It's getting wild again😂

Under the leadership of Brandon Lutnick - the son of the current US Secretary of Commerce and chairman of the investment bank Cantor Fitzgerald - the Japanese SoftBank Group, the stablecoin giant Tether and the crypto exchange Bitfinex are cooperating to invest billions in $BTC (+1,58 %) to invest billions in A company called 21 Capitalwhich will hold around 3 billion US dollars in Bitcoin from the outset and serve as a listed "Bitcoin purchase vehicle".

21 Capital is to be founded from the outset with the sole purpose of buying and holding Bitcoin👀

21 Capital is designed as an acquisition company for Bitcoin - comparable in essence to the business model of $MSTR (+6,24 %). It will be implemented via SPAC Cantor Equity Partners. This listed shell company has raised US$ 200 million in fresh capital and will merge with a new company - 21 Capital. This SPAC deal means that 21 Capital can be listed directly on the stock exchange without a traditional IPO:

According to the Financial Times and official figures, the initial bitcoin investment adds up to around 3 billion US dollars. Specifically, Tether is providing US$ 1.5 billion, SoftBank US$ 900 million and Bitfinex US$ 600 million - each in the form of Bitcoin transfers to the new company. These Bitcoin transfers are valued at a reference price of USD 85,000 per BTC, and in return the partners receive shares in 21 Capital at a price of USD 10 per share. Through this structure, investors effectively swap part of their Bitcoin holdings for ownership shares in the new company.

As a result, 21 Capital will launch with over 42,000 BTC and become the third largest Bitcoin treasury worldwide, behind $MSTR (+6,24 %) and $MARA (+2,26 %) and .

It was also announced that none other than Jack Mallers (founder of Strike) will take on the role of CEO.

Investment strategy: build up and expand Bitcoin reserve

Similar to the Strategy model, 21 Capital will not stop at the initial investment, but will continue to buy more Bitcoin. The business model of a "Bitcoin Treasury Company" consists of raising fresh money via the capital markets and converting it into BTC. Accordingly, the Lutnick consortium is already planning additional financing measures: An issue of convertible bonds worth USD 350 million is planned, as well as a private placement of shares worth USD 200 million in order to acquire more Bitcoin on the market in the next step. According to the official update, the target figures for the bond have even been raised to USD 385 million. This mix of debt and equity is exactly in line with the strategy MicroStrategy has pursued in recent years - Michael Saylor has repeatedly diluted shares and issued bonds to increase his company's Bitcoin position. The press release states that the company is designed to accumulate as much Bitcoin as possible and to steadily increase the Bitcoin holdings per share.

This means that future capital increases will be consciously accepted (even if they dilute the shares of existing shareholders) as long as the fresh capital is used to acquire more BTC. This should be worthwhile for shareholders, as every dollar invested increases the value of the Bitcoin treasury disproportionately - and therefore the share value in the long term. Or as Jack Mallers puts it: "We believe Bitcoin is the answer, and Twenty One is the way we are bringing that solution to the public markets. Our mission is simple: we want to become the most successful company in Bitcoin... A public stock built by Bitcoiners, for Bitcoiners".

There is no traditional core business; growth is to be generated exclusively through value appreciation and the increase in Bitcoin reserves.

What do you think?

https://www.ft.com/content/501210ad-d39b-4d7b-b649-bbd08ceffe6f

$IREN (+3,67 %)
$HUT
$HUT (+4,93 %)
$CLSK (+3,85 %)
$CORZ (+3,81 %)
$BITF (+2,11 %)
$HIVE (+5,83 %)
$WULF (+0,56 %)
$RIOT (+2,58 %)
$MARA (+2,26 %)
$BTDR (+2,3 %)
$BTC (+1,58 %)

$IREN (+3,67 %) 🚀

Revenue growth in AI cloud services could be a harbinger of much larger AI data center deals.

$IREN (+3,67 %) is fast becoming a force to be reckoned with in the data center industry. There are only a handful of developers with > 1 GW of secured power - let alone close to 3 GW!

Very exciting company and KBV Friday ≤ 1

$IREN (+3,67 %)

$MARA (+2,26 %)
$RIOT (+2,58 %)
$CLSK (+3,85 %)
$BTC (+1,58 %)

hello everyone, I am accumulating $MARA (+2,26 %) , I have 25 shares and I am down a good %, what do I do, holdo, buy or sell?

#btc#bitcon

248 percent more profit.

$MARA (+2,26 %)

With a market capitalization of USD 4.6 billion, Marathon Digital is the largest listed Bitcoin miner in the world. The company is now presenting new business figures.

Bitcoin has recently corrected sharply. But if you only look a little further, the cryptocurrency is still conjuring up fabulous profits on the portfolio. Miners are also benefiting from this. Marathon Digital Holdings (MARA) is now presenting figures for the fourth quarter of 2024 - and setting new records.

