{"id":5915,"date":"2025-09-22T12:11:38","date_gmt":"2025-09-22T03:11:38","guid":{"rendered":"https:\/\/www.coinspeaker.com\/kr\/?p=5915"},"modified":"2025-09-22T12:11:38","modified_gmt":"2025-09-22T03:11:38","slug":"bitcoin-mining-stocks-rally-bitfarms-surges-162-cipher-mining-40-in-september","status":"publish","type":"post","link":"https:\/\/www.coinspeaker.com\/kr\/bitcoin-mining-stocks-rally-bitfarms-surges-162-cipher-mining-40-in-september\/","title":{"rendered":"\ube44\ud2b8\ucf54\uc778 \ucc44\uad74 \uad00\ub828\uc8fc \uac15\uc138\u2026\ube44\ud2b8\ud31c\uc988 132%\u00b7\uc0ac\uc774\ud37c \ub9c8\uc774\ub2dd 40% \uae09\ub4f1"},"content":{"rendered":"
\ube44\ud2b8\ud31c\uc988(BITF)\uc640 \uc0ac\uc774\ud37c \ub9c8\uc774\ub2dd(CIFR)\uc740 9\uc6d4 \ube44\ud2b8\ucf54\uc778 \ucc44\uad74\uc8fc \uae09\ub4f1\uc138 \uc18d\uc5d0\uc11c \ub450\ub4dc\ub7ec\uc9c4 \uc885\ubaa9\uc73c\ub85c \ubd80\uc0c1\ud588\uc73c\uba70, \ub450 \ud68c\uc0ac \ubaa8\ub450 \ube44\ud2b8\ucf54\uc778(BTC)\uc744 \ud070 \ud3ed\uc73c\ub85c \uc55e\uc9c0\ub974\ub294 \uc218\uc775\ub960\uc744 \uae30\ub85d\ud588\ub2e4.<\/p>\n
2025\ub144 9\uc6d4 \ud55c \ub2ec \ub3d9\uc548 \ube44\ud2b8\ucf54\uc778 \ucc44\uad74\uc8fc<\/a>\ub294 \uac15\ud55c \ubaa8\uba58\ud140\uc744 \ubcf4\uc600\uace0, \uc8fc\uc694 \uc885\ubaa9\ub4e4\uc774 44~138% \uc0ac\uc774\uc758 \uc0c1\uc2b9\ub960\uc744 \uae30\ub85d\ud55c \ubc18\uba74 \uac19\uc740 \uae30\uac04 \ube44\ud2b8\ucf54\uc778\uc740 3% \ub118\uac8c \ud558\ub77d\ud588\ub2e4. \ub098\uc2a4\ub2e5 \uc0c1\uc7a5\uc0ac \ube44\ud2b8\ud31c\uc988\uc640 \uc0ac\uc774\ud37c \ub9c8\uc774\ub2dd\uc774 \uc774\ubc88 \ub7a0\ub9ac\ub97c \uc8fc\ub3c4\ud558\uba70 \ube44\ud2b8\ucf54\uc778 \ucc44\uad74 \uae30\uc5c5\uc5d0 \ub300\ud55c \ud22c\uc790\uc790\ub4e4\uc758 \uac15\ud55c \uc120\ud638\ub97c \uc785\uc99d\ud588\ub2e4.<\/p>\n 9\uc6d4 \ube44\ud2b8\ucf54\uc778 \ucc44\uad74 \uae30\uc5c5 \uc8fc\uac00 \ubcc0\ub3d9\ud45c | \ucd9c\ucc98: \ube14\ub85d\uc2a4\ud398\uc774\uc2a4 (BlockSpace)<\/a><\/p><\/div>\n \ube44\ud2b8\ud31c\uc988 \uc8fc\uac00\ub294 9\uc6d4 18\uc77c 1\ub144\ub798 \ucd5c\uace0\uac00\uc778 3.2\ub2ec\ub7ec(\uc57d 4,478\uc6d0)\ub97c \uae30\ub85d\ud558\uba70 10\uac70\ub798\uc77c \uc5f0\uc18d \uc0c1\uc2b9\ud588\ub2e4. \uc57c\ud6c4 \ud30c\uc774\ub0b8\uc2a4(Yahoo! Finance)\uc5d0 \ub530\ub974\uba74<\/a>, \uc774\ub0a0 \uc885\uac00\ub294 3.19\ub2ec\ub7ec(\uc57d 4,464\uc6d0)\uc600\uc73c\uba70 \uac70\ub798\ub7c9\uc740 \uc57d 1\uc5b57,400\ub9cc \uc8fc\ub85c 3\uac1c\uc6d4 \ud3c9\uade0\uce58(\uc57d 3,720\ub9cc \uc8fc)\ub97c \ud06c\uac8c \uc6c3\ub3cc\uc558\ub2e4.