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Marathon Hash Rate Climbs To 31.5 EH/s As Miner Competition Tightens

Marathon Digital's self-mining hash rate has increased to 31.5 EH/s, demonstrating the aggressive expansion strategy of major public miners following the Bitcoin halving. This growth highlights the intensifying competition in a post-halving market where reduced block rewards and energy costs pressure less efficient operators. For large miners like Marathon, scaling up hash rate through ASIC fleet expansion has become a critical defense mechanism to maintain production share and investor confidence. The sector is consolidating, becoming more industrial and capital-intensive. While production scale is paramount, treasury management decisions regarding mined Bitcoin remain equally important for shareholder value. The update underscores that expansion is now more essential than ever for miners aiming to lead the industry.

bitcoinistHace 11 hora(s)

Marathon Hash Rate Climbs To 31.5 EH/s As Miner Competition Tightens

bitcoinistHace 11 hora(s)

Bitcoin’s ‘greatest evolution’ lies beyond the protocol: Michael Saylor

Michael Saylor predicts Bitcoin's most significant evolution over the next decade will not stem from protocol changes but from the expansion of its surrounding financial ecosystem. He emphasizes that Bitcoin's stability is a strength, and while halving events will tighten supply, future price growth will be driven primarily by institutional capital from spot ETFs, corporate treasuries, sovereign wealth funds, and other large financial entities. Saylor also cautions about risks like "paper Bitcoin," custodial centralization, and regulatory scrutiny but remains optimistic, expecting Bitcoin to be more widely held, institutionalized, and integrated by 2036. This outlook comes alongside MicroStrategy's continued aggressive accumulation of Bitcoin, growing its holdings significantly despite market volatility and criticism.

ambcryptoAyer 06:02

Bitcoin’s ‘greatest evolution’ lies beyond the protocol: Michael Saylor

ambcryptoAyer 06:02

History favors another weak Bitcoin H2 – Can liquidity rewrite BTC’s 2026 cycle?

Bitcoin’s post-halving cycles historically see major price expansions 12-18 months after the event, followed by a weaker second half (H2) as a "cooldown phase." H2 2018 and H2 2022 both saw significant declines amid tight macro liquidity. In 2026, Bitcoin is again entering H2 down over 30% in H1, mirroring those past cycles. However, a key divergence exists: while the macro backdrop remains challenging with high interest rates, the crypto market now has new sources of liquidity from growing sectors like RWA tokenization and stablecoins. The critical question is whether capital inflows into these areas are sufficient to offset broader macro pressures and break the historical pattern of a weak H2. If not, Bitcoin could face further downside, potentially leading the crypto market to its first double-digit annual decline since 2022.

ambcrypto07/01 22:05

History favors another weak Bitcoin H2 – Can liquidity rewrite BTC’s 2026 cycle?

ambcrypto07/01 22:05

Grayscale: After Halving, BTC is Nearing the Bottom of This Cycle

Grayscale Research suggests Bitcoin's recent decline below $60,000, a >50% drop from its October peak, represents a cyclical correction within a long-term uptrend rather than a trend reversal. Key factors behind the pullback include a shift in market expectations toward Federal Reserve rate hikes under new Chair Kevin Warsh, uncertainty around the CLARITY Act's Senate passage, pressure on leveraged entities like Strategy, and concerns over quantum computing risks. The path out of the current bear market hinges on upcoming catalysts. An optimistic scenario, where the CLARITY Act passes, leverage is contained, and the Fed refrains from hiking, could mean Bitcoin is nearing its cycle bottom. A pessimistic scenario, featuring legislative failure, further deleveraging, and Fed rate hikes, could lead to additional moderate downside. Grayscale does not expect a historically deep ~80% drawdown due to a more measured prior bull run and stickier institutional demand. Despite short-term headwinds, Grayscale remains highly optimistic about crypto's long-term structural prospects, driven by institutional adoption of public blockchains, unsustainable government debt, declining trust in intermediaries, and AI's potential demand for alternative systems. The report concludes that while the exact cycle low depends on near-term catalysts, current valuations present an attractive entry point for long-term investors betting on the decade-ahead growth of digital assets.

marsbit07/01 03:22

Grayscale: After Halving, BTC is Nearing the Bottom of This Cycle

marsbit07/01 03:22

Will History Repeat Itself? Fidelity Lists Five Catalysts to End the Crypto Winter

