cryptomining

L'entreprise Bitdeer Technologies (BTDR) a annoncé qu'elle ne détenait plus de bitcoin dans son bilan depuis le 20 février 2026.
📊 Chiffres :
Vente de 943.1 $BTC des réserves précédentes
Vente de 189.8 BTC nouvellement miné
Total des ventes : 1,132.9 BTC
Solde actuel : 0 BTC
Bitdeer est l'une des plus grandes entreprises de minage cotées en bourse en termes de capacité opérationnelle (hