This article was originally written by IPFS Force Zone Bitcoin has surpassed $30,000, and the biggest beneficiaries can be said to be Bitcoin miners. Compared with other participants, Bitcoin miners obtain Bitcoin at the lowest cost. Even if you buy it on the secondary market, the cost is not as low as Bitcoin miners. The same is true once the price of FIL rises. Bitcoin trend, source: huobi.com, 2021-1-4 When Filecoin was first launched, many investors thought that FIL, as a trading medium in the algorithm storage market, had a promising future. At the same time, with good returns, many investors gradually became miners. The main purpose of this article is to select key data from the chaotic data in the market for investors' reference: What points should mining operation and maintenance pay attention to? First, let us understand the production cost of a single FIL. 1. The cost of a single FIL is about 12 US dollars, and the profit is 10 US dollars per coin Filecoin knowledge points that new investors must pay attention to, source: IPFS Force Zone, 2020-12-28 According to the article "Filecoin Knowledge Points that New Investors Must Pay Attention to", for C-end investors, 1T costs about 4,639.18 yuan, and the final income from mining for one year can be 59.33 FIL. Without considering the handling fee, the mining cost of 1 FIL is about 12.16 US dollars. At the current price of 22 US dollars/FIL, each FIL mined can make a profit of 10 US dollars, which is quite a considerable income. At the same time, some investors will set up their own mining farms, which will further reduce the production cost of FIL and control the mining cost of a single FIL to below US$10/FIL. 2. What points should mining operation and maintenance focus on? For investors, what they can directly understand at present is the cost per T, daily mining income per T, management sharing fees and reputation, as well as some operation and maintenance strategy guidance. 1. Expenditure: Reasonable cost per T Currently, the investment targets include cloud computing power, mining machines, mining farms and mining pools, and most of the investment amounts are over hundreds of thousands. For the calculation of the cost per T, we need to pay attention to three points: The investment cycle needs to take into account the factor of currency inflation. Investors generally compare the cost per ton of each company, the number of years that can be mined, etc. Some manufacturers will advertise that they can participate in mining for a few years or even decades, so the cost per ton of each company may be as low as a few hundred yuan per year. Such publicity can easily lead investors into a misunderstanding, because Filecoin investment is different from real estate investment. The former can be realized when the price is right, and rapid profit is a relatively successful investment, outperforming the annual 10% inflation. The latter is mainly for practical value, and there is no urgent need for cashing out; The reference price is a reasonable price range. When investing in a single T computing power, you can refer to the reasonable price range in the market. If the price is too high or too low, you need to be cautious. If the price is too high, there may be too many middlemen. If the price is too low, it may be due to the limited node operation and maintenance level, resulting in low returns. For the reasonable range, the C-end and B-end (independent node investors) have different price ranges because of their different scales of investment; The pre- and post-processing fees are used to spread the cost of a single T in disguise. If the direct cost of a single T is high, the proportion of post-processing mining income may be low, and vice versa. This depends on the investor's cash flow turnover and how they view the medium- and long-term price trend of FIL.
2. Income: Daily single T mining income needs reasonable judgment The daily single T mining income is reasonable as a basis, and high income requires judgment. FIL/T/day will have a reasonable range at a certain stage (currently around 0.13), and better manufacturers will generally exceed this value, but it is difficult for investors to see this value at a glance. The main reasons are: FIL/T/day has always been a controversial topic. Some browsers will show that the mining efficiency calculation of a certain manufacturer will be inaccurate, and the result will be higher if there is no computing power increase, and lower if there is computing power increase. For example: A and B are both 1000T in size. Assuming that on a certain day, the income is about 130 FIL (B may be higher), and A did not increase its computing power on that day, and B increased its computing power by 100T on that day, then at this moment, A's mining efficiency = 130/1000 = 0.13FIL/T/day, B's mining efficiency = 130/(1000+100) = 0.118FIL/T/day. In this way, it is not easy to see the difference between the two. The author believes that the actual calculation should be refined to each high degree of calculus to be reasonable. Therefore, for investors, it is more reasonable to calculate it by themselves, or observe the browser FIL/T/day in combination with the long-term computing power growth. 3. Expenses: Management expenses 15-25% For C-end investors, the lower the management service fee is, the better, with the same cost-effectiveness; for B-end investors, the main reference is asset liquidity and price judgment to hedge risks. If B-side investors are optimistic about FIL in the long term, they can choose to pay more fees in the early stage and reduce the management share fee in the later stage; conversely, they can reduce the upfront fees and increase the management share fee in the later stage, and share the risks with the operation and maintenance service providers. 4. Manufacturer reputation requires understanding of its essence Investors can learn about service providers through external publicity, cooperation or face-to-face contact. Currently, service providers on the market are mainly divided into technical and market providers. The direction of publicity cannot be a standard for measuring the service level of providers. At the same time, the development of the blockchain industry is still in its early stages and there are many uncertainties. We must learn to deeply understand the essence behind PR in order to be truly responsible for investment. In addition, B-side investors also need corresponding operation and maintenance strategy guidance to adjust their computing power growth strategies according to market conditions. 5. Operation and maintenance strategy guidance: maximizing benefits In addition to basic operation and maintenance work, operation and maintenance strategy guidance mainly includes: computing power growth and rectification suggestions, upgrade suggestions, penalty avoidance strategies and network maintenance, etc. The main purpose of operation and maintenance strategy guidance is to safely ensure the maximum efficiency of hardware and adjust the computing power planning according to the situation of the network. At present, the main issues that need to be addressed are computing power penalties, gas fee rectification strategies and reducing the orphan block rate, which are generally considered by independent node investors. The computing power penalty is to provide optimization suggestions to reduce the probability of penalty, such as file backup and recovery, information packaging gas fee proofreading, etc., to reduce the expenditure of additional fees as much as possible; The Gas fee rectification strategy is mainly to propose some rectification plans for investors based on the current status of Gas, so as to minimize the expenditure and complete the task of computing power growth; The orphan block rate can be reduced mainly through software and operation and maintenance strategies to ensure operational stability and minimize the orphan block rate.
3. Filecoin is still in its dividend period, and leading manufacturers are the key An investor once said that Filecoin is still in its dividend period, and participating now can still reap the benefits, and the difference between leading companies is the size of the benefits. In short, there are many reference indicators on the market that are dazzling, and the above are the core indicators sorted out by the author, which can help investors judge the manufacturer's operation and maintenance capabilities and obtain the maximum dividends as much as possible. PS: The above information is for research purposes only and is not intended as an investment reference. |
