#Hashprice — Zipp

Bitcoin Miners’ AI Pivot Commands 12.3x EV, 2x Pure Plays

21d ago

Bitcoin Miners’ AI Pivot Commands 12.3x EV, 2x Pure Plays

Power infrastructure and long-term compute contracts, not bitcoin production, are where the market has priced the real value, and a 21% hashrate drop is reshaping pure-play miner economics.

CoinDesk

Bitdeer mined record 990 BTC in June — then sold all of it

🩸BEARISH

45d ago

Bitdeer mined record 990 BTC in June — then sold all of it

All-time production but zero retention: when even a low-cost vertically integrated miner dumps the entire monthly haul, the read is that the marginal cost of hashrate still doesn't pencil out at…

CoinTelegraph

BTC Miners Lose $24K Per Coin as Hashprice Crashes

🩸BEARISH

74d ago

BTC Miners Lose $24K Per Coin as Hashprice Crashes

The mid-June difficulty cut confirmed a thesis the floor argument never wanted to accept: Bitcoin can trade well below average cost and the network keeps running, with public miners dumping treasury…