Prediction: BTC — Bitcoin Mining Profitability Declined More Than 7% in September: Jefferies

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Market Prediction for Bitcoin Following Mining Profitability Decline

Thesis

The recent decline in Bitcoin mining profitability by over 7% in September is likely to impact market sentiment negatively in the short term. This could lead to increased selling pressure as miners may offload Bitcoin to cover operational costs, resulting in a potential price dip over the next week.

Catalysts/Risks

  • Increased selling pressure from miners looking to maintain profitability.
  • Market reaction to potential regulatory changes affecting mining operations.
  • Fluctuations in energy prices impacting mining costs.
  • Investor sentiment shifting towards alternative cryptocurrencies.
  • Broader market trends and macroeconomic factors influencing risk appetite.

Invalidation

If Bitcoin's price sustains above $30,000 and shows strong bullish momentum, the negative impact of mining profitability could be invalidated, leading to a potential rally in the price.

Bottom line:

In the next 1–7 days, expect Bitcoin to experience heightened volatility with a bearish bias due to declining mining profitability. Traders should be cautious and keep an eye on market developments that could influence miner behavior and overall market sentiment.