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⛏️⚡ Bitdeer Overtakes MARA in Self-Mining Hash Rate: JPMorgan
In a major shift within the mining sector, has surpassed (MARA) in self-mining hash rate among publicly traded firms, according to analysts at . 📊
This milestone signals growing operational strength and expansion efficiency from Bitdeer as competition intensifies in the post-halving landscape. 🔥
Higher self-mining hash rate = greater control over production and revenue stability. Meanwhile, the mining race continues as companies optimize costs and scale infrastructure. ⚙️
The battle for dominance in the mining space is heating up. 🚀
#Bitcoin #BTC #CryptoMining #Bitdeer #MARA
In a major shift within the mining sector, has surpassed (MARA) in self-mining hash rate among publicly traded firms, according to analysts at . 📊
This milestone signals growing operational strength and expansion efficiency from Bitdeer as competition intensifies in the post-halving landscape. 🔥
Higher self-mining hash rate = greater control over production and revenue stability. Meanwhile, the mining race continues as companies optimize costs and scale infrastructure. ⚙️
The battle for dominance in the mining space is heating up. 🚀
#Bitcoin #BTC #CryptoMining #Bitdeer #MARA
USD1
Imetje
Skupni dobiček/izguba
+0.00%
🚨 BITCOIN MINER COST SHOCKER REVEALED 🚨
CryptoQuant data based on MARA Holdings Q3/2025 reports shows average Bitcoin mining cost hitting $67,700. This is the REAL operational cost, not the optimized number.
• Energy cost is the biggest slice.
• Hardware depreciation is mandatory.
• Financial leverage is crushing some miners.
This high floor price ($67.7K) means $BTC is now heavily supported by production costs. If price dips below this, expect miner capitulation pressure. This fundamentally changes the risk profile.
#BTC #Mining #CryptoQuant #MARA
🔥
CryptoQuant data based on MARA Holdings Q3/2025 reports shows average Bitcoin mining cost hitting $67,700. This is the REAL operational cost, not the optimized number.
• Energy cost is the biggest slice.
• Hardware depreciation is mandatory.
• Financial leverage is crushing some miners.
This high floor price ($67.7K) means $BTC is now heavily supported by production costs. If price dips below this, expect miner capitulation pressure. This fundamentally changes the risk profile.
#BTC #Mining #CryptoQuant #MARA
🔥
🚨 BITCOIN MINER COST EXPLOSION! 🚨
KI YOUNG JU REVEALS SHOCKING $BTC PRODUCTION PRICE! The real cost to mine $BTC is hitting $67,700 based on MARA Q3/2025 data. This is NOT hype, this is the operational reality!
• Energy is the biggest slice.
• Hardware depreciation hits hard post-Halving.
• Financial leverage adds massive pressure.
This means the floor price is structurally higher than ever before. When $BTC dips near this cost, expect miner capitulation pressure. If it stays above, accumulation mode solidifies. The game has fundamentally changed post-2024 Halving.
#BTC #CryptoMining #BitcoinHalving #MARA
💥
KI YOUNG JU REVEALS SHOCKING $BTC PRODUCTION PRICE! The real cost to mine $BTC is hitting $67,700 based on MARA Q3/2025 data. This is NOT hype, this is the operational reality!
• Energy is the biggest slice.
• Hardware depreciation hits hard post-Halving.
• Financial leverage adds massive pressure.
This means the floor price is structurally higher than ever before. When $BTC dips near this cost, expect miner capitulation pressure. If it stays above, accumulation mode solidifies. The game has fundamentally changed post-2024 Halving.
#BTC #CryptoMining #BitcoinHalving #MARA
💥
BITCOIN MINERS EXPLODE! MORGAN STANLEY IGNITES THE SECTOR.
Entry: 16.51 🟩
Target 1: 38 🎯
Stop Loss: N/A 🛑
CIFR is ON FIRE. WULF is SURGING. MARA is CHURNING. This is NOT a drill. The big players are HERE. Massive upside potential unlocked. Get in NOW before it's too late. This is your chance to ride the wave. Don't get left behind. The market is REACTING.
Disclaimer: Not financial advice.