<\/p>\n 9\uc6d4 \uac70\ub798 \ub370\uc774\ud130 \uae30\uc900\uc73c\ub85c \ube44\ud2b8\ud31c\uc988\ub294 \uc6d4\ucd08\uac00 1.34\ub2ec\ub7ec(\uc57d 1,875\uc6d0)\uc5d0\uc11c \ud604\uc7ac \uc57d 3.18\ub2ec\ub7ec(\uc57d 4,450\uc6d0) \uc218\uc900\uae4c\uc9c0 132% \uc774\uc0c1 \uc0c1\uc2b9\ud588\ub2e4. \uc2dc\uac00\ucd1d\uc561\uc740 \uc57d 17.69\uc5b5 \ub2ec\ub7ec(\uc57d 2.48\uc870\uc6d0)\ub85c \ub298\uc5b4\ub098 2024\ub144 \ub9d0 \uc885\uac00 \uae30\uc900 \ub300\ube44 94% \uc774\uc0c1 \uc99d\uac00\ud588\ub2e4.<\/p>\n \uc62c\ud574 \ube44\ud2b8\ud31c\uc988\ub294 \ud30c\ub77c\uacfc\uc774\uc758 \ube44\ud2b8\ucf54\uc778 \ucc44\uad74 \uc0ac\uc774\ud2b8\ub97c \ud558\uc774\ube0c \ub514\uc9c0\ud138(Hive Digital)\uc5d0 \ub9e4\uac01\ud588\uc73c\uba70, 2025\ub144 8\uc6d4\uc5d0\ub294 \ube44\ud2b8\ucf54\uc778 1,052\uac1c\ub97c \ub9e4\ub3c4\ud588\ub2e4\uace0 \ubcf4\uace0\ud588\ub2e4<\/a>. \ube14\ub85d\uc2a4\ud398\uc774\uc2a4(Blockspace)\uc5d0 \ub530\ub974\uba74<\/a>, \ucd5c\uadfc \ud32c\uc11c \ud06c\ub9ac\ud06c(Panther Creek) \uc0ac\uc774\ud2b8\uc758 \uc0dd\uc0b0\uc131\uc744 \uc7ac\ud3c9\uac00\ud588\uace0, T5 \ub370\uc774\ud130 \uc13c\ud130\uc640 \ucea0\ud37c\uc2a4 \uac1c\ubc1c\uc744 \ucd94\uc9c4\ud558\uae30\ub85c \ud569\uc758\ud588\ub2e4. \uc774 \uac19\uc740 \ubc1c\ud45c\uac00 \uc8fc\uac00\uc758 \uae0d\uc815\uc801 \ud750\ub984\uc5d0 \uc77c\ubd80 \uae30\uc5ec\ud588\uc744 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4.<\/p>\n \uc0ac\uc774\ud37c \ub9c8\uc774\ub2dd \uc8fc\uac00\ub294 9\uc6d4 \ud55c \ub2ec \ub3d9\uc548 \uc57d 40% \uc0c1\uc2b9\ud588\uc73c\uba70, 52\uc8fc \uc2e0\uace0\uac00 12.66\ub2ec\ub7ec(\uc57d 1\ub9cc7,715\uc6d0)\ub97c \uae30\ub85d\ud588\ub2e4. \uc57c\ud6c4 \ud30c\uc774\ub0b8\uc2a4\uc5d0 \ub530\ub974\uba74<\/a>, \uc9c0\ub09c 6\uac1c\uc6d4 \uc218\uc775\ub960\uc740 313%\uc5d0 \ub2ec\ud574 AI \uc778\ud504\ub77c \ud53c\ubc97 \ud2b8\ub80c\ub4dc\uc758 \uc8fc\uc694 \uc218\ud61c\uc8fc\ub85c \uc790\ub9ac\ub9e4\uae40\ud588\ub2e4.<\/p>\n \ucd5c\uadfc \uac70\ub798 \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 9\uc6d4 \ub0b4\ub0b4 CIFR\uc758 \uc77c\ud3c9\uade0 \uac70\ub798\ub7c9\uc740 3,540\ub9cc \uc8fc \uc218\uc900\uc744 \ubcf4\uc600\ub2e4. \uc8fc\uac00\ub294 11.85\ub2ec\ub7ec(\uc57d 1\ub9cc6,582\uc6d0)\ub85c \ub9c8\uac10\ud588\uc73c\uba70, \uc2dc\uac00\ucd1d\uc561\uc740 46.6\uc5b5 \ub2ec\ub7ec(\uc57d 6.52\uc870\uc6d0)\ub97c \uae30\ub85d, \ucc44\uad74\uacfc \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC)\uc744 \ubcd1\ud589\ud558\ub294 \ub4c0\uc5bc \uc804\ub7b5\uc5d0 \ub300\ud55c \uae30\uad00\ud22c\uc790\uac00\uc758 \uad00\uc2ec\uc774 \ubc18\uc601\ub41c \ubaa8\uc2b5\uc774\ub2e4.