The company's revenue rose by 37% to USD 214 million within one quarter and by as much as 69% to USD 656 million for the year as a whole.

The management was even able to increase net profit by 248 percent to USD 528 million in the fourth quarter. Unusually, the company's profit is higher than its turnover. This can be explained by the increase in value of the coins held in reserve.

The Florida-based company is also making huge strides in terms of BTC accumulation. In addition to the 2,492 BTC mined in Q4, Marathon purchased a further 15,574 Bitcoin.

With 45,659 BTC worth a total of USD 3.9 billion, Marathon is the second-largest listed Bitcoin hodler in the world after Microstrategy.

In July 2024, Marathon announced its full-hodl strategy. In addition to a commitment not to sell any more mined coins, the company intends to occasionally buy more bitcoins on the open market and add them to its reserve.

Marathon has also been able to increase its hashrate. The company managed by Fred Thiel now maintains 53.2 EH/s - an increase of 115 percent in one quarter.

The company is also working on the vertical integration of its business activities. 70 percent of the mining farms used are now owned by the company.

Despite the solid business figures, the share price is not budging. At the time of writing, MARA is trading at USD 13.7 - a year-on-year fall of 42%.

During the same period, the Bitcoin price grew by 37 percent.

https://www.btc-echo.de/schlagzeilen/quartalsbericht-bei-marathon-bitcoin-miner-legt-rekordzahlen-vor-202695/

$IREN (+3,67 %)
$BTC (+1,58 %)

IREN Limited, formerly Iris Energy Limited, is an Australian-based company that owns and operates data centers powered by 100% renewable energy. Its facilities are optimized for Bitcoin mining, artificial intelligence (AI) cloud services and other power-intensive computing. The mining data centers are located in Canal Flats, Mackenzie, Prince George and Childress. Bitcoin Mining provides security for the Bitcoin network. Al Cloud Services provides cloud compute for Al customers, 1,896 NVIDIA H100 and H200 GPUs. The Canal Flats facility is located in the Canadian Rocky Mountains, 100 kilometers (km) from Cranbrook Regional Airport and 500 km east of Vancouver. Its facility is located in Prince George, the city in northern British Columbia, 500 km north of Vancouver. The facility is located in Childress County, Texas, more than 250 miles northwest of Dallas and in close proximity to several wind and solar power plants in the region. The company operates 200 MW of data centers in Childress.

I have put together a few interesting graphics here and I would be interested in your opinion of the company.

@stefan_21
@Testo-Investor Have you already dealt with the miners, what do you think of $IREN (+3,67 %) ? I would be interested to know ✌️

All- In Cash Cost per $BTC (+1,58 %) :

$IREN (+3,67 %) Record-breaking growth in hash rate

In the year 2024 $IREN (+3,67 %) set a new industry record for the fastest growth in operating hash rate (EH/s) in a single year among the $BTC (+1,58 %) -miners, surpassing 400%.

$IREN (+3,67 %) also held the previous single-year growth record of 350% in 2023.

Graphic: @Agrippa_Inv from 𝕏

According to VanEck, switching from BTC mining to an AI data center of just 20% for $IREN would be worth a capitalization of $6,571,000,000.

Despite $BTC (+1,58 %) halving , $IREN achieved an impressive annual production growth of 55% - the highest growth rate among all public $BTC miners in 2024.

Graphic: @Agrippa_Inv from 𝕏

$CORZ (+3,81 %) , $MARA (+2,26 %) , $RIOT (+2,58 %) , $BITF (+2,11 %) , $CIFR (+5,92 %) , $CLSK (+3,85 %) , $WULF (+0,56 %) ,

https://iren.com/

What you see here is the Bitcoin block 879613.

Apparently $MARA (+2,26 %) the future US president in the $BTC (+1,58 %) immortalized in the blockchain. And in a way that I personally have never seen before. This is not an NFT - many transactions with different fees have been deliberately arranged to create a "work of art"😂

The "redder" the higher the fee that was paid😅 I would be interested to know how they managed to do this. Does anyone happen to know?

You can view the block here:

https://mempool.space/de/block/000000000000000000010c05038d08c742d28a7a248e9d0f94ebe5102f366c8e

Reading time: approx. 5 min

Marathon Digital Holdings ($MARA (+2,26 %) ) is one of the leading players in Bitcoin mining and has impressed in recent months with impressive production figures, ambitious expansion strategies and a clear focus on sustainability. At a time when Bitcoin is increasingly being accepted as a promising asset, Marathon is playing a key role in this emerging industry. In this article, I will show you why Marathon Digital remains exciting and what opportunities the company offers.

