"MARA is worth holding for the AIHPC/AI compute wave as he expects the “AIHPC world” to bring money to bitcoin miners even though the sector remains cutthroat."
@ ~$661.57
"My Highest-Conviction Trade Setups This Week"
Latest analyst takes
"MARA is worth holding for the AIHPC/AI compute wave as he expects the “AIHPC world” to bring money to bitcoin miners even though the sector remains cutthroat."
"Bitcoin miners such as Marathon appear to be capitulating and selling BTC to raise cash, a bearish operational dynamic that increases near-term supply pressure on the market and is negative for miner equity fundamentals."
"Marathon Digital is mixed-to-risky — after selling ~13,000 BTC, cutting 15% of staff and holding roughly 39,000 BTC (down ~90% from its ATH), the company’s pivot toward AI/energy monetization offers a potential secondary revenue path but doesn't erase near-term balance-sheet and operational stress."