2026-01-07 18:26:05

BitFuFu has recently disclosed its December operational report, and the mining results for the month were quite good. The total Bitcoin output for the month was 188 coins, with 151 coins contributed by cloud mining and 37 coins by self-operated mining. By the end of the year, the company's Bitcoin reserves reached 1780 coins, an increase of 16 coins month-over-month, with holdings steadily growing.

It is worth noting that there has been an adjustment in the staking strategy—the number of staked Bitcoin dropped significantly from 620 coins to 274 coins, reflecting that the company may be optimizing its asset allocation structure. While continuing to increase spot holdings, it is reducing the staking scale. What is the logic behind this? Is it preparing for possible market changes or simply pursuing greater flexibility in holdings? This data change is worth careful consideration by participants in the mining industry.

BTC0,08%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

23 Likes

Reward
23
8
Repost
Share

Comment

0/400

LiquidationOracle

· 9h ago

Staking halved? Smelling a big move coming --- 188 coins output is okay, but this staking reduction operation is a bit interesting --- Position steadily increasing but staking cut in half, still afraid of a dip? --- This pattern looks like they’re holding back for a major event --- Staking from 620 directly down to 274, they must be very bullish on spot --- Is liquidity tightening? Or are they betting on a big market move --- Increasing spot holdings while reducing staking, a typical prelude to "big moves" --- 1780 Bitcoin isn’t a small amount, but I just can’t understand why they’re rebalancing so quickly --- The staking cut in half isn’t just surface-level; there’s definitely logic behind it --- This adjustment needs a careful look, feels like there’s an expectation built in

View OriginalReply0

ThatsNotARugPull

· 20h ago

Staking cut from 620 to 274? This move is quite interesting, feels like a big battle is coming. Directly halving the staking amount... Is BitFuFu preparing for a surge? Flexibility in holdings vs. returns, this is not a simple question... Holding 1780 Bitcoins, reducing staking and increasing spot holdings, the logic is very clear. Big cut in staking, aggressive accumulation of spot, do you understand this move? Isn't it just about risk prevention + bottom-fishing preparation? It's too obvious.

View OriginalReply0

HashRateHermit

· 01-08 19:07

Staking halved directly? That's an interesting move, feels like reserving some ammunition for what’s to come. Accumulating 1780 Bitcoins slowly, flexibility in holdings is indeed important. The trade-off between staking yields and holding freedom—this game is played quite carefully. Cloud mining accounts for over 80% with 151 coins; this business model is really stable. Is the reduction in staking to avoid being locked in when the market comes? Or is it simply to gain more liquidity? That’s an interesting question. Adding 16 coins to the end-of-year holdings isn’t much; mining yields are just so-so? From 620 to 274, such a large drop, it’s definitely not just simple optimization.

View OriginalReply0

FlyingLeek

· 01-07 18:56

Staking directly cut from 620 to 274? This pace is a bit fast, feels like making the next move. --- 1780 Bitcoins steadily increasing, but staking has significantly shrunk. How to interpret this move? --- I don't quite understand their logic. Are they bearish or waiting for some opportunity? --- Cloud mining with 151 self-operated and 37 others. Adjusting the configuration like this is indeed interesting. --- Staking cut by more than half? Are they preparing for a black swan event? --- Increasing holdings while maintaining flexibility in holding coins—this contradiction is quite interesting. --- 274 staked coins. Are they afraid of being trapped or is there a better opportunity? --- Spot accumulation with reduced staking. Feels like BitFuFu is tinkering with something. --- Monthly production of 188 coins, with a stock of 1780 by the end of the year. This growth is impressive.

View OriginalReply0

CryptoSurvivor

· 01-07 18:55

Hmm, with such a severe reduction in staking, it feels like a big move is being hidden away Cloud mining of 151 coins is still okay, but the staking has been cut from 620 directly down to 274, that’s quite bearish The reserve of 1780 coins is slowly accumulating, quite steady, but the shift in staking strategy is a bit interesting Reducing staking and increasing spot? Are they worried about the risks of staking or waiting for some opportunity? Flexibility in holdings? Ha, I think it’s more like having some ideas about the future market I’ve never seen such a drastic reduction in staking before, BitFuFu’s move here is quite deliberate

View OriginalReply0

ChainSpy

· 01-07 18:54

Staking has been cut from 620 to 274, quite a big move... feels like gambling on something --- 188 Bitcoin monthly production, sounds okay, but halving the staked amount is a bit interesting --- Position increased by 16? Even small amounts are still money, but with the significant drop in staking, it does seem like portfolio adjustment --- Maxed out spot holdings and cut staking, what is BitFuFu preparing for? Is a storm coming? --- 274 staking positions, sharply cut from 620, losing two-thirds—this logic needs to be thought through --- Hey, 1780 reserves, reverse staking operation—are they betting against staking yields? --- Feels like doing homework for volatility, otherwise why rush to withdraw staking

View OriginalReply0

LightningWallet

· 01-07 18:32

Huh, staking is directly cut by more than half? This pace doesn't seem right. --- 1,780 coins, steady growth sounds comfortable, but that staking data... is a bit hard to interpret. --- Spot holdings, staking down, what kind of chess is BitFuFu playing here? --- 188 coins per month is quite a lot, but I'm more curious about what’s behind the 274 coins staked. --- Cut directly from 620 to 274, isn't that just optimization? Feels like there's some whispering behind the scenes. --- Cloud mining accounts for a high proportion of 161, but the staking adjustment is the real highlight. --- Holdings of 1,780 are still increasing, but the staking has shrunk so much... can anyone explain why? --- Mining data looks okay, but the key is that the staking strategy shift is quite interesting. --- Halving of staking, increased spot holdings, what does this combo mean? --- Almost 200 bitcoins per month, sounds great, but that staking thing is really hard to figure out.

View OriginalReply0

FreeMinter

· 01-07 18:29

Oops, staking is directly halved? This pace is a bit interesting --- 17,80 Bitcoins, steadily accumulating without any problem, just that staking jumped from 620 to 274… What could this be hinting at? --- Cloud mining with 151 coins supporting it, but this staking move is really somewhat thought-provoking --- Reducing staking to increase spot holdings, looks like BitFuFu is also betting on a market turnaround? --- 188 coins monthly output is okay, but the signal of staking being cut in half is worth pondering --- Holding spot, staking reduced, is this the rhythm for preparing for 2025? --- Staking dropped from 620 to 274, is this guy cutting losses or secretly building a position? --- Holding 1,780 Bitcoins is quite a lot, but this change in staking strategy is a bit hard to understand --- Cloud mining accounts for such a high proportion, indicating BitFuFu also has confidence in this trend

View OriginalReply0