#CIFR #WULF #MARA 🚀
Entry: 16.51 🟩
Target 1: 38 🎯
Stop Loss: N/A 🛑
CIFR is ON FIRE. WULF is SURGING. MARA is CHURNING. This is NOT a drill. The big players are HERE. Massive upside potential unlocked. Get in NOW before it's too late. This is your chance to ride the wave. Don't get left behind. The market is REACTING.
Disclaimer: Not financial advice.
#CIFR #WULF #MARA 🚀
🚨 BITCOIN MINER SHOCKER: REAL COST REVEALED! 🚨
CryptoQuant CEO Ki Young Ju drops bombshell data from MARA Holdings Q3/2025 filings. The average cost to mine one $BTC is now calculated near $67,700 USD!
This is not hype, this is the actual operational floor.
• Energy, hardware depreciation, labor, and debt are crushing miners.
• Post-2024 Halving, hash rate exploded, forcing costs higher.
• $67,704 per $BTC shatters old psychological support levels ($40k-$50k).
If $BTC dips near this floor, expect massive miner capitulation and supply shocks. This cost structure now defines $BTC 's baseline value. The game is changing.
#BTC #MiningCost #CryptoQuant #Bitcoin #MARA
🚀
CryptoQuant CEO Ki Young Ju drops bombshell data from MARA Holdings Q3/2025 filings. The average cost to mine one $BTC is now calculated near $67,700 USD!
This is not hype, this is the actual operational floor.
• Energy, hardware depreciation, labor, and debt are crushing miners.
• Post-2024 Halving, hash rate exploded, forcing costs higher.
• $67,704 per $BTC shatters old psychological support levels ($40k-$50k).
If $BTC dips near this floor, expect massive miner capitulation and supply shocks. This cost structure now defines $BTC 's baseline value. The game is changing.
#BTC #MiningCost #CryptoQuant #Bitcoin #MARA
🚀
$MARA DUMPS 87 MILLION DOLLARS IN BTC!
MARA just moved 1318 BTC to exchanges amid the $BTC $60k breakdown. Miner crisis is escalating. Immediate recovery is under severe threat. Revenue is down 36% year-over-year. Mining costs are crushing operations. Miners are bleeding out. They are forced to sell to survive. This is peak miner capitulation. Expect sell pressure to cap any rallies. Until miner revenue stabilizes, expect sideways or deeper downside for $BTC .Disclaimer: For informational purposes only. Not investment advice.
#Crypto #Bitcoin #MARA #Trading 🚀
MARA just moved 1318 BTC to exchanges amid the $BTC $60k breakdown. Miner crisis is escalating. Immediate recovery is under severe threat. Revenue is down 36% year-over-year. Mining costs are crushing operations. Miners are bleeding out. They are forced to sell to survive. This is peak miner capitulation. Expect sell pressure to cap any rallies. Until miner revenue stabilizes, expect sideways or deeper downside for $BTC .Disclaimer: For informational purposes only. Not investment advice.
#Crypto #Bitcoin #MARA #Trading 🚀
Market Rally
The cryptocurrency market is currently experiencing a volatile recovery following a severe crash earlier this week. On February 6-7, 2026, Bitcoin (BTC) staged a significant rebound, climbing approximately 11-12% to reclaim the $70,000 level after briefly plunging to a 24-hour low near $60,000. This recovery has mirrored a broader "risk-on" shift in global markets, with major U.S. stock indices like the Dow Jones and Nasdaq also posting strong gains.
Current Market Snapshot (February 7, 2026)
Bitcoin (BTC): Trading near $70,689, up 11% from the previous day's lows.
Ethereum (ETH): Recovered to approximately $2,065, posting a daily gain of over 10.5%.
Solana (SOL): Jumped over 14% during the rebound to trade near $87.
Total Market Cap: Rose by 4.5% in 24 hours to reach $2.45 trillion.
Key Drivers of the Rebound
Macroeconomic Shift: A rotation back into risk assets followed fading fears over AI-related threats to software firms and stabilization in global equity markets.
Liquidity Injections: Tether (USDT) minted nearly $2 billion in new tokens over recent days, providing essential short-term liquidity to support prices.
Whale & Institutional Activity: Large-scale "whale" transactions, particularly in XRP, reached four-month highs during the dip, suggesting aggressive buying during panic conditions.
