bitcoinmining

In the world of cryptocurrency, there’s a common rumor that has been circulating for some time: that Bitcoin’s mining cost determines its price bottom. Many believe that if Bitcoin’s market price drops below a certain threshold — often cited as $40K-$50K — miners will start incurring losses, signaling the bottom of the market.
But is this really the case? Let’s break it down and take a closer look at why this idea may not hold water.
The Myth: Mining Cost as the Price Floor
The argument behind this rumor is simple: Bitcoin mining is a costly process. As the price of Bitcoin drops, miners — who need to cover the expenses of electricity, hardware, and maintenance — will eventually reach a point where the cost to mine one Bitcoin exceeds its market price. According to this logic, when miners start losing money, they’ll stop mining, leading to reduced supply and a market bottom.
Sounds plausible, right? Well, not quite.
The Reality: Mining Cost vs. Market Price
Here’s the truth: Right now, the average mining cost is estimated at around $116,000 per Bitcoin, while the market price is sitting closer to $101,000. This means miners are already operating at a loss, even at current prices. So, if mining cost were a reliable indicator of the market bottom, we should have already seen a price recovery — but that hasn't happened.
Why Mining Cost Isn’t a Reliable Indicator
Bitcoin Price is Driven by Multiple FactorsMining cost is only one factor in Bitcoin’s ecosystem. The price of Bitcoin is influenced by a variety of elements, including demand, market sentiment, macro-economic factors, regulation, and speculation. Miners losing money doesn’t automatically mean the market will reverse. The price can still decline despite miners being in the red.Mining Cost is VariableThe mining cost itself isn’t static. It fluctuates based on electricity prices, hardware efficiency, and even mining difficulty (which adjusts over time depending on how many miners are participating). Therefore, mining cost can change, and it doesn't always correlate with Bitcoin’s market price.Past Cycles Prove the PointIn past market cycles, Bitcoin has dropped well below the cost to mine it, and the price didn’t immediately rebound. Even when miners were struggling to cover costs, the market continued to experience volatility before finding a bottom. Mining cost alone is not a perfect predictor of price floors.Difficulty AdjustmentsWhen Bitcoin's price drops, miners with higher operational costs may shut down their machines, leading to a decrease in the network's mining difficulty. This reduces the amount of competition, making it easier for remaining miners to continue. But again, this doesn’t guarantee that the price will rise. The market can still go lower due to broader economic forces.
Why This Myth Can Be Dangerous
Relying on the idea that mining cost determines the price bottom can lead to misguided trading decisions. While mining cost is useful for assessing miner profitability, it should not be used as a definitive metric for predicting price action. Bitcoin is a volatile asset, and its price is driven by an array of market forces that go far beyond the mining industry.
Conclusion: Don’t Fall for the Myth
To summarize, while the cost to mine Bitcoin is an important metric for understanding miner profitability, it is not a reliable indicator for spotting the market bottom. There are many other factors at play that influence Bitcoin’s price, and mining cost alone can’t predict price movements accurately.
As always, it’s essential to do your research, track the overall market trends, and consider various indicators before making any investment decisions. Bitcoin’s price will continue to be influenced by a wide range of factors, and understanding the full picture will give you a better chance of navigating this volatile market.
#Bitcoin #CryptoMyths #BitcoinMining #BTCPrice #BinanceHODLerMMT

