美国技术制造的芯片，包括台积电生产的芯片，台积电表示其在芯片制造过程中采用了美国技术，并表示将遵守美国法律。此前相关消息称，半导体研究公司 TechInsights 声称在拆解了华为公司目前最高端的人工智能（AI）加速器芯片 Ascend 910B 之后，发现这款芯片可能是由台积电制造，这也意味着台积电可能违反了美国出口管制。</p>

<p>1. 昨日美国以太坊现货 ETF 净流入 1.422 亿美元，持续 17 日净流入；</p><p>2. 以太坊现货 ETF 自 7 月推出以来资管规模已达 25 亿美元；</p><p>3. 纽交所上市公司 Cango 斥资 2.56 亿美元购买比特大陆矿机，总算力达 32 EH/s；</p><p>4. Bitfinex：比特币到 2025 年中期可能达到 20 万美元，并将保持温和回调趋势；</p><p>5. 某巨鲸两小时前共计申领 1.77 亿枚 PENGU 空投，已全部存入币安；</p><p>6. 名义价值约 27.35 亿美元 BTC 和 ETH 期权将于周五到期交割；</p><p>7. Bitwise：在机构兴趣和 RWA 代币化增长推动下，以太坊将在 2025 年复苏；</p><p>8. 何一：BNB Chain 生态项目将作为 Binance Alpha 重点观察对象；</p><p>9. Arthur Hayes：预计市场将在 1 月 20 日左右暴跌，Maelstrom 将提前减仓；</p><p>10. CZ：Giggle Academy iOS 应用现已上线，面向 2-6 岁儿童；</p><p>11. ai16z：即将推出 v0.1 版，Eliza 将自主编写代码；</p><p>12. PENGU 代币持有者数量已突破 36.8 万；</p><p>13. 何一：大部分 Meme 会归零，币安将部分观察项目放入币安 Alpha 区进行筛选。</p>

<p>Odaily星球日报讯&nbsp;作为比特币挖矿转型的一部分，纽交所上市汽车经销商平台 Cango 宣布已斥资 2.56 亿美元从比特大陆购买算力达 32 EH/s 的比特币矿机。</p><p>此外，Cango 已同意通过发行价值 1.44 亿美元普通股，从 Golden TechGen（比特大陆前首席财务官 Max Hua 旗下公司）和其他实体收购额外的机架式比特币矿机，算力总计 18 EH/s。</p><p>本月初，Cango 报告称，11 月份以部署的 32 EH/s 算力产出 363.9 枚 BTC，没有清算任何资产。这一产量使 Cango 成为按实现算力计算的第五大上市比特币矿企，按部署算力计算的第三大比特币矿企。</p>

<p>Odaily星球日报讯&nbsp;受到比特币暴涨的推动，深圳华强北售卖的矿机价格也是水涨船高。一些商家的蚂蚁矿机价格上涨了数成，一位商家表示，蚂蚁矿机 S21 335T 格是每台 5,600 美元，折合人民币 4.07 万元，较去年的 2.8 万元人民币涨了三成。比特大陆官网显示 473T 的 S21 XP 水冷矿机折合 7.39 万元人民币，但是已经售罄。据悉，今年以来尤其是近几个月以来，来自俄罗斯、埃塞俄比亚、美国和加拿大的客户很多，有的是进口数百台新机，有的甚至交易上千台，都是在香港交货付运。（香港文汇报）</p>