Bitcoin’s price story lately has been told like it only has one main character, the ETFs. Money goes in, price goes up, money goes out, price goes down. It’s a clean narrative, and it’s not […]
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Trader Plan C recently surfaced a chart indicating a production-cost model placing Bitcoin’s marginal mining expense at approximately $67,000, with historical price action showing repeated bounces off that red line. He added that “commodities rarely […]
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Update (2-7-2026) This article has been updated to provide the latest projections for the next Bitcoin mining difficulty adjustment The Bitcoin network mining difficulty, a metric tracking the relative challenge of adding new blocks to […]
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Big Tech companies’ planned $500 billion war chest to dominate artificial intelligence could offer a lifeline to a Bitcoin mining industry teetering on the edge of capitulation. The headline numbers are eye-watering. Alphabet, Google’s parent, […]
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Bitcoin supply guide: cost-basis bands, miner stress, and ETF flow signals Bitcoin is currently trading outside a $93,000–$110,000 cost-basis band that Glassnode frames as an “overhead supply” zone. BTC long term holder cost basis distribution […]
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