Shenpwe
01-26

$Marathon Digital Holdings Inc(MARA)$

IMHO, investing in anything but the top BTC miners (MARA, $Riot Blockchain, Inc.(RIOT)$ ) will yield devastating results post halving. Even $Core Scientific, Inc.(CORZ)$ , $CleanSpark, Inc.(CLSK)$ , and $Hut 8 Mining Corp(HUT)$ will have difficulty surviving.

As more countries setup nationally backed mining farms, the economic incentives will dwindle through dilution and the cost to keep up will become overbearing for public miners by 2026, hence the Treasury sell offs we're seeing now as they try to accumulate as much power resources, land, and rigs as possible.

Personally, I believe the investment dynamic will shift to buying BTC directly or through the remaining ETFs. Blackrock knows what's up and is accumulating a huge war chest. They will be the shining star of Bitcoin.

Trade focused investments like $Coinbase Global, Inc.(COIN)$ , $Bitcoin Depot Inc.(BTM)$ , and $Nuvei Corp(NVEI)$ will thrive.

There are some potential investment pearls above, but do your DD kids.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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