Майнинговые компании Bitcoin в конце года переключаются: массовая продажа 2200 BTC, или ускорение внедрения AI

【Block Rhythm】An interesting phenomenon deserves attention. Listed mining company Riot Platforms has been quite active over the past two months — accumulating sales of 2,201 bitcoins in November and December, converting them into nearly $200 million in real cash.

The shift in holdings behind this tells an even more revealing story. By year-end, they had 18,005 bitcoins remaining in their account, valued at approximately $1.65 billion at current prices. However, compared to 19,324 bitcoins in October, this represents a decline of over 1,300 coins. Keep in mind, this is less than the growth from the same period last year — by year-end last year, their holdings had only increased by 293 coins compared to the previous year.

The real turning point came in 2024. Back then, Riot Platforms “didn’t sell a single one,” instead continuously accumulating coins and increasing their bitcoin reserves by over $500 million. This completely opposite move has drawn an intriguing interpretation from Matthew Sigel, Director of Digital Assets at VanEck: this mining company is adjusting its strategic direction, shifting its focus toward the artificial intelligence sector.

From pure bitcoin mining and coin hoarding to today’s strategic selling — what might this transformation signify? Perhaps we should reflect on what kind of changes are happening in the role positioning of traditional mining companies during this AI boom.