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🧵 2. Publicly-listed Bitcoin mining companies have seen their stocks rise nearly 100% while BTC experiences reduced volatility.

🧵 3. The upcoming halving could be a serious challenge for Bitcoin miners, as a 50% decrease in block rewards affects revenue.

🧵 4. Mining companies may face hurdles in maintaining profitability, especially if current valuations and overbought conditions persist.

🧵 5. An increase in Bitcoin's price to nearly $100K might be necessary for miners to sustain their operations and valuations.