#BitDigital转型
Shifting from Bitcoin mining to Ethereum staking marks a change in the valuation logic of mining companies.
Investors looking for long-term value can assess it from five aspects:
1️⃣ Production efficiency: computing power scale, mining machine update speed
2️⃣ Cost structure: electricity prices and the proportion of renewable energy
3️⃣ Financial stability: cash flow, liabilities, revenue diversification
4️⃣ Strategic layout: PoS staking, cloud services, technological innovation
5️⃣ External risks: price volatility and regulatory environment
✅ The future of mining companies is not just about "mining more", but whether they can survive steadily and adapt quickly during cycles.
✅ Investors should evaluate whether a company has sustainable growth potential by combining the five dimensions of capacity, cost, finance, strategy, and risk.
Cryptocurrency price fluctuations and regulatory policies directly impact profitability. Investors need to pay attention to the policies, tax compliance, and market sensitivity of the regions where mining companies operate.