Fidelity's new report suggests that the current crypto winter for Bitcoin may be nearing its end, identifying five potential catalysts that could drive a market turnaround based on historical patterns. First, Bitcoin's approximately four-year cycle, driven by its halving mechanism, historically marks peaks and troughs. The last bottom was in November 2022, potentially pointing to the next around November 2026, though cycle length can vary. Second, clearer regulation has often preceded past bull markets. The focus is now on the CLARITY Act, which aims to clarify US digital asset oversight between the SEC and CFTC. Its passage could unlock domestic activity currently held back by legal uncertainty. Third, Federal Reserve monetary policy plays a role. A shift to lower interest rates tends to correlate with rising crypto prices by reducing borrowing costs and boosting risk appetite, though markets may price this in well ahead of any official change. Fourth, the emergence of breakthrough applications can fuel investor interest. Current trends like real-world asset tokenization, AI-related crypto infrastructure, and stablecoins are being watched, but history shows the biggest catalysts are often unexpected. Fifth, a new wave of institutional adoption could be a trigger. While ongoing adoption in 2026 hasn't sparked a new bull run, a major unexpected move—like a significant purchase by a tech giant or adoption as a hedge in a global crisis—could create a powerful new narrative. Fidelity concludes that while the market is in a downturn, historical turning points have often resulted from a combination of such factors, and the next phase for Bitcoin may depend on which of these catalysts materializes first.

Foresight News06/30 08:01

Will History Repeat Itself? Fidelity Lists Five Catalysts to End the Crypto Winter

Foresight News06/30 08:01

BIT Research: The 2028 Halving Is Not the End, the Real Shake-Up of the Bitcoin Mining Industry Is Just Beginning

The Bitcoin mining industry is undergoing its most complex structural adjustment since inception. Despite Bitcoin's price holding near $61,000 and the network hash rate approaching a record 1 ZH/s, miner profitability is deteriorating. The industry is operating close to its breakeven point, with the 2028 halving expected to accelerate consolidation. The challenges extend beyond the halving's subsidy reduction; the industry's revenue model has yet to successfully transition towards a fee-driven structure. Increasingly, mining companies are evolving from simple Bitcoin producers into infrastructure and energy operators, including providers of AI/HPC computing power. Competition is shifting from pure hash rate expansion to business model upgrades. Economic pressure is evident. The theoretical daily mining revenue at current prices is around $78 million, yet the actual figure is only about $33 million—a 136% gap. Transaction fees remain low at roughly $220k daily, far below historical implied levels. With a current estimated industry-wide breakeven price near $65,000, mining alone is struggling to generate ideal profits. The 2028 halving is projected to push the fundamental production cost floor to approximately $93,289. This will likely accelerate a shift towards consolidation among larger, well-capitalized miners with diversified revenue streams. Competitive advantage will belong to institutionalized players with access to low-cost energy, AI/HPC hosting operations, and stronger balance sheets. In essence, Bitcoin mining is transitioning from a "mining business" to an "infrastructure business." Future profitability and resilience will depend less on block rewards and more on diversified income sources like energy management and computational infrastructure services. For investors, the key question is not the halving itself, but which miners can successfully navigate this business model transformation.

marsbit06/27 07:32

BIT Research: The 2028 Halving Is Not the End, the Real Shake-Up of the Bitcoin Mining Industry Is Just Beginning

marsbit06/27 07:32

Bitcoin’s cycle is ‘evolving, but not broken’ – Inside 21Shares’ analysis

21Shares' latest "State of Crypto" report argues that Bitcoin's traditional four-year market cycle is "evolving, but not broken." Despite many analysts believing the cycle ended in early 2026, Bitcoin's price action continues to mirror historical post-halving patterns. After peaking near $126,000 in October 2025, BTC entered a correction, but the current ~50% drawdown is less severe than the 80-90% declines of past bear markets. Crucially, the price has remained above its aggregate cost basis of $54,000, avoiding the outright capitulation typical of cycle bottoms. The report notes that stronger fundamentals do not make Bitcoin immune to cycles, as sentiment is still tied to macroeconomic conditions. It projects a potential recovery toward $100,000 by end-2026. However, ETF markets show stress with recent outflows, and the LTH/STH SOPR ratio falling to ~0.7 indicates selling pressure is primarily from short-term holders. Additionally, negative gamma exposure for market makers below $68,000-$70,000 suggests elevated volatility ahead. In summary, while the cycle persists, its characteristics, including shallower declines and persistent institutional backing, are changing.

ambcrypto06/25 18:07

Bitcoin’s cycle is ‘evolving, but not broken’ – Inside 21Shares’ analysis

ambcrypto06/25 18:07

Data Decrypts the BTC Cycle: Three Major Bottom Signals Illuminate Simultaneously, Q4 Could Be a Crucial Turning Point Window?

