比特币矿工陷入困境已经有一段时间了。当数字资产价格下跌时，无意中影响了挖矿活动的现金流和利润。因此，许多矿工不得不卖掉他们持有的比特币以维持生计。公共矿工并没有被排除在外。随着付款到期以及矿工因市场价格而减少资金，公共矿工正在缓慢但肯定地走向流动性紧缩。
2021年，在比特币价格连续牛市的情况下，不少大众矿工大赚了一笔。意料之中的是，在考虑到当前市场状况的情况下做出了承诺。但市场还有其他计划，因为价格暴跌几乎抹去了对这些公共矿工的期望。
相关阅读 | 为什么 2022 年加密货币熊市不同及其影响
随着比特币网络采用率和活动的增加，矿工们按照他们增加比特币产量的承诺投资购买了更多的机器。与许多公司一样，这些机器中的很大一部分已经赊账付款。随着数字资产的价格继续挣扎，预测很大一部分公共比特币矿工将很难支付这些款项。
这些在牛市期间制定的大规模扩张计划现在需要在熊市中执行。一些公共矿工已经下了价值数亿美元的机器订单。这些拥有大量机器订单的公共矿工的例子包括 Marathon、Riot、Core 和 Hut 8 等。仅马拉松一家在 2022 年就有 2.6 亿美元的机器支付，因为他们计划将哈希率提高 600% 以上。
矿机付款即将到期 |来源：奥术研究
对于许多公共比特币矿业公司来说，他们仍然需要为牛市期间的订单承担责任。这意味着不管比特币的价格是涨还是跌，他们都得想办法还清这些机器。他们可以通过多种方式做到这一点。
除了出售他们在资产负债表上持有的所有比特币（这实际上会使公司陷入困境）之外，公共矿业公司可以获得债务来支付这些机器。但是，由于期限较短，这些债务必须是利息较高的债务。
BTC 价格在 24 小时内下跌 1,000 美元 |来源：TradingView.com 上的 BTCUSD
鉴于加密市场的状况，另一种方法是以较低的估值筹集股权。公司不愿意做的事情。此外，他们可以决定将已订购的机器出售给现金流量更大的竞争对手。
相关阅读 | 比特币挖矿设施因矿工盈利能力急剧下降而关闭
最后但并非最不重要的一点是，公司违约已经下达的订单，在这些情况下更有可能发生这种情况。这将推动更多比特币矿机进入公开市场，进而导致这些机器的价格下降。
来自 Analytics Insight 的特色图片，来自 Arcane Research 和 TradingView.com 的图表
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