Crypto Stocks Surge: Publicly traded crypto companies saw explosive gains; MicroStrategy (MSTR) rose 24.6%, while Bakkt (BKKT) and MARA Holdings each rallied more than 20%.
Outlook and Risks
Despite the sharp bounce, analysts remain cautious. Sentiment is still classified as "Extreme Fear" (Index: 6-15). For a confirmed trend reversal, Bitcoin likely needs to maintain levels above $80,000, as many current buy signals are restricted to shorter timeframes. Further volatility is expected as the market digests the impact of shifting U.S. Federal Reserve interest rate expectations and ongoing global trade tensions.
"Place a trade with us via this post mentioned coin's & do support to reach maximum audience by follow, like, comment, share, repost, more such informative content ahead"
#MarketRally #market #rally $BTC $ETH $USDT #BKKT #MARA
Current Market Snapshot (February 7, 2026)
Bitcoin (BTC): Trading near $70,689, up 11% from the previous day's lows.
Ethereum (ETH): Recovered to approximately $2,065, posting a daily gain of over 10.5%.
Solana (SOL): Jumped over 14% during the rebound to trade near $87.
Total Market Cap: Rose by 4.5% in 24 hours to reach $2.45 trillion.
Key Drivers of the Rebound
Macroeconomic Shift: A rotation back into risk assets followed fading fears over AI-related threats to software firms and stabilization in global equity markets.
Liquidity Injections: Tether (USDT) minted nearly $2 billion in new tokens over recent days, providing essential short-term liquidity to support prices.
Whale & Institutional Activity: Large-scale "whale" transactions, particularly in XRP, reached four-month highs during the dip, suggesting aggressive buying during panic conditions.
Crypto Stocks Surge: Publicly traded crypto companies saw explosive gains; MicroStrategy (MSTR) rose 24.6%, while Bakkt (BKKT) and MARA Holdings each rallied more than 20%.
Outlook and Risks
Despite the sharp bounce, analysts remain cautious. Sentiment is still classified as "Extreme Fear" (Index: 6-15). For a confirmed trend reversal, Bitcoin likely needs to maintain levels above $80,000, as many current buy signals are restricted to shorter timeframes. Further volatility is expected as the market digests the impact of shifting U.S. Federal Reserve interest rate expectations and ongoing global trade tensions.
"Place a trade with us via this post mentioned coin's & do support to reach maximum audience by follow, like, comment, share, repost, more such informative content ahead"
#MarketRally #market #rally $BTC $ETH $USDT #BKKT #MARA
⚡️ 矿工大逃亡还是转型：比特币挖矿业正经历历史性时刻？
比特币挖矿行业正面临“完美风暴”。受收益创历史新低和极端天气影响，Newhedge 分析师预测，下一次难度调整将下降超过 13% —— 这是自 2021 年中国禁令以来最大的降幅。📉
到底发生了什么？
股价暴跌： CleanSpark、MARA、IREN 和 TeraWulf 的股价单日跌幅达 10%–20%。天气冲击： 美国德克萨斯州和田纳西州的冬季风暴导致电价飙升，矿工因无利可图被迫关机或参与电网调节。巨鲸动向： 链上数据显示，MARA 已向外部钱包和交易所转移了 1317 BTC（约 8740 万美元），市场抛压凸显。
核心趋势：转向人工智能 (AI) 🤖
矿工们不再仅仅依赖比特币汇率，行业正在发生结构性转变：
IREN 和 CleanSpark 尽管因设备折旧出现巨额亏损，但正加速将数据中心改造为 AI 计算中心。Bit Digital 甚至计划完全停止挖矿，将重心全面转向 AI 战略和以太坊 (Ethereum) 投资。
总结： 我们正在见证行业的全球化转型。旧机器被淘汰，传统的“矿场”正在转型为支持神经网络的“算力基础设施”。
你认为 AI 转型能救活矿企的股价吗？欢迎在评论区讨论！👇
#比特币 #挖矿 #人工智能 #CleanSpark #MARA
比特币挖矿行业正面临“完美风暴”。受收益创历史新低和极端天气影响，Newhedge 分析师预测，下一次难度调整将下降超过 13% —— 这是自 2021 年中国禁令以来最大的降幅。📉
到底发生了什么？