<\/p>\n \uc0ac\uc774\ud37c \ub9c8\uc774\ub2dd\uc740 9\uc6d4 4\uc77c \uc6b4\uc601 \uc5c5\ub370\uc774\ud2b8\uc5d0\uc11c \uc0dd\uc0b0\ub2a5\ub825 \ucd94\uac00\ub97c \ubc1d\ud614\ub2e4. \uc544\uc6b8\ub7ec CEO \ud0c0\uc77c\ub7ec \ud398\uc774\uc9c0(Tyler Page)\ub294 2025\ub144 \ub9d0\uae4c\uc9c0 \ub300\ud615 \ub51c \uc131\uc0ac\uc5d0 \ub300\ud55c \uc2dc\uc7a5 \uae30\ub300\ub97c \uc774\uc5b4\uac00\uace0 \uc788\ub2e4\uace0 \uc804\ud588\ub2e4. \ud574\ub2f9 \ub51c\uc740 \ube44\ud2b8\ucf54\uc778 \ucc44\uad74 \ub610\ub294 AI \uc804\ud658\uacfc \uc5f0\uad00\ub420 \uac00\ub2a5\uc131\uc774 \ud070 \uac83\uc73c\ub85c \uad00\uce21\ub41c\ub2e4.<\/p>\n \ucc44\uad74 \uc5c5\uc885\uc758 \ucd08\uacfc\uc218\uc775\uc740 \uc804\ud1b5\uc801\uc778 \ube44\ud2b8\ucf54\uc778 \ucc44\uad74\uc744 \ub118\uc5b4 AI\uc640 \uace0\uc131\ub2a5\ucef4\ud4e8\ud305(HPC) \uc11c\ube44\uc2a4\ub85c \uc0ac\uc5c5\uc744 \ub2e4\uac01\ud654\ud55c \ub370\uc11c \ube44\ub86f\ub410\ub2e4. \ud558\uc774\ube0c \ub514\uc9c0\ud138\uc740 AI \ub370\uc774\ud130\uc13c\ud130 \uc778\ud504\ub77c \uc804\ud658\uc744 \uac00\uc18d\ud558\uace0 \uc788\uc73c\uba70, \uc544\uc774\ub9ac\uc2a4 \uc5d0\ub108\uc9c0(Iris Energy)\ub294 \ube14\ub799\uc6f0(Blackwell) GPU\ub85c \uc6b4\uc601\uc744 \ud655\ub300<\/a>\ud558\uace0 \uc788\ub2e4.<\/p>\n \ub2e4\ub9cc \uc5c5\uc885\uc758 \uac15\ud55c \uc8fc\uac00 \ud750\ub984\uacfc \ub2ec\ub9ac \ube44\ud2b8\ucf54\uc778 \ucc44\uad74 \ud380\ub354\uba58\ud138\uc5d0\ub294 \ubd80\ub2f4\uc774 \uc774\uc5b4\uc9c0\uace0 \uc788\ub2e4. \ube44\ud2b8\ucf54\uc778 \ub124\ud2b8\uc6cc\ud06c\uc758 \ub2e4\uc74c \ub09c\uc774\ub3c4 \uc870\uc815\uc740 0.2~7.24% \uc0c1\uc2b9<\/a>\uc774 \uc608\uc0c1\ub418\uba70, \uc774\ub294 \ud3c9\uade0 \ud574\uc2dc\ub808\uc774\ud2b8\uac00 \ucc98\uc74c\uc73c\ub85c \uc81c\ud0c0\ud574\uc2dc(ZH\/s) \uc218\uc900\uc744 \ub118\uc5b4\uc11c\ub294 \uc5d0\ud3ec\ud06c\uac00 \ub420 \uc804\ub9dd\uc774\ub2e4. \uac70\ub798 \uc218\uc218\ub8cc \ube44\uc911\uc740 \uc6d4\uac04 \ucc44\uad74 \ubcf4\uc0c1\uc758 0.8% \uc544\ub798\ub85c \ub5a8\uc5b4\uc838 \uc628\uccb4\uc778 \ud65c\ub3d9 \ub454\ud654\ub97c \uc2dc\uc0ac\ud55c\ub2e4. \uc7a5\uae30\uc801\uc73c\ub85c \ube44\ud2b8\ucf54\uc778 \ucd94\uac00 \ud655\ubcf4\uac00 \uc810\uc810 \ub354 \uc5b4\ub824\uc6cc\uc9c8 \uac83\uc73c\ub85c \ubcf4\uc774\uba70, \uc774\uac83\uc774 \ucc44\uad74 \uae30\uc5c5\ub4e4\uc774 \ud22c\uc790 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ub2e4\ubcc0\ud654\ud558\ub294 \uc8fc\ub41c \uc774\uc720\ub85c \uaf3d\ud78c\ub2e4.<\/p>\n
\ube44\ud2b8\ud31c\uc988 \uc8fc\uac00, \uac15\ud55c \ubaa8\uba58\ud140 \uc9c0\uc18d<\/h2>\n
\uc0ac\uc774\ud37c \ub9c8\uc774\ub2dd, \uc6b4\uc601 \uc131\uc7a5\uc138 \uc785\uc99d<\/h2>\n
\ucc44\uad74 \ub09c\uc774\ub3c4 \uc0c1\uc2b9\uc5d0\ub3c4\u2026\uc0b0\uc5c5 \uc804\ud658\uc774 \uc8fc\uac00 \uacac\uc778<\/h2>\n