Cango Inc., a leading $BTC mining company, has released its latest weekly update on Bitcoin production and holdings, showcasing its strategic growth in mining capacity and long-term asset accumulation.
Weekly Bitcoin Production
In the latest report, Cango mined 450 $BTC in June 2025, averaging approximately 15 BTC per day. While this represents a slight decrease from May’s 484.5 BTC (≈15.63 BTC/day), it reflects operational adjustments and network-wide changes in mining difficulty.
Bitcoin Holdings
Despite the small drop in production, Cango continues to accumulate Bitcoin, ending June with a total of 3,879.2 BTC, up from 3,429.3 BTC in May. The company has maintained a hold strategy, signaling confidence in Bitcoin’s long-term value.
Mining Capacity and Hashrate
Cango’s total deployed hashrate remains at 32 EH/s, with an average operating hashrate of 29.92 EH/s in June. Recent acquisitions of mining machines added approximately 18 EH/s, expanding total potential capacity to 50 EH/s. This scale positions Cango as a major player in the global mining landscape.
Market Implications
Accumulation Strategy: Cango’s approach indicates a bullish outlook on Bitcoin.
Production Efficiency: Minor decreases in output may reflect network difficulty or efficiency adjustments, but the company’s overall performance remains strong.
Scaling Operations: The expansion to 50 EH/s provides significant leverage in future mining output and revenue potential.
Cango’s weekly updates provide valuable insights for investors and crypto enthusiasts, reflecting both operational transparency and strategic growth in $BTC mining.
Hashtags:
#Cango #BitcoinMining #CryptoNews #BTC #Blockchain

The #Bitcoinmining industry is entering a defining phase — one that tests balance sheets, strategies, and conviction. After a year of explosive price movement and hash rate expansion, profit compression has emerged as the new reality for miners worldwide. Electricity costs are rising, block rewards are steady, and transaction fees — once the surprise cushion during memecoin and inscription booms — have started to cool. Now, the pressure is visible, and even giants like Marathon Digital Holdings are showing signs of recalibration.

Recent data reveals that Marathon has begun selling part of its mined Bitcoin reserves, a move that signals shifting ground beneath the mining sector. The company, which once prided itself on accumulation, has gradually transitioned toward active treasury management — liquidating a portion of holdings to cover operating expenses and sustain cash flow during tightening margins. This adjustment is not isolated. It’s a symptom of a larger, quieter wave: the underlying sell-off tide across the mining industry.

Behind the scenes, miners are facing an uncomfortable arithmetic. Network difficulty is near all-time highs, powered by competition among industrial-scale operations across North America, Kazakhstan, and the Middle East. Meanwhile, Bitcoin’s price stagnation around the mid-cycle range has squeezed profitability to levels unseen since early 2023. For many, the breakeven threshold now hovers uncomfortably close to spot prices — a sign that operational resilience, not expansion, will define survival going forward.

Marathon’s decision to offload part of its mined inventory reveals the subtle evolution of mining economics. The “mine-and-hold” philosophy, dominant during bull cycles, is now giving way to a dynamic treasury model, where liquidity management and balance sheet flexibility matter more than raw accumulation. Mining is no longer a linear bet on Bitcoin appreciation — it’s becoming a capital efficiency game, one where even the largest public firms must adjust to stay competitive.

Smaller miners, especially those with higher power costs and aging equipment, are already feeling the pressure. Many are liquidating reserves to maintain operational uptime, while others are exploring hashrate outsourcing, AI compute diversification, or even selling facilities to institutional buyers seeking entry through distressed assets. The result is a silent consolidation phase — strong miners absorbing weak ones, and balance sheets determining survival more than hash power alone.

This structural tightening comes as the next Bitcoin halving looms, expected to cut block rewards from 6.25 BTC to 3.125 BTC per block. That event, while bullish in narrative, will immediately halve miner revenue, pushing the industry further toward efficiency-driven models. For Marathon, selling coins ahead of this cycle may represent a defensive play — freeing liquidity to maintain operational scalability post-halving, when competition will reach peak intensity.

Still, beneath these adjustments, the broader sentiment remains divided. Some analysts view the miners’ sell-off as a short-term bearish signal, citing potential pressure on spot markets. Others interpret it as a necessary economic cleansing — a phase where the industry resets before a new profitability cycle begins. Historically, periods of miner capitulation have coincided with the final stages of macro corrections, often setting the foundation for the next bullish leg.

Marathon’s case exemplifies the balance between survival and strategy. Selling mined coins doesn’t necessarily mean losing faith — it can mean extending runway. With massive fixed costs in energy, maintenance, and infrastructure, Bitcoin miners are effectively industrial players, operating in one of the most competitive proof-of-work environments ever built. The firms that adapt their financial models today will likely be the ones that thrive after the halving shock passes.