股价暴跌： CleanSpark、MARA、IREN 和 TeraWulf 的股价单日跌幅达 10%–20%。天气冲击： 美国德克萨斯州和田纳西州的冬季风暴导致电价飙升，矿工因无利可图被迫关机或参与电网调节。巨鲸动向： 链上数据显示，MARA 已向外部钱包和交易所转移了 1317 BTC（约 8740 万美元），市场抛压凸显。
核心趋势：转向人工智能 (AI) 🤖
矿工们不再仅仅依赖比特币汇率，行业正在发生结构性转变：
IREN 和 CleanSpark 尽管因设备折旧出现巨额亏损，但正加速将数据中心改造为 AI 计算中心。Bit Digital 甚至计划完全停止挖矿，将重心全面转向 AI 战略和以太坊 (Ethereum) 投资。
总结： 我们正在见证行业的全球化转型。旧机器被淘汰，传统的“矿场”正在转型为支持神经网络的“算力基础设施”。
你认为 AI 转型能救活矿企的股价吗？欢迎在评论区讨论！👇
#比特币 #挖矿 #人工智能 #CleanSpark #MARA
⚡Global Hashrate Index⚡
🌐 La concentración de poder de #hash, o velocidad y potencia de computación en la red de #Bitcoin varía geográficamente debido a factores como los costos de energía, la disponibilidad de infraestructura y las regulaciones locales.
🇺🇸 Estados Unidos: Con más del 40% de la tasa global Estados Unidos ha visto un aumento significativo en la minería de #Bitcoin, especialmente con pools de minería como Foundry USA y #MARA
🇨🇳 China: A pesar de la prohibición en 2021, China sigue teniendo una gran parte de la tasa global. Los mineros chinos utilizan redes privadas virtuales (VPNs) y aplicaciones peer-to-peer (P2P) para eludir las restricciones.
🇨🇦 Canadá: También es un importante centro de minería debido a su acceso a energía hidroeléctrica barata y abundante.
🇷🇺 Rusia: La abundancia de energía barata y el clima frío, que ayuda a disipar el calor generado por los equipos de minería, hacen de Rusia una ubicación favorable.
⚡ Tener una Reserva Estratégica de #Bitcoin es importante, pero no te centres en lo que promueven, pues el poder de computación es todavía más importante:
🔸Una alta tasa de hash significa una red más segura y resistente a los ataques. Cuanto más distribuido esté el poder de hash, más difícil es para cualquier entidad controlar una parte significativa de la red.
🔸Una distribución equilibrada del poder de hash asegura que ninguna entidad o país tenga un control excesivo sobre la red, manteniendo su naturaleza descentralizada.
🔸Mantener una red fuerte y segura aumenta la confianza de los usuarios y puede influir positivamente en el precio.
✍🏻 https://hashrateindex.com
🌐 La concentración de poder de #hash, o velocidad y potencia de computación en la red de #Bitcoin varía geográficamente debido a factores como los costos de energía, la disponibilidad de infraestructura y las regulaciones locales.
🇺🇸 Estados Unidos: Con más del 40% de la tasa global Estados Unidos ha visto un aumento significativo en la minería de #Bitcoin, especialmente con pools de minería como Foundry USA y #MARA
🇨🇳 China: A pesar de la prohibición en 2021, China sigue teniendo una gran parte de la tasa global. Los mineros chinos utilizan redes privadas virtuales (VPNs) y aplicaciones peer-to-peer (P2P) para eludir las restricciones.
🇨🇦 Canadá: También es un importante centro de minería debido a su acceso a energía hidroeléctrica barata y abundante.
🇷🇺 Rusia: La abundancia de energía barata y el clima frío, que ayuda a disipar el calor generado por los equipos de minería, hacen de Rusia una ubicación favorable.
⚡ Tener una Reserva Estratégica de #Bitcoin es importante, pero no te centres en lo que promueven, pues el poder de computación es todavía más importante:
🔸Una alta tasa de hash significa una red más segura y resistente a los ataques. Cuanto más distribuido esté el poder de hash, más difícil es para cualquier entidad controlar una parte significativa de la red.
