Bitcoin (BTC) падение

The BIP-110 minority chain, a fork from the main Bitcoin network, has successfully mined a small chain of four blocks. Typically, this would immediately doom a fork, but BIP-110 proponents have an alternative survival strategy: to abandon the overwhelming SHA-256 difficulty by replacing the chain's Proof-of-Work (PoW) hash function entirely. Rumors suggest a transition to a new PoW algorithm, likely Blake2b, could occur in September. Currently, mining has stalled at block 961635, leaving over 400,000 transactions pending. The new BIP-110 coin has no exchange listings, resulting in no established market price or liquidity. Holders face risks from a lack of replay protection, which can cause unintentional coin movement between chains. The community is watching to see if the fork will successfully implement the PoW change to Blake2b, reset the mining difficulty, and add proper replay protection, facing a significant uphill battle for survival with minimal industry infrastructure support.

"Bitcoin miners pivot to AI: Economic pressures and new opportunities drive business model shift." Major publicly-traded US bitcoin mining companies are shifting their business model away from solely cryptocurrency mining. They are repurposing their infrastructure for artificial intelligence (AI) and high-performance computing (HPC). This move is driven by rising mining costs and declining profitability following the 2024 halving and a 2025 BTC price drop. According to a CoinShares report, the average cost to mine one BTC exceeded its market price in late 2025, making operations unprofitable for many. Companies like IREN, HUT 8, and TerraWulf are now leveraging their existing data centers, power access, and cooling systems to provide infrastructure for AI firms. This transition is facilitated by multi-billion dollar contracts with tech giants; for example, HUT 8 secured a $7 billion deal, and IREN partnered with Microsoft for $9.7 billion. While this pivot requires replacing specialized ASIC mining hardware with GPUs suitable for AI computations, it offers a more stable and potentially lucrative revenue stream. The shift has temporarily reduced Bitcoin's hash rate, but a recovery is expected. Most mining companies' stock prices have risen significantly since the announcement of their AI ventures. Analysts predict that AI-related income could soon constitute the majority of these firms' revenue, fundamentally changing their core business from cryptocurrency mining to AI infrastructure provisioning.

Bitcoin has fallen to its lowest valuation level according to the Rainbow Chart model, which is based on long-term price trends. Its volatility-adjusted Z-score has also dropped to its lowest level in the past 10 years. Analyst Axel Adler Jr. from CryptoQuant stated that Bitcoin is trading within a range describable as a "fire sale price" on the Rainbow Chart. The current price indicates an extremely steep discount relative to the long-term price trajectory within this model. The Rainbow Chart measures not just Bitcoin's price drop. It compares the current price to the long-term historical trend, showing how far the market has deviated. The adjusted Z-score has fallen to -2.293, the lowest level recorded for this indicator since 2016. During the 2022 market downturn, the score was -1.979. According to the analyst, this indicator, which accounts for volatility fluctuations across different market cycles, suggests Bitcoin's current downward divergence has surpassed the level observed at the bottom of the previous bear market. However, the extremely low valuation does not definitively confirm that a final bottom has been reached. While current prospects point to a potentially attractive price range within the model, confirmation of a market direction change requires data from other indicators. *This is not investment advice.

American entrepreneur and author of "Rich Dad Poor Dad," Robert Kiyosaki, discussed the influence of futurist R. Buckminster Fuller on his worldview, linking Fuller's past technological predictions to the emergence of Bitcoin and the development of artificial intelligence. In an X post, Kiyosaki also reflected on personal purpose, sharing his journey from the music business—where he worked with bands like The Police and Iron Maiden—to creating the "Cashflow" board game and writing his famous book. He described feeling an inner emptiness despite his success, a turning point that came after meeting Fuller, whom he studied with for three summers. Kiyosaki described Fuller as a "friendly genius" who foresaw world-changing developments like Bitcoin and AI. However, the core of his post focused on Fuller's philosophical impact, particularly a quote about belonging to the universe and finding purpose by dedicating one's life to the maximum benefit of others. The entrepreneur remains a vocal advocate for cryptocurrencies. He regularly advises buying Bitcoin during market panics, viewing it and assets like Ethereum, gold, and silver as hedges against traditional financial system failures. Kiyosaki has predicted a major market crash by 2026, seeing it as an opportunity for prepared investors, with long-term price targets including $750,000 for Bitcoin and $95,000 for Ethereum.

Tudor Investment Corp, a macro hedge fund founded by Paul Tudor Jones, disclosed owning 688,529 shares of the BlackRock iShares Bitcoin Trust (IBIT) in its latest 13F filing. As of June 30, the stake was valued at $22.9 million, marking an 18.9% increase from the previous quarter. This positions Jones among traditional asset managers increasingly using spot Bitcoin ETFs for crypto exposure. With Tudor managing approximately $106 billion, the IBIT investment remains a small portion of its overall portfolio. A long-time Bitcoin advocate, Jones has consistently framed the asset as an inflation hedge rather than a speculative trade. His recent shift from Bitcoin futures to a direct, growing stake in a regulated spot ETF reflects both Bitcoin's mainstream adoption and his preference for traditional investment structures. IBIT, commanding about 49% of the U.S. spot Bitcoin ETF market, remains the dominant institutional vehicle. While not a major bet for a fund of Tudor's size, Jones's steady quarterly increases signal Bitcoin is evolving from a symbolic holding to a permanent portfolio fixture. The market will watch the next 13F filings in mid-November to gauge the sustainability of this trend and the conviction behind his longstanding bullish stance.