De wereldwijde bitcoinminingindustrie is in 2025 een nieuwe fase ingegaan. Ondanks een negatief jaar voor Bitcoin zelf, met een jaarsluiting rond 6 procent lagerDe wereldwijde bitcoinminingindustrie is in 2025 een nieuwe fase ingegaan. Ondanks een negatief jaar voor Bitcoin zelf, met een jaarsluiting rond 6 procent lager

Bitcoin mining in 2026: netwerk groeit door, AI wordt cruciaal en investeringen blijven nodig

De wereldwijde bitcoinminingindustrie is in 2025 een nieuwe fase ingegaan. Ondanks een negatief jaar voor Bitcoin zelf, met een jaarsluiting rond 6 procent lager, groeide het netwerk juist sterker dan ooit. Het afgelopen jaar markeert een duidelijke overgang. Bitcoin mining ontwikkelt zich van een cyclische, speculatieve sector naar een kapitaalintensieve industrie waarin schaal, energie en strategische positionering bepalend zijn. Bitcoin miners staan altijd onder druk. Er is wereldwijde concurrentie, lokale (energie)discussies en de wereld is constant aan het veranderen. Digital Mining Solutions komt met een rapport over de staat van de markt. Netwerk groeit door, zelfs bij lage opbrengsten De totale rekenkracht van het Bitcoin-netwerk steeg in 2025 met 277 exahash per seconde naar ruim 1.070 EH/s. Dat is de op één na grootste jaarlijkse groei ooit. Opvallend is dat deze expansie plaatsvond terwijl de winstgevendheid voor miners zwaar onder druk stond. De zogenoemde hashprice, de opbrengst per petahash per dag, zakte tot onder de 40 dollar, een historisch laag niveau. De oorzaak ligt vooral bij het wegvallen van transactiekosten. In grote delen van 2025 vormden fees minder dan één procent van de block reward. Sinds de halving van april 2024 ontvangen miners nog maar 3,125 BTC per block, waardoor zij vrijwel volledig afhankelijk zijn geworden van de bitcoinprijs en operationele efficiëntie. Beursgenoteerde miners domineren netwerk Beursgenoteerde miningbedrijven spelen een steeds grotere rol. In 2025 controleerden zij samen meer dan 40 procent van de wereldwijde hashrate. Grote namen als MARA Holdings, CleanSpark, Bitdeer en IREN breidden hun capaciteit fors uit. Tegelijkertijd leidde deze schaalvergroting tot verdere concentratie, waardoor kleinere miners het steeds moeilijker krijgen. Ook ASIC-fabrikanten veranderden van rol. Producenten als Bitmain en Canaan zetten in toenemende mate hun eigen hardware in voor zelf-mining. Zo beschermen zij hun marges en benutten zij chipproductie die anders op voorraad zou blijven liggen. Eind 2025 zagen we miljarden aan investeringen in een hele andere sector dan Bitcoin. Eentje die ook zoekt wat bitcoinminers bieden: rekenkracht, hardware en toegang tot grote hoeveelheden aan energie. AI en HPC worden nieuwe groeimotor Een van de belangrijkste structurele verschuivingen in 2025 is de integratie van AI en high-performance computing (HPC). Wat in 2024 nog vooral een experiment was, groeide dit jaar uit tot een serieuze bedrijfsstrategie. Verschillende miners sloten langlopende contracten met hyperscalers en cloudbedrijven, vaak met een looptijd van tien jaar of langer en een waarde van miljarden dollars. We zien dat veel miners een deel van hun winsten richting investeringen in AI schuiven. Beleggers reageerden duidelijk. Miningbedrijven met geloofwaardige AI- of HPC-activiteiten presteerden op de beurs aanzienlijk beter dan pure bitcoinminers. Aandelen van partijen met zulke contracten lieten in sommige gevallen koersstijgingen van meer dan 200 procent zien, terwijl traditionele miners achterbleven. Energie wordt belangrijkste bottleneck Vooruitkijkend naar 2026 verschuift de grootste uitdaging van hardware naar energie. De concurrentie met AI-datacenters om stabiele, goedkope stroom neemt snel toe. Waar AI-workloads hoge marges opleveren en vrijwel altijd aanstaan, is bitcoinmining flexibel maar minder winstgevend per megawatt. Daardoor wijken miners steeds vaker uit naar off-grid oplossingen, overtollige waterkracht of gaslocaties. Deze ontwikkeling kan op termijn juist bijdragen aan meer geografische spreiding van de hashrate. Mining wordt minder gecentraliseerd rond grote datacenters en meer verspreid over energiebronnen die anders onbenut blijven. Sector wordt industriëler en selectiever De conclusie over 2025 is helder. Bitcoin mining draait niet langer alleen om schaal of geluk in een bullmarkt. Succes hangt steeds meer af van kapitaaldiscipline, slimme energiedeals en het vermogen om te schakelen richting nieuwe verdienmodellen zoals AI en HPC. Voor kleinere beursgenoteerde miners wordt consolidatie vrijwel onvermijdelijk, terwijl de sterkste spelers zich ontwikkelen tot bredere infrastructuurbedrijven in de wereldwijde computemarkt. Best wallet - betrouwbare en anonieme wallet Best wallet - betrouwbare en anonieme wallet Meer dan 60 chains beschikbaar voor alle crypto Vroege toegang tot nieuwe projecten Hoge staking belongingen Lage transactiekosten Best wallet review Koop nu via Best Wallet Let op: cryptocurrency is een zeer volatiele en ongereguleerde investering. Doe je eigen onderzoek.

Het bericht Bitcoin mining in 2026: netwerk groeit door, AI wordt cruciaal en investeringen blijven nodig is geschreven door Robin Heester en verscheen als eerst op Bitcoinmagazine.nl.

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