The Wolf Of All Streets

Bitcoin Tests KEY $111K Support As Market Selloff Continues! Will It Hold?

Sep 25, 2025
Bitcoin is facing a major sell-off, testing the crucial $111K support level. Amid this, the IMF raises alarms about soaring global debt and its risks to digital assets. The conversation shifts to miners grappling with increased energy costs and the potential for mining to shift back to China. Institutional interest in Bitcoin is on the rise, with discussions around programmable Bitcoin tools and collateralization strategies. Highlights also include debates on Fed policy, inflation challenges, and the roles of various chains in the crypto landscape.
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INSIGHT

Energy Costs Threaten US Mining

  • Rising U.S. electricity costs and AI/data center demand threaten domestic BTC miners' economics.
  • Higher electricity plus rising mining difficulty could push mining capacity out of the U.S.
ADVICE

Vet Miners' Power Contracts First

  • Check miner contracts for long-term fixed-price electricity agreements before buying stocks.
  • Avoid miners with fully variable power costs because they face large margin risk if energy spikes.
INSIGHT

China Could Reclaim Hash Rate

  • China is rapidly expanding electricity infrastructure and could recapture hash rate if economics favor it.
  • That shift would be a strategic threat to U.S. mining concentration and competitiveness.
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