🔸Una distribución equilibrada del poder de hash asegura que ninguna entidad o país tenga un control excesivo sobre la red, manteniendo su naturaleza descentralizada.
🔸Mantener una red fuerte y segura aumenta la confianza de los usuarios y puede influir positivamente en el precio.
✍🏻 https://hashrateindex.com
🚨NEWS IN: BITCOIN MINING FIRM, MARA HOLDINGS REPORT PROFITS OF $123M FOR Q3🔥🔥🔥
On November 4th, the Bitcoin mining firm Mara Holdings announced a record profit. In the third quarter, it achieved a profit of $123 million. This was mainly driven by the increase in the price of $BTC during the quarter and the improvement in operational efficiency. As a result, the revenue grew by 92% to $252 million. This performance represents a turnaround for the company compared to a loss of $125 million a year ago. The company's performance has seen a significant improvement, benefiting from a 64% increase in hash rate and a reduction in electricity costs. The company mined 2,144 $BTC in the third quarter and currently holds 53,250 bitcoins. At the current price, this is valued at nearly $5.6 billion.
NOT financial advice, DYOR.
Source: Lookonchain
#mara
On November 4th, the Bitcoin mining firm Mara Holdings announced a record profit. In the third quarter, it achieved a profit of $123 million. This was mainly driven by the increase in the price of $BTC during the quarter and the improvement in operational efficiency. As a result, the revenue grew by 92% to $252 million. This performance represents a turnaround for the company compared to a loss of $125 million a year ago. The company's performance has seen a significant improvement, benefiting from a 64% increase in hash rate and a reduction in electricity costs. The company mined 2,144 $BTC in the third quarter and currently holds 53,250 bitcoins. At the current price, this is valued at nearly $5.6 billion.
NOT financial advice, DYOR.
Source: Lookonchain
#mara
Marathon Digital breaks records: $123 million profit thanks to the combined power of Bitcoin and AI
📅 November 4 | Texas, United States
Bitcoin mining once again demonstrates its financial muscle—and this time, with an unexpected ally: artificial intelligence. Marathon Digital Holdings (MARA), one of the world's largest Bitcoin miners, reported a record quarterly profit of $123 million, driven by a hybrid model that combines BTC mining and data processing for AI assets.
📖 Marathon Digital, known for its vast mining operation in Texas and North Dakota, recorded its most profitable quarter in company history, with net income exceeding $123 million, according to The Block.
The key to success was not only in Bitcoin, but in a diversification strategy that integrates crypto mining with computing power for AI, taking advantage of its already installed energy and cooling infrastructure. During the last quarter, MARA deployed more than 25,000 GPU units dedicated to AI model training, a move that transformed part of its traditional mining fleet into a “cost-effective computational intelligence” network.
According to the company:
“We are demonstrating that the future of mining is not just Bitcoin, but the convergence between crypto, AI and efficient energy.”
CEO Fred Thiel highlighted that this evolution is not an experiment, but rather a strategic transition towards a diversified digital asset economy. The firm not only increased its operating margin, but also reduced its dependence on the BTC price, creating a stable revenue stream backed by computing contracts for technology companies.
Unlike other companies in the sector that are struggling to maintain margins in the face of halving and volatility, Marathon is converting its data centers into hybrids between mining farms and artificial intelligence hubs, a model that could redefine digital mining.
Even analysts from TD Cowen and JP Morgan pointed out that MARA's approach marks a new frontier between mining and distributed computing, capable of sustaining its profitability even if Bitcoin corrects.
In the words of CEO Thiel:
“The future does not belong to those who mine more blocks, but to those who can process more data.”
Topic Opinion:
For years, the sector was criticized for its energy consumption and its total dependence on the price of Bitcoin. But MARA demonstrates that computational power is the new oil, and whoever knows how to direct it towards new industries—such as AI—will have an immense structural advantage.
💬 Do you think other miners should follow MARA's model and combine Bitcoin with AI?
Leave your comment...
