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Bitcoin Breaks $91K: Miners Surge & 6 Month Thesis!
Manage episode 478515173 series 3570269
We explore Bitcoin's dramatic surge past $91,000 and its impact on mining stocks which are up double digits with some exceeding 20% gains in a single session.
• Bitcoin mining stocks acting as a leveraged proxy to BTC, often delivering 3-4x the gains
• Soluna Holdings announces another major deal with Blockware for Project Dorothy
• Hash price recovery to $47 range alongside expectations for a difficulty decrease
• Six-month thesis for Bitcoin and miners including continued decoupling from traditional markets
• Growing evidence that nations are competing for Bitcoin hashrate as a national security concern
• Increasing institutional interest with ETF inflows reaching highest levels since January
• Bullish price targets emerging including Max Keiser's prediction of $850,000 this cycle
Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter
Chapters
1. Compass Mining Introduction (00:00:00)
2. Bitcoin Breaks $91K & Miners Rally (00:00:29)
3. Saluna's Project Dorothy Expansion (00:03:32)
4. Six-Month Bitcoin & Mining Thesis (00:05:34)
5. Hash Price Recovery & Difficulty Trends (00:10:03)
6. National Interests in Bitcoin Mining (00:12:19)
7. ETF Inflows & Optimistic Price Targets (00:16:22)
315 episodes
Manage episode 478515173 series 3570269
We explore Bitcoin's dramatic surge past $91,000 and its impact on mining stocks which are up double digits with some exceeding 20% gains in a single session.
• Bitcoin mining stocks acting as a leveraged proxy to BTC, often delivering 3-4x the gains
• Soluna Holdings announces another major deal with Blockware for Project Dorothy
• Hash price recovery to $47 range alongside expectations for a difficulty decrease
• Six-month thesis for Bitcoin and miners including continued decoupling from traditional markets
• Growing evidence that nations are competing for Bitcoin hashrate as a national security concern
• Increasing institutional interest with ETF inflows reaching highest levels since January
• Bullish price targets emerging including Max Keiser's prediction of $850,000 this cycle
Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter
Chapters
1. Compass Mining Introduction (00:00:00)
2. Bitcoin Breaks $91K & Miners Rally (00:00:29)
3. Saluna's Project Dorothy Expansion (00:03:32)
4. Six-Month Bitcoin & Mining Thesis (00:05:34)
5. Hash Price Recovery & Difficulty Trends (00:10:03)
6. National Interests in Bitcoin Mining (00:12:19)
7. ETF Inflows & Optimistic Price Targets (00:16:22)
315 episodes
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