"Decoding the Bitcoin Cycle: Three Bottom Signals Flash Simultaneously, Is Q4 the Key Turning Point?" The article analyzes Bitcoin's current market position, comparing it to historical cycles. BTC has corrected over 52% from its October 2025 peak of $126,198 to around $59,100 in June 2026. While significant, this drawdown is milder than the 77-86% declines seen in past bear markets. The analysis is framed within Bitcoin's four-year halving cycle. Past cycles show a pattern: prices peak 12-18 months post-halving, bottom 12-14 months after the peak, with lows typically occurring roughly 17 months before the next halving. Following the April 2024 halving and the October 2025 peak, this pattern suggests a potential bottoming window around Q4 2026, ahead of the expected 2028 halving. Three key on-chain metrics are signaling undervaluation: The MVRV Z-Score has dropped near 0.27, approaching historic bottom zones. The market price is only about 9% above the network's average realized price of ~$53,600, a rare low premium. Bitcoin's price recently touched its 200-week moving average (~$62,200), a level that aligned with bottoms in 2015, 2018, and 2020. While US spot Bitcoin ETFs saw record outflows in May/June 2026, indicating retail panic, whale addresses (holding 100+ BTC) reached a yearly high. Entities like MicroStrategy resumed buying, and long-term holders control a near-record 78% of the supply, suggesting accumulation. A major macro overhang was partially removed with a US-Iran ceasefire agreement in mid-June 2026, which eased oil prices and triggered a sharp BTC rally. However, persistent inflation means high-interest rates remain a constraint. The conclusion notes that genuine investment opportunities often arise when confidence is lowest, amidst narratives that "this time is different." While not guaranteeing an immediate bottom, the confluence of cycle timing, undervaluation signals, and shifting macro risks suggests late 2026 may be a critical period for reassessing risk/reward and patient accumulation for long-term believers.

marsbit06/16 02:58

Data Decrypts the BTC Cycle: Three Major Bottom Signals Illuminate Simultaneously, Q4 Could Be a Crucial Turning Point Window?

marsbit06/16 02:58

NVIDIA's $20 Billion Bond Issuance Adds Fuel to the Story of Bitcoin Miners Transitioning to AI

Nvidia is reportedly joining the AI bond issuance wave, planning to raise at least $20 billion through a multi-tranche bond offering. This financing move underscores sustained high market demand for AI infrastructure and data centers. It also highlights a growing trend among Bitcoin miners, who are pivoting to repurpose their high-power facilities and existing energy agreements into high-performance computing and AI hosting sites. Companies like HIVE Digital, TeraWulf, Hut 8, and CleanSpark are shifting their business models from solely relying on Bitcoin mining revenue to becoming providers of data center computing power. The primary driver for this transition is the increasingly challenging economics of Bitcoin mining, especially following the April 2024 halving event. The combination of the halving, persistently high mining difficulty, and operational costs has severely squeezed profit margins, leading miners to sell BTC reserves and seek alternative revenue streams. Analysts note that major mining firms are expected to increasingly transform into AI infrastructure suppliers, capitalizing on the ongoing AI construction boom to secure new growth opportunities.

marsbit06/16 02:28

NVIDIA's $20 Billion Bond Issuance Adds Fuel to the Story of Bitcoin Miners Transitioning to AI

marsbit06/16 02:28

Bitcoin To $400,000? Analyst Uses Gold Overlay To Make Bold 2026 Case

A social media analyst, Vivek Sen, has suggested Bitcoin could reach $400,000 in 2026 based on a chart overlay comparing its price structure to gold's historical breakout pattern. The claim, made via an X post, argues that if Bitcoin continues to mirror gold's past trajectory, a significant price surge is possible. However, the article notes this is a visual comparison and not a formal forecast or valuation model. The analysis highlights that Bitcoin and gold have different market characteristics, including size, liquidity, volatility, and investor bases. Bitcoin's price is also more influenced by factors like ETF flows, derivatives, and crypto-native leverage. For the $400,000 scenario to materialize, the article suggests sustained institutional inflows, supportive macro conditions, and a strong ongoing uptrend would be necessary. Ultimately, the report frames the $400,000 target as a speculative, bullish scenario rather than a base-case prediction. It concludes that while the gold overlay provides an interesting framework, its relevance depends on real-world market confirmation through price action and demand signals.

bitcoinist06/14 12:34

Bitcoin To $400,000? Analyst Uses Gold Overlay To Make Bold 2026 Case

bitcoinist06/14 12:34

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