
Tech • IA • Crypto
Poolin, once a major Bitcoin mining pool, has filed for bankruptcy amid sustained market pressure. The collapse highlights severe margin compression driven by low Bitcoin prices and elevated energy costs. Industry stress is intensifying as weaker operators fail, accelerating consolidation. The event reinforces signals of a late-stage capitulation phase in crypto markets.
The Bitcoin network hash rate has declined by roughly 25–35% from peak levels. This reflects widespread miner shutdowns and reduced participation across the ecosystem. While lower hash rate can reduce mining difficulty, it signals deteriorating confidence and profitability. Such drawdowns historically align with deeper bear market phases.
Firms like Marathon Digital (MARA) are reallocating capital from mining to AI inference infrastructure. Executives cite significantly higher returns from Nvidia GPU-powered data centers مقارنة ASIC mining. This strategic pivot marks a structural shift in how energy-intensive infrastructure is monetized. The trend could permanently reshape the economics of crypto mining.
Crude oil prices surged حوالي 42% in 20 days, nearing $100 per barrel amid escalating Iran-related tensions. The move is reigniting global inflation concerns and tightening financial conditions. Energy-driven inflation complicates central bank policy paths and delays potential rate cuts. Risk assets, including crypto, are reacting negatively to the shock.
U.S. 30-year Treasury yields are approaching 20-year highs, with similar moves across global bond markets. Unlike typical crises, bonds are selling off alongside equities, signaling structural inflation fears. Higher yields increase the cost of capital and الضغط valuation multiples. This environment is historically unfavorable for Bitcoin and speculative assets.
Reports that Donald Trump canceled planned strikes on Iran triggered a سریع pullback in oil from about $92–93 to $85. الأسواق interpreted the move as short-term de-escalation of geopolitical risk. The decline eased pressure on inflation expectations and supported a tentative recovery in risk assets. However, underlying uncertainty remains elevated.
Bitcoin is hovering below a ключ resistance zone around $67,000–$67,255, where significant liquidity is concentrated. Market structure suggests a possible short-term push into this range. However, analysts warn this move would likely represent a relief rally, not a confirmed trend reversal. Liquidity conditions remain thin and fragile.
Ondo (ONDO) is showing a constructive breakout pattern with higher lows forming. Key support sits near $0.43, while major resistance lies between $0.71 and $0.92 due to trapped supply. Upcoming token unlocks could introduce additional selling pressure. Despite accumulation signals, upside may be capped without strong momentum.