The coming months could redefine what it means to be a “profitable miner.” The winners will be those who master both computation and cash flow — not just those with the biggest rigs, but those who treat mining as an evolving economic ecosystem. The miners who can survive this compression phase will emerge leaner, more efficient, and ready to capitalize when Bitcoin’s($BTC ) supply squeeze and capital inflows align once again.

For now, the market watches as Marathon and others manage survival under pressure, navigating between operational resilience and market discipline. Beneath the silence of hash machines and cooling fans, the industry is shifting — from mining coins to mining efficiency itself.

Once viewed as a quiet Bitcoin miner tucked deep in Australia’s energy corridors, IREN is rewriting its own story - and, arguably, the story of what a mining company can become. Its latest quarterly report didn’t just show recovery; it revealed a full-scale transformation - from pure crypto mining to becoming one of the world’s most ambitious AI infrastructure providers.
For the fiscal quarter ending September 30, IREN reported $384.6 million in net income, a staggering turnaround from a $51.7 million loss a year earlier. Revenue soared 355% year-over-year to $240.3 million, with Bitcoin mining contributing $232.9 million - nearly 50 times its prior-year output. These aren’t ordinary growth figures. They mark the rise of a company evolving beyond its origins into something far larger: a hybrid between blockchain and AI computing.
From Mining to Machine Intelligence
The catalyst behind IREN’s transformation is its bold expansion into AI cloud computing. As demand for high-performance compute skyrockets, the same infrastructure that once powered ASIC mining rigs can now host GPU clusters built for artificial intelligence workloads. IREN recognized this crossover early - and moved fast.
Its defining moment came with a five-year, $9.7 billion AI cloud partnership with Microsoft. That single deal reshaped IREN’s future overnight. The contract includes phased deployment through 2026 at its flagship Childress site, a 20% prepayment, and an expected $1.9 billion annualized run-rate revenue. With that, IREN didn’t just enter the AI race - it joined the front line.
And Microsoft is only one piece of the picture. IREN’s roster of AI clients now includes Together AI, Fluidstack, and Fireworks AI, with combined contracts expected to drive $3.4 billion in annual recurring revenue by next year. This isn’t speculative - these deals are backed by physical deployments, real infrastructure, and an expanding GPU footprint projected to reach 140,000 units across IREN’s global facilities.
Infrastructure Built for the Next Decade
IREN’s buildout looks less like a miner’s roadmap and more like a blueprint for a future AI superpower. Its British Columbia sites - 160MW of capacity - are being fully converted from ASICs to GPUs by 2026. In the U.S., construction is accelerating across multiple hubs: the Horizon data centers in Childress are scaling toward 750MW, and the massive Sweetwater Hub, a 2GW complex, is preparing for substation energization within two years.
These aren’t speculative expansions - they’re deliberate, infrastructure-first moves designed for efficiency and scale. The company’s leadership, especially co-founder and co-CEO Daniel Roberts, emphasizes execution over hype. Despite massive capital investment, IREN remains profitable, proving that its dual-engine model -Bitcoin mining plus AI cloud - isn’t just viable, it’s scalable.
Bitcoin as the Foundation, AI as the Frontier
What makes IREN’s strategy so clever is that it doesn’t walk away from Bitcoin; it builds upon it. Mining provides steady cash flow and operational leverage, allowing the company to reinvest into GPU-powered infrastructure without losing financial stability.
Every watt of power, every efficiency upgrade, every data center built for mining can now support AI workloads. It’s an elegant fusion: Bitcoin secures the base, AI expands the frontier. Together, they form a business model few others can match.
A Perfect Moment for Transformation
Global demand for GPU compute is exploding - driven by everything from generative AI to real-time data analytics. Big tech firms are racing to lock down energy capacity and physical space for data centers. Miners like IREN already have both, giving them a rare strategic advantage.
Yet markets are cautious. Even after record-breaking earnings, IREN’s stock dipped over 12%, followed by a smaller decline in pre-market trading. Short-term sentiment may lag, but innovation like this always finds recognition. Once investors fully grasp that IREN is now an AI infrastructure company with multi-billion-dollar contracts, sentiment is bound to shift.
What Comes Next
The coming quarters are loaded with catalysts:Continued Microsoft deployment rolloutsSubstation energization at SweetwaterGPU scaling across new liquid-cooled data centers
Each new megawatt of power brings recurring revenue potential in one of the fastest-growing sectors on Earth.
The Bigger Picture
IREN’s story isn’t just about mining - it’s about evolution. While most miners spent the last cycle racing for hash rate, IREN was designing for what comes next: a world where the same energy that mines Bitcoin can power AI intelligence.
The transition from ASICs to GPUs isn’t merely a hardware upgrade. It’s symbolic -the shift from creating digital gold to creating digital intelligence. IREN is quietly proving that miners can lead the next technological revolution, not just follow it.
So while the traders may focus on short-term price swings, the real story is unfolding beneath the surface a company positioned at the intersection of the decentralized computation and artificial intelligence, both driven by the scalable, energy-efficient infrastructure.
IREN’s record quarter was just the opening chapter. The next will define how mining evolves into something greater - not just securing blocks, but powering the infrastructure of intelligence itself.
✨ Stay tune @Malikshabiulhassan for more updates.
$BTC #Bitcoinmining

