Massive Miner Sell Off: What to Expect Next?

We break down a brutal two-day sell-off in Bitcoin miners, weigh gold’s run against Bitcoin’s long-term outperformance, and map the financing levers that decide who scales and who stalls. From Terawulf’s debt to Bitfarms’ capped call to IREN’s war chest, strategy beats fear.

• drivers of the miner sell-off and Bitcoin price breaks
• gold surge versus Bitcoin cycles and positioning
• ETF flows, liquidations and short-term volatility
• debt trade-offs and Terawulf interest coverage
• convertible notes, premiums and capped call mechanics
• timing ATMs to compress dilution
• IREN’s capital raise and multi-gigawatt roadmap
• Bitdeer’s vertical integration and repair center scale
• co-location versus self-deploy risk in GPUs
• Core Scientific vote, valuation scenarios and shareholder calculus

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