🇨🇳 HUGE: Geologists in China just "stumbled on" the largest goldmine in the world.There are less than 21M $BTC in existence. https://t.co/fw8dqpwyb7 ...

Market Trends & Bitcoin Performance - Bitcoin price increased from approximately $109,000 to over $123,000 within a week [1] - Bitcoin is viewed as a hedge against government irresponsibility and central banks' money printing [2] - Bitcoin's all-time high was reached in August at above $124,000 [3] Long-Term Bitcoin Outlook - There's a directional bet that Bitcoin will reach $1 million, then $10 million [4] - Bitcoin is considered a scarce value asset, a digital gold, and anti-inflationary [5] Institutional Adoption & Regulatory Landscape - Institutional adoption, particularly BlackRock and Fidelity, has made Bitcoin more accessible [7] - US is playing catch-up in crypto regulation, with disastrous policies from the Biden administration initially driving innovation elsewhere [19] - There's optimism that the US can become both an AI and crypto capital, driven by clearer regulations [22] Bitcoin Mining & AI Convergence - Bitcoin miners are transitioning to AI HPC (High-Performance Computing) due to increasing capital intensity and competition [11] - Some Bitcoin mining companies are leveraging their energy contracts for AI applications [13] - Bitfury incubated Hot 8 and Cipher Mining, holding equity stakes with growth projections [15] Crypto VC Trends & Tokenization - Stablecoins and Bitcoin layer-2 solutions are seeing significant innovation [24] - Tokenization of real-world assets, including projects in genomics and cancer research, is expected to grow [25]

Mining Industry News - The Mining Pod 发布最新一集，与 @blockspacepod 合作 [1] - 本期节目讨论了 IREN 875 million 美元的票据、Luxor Energy 以及 BTC ETF 流量记录 [1]

Core Insights - Neptune Digital Assets Corp. has surpassed a Bitcoin treasury value of $70 million CAD, holding over 410 Bitcoin, with a year-over-year growth of 138% in BTC holdings value [1][2] - The company employs a multi-pronged treasury strategy focused on Bitcoin, utilizing dollar-cost averaging, staking conversions, derivatives, and mining to diversify revenue streams [2][7] - Neptune positions itself as a resilient public company in the digital asset sector, offering investors exposure to Bitcoin along with diversified yield opportunities [2] Company Overview - Neptune Digital Assets Corp. is one of the first publicly traded blockchain companies in Canada, engaging in various operations within the digital asset ecosystem, including Bitcoin mining and decentralized finance [4] - The company emphasizes innovation and strategic growth to explore new opportunities and maximize shareholder value [4] Treasury Strategy - The company consistently accumulates Bitcoin through dollar-cost averaging, adds value through staking-to-Bitcoin conversions, and engages in selective derivative trading to enhance Bitcoin exposure [7] - Traditional Bitcoin mining operations contribute to both network security and treasury growth [7]

Bitcoin Production vs ETF Demand - Mara Holdings mines 736 BTC monthly, while BlackRock purchases 3,800 BTC weekly, indicating significantly higher demand from ETFs [1] - ETFs are purchasing 19 times more Bitcoin than the total network production [1] Mara Holdings Valuation - Mara Holdings holds 52,850 BTC worth $6 billion [1] - Mara Holdings' market capitalization is $5.8 billion [1] - The market may be undervaluing Mara Holdings, as its Bitcoin holdings alone exceed its market cap, offering potential investment opportunity with mining cash flow [1]

Centralization Concerns - The core issue isn't faster block propagation itself, but the use of compact blocks as a centralization tool, potentially flipping the power dynamic between node runners and miners [1] - The industry expresses concern that conforming to miner policies for better compact block reconstruction centralizes the network, potentially diminishing the role of node runners [2] - The industry warns against adjusting node policies to chase what miners are putting in blocks, as it could justify spam and other undesirable activities [2] Network Governance and Miner Incentives - The decentralized P2P network of node runners should establish sound policies, and miners should be penalized for mining blocks that don't align with the majority of nodes [3] - Miners who align with the network's will (node runners) should benefit from faster block propagation, while those who go against it should face penalties like slower propagation [4] - The industry suggests that the current approach by Core developers is a departure from the established economics of the network, where node runners set policies [5]

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bybit的perp即将开启挖矿目前算是头矿赔率应该正常来讲比明牌挖矿赔率要高很多首次挖矿三个月可以先注册下，交易佣金全返到时候看情况在决定冲不冲吧背景是很强的能不能像aster那样拉盘？？https://t.co/zE8koYzckk https://t.co/8eJtry4utz ...

🔥 LATEST: Trump Jr.-backed Thumzup provides $2.5M capital infusion to DogeHash Technologies to expand Dogecoin mining capacity and accelerate deployment of its miners. https://t.co/eFfPtX4TNd ...

🚨JUST IN: TRUMP FAMILY-LINKED THUMZUP MEDIA LOANED $2.5M TO DOGEHASH TO EXPAND DOGECOIN MINING WITH 500+ NEW ASICS ...