Once known purely as a digital miner tucked away in the heart of #Australia energy corridors, IREN has now fully stepped into a new identity: an AI-powered infrastructure giant with the kind of revenue growth that turns heads across both crypto and tech markets. Its first fiscal quarter results paint a picture that few expected — explosive profitability, diversified expansion, and a company that’s quietly bridging the two fastest-growing industries in the world: Bitcoin mining and artificial intelligence computing.

For the quarter ending September 30, IREN posted a staggering $384.6 million in net income, reversing a year-ago loss of $51.7 million. That’s not just recovery — it’s transformation. Total revenue jumped 355% year-over-year to $240.3 million, with Bitcoin mining bringing in $232.9 million alone, roughly fifty times what it produced a year earlier. Those numbers are more than strong — they signal a structural shift. What we’re seeing isn’t just a miner surviving the bear market. It’s a miner evolving into a next-generation compute powerhouse.

What’s driving that change is IREN’s bold move into AI cloud computing — a sector that’s now defining the global tech narrative. As the demand for high-performance computing surges, miners like IREN and MARA are recognizing their greatest asset isn’t just hash power — it’s infrastructure. The same large-scale data centers and energy contracts that once fueled #ASIC rigs can now support #GPU clusters optimized for artificial intelligence workloads. And IREN isn’t dabbling. It’s diving in headfirst.

The defining moment came with the announcement of IREN’s massive five-year, $9.7 billion AI cloud deal with Microsoft. That single partnership changed the company’s trajectory overnight. The contract involves phased deployment through 2026 at IREN’s flagship Childress site, featuring a 20% prepayment and an expected $1.9 billion annualized run-rate revenue contribution. That’s a number big enough to make IREN one of the most significant AI infrastructure providers in the world — not just in crypto.

And Microsoft isn’t alone. IREN has already locked in multiyear contracts with Together AI, Fluidstack, and Fireworks AI, aiming for a combined $3.4 billion in annualized recurring revenue from its AI cloud business by the end of next year. Those deals are not speculative — they’re built on tangible deployments and supported by the company’s planned expansion to 140,000 GPUs across its facilities. The scale is breathtaking, but what stands out is how strategically the company is executing. Instead of chasing hype, it’s leveraging what it already does best — building, operating, and scaling high-efficiency data infrastructure.

