Miner Economics
Is Bitcoin Near a Cycle Bottom? ETF Flows, SAFU Conversion, Miner Stress and Macro Risks
A synthesis of ETF flow data, exchange treasury behavior, miner economics and macro signals to assess whether BTC is close to a cycle bottom and what allocators should do over the next 3–12 months.
Published at 2026-02-14 12:45:02
December 11 Mining Difficulty Rise: What It Means for Miners, Hash‑Rate and Price
A predicted difficulty increase on December 11 will reshuffle miner economics, forcing older rigs out and changing short‑term selling dynamics. This explainer walks through the drivers, immediate margin impacts, institutional behavior, and the on‑chain and macro indicators to watch next.
Published at 2025-11-30 13:40:17
DeFi
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All Liquidity posts- How US–Israel Strikes, an Oil Shock, and Strait of Hormuz Risk Are Roiling Bitcoin — What Traders Should Watch
- How U.S. Spot Bitcoin ETF Inflows Are Changing BTC Price Discovery and Liquidity
- Bitcoin's Tug-of-War: ETF Inflows Lift BTC to ~$68–70K — But Liquidity and a Multi‑Billion Options Expiry Threaten Volatility