2025-12-28 04:21:39

On Friday morning, the US stock market opened with a sharp decline, and the cryptocurrency market was in a sea of red. Bitcoin fell below the $87,000 mark, and mining-related stocks were under collective pressure, with declines generally exceeding 5%. Even those mining companies that have already shifted their business focus to AI infrastructure could not escape this wave of decline—leading companies like IREN, Cipher Mining, Terawulf, and Marathon Digital all experienced significant pullbacks.

What’s more interesting is that the prices of precious metals such as gold and silver actually surged significantly. The logic behind this is quite clear: as geopolitical tensions escalate, investors begin to sell risk assets and turn to safe-haven assets. As a highly volatile alternative asset class, cryptocurrencies are among the first to be affected. During this period after Christmas, market liquidity was already relatively tight, and with the influx of risk-averse sentiment, the pressure on Bitcoin and mining stocks was considerable.

BTC0.18%

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OnlyOnMainnet

· 5h ago

87,000 broke... and the risk-avoidance game begins again, it’s always like this --- Switching mining companies to AI is useless; not a single risk asset can escape --- Gold rises, cryptocurrencies fall—this logic is old news. When geopolitical issues arise, everything gets sacrificed --- Liquidity crunch + risk-averse sentiment, a double whammy. Post-Christmas, this is the state of affairs --- Even the Marathon traders have to kneel; market sentiment rules --- Is it time to buy the dip again... or should we wait a bit longer --- Risk asset rotation is too fast; can't keep up with the rhythm

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CryptoGoldmine

· 5h ago

87k breakdown actually signals a liquidity crisis; the key still depends on the difficulty adjustment cycle. Based on the active mining pool data after Christmas, the hash rate revenue ratio is actually improving, and the more opportunistic low-buying comes from sentiment-driven oversold conditions. --- Risk aversion sentiment has overshadowed risk appetite, but the cost line for mining machines is still there, and the ROI cycle has lengthened a bit. The long-term growth curve of the hash rate network remains unchanged; don’t be fooled by short-term fluctuations. --- Gold rising while cryptocurrencies fall is just risk asset rotation. An interesting data point is that after each risk-avoidance wave, the rebound has been very strong—look at the patterns over the past few years. --- Headline players like Marathon still have room for technological iteration, and their transition to AI infrastructure has not been in vain. Short-term stock price corrections aside, the long-term hash rate moat remains in place. --- This timing actually presents a strategic opportunity; tight liquidity conditions make it the right time to select truly efficient mining farms.

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ChainChef

· 5h ago

the recipe's burning and nobody called the fire department lol... geopolitical seasoning hitting different when btc's simmering at 87k. miners got overcooked this time fr fr

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PebbleHander

· 5h ago

87k broken again... This time, the geopolitical situation has truly pulled all safe-haven funds away, and precious metals are soaring wildly. --- Mining companies switching to AI is useless; risk assets are risk assets. When safe-haven sentiment arrives, no one can escape. --- Liquidity tightening combined with safe-haven demand—perfect storm. I bet it will continue to fall next week. --- Gold and silver take off, cryptocurrencies plummet... This cycle repeats in every bull and bear market. --- Even major players like Marathon and IREN can't hold up? Then retail investors have no chance. --- This is how it is after Christmas. What about the New Year rally? It fizzled out before it even started.

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AirdropChaser

· 5h ago

Here we go again, every time geopolitical tensions tighten, it's our turn to get hit. Another wave of risk aversion, gold rises while mining stocks fall, same old story, brother. 87k breaking is what it is, I haven't sold anyway, holding on tight to the end. After the Christmas holiday, liquidity tightening is indeed severe. Should I buy the dip now or wait and see? These mining companies turning to AI won't save them; it seems no one wants risk assets anymore. Bitcoin drops below, precious metals take off, the market is clearly taking sides. Geopolitical issues are causing trouble again, investors are indeed scared, fleeing into gold's embrace. Starting with a 5% decline, I calculated how much I've lost on my mining stocks...

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