⛏️ MINERS ARE SELLING THEIR BITCOIN. MARA JUST DUMPED $1.1 BILLION. DO THEY KNOW SOMETHING YOU DON'T? 👇
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The U.S. inflation report came out today, and it was higher than expected. $BTC fell to ~$72.8K, and $570M in long positions were liquidated (CryptoPotato). But that report isn't the most worrying thing this week.
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🔴 What almost nobody is watching
MARA, one of the world's largest mining companies, sold 13,597 BTC for ~$1.1B and used the money to repay loans (Coinpaper). It's not an isolated case: in 2026, publicly traded companies have already sold 108,247 BTC, led by miners (Diario Bitcoin). Many are shifting to the AI business, which currently pays them more than mining.
They're not selling because they know something about the price: they're selling to repay debt and fund their shift to AI. But when the producer of an asset sells it, the market feels it.
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🟢 What is being built
• BlackRock reports record demand for converting BTC into shares of its IBIT ETF.
• Aave approved loans backed by actual bitcoin. BTC is starting to function as collateral in DeFi, not just something you hold.
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📍 My levels
🔹 $76K: now resistance
🔹 $72K: the support being tested today
🔹 ~$70K: the 200-week EMA, the zone I'm most interested in
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I don't sell into a dip. And I don't buy every red candle either: I buy in predefined zones.
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Which matters more?
🟢 ETF demand absorbs miner sales
🔴 Miner selling takes $BTC to $70K
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Not financial advice.
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#bitcoin #btc70k #cpi #BTC
⠀
The U.S. inflation report came out today, and it was higher than expected. $BTC fell to ~$72.8K, and $570M in long positions were liquidated (CryptoPotato). But that report isn't the most worrying thing this week.
⠀
🔴 What almost nobody is watching
MARA, one of the world's largest mining companies, sold 13,597 BTC for ~$1.1B and used the money to repay loans (Coinpaper). It's not an isolated case: in 2026, publicly traded companies have already sold 108,247 BTC, led by miners (Diario Bitcoin). Many are shifting to the AI business, which currently pays them more than mining.
They're not selling because they know something about the price: they're selling to repay debt and fund their shift to AI. But when the producer of an asset sells it, the market feels it.
⠀
🟢 What is being built
• BlackRock reports record demand for converting BTC into shares of its IBIT ETF.
• Aave approved loans backed by actual bitcoin. BTC is starting to function as collateral in DeFi, not just something you hold.
⠀
📍 My levels
🔹 $76K: now resistance
🔹 $72K: the support being tested today
🔹 ~$70K: the 200-week EMA, the zone I'm most interested in
⠀
I don't sell into a dip. And I don't buy every red candle either: I buy in predefined zones.
⠀
Which matters more?
🟢 ETF demand absorbs miner sales
🔴 Miner selling takes $BTC to $70K
⠀
Not financial advice.
⠀
#bitcoin #btc70k #cpi #BTC
