CoinDesk reported on January 8 that, according to monitoring data from Arkham, Grayscale has recently increased its holdings by 721.633 bitcoins through its Coinbase Prime hot wallet, with a total value of approximately 70.04 million USD. This not only highlights Grayscale's continued deepening of its layout in the Bitcoin ecosystem but also indicates that institutional investors' confidence in Bitcoin assets is further strengthening. At the same time, Grayscale has also added to its MKR holdings, flowing into its MakerDAO trust fund account, demonstrating its strategic considerations in diversified asset allocation. Meanwhile, the strategies of Bitcoin mining companies for 2024 are undergoing significant changes. According to the latest report from NiceHash and Digital Mining Solutions, an increasing number of mining companies are inclined to retain more Bitcoin output rather than sell it directly. This trend indicates that mining companies are viewing Bitcoin as a long-term asset to hedge against future uncertainties. Mining companies like MARA Holdings, Riot Platforms, and Hut 8 are expanding their Bitcoin holdings through financing methods, making it an important component of their balance sheets, while companies like CleanSpark have chosen to retain the vast majority of their recent output. Against this backdrop, mining companies are also actively positioning themselves in emerging fields such as artificial intelligence (AI) and high-performance computing (HPC) to promote revenue diversification. For example, Hut 8's AI/HPC business revenue accounted for 8% of its total revenue in the first three quarters of 2024. This shows that Bitcoin mining companies are leveraging diversification strategies to smooth out cyclical fluctuations in the mining market while strengthening their overall financial resilience. The resonant trend of Grayscale's increased holdings and mining companies retaining Bitcoin output not only solidifies Bitcoin's market position but also promotes long-term investments and innovation within the ecosystem, as Bitcoin gradually moves towards deeper assetization and industrialization.

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