The company’s ongoing buildout reads like the blueprint of a future AI superpower. The British Columbia sites, currently 160MW, are being transitioned from ASIC miners to GPUs by the end of 2026. That’s not a small retrofit — it’s a full retooling of an entire region’s compute capacity. Meanwhile, construction continues at pace across its U.S. operations. The liquid-cooled Horizon data centers at Childress are being expanded toward 750MW capacity, while its massive Sweetwater Hub — a 2GW complex — prepares for substation energization over the next two years. When you step back and look at those numbers, it becomes clear that IREN is no longer just building for blockchain. It’s building for the entire future of high-performance computing.

What’s most impressive is that this expansion is being carried out with discipline. Co-founder and co-CEO Daniel Roberts captured it perfectly in his statement, noting that IREN continues to execute with focus, delivering both record results and real progress in its AI Cloud roadmap. That discipline is visible in the numbers. Despite enormous capital commitments, the company has maintained profitability, proving that its hybrid model — combining Bitcoin mining cash flow with AI cloud investment — isn’t just sustainable, it’s scalable.

There’s a strategic brilliance in how IREN is using Bitcoin as its foundation. While AI infrastructure buildouts are capital-intensive, mining gives IREN consistent cash flow and immediate operational leverage. Every watt of power, every megawatt-hour of efficiency, every optimized cooling system built for mining can be reoriented toward GPUs. It’s not about abandoning Bitcoin; it’s about evolving the infrastructure to serve two revolutions at once. Bitcoin secures the base. AI expands the frontier. Together, they create a business model that very few companies are positioned to match.

The timing couldn’t be better. The world is entering a phase where demand for GPU compute is skyrocketing — driven by AI model training, inference, and data-intensive workloads across industries. Big tech companies are scrambling to secure access to power and space for data centers. That’s where miners like IREN have a massive advantage: they already control energy assets and infrastructure in strategic locations. What used to be seen as an overinvestment in mining rigs has become a competitive edge in the AI era.

Still, markets move with emotion as much as logic. Despite reporting record earnings, IREN’s shares slid over 12% on Thursday, followed by a modest 3% decline in pre-market trading — even after an early 6% rise. It’s a reminder that investors often react to growth transitions with caution. Markets don’t always price innovation immediately. But what’s happening under the surface here is the kind of evolution that eventually commands serious attention. Once investors fully grasp that IREN isn’t just a miner — it’s an emerging AI infrastructure powerhouse with multi-billion-dollar contracts — sentiment is likely to shift.

Looking forward, the roadmap is loaded with catalysts. The continued rollout of Microsoft’s contract deployments, the energization of key substations at Sweetwater, and the scaling of liquid-cooled GPU facilities all point toward a significant revenue inflection through 2026. As more AI clients come online and compute demand accelerates, IREN’s early-mover advantage will become increasingly clear. Each completed megawatt of capacity doesn’t just represent infrastructure — it represents recurring revenue in one of the most lucrative sectors on earth.

What makes IREN’s story compelling is its quiet confidence. While most miners spent the last cycle chasing hash rate metrics, IREN was designing a future where those same facilities could power something bigger. It’s not abandoning the Bitcoin ethos — it’s expanding it into a new technological era. By proving that Bitcoin miners can evolve into multi-purpose compute providers, IREN is showing the market what agility really looks like.

The shift from ASICs to GPUs isn’t just a hardware swap — it’s a philosophical transformation. It’s about turning raw energy into intelligence. It’s about using the same power that once mined digital gold to now fuel digital minds. That’s the bridge IREN is building, and it’s one that could define an entirely new category in the intersection of blockchain and artificial intelligence.

So while the headlines may focus on the stock’s short-term volatility, the real story lies beneath. IREN has quietly positioned itself at the center of two megatrends — decentralized computation and artificial intelligence — both powered by the same heartbeat: scalable infrastructure and efficient energy. The record quarter was just the first signal. What comes next could be the blueprint for how miners survive, evolve, and lead in a world that’s increasingly run on data and compute.

#IREN evolution tells us something bigger about this entire industry — the future of mining isn’t just about blocks. It’s about building the infrastructure of intelligence itself.
$BTC #Bitcoinmining