#MARA #Bitcoinmining #AI #BTC #CryptoNews $BTC
Bitcoin mining once again demonstrates its financial muscle—and this time, with an unexpected ally: artificial intelligence. Marathon Digital Holdings (MARA), one of the world's largest Bitcoin miners, reported a record quarterly profit of $123 million, driven by a hybrid model that combines BTC mining and data processing for AI assets.
📖 Marathon Digital, known for its vast mining operation in Texas and North Dakota, recorded its most profitable quarter in company history, with net income exceeding $123 million, according to The Block.
The key to success was not only in Bitcoin, but in a diversification strategy that integrates crypto mining with computing power for AI, taking advantage of its already installed energy and cooling infrastructure. During the last quarter, MARA deployed more than 25,000 GPU units dedicated to AI model training, a move that transformed part of its traditional mining fleet into a “cost-effective computational intelligence” network.
According to the company:
“We are demonstrating that the future of mining is not just Bitcoin, but the convergence between crypto, AI and efficient energy.”
CEO Fred Thiel highlighted that this evolution is not an experiment, but rather a strategic transition towards a diversified digital asset economy. The firm not only increased its operating margin, but also reduced its dependence on the BTC price, creating a stable revenue stream backed by computing contracts for technology companies.
Unlike other companies in the sector that are struggling to maintain margins in the face of halving and volatility, Marathon is converting its data centers into hybrids between mining farms and artificial intelligence hubs, a model that could redefine digital mining.
Even analysts from TD Cowen and JP Morgan pointed out that MARA's approach marks a new frontier between mining and distributed computing, capable of sustaining its profitability even if Bitcoin corrects.
In the words of CEO Thiel:
“The future does not belong to those who mine more blocks, but to those who can process more data.”
Topic Opinion:
For years, the sector was criticized for its energy consumption and its total dependence on the price of Bitcoin. But MARA demonstrates that computational power is the new oil, and whoever knows how to direct it towards new industries—such as AI—will have an immense structural advantage.
💬 Do you think other miners should follow MARA's model and combine Bitcoin with AI?
Leave your comment...
#MARA #Bitcoinmining #AI #BTC #CryptoNews $BTC
🚨 JUST IN: Bitcoin user pays $105,000 fee to send just $10 in BTC 😳💸
The costly mistake was mined in block 923023 by MARA Pool, after the sender accidentally set the $105K as transaction fees likely meant for Kraken.
While such errors are rare today, they still happen when wallet software doesn’t auto-calculate fees. One wrong decimal, and your Bitcoin’s gone forever. ⚠️
Should MARA Pool refund the fee or keep it as fair reward? 🤔
#BTC #Crypto #USGovShutdownEnd? #BinanceHODLerALLO #MARA $BTC $XRP $WLD
The costly mistake was mined in block 923023 by MARA Pool, after the sender accidentally set the $105K as transaction fees likely meant for Kraken.
While such errors are rare today, they still happen when wallet software doesn’t auto-calculate fees. One wrong decimal, and your Bitcoin’s gone forever. ⚠️
Should MARA Pool refund the fee or keep it as fair reward? 🤔
#BTC #Crypto #USGovShutdownEnd? #BinanceHODLerALLO #MARA $BTC $XRP $WLD
🚨MARA Update!🚀💰
🔹7,377 BTC lent out to earn yield & cover costs.
🔹Earning a modest single-digit yield.📊
🔹890 BTC mined in Dec—2nd highest since April halving.
📈Total BTC held: 44,893🏆
2nd largest public BTC holder after MicroStrategy.
#Bitcoin #MARA #CryptoNews #Mining
🔹7,377 BTC lent out to earn yield & cover costs.
🔹Earning a modest single-digit yield.📊
🔹890 BTC mined in Dec—2nd highest since April halving.
📈Total BTC held: 44,893🏆
2nd largest public BTC holder after MicroStrategy.
#Bitcoin #MARA #CryptoNews #Mining
THOUGHTS ON THE MARKET 🔮📉
📈 Miner #MARA bought 15,574 $BTC worth ~$1.53 billion at an average price of $98,529 per coin. The purchase was secured by the sale of convertible bonds.
📈 Miner #HUT8 reported purchasing 968 $BTC at an average price of $101,710. The total balance exceeded $1 billion (10,096 BTC).