Marathon Digital - pioneer in Bitcoin mining

Marathon Digital Holdings has set itself the task of scaling Bitcoin production and making it more environmentally friendly at the same time. By steadily expanding its mining capacity and investing in renewable energy, the company is pursuing a clear vision: to become one of the most profitable and sustainable Bitcoin miners in the world.

The relevance of Bitcoin as a digital store of value is growing continuously, and Marathon is ready to benefit from this development. Unlike many smaller competitors, Marathon relies on economies of scale, state-of-the-art mining technology and strategic partnerships to consolidate its leading position in the industry.

Current developments: Growth across the board

1. increased production and new facilities

In December 2024, Marathon recorded a significant increase in its Bitcoin production. This increase is mainly due to the installation of new mining equipment, which the company has successfully commissioned in recent months. Marathon now has capacities that make it one of the most efficient producers in the industry.

2. sustainability strategy: own energy sources

One highlight of recent months has been Marathon's acquisition of a wind farm. With this step, the company is pursuing the goal of increasingly covering the electricity requirements for its mining activities from renewable sources. This measure is not only an important step towards sustainability, but also gives Marathon a competitive advantage: with its own energy sources, operating costs can be reduced and dependence on price fluctuations on the energy market minimized.

($MARA (+2,26 %) 's wind farm in Texas)

3. raising capital for further growth

In order to drive its expansion forward, Marathon Digital completed a capital increase of 850 million US dollars. The money will be invested in the expansion of production capacities, the expansion of infrastructure and the further development of sustainable solutions. The fact that this capital raise was oversubscribed demonstrates investor confidence in Marathon's long-term vision.

Why Marathon Digital is shaping the future of Bitcoin mining

Booming Bitcoin market

Bitcoin has established itself as a digital store of value and is increasingly accepted by institutions, companies and private investors worldwide. This development ensures that the demand for new bitcoins - and therefore for high-performance miners like Marathon - is constantly increasing.

Economies of scale and efficiency

By massively expanding its mining capacity and using the latest mining hardware, Marathon has significantly reduced the production costs per Bitcoin. The larger the network becomes, the more efficiently the company can operate and the higher the profit per Bitcoin produced.

Sustainability as a strategy for the future

The acquisition of its own energy sources shows that Marathon is not just aiming for short-term profits, but is planning for the long term. At a time when criticism of the energy consumption of Bitcoin mining is growing, Marathon is positioning itself as a pioneer for environmentally friendly mining solutions.

Strong market position

Marathon is one of the largest and best-positioned companies in the mining sector. With its clear growth strategy, strong financial resources and innovative strength, the company clearly stands out from many of its competitors.

The opportunities for investors

1. participation in Bitcoin growth

The Bitcoin market offers enormous potential, and Marathon Digital is ideally positioned to benefit from this development. If the price of Bitcoin continues to rise, the value of the coins produced by Marathon will increase - which has a direct impact on profitability.

2. technology leadership

Marathon consistently relies on the latest mining hardware, which is not only more efficient but also reduces production costs per Bitcoin. This gives the company a clear competitive advantage over smaller or less technologically advanced competitors.

3. sustainability as a trump card

The focus on renewable energies could not only help Marathon to meet regulatory requirements, but also attract new investors who value sustainable business models.

Keeping an eye on risks

Despite the promising outlook, there are also risks at Marathon Digital that investors should keep an eye on:

-Dependence on the Bitcoin price:

Although the bitcoin market is growing in the long term, it is still volatile. Short-term price declines could have a negative impact on earnings.

-Regulatory uncertainties: Stricter laws or restrictions in the crypto sector could affect business.

-Energy dependence: Even with its own energy sources, Marathon remains vulnerable to potential changes in energy policy or availability.

Conclusion: Marathon Digital is ready for the future

Marathon Digital Holdings is not only a major player in Bitcoin mining, but also a company that is geared towards the future with clear growth and sustainability strategies. The latest developments show that Marathon is further expanding its position as one of the leading miners and is focusing on a long-term perspective for success.

For investors who believe in the future of Bitcoin and its related markets, Marathon Digital offers exciting opportunities. With a focus on scale, efficiency and environmental friendliness, the company is well positioned to capitalize on the next wave of growth in the crypto market.

What do you think of Marathon Digital? Do you see potential in the stock or are you taking a different approach to profiting from the Bitcoin boom?

Greetings, Don

In the last few Bitcoin cycles, there was always a nice pump after Christmas. Everything will be fine. 🎅🎄🎁📈 $BTC (+1,58 %)
$MSTR (+6,24 %)
$RIOT (+2,58 %)
$COIN (+2,92 %)
$MARA (+2,26 %)
$ETH (+1,98 %)
#krypto
#crypto
#bitcoin
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