Season 1 Episode 359
The cryptocurrency market exhibits a puzzling disconnect as Bitcoin and Ethereum approach all-time highs while mining stocks struggle to capture investor interest. Bitcoin miners trade at minimal premiums despite holding substantial assets and operational infrastructure.
• Bitcoin reaches $121,000 while Ethereum surges over 50% in the past month, approaching its all-time high of $4,800
• Standard Chartered revises Ethereum year-end target from $4,000 to $7,500, with $25,000 predicted by 2028
• Institutional adoption replaces retail investors as primary market drivers after 14 years of crypto development
• MARA holds Bitcoin valued at 104% of its entire market cap, effectively valuing operations at zero
• CoreWeave receives 60x EBITDA multiple from analysts while Core Scientific drops 9% after earnings
• Bitdeer increases production by 34% in July with global operations in US, Norway, and Bhutan
• SEAL miner A3 nears commercial launch with A4 in development, promising market-leading 5 joules/terahash efficiency
• Hash price rises to $59 with potential difficulty reduction expected around August 23rd
• Top 100 Bitcoin treasury companies now require minimum 50 BTC holdings, up from just 3 BTC when tracking began
• 31 companies increased Bitcoin holdings last week, demonstrating accelerating corporate adoption
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Published on 4 months, 2 weeks ago
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