Inteligência de mercado institucional e liderança de pensamento
Investigação e análise exclusivas, equipando os investidores com conhecimentos baseados em dados sobre o panorama em evolução da exploração mineira de Bitcoin
Bitcoin Mining Outlook for 2026 - Six Key Trends Defining a Maturing Industry
From Cycles to Structure: How Mining Enters Its Next Phase As Bitcoin mining moves deeper into this halving epoch, the industry is undergoing a structural transition rather than another familiar cycle. The assumptions that shaped miner strategy in previous cycles, difficulty relief after price drawdowns, rapid hashprice recoveries, and ASIC hardware bubbles are increasingly less reliable. Going into 2026, miners operate in a more mature, capital-intensive environment where margins are thinner,
Monthly Update December 2025
As the Year Came to an End, Bitcoin Miners are Put to the Test As 2025 drew to a close, the Bitcoin market delivered a cycle that looked structurally mature rather than euphoric. While expectations were anchored around post-halving upside, the year was instead defined by tighter liquidity, restrained network expansion, and mounting pressure on mining economics. On the mining side, hashrate growth slowed, difficulty adjustments flattened, and hashprice remained near record lows, pushing operator
