01/27/26 - Bitcoin Ten Percent Correction, Mining Hashrate Compression, Public Equity Dispersion, Altcoin Sector Rotation

01/27/26 - Bitcoin Ten Percent Correction, Mining Hashrate Compression, Public Equity Dispersion, Altcoin Sector Rotation

Episode description

This episode examines the ten point nine percent Bitcoin correction through January twenty sixth driven by macro risk off sentiment, the three point seven percent hashrate decline and two point three percent hashprice compression affecting proof of work mining economics, the twenty point seven percent performance spread across public mining equities tied to fleet efficiency and balance sheet structure, and altcoin sector divergence beneath Ethereum’s two thousand nine hundred dollar level with GameFi down five percent while River and Beam gained thirty and nineteen percent on protocol specific catalysts. Listeners receive granular visibility into how government shutdown fears transmitted through spot prices, mining margins, equity valuations, and DeFi collateral dynamics across the digital asset infrastructure stack.

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