As a seasoned analyst with over two decades of experience in the financial markets, I have learned to appreciate the resilience and adaptability of Bitcoin. While the current price trend may not excite many traders, the consistently rising hash rate is a testament to the network’s robustness and the unwavering commitment of miners.


Despite Bitcoin‘s price appearing less thrilling this month, its network’s overall hash rate is consistently reaching fresh record highs.

The gap between Bitcoin’s security and its price suggests that mining companies are content to keep adding new computing equipment, despite ambiguous business or market situations.

Bitcoin’s Unrelenting Hash Rate

As reported by the analytics company Glassnode, miner income has significantly dropped off since Bitcoin’s record peak in March.

Due to a drop in the price of Bitcoin and the Bitcoin halving in March significantly reducing earnings from the Bitcoin block reward, as well as Bitcoin transaction fees plummeting drastically.

Nevertheless, hash rate still tapped a new high of 693 exahashes per second (EH/s) on Sunday, keeping competition high in a low revenue environment. “Presently, the average required number of hashes to mine a block is 338,000 exahash,” Glassnode wrote.

Additionally, unlike usual practices where Bitcoin mining companies might sell their mined Bitcoins to cover expenses, current on-chain indicators show that they have chosen to hold onto their Bitcoin instead.

“Miners usually behave in line with market trends, selling when there are declines (drawdowns) and holding onto their Bitcoin during growth periods (uptrends),” analysts noted. “The rise in hash rate and mining difficulty indicates that the cost of producing Bitcoin is increasing, which could potentially lower miner profitability in the coming days.

Marathon Digital, known as the largest publicly-traded bitcoin mining corporation, has openly declared its intention to accumulate as much Bitcoin (BTC) as possible. They are also employing convertible debt to acquire more BTC, similar to Bitcoin-focused firm MicroStrategy. This move indicates a growing belief in the immediate value of BTC investments compared to the mining business itself.

Will Bitcoin’s Price Recover For Miners?

While Bitcoin’s on-chain metrics might not appear favorable for its price: The net settlement volume of Bitcoin is trending towards its annual average, indicating a decrease in transactions, and the monthly centralized exchange trading volume has dropped significantly below its yearly average. Essentially, this suggests reduced activity, less market speculation, and potentially lower demand for Bitcoin.

Conversely, some well-known investors such as Matt Hougan, Chief Investment Officer at Bitwise, and Arthur Hayes, a co-founder of BitMEX, anticipate that the price of Bitcoin will rebound following the conclusion of September.

As per Hougan’s analysis, September typically sees a slower period for Bitcoin and the stock market in general. However, October and November are historically strong months for the asset on average. He predicts that we may witness a substantial rally as the uncertainty starts to clear up during these months, which he stated on Monday.

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2024-09-11 23:34