‼️Usually smart money sits in companies, they would not take #bitcoin on highs. Also an interesting observation, these stocks always fell before corrections! And now they are just accumulating strength in the sideways trend.
📈 Miner #MARA bought 15,574 $BTC worth ~$1.53 billion at an average price of $98,529 per coin. The purchase was secured by the sale of convertible bonds.
📈 Miner #HUT8 reported purchasing 968 $BTC at an average price of $101,710. The total balance exceeded $1 billion (10,096 BTC).
‼️Usually smart money sits in companies, they would not take #bitcoin on highs. Also an interesting observation, these stocks always fell before corrections! And now they are just accumulating strength in the sideways trend.
THOUGHTS ON THE MARKET 📊💹
Within this channel if we go down to $99000, then #alts will also fall sharply! for now, refrain from trading unless you short against the trend!
If we go up after the #FedRateCuts , then it will be easier!
$BTC has not finished growing and the distribution targets are higher! #Altacoins cannot be so low at the peak of #bitcoin !
Many are losing faith in the #AltSeason , they are already tired of waiting for a miracle phenomenon! but it cannot be at the dominance of 58-59%!
Within this channel if we go down to $99000, then #alts will also fall sharply! for now, refrain from trading unless you short against the trend!
If we go up after the #FedRateCuts , then it will be easier!
$BTC has not finished growing and the distribution targets are higher! #Altacoins cannot be so low at the peak of #bitcoin !
Many are losing faith in the #AltSeason , they are already tired of waiting for a miracle phenomenon! but it cannot be at the dominance of 58-59%!
MARA Ghi Nhận Doanh Thu Quý 3 Cao Kỷ Lục: Từ Khai Thác Bitcoin Đến Vai Trò Tập Đoàn Hạ Tầng Số
Công ty khai thác Bitcoin được giao dịch công khai, MARA (Marathon Digital Holdings), vừa công bố quý 3 thành công rực rỡ nhất trong lịch sử hoạt động, ghi nhận mức doanh thu kỷ lục 252 triệu đô la. Con số này đánh dấu mức tăng trưởng 92% so với cùng kỳ năm trước, biến khoảng thời gian này thành một cột mốc quan trọng đối với công ty.
Không chỉ tăng trưởng doanh thu, MARA còn chuyển bại thành thắng, báo cáo lợi nhuận 123 triệu đô la, tương đương 0,27 đô la mỗi cổ phiếu, so với mức lỗ 124 triệu đô la cùng kỳ năm ngoái. Thành tích tài chính ấn tượng này đạt được nhờ việc cải thiện tốc độ băm (energized hashrate) và nâng cao hiệu suất của đội ngũ khai thác Bitcoin.
Tuy nhiên, cổ phiếu MARA đã giảm khoảng 5,8% trong ngày, giao dịch ở mức 16,96 đô la, phản ánh sự sụt giảm chung của thị trường tài sản số, khi giá Bitcoin có lúc đã trượt xuống dưới 100.000 đô la lần đầu tiên trong sáu tháng.
"Electron là Dầu Mỏ Mới": Chiến Lược Chuyển Đổi Sang Hạ Tầng Số
Trong cuộc họp công bố lợi nhuận quý 3, CEO của MARA, Fred Thiel, đã nhấn mạnh những nỗ lực của công ty nhằm vượt ra ngoài giới hạn của một công ty khai thác Bitcoin đơn thuần.
"Quý này, chúng tôi tiếp tục phát triển MARA từ một công ty khai thác Bitcoin thuần túy thành một công ty hạ tầng số tích hợp theo chiều dọc. Một công ty chuyển đổi năng lượng thành cả giá trị và trí thông minh," Thiel phát biểu. Ông đưa ra một triết lý chiến lược cốt lõi: "Electron là dầu mỏ mới. Năng lượng đang trở thành tài nguyên định nghĩa của nền kinh tế số, cung cấp năng lượng cho mọi thứ từ khai thác Bitcoin đến trí tuệ nhân tạo."
Về lâu dài, Thiel cho biết công ty đang tập trung vào việc tích hợp các con đường năng lượng của Bitcoin và AI vào một nền tảng duy nhất. Ông mô tả mối quan hệ cộng sinh này: "Khai thác Bitcoin kiếm tiền từ năng lượng chưa được sử dụng và ổn định lưới điện, trong khi suy luận AI biến năng lượng đó thành trí thông minh và năng suất."
Triển Khai AI và Hợp Tác Chiến Lược Về Năng Lượng
Để hiện thực hóa chiến lược này, #MARA đã triển khai các giàn suy luận AI (AI inference racks) đầu tiên tại cơ sở Granbury, Texas của mình ngay sau khi quý 3 kết thúc.
Ngoài ra, công ty đã công bố hợp tác với MPLX, một thỏa thuận cho phép MARA khai thác nguồn cung cấp khí đốt tự nhiên chi phí thấp cho các cơ sở điện và trung tâm dữ liệu đã được lên kế hoạch ở Tây Texas. Việc bảo đảm nguồn năng lượng ổn định và chi phí thấp này là yếu tố then chốt để củng cố vị thế của MARA là một công ty hạ tầng số, cung cấp điện năng cho cả hai lĩnh vực khai thác Bitcoin và điện toán AI cường độ cao.
Tài Sản Kho Bạc Và Xu Hướng Hội Tụ Ngành
MARA hiện đang nắm giữ khoảng 53.250 $BTC , trị giá khoảng 5,3 tỷ đô la, biến công ty trở thành kho bạc Bitcoin được giao dịch công khai lớn thứ hai thế giới. Gần đây, công ty còn tích lũy thêm 400 BTC sau đợt thanh lý kỷ lục 19 tỷ đô la trong tháng 10, tận dụng sự sụt giảm giá để tăng cường tài sản của mình.
Chiến lược mở rộng sang AI của MARA diễn ra trong bối cảnh các công ty khai thác Bitcoin khác cũng đang theo đuổi hướng đi tương tự. IREN, một công ty khai thác BTC cũ đã chuyển mình thành công ty điện toán đám mây AI, vừa ký thỏa thuận 9,7 tỷ đô la với Microsoft. Tương tự, Cipher Mining cũng đã đạt được thỏa thuận trị giá 5,5 tỷ đô la với Amazon để cung cấp điện năng và không gian cho các tác vụ AI.
Sự chuyển đổi này khẳng định vai trò ngày càng tăng của các công ty khai thác Bitcoin như những nhà cung cấp cơ sở hạ tầng năng lượng số cốt lõi, không chỉ cho tiền điện tử mà còn cho tương lai của trí tuệ nhân tạo.
Bitcoin miner MARA hit a record high in Q3, generating $252 million in revenue—a 92% year-over-year increase. The company also posted net income of $123 million, or $0.27 per share, compared to a loss of $124 million last year, while improving its energized hashrate and mining fleet efficiency. Despite this, MARA shares fell about 5.8% to $16.96 as Bitcoin briefly dipped below $100K. CEO Fred Thiel emphasized that the firm is evolving beyond pure Bitcoin mining into a vertically integrated digital infrastructure company, aiming to convert energy into both value and AI computing capabilities.
#bitcoin #MARA #CryptoMining #blockchain #DigitalInfrastructure
#bitcoin #MARA #CryptoMining #blockchain #DigitalInfrastructure
要跌了？#MARA
KZG Crypto 口罩哥
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MARA CEO警告:矿业进入至暗时刻,三重威胁来袭
加密矿企MARA的CEO最近发出了严厉警告,直接把比特币挖矿行业的现状定义为"三重威胁"——竞争越来越激烈,能源成本不断上涨,区块奖励又在持续减少。他甚至把挖矿形容成零和博弈,小矿企的日子只会越来越难过。
这个警告可不是空穴来风。你看Bitdeer矿场刚发生火灾,BTDR的股价已经因为亏损扩大暴跌了20%。矿业股的盈利能力现在不光取决于BTC价格,还得看你能不能拿到便宜电,能不能成功转型AI和高性能计算。
投资建议?矿业股短期内最好别碰,风险实在太高了。如果你已经持有了,赶紧看看它们的AI业务收入占比有多少,找机会减仓吧。真想投资比特币,直接买币现货比买矿业股靠谱多了。要是BTC跌破94,000美元,那些成本控制差的矿企基本就得考虑清算了。
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