Matrixport: Bitcoin mining companies have not compensated for the income loss after the halving by selling, but have instead continued to accumulate Bitcoin

ChainCatcher news, Matrixport released today's chart stating that publicly listed Bitcoin mining companies will regularly disclose their production status and Bitcoin holdings to investors. Historical data shows that, except for the period before halving, these companies usually maintain low Bitcoin inventories. However, the performance after halving is completely different.

Mining companies have not compensated for revenue losses due to declining production by selling Bitcoin, but instead have continued to increase their Bitcoin holdings. Currently, these companies hold a total of 92,473 Bitcoins on their balance sheets. This strategy makes them more like MicroStrategy, becoming representative institutions of Bitcoin assets.

Although Bitcoin prices continue to rise, the stock performance of most mining companies has lagged relatively. However, some mining companies have stood out by diversifying into businesses such as investing in artificial intelligence data centers. This has not only provided them with additional sources of income but also reduced their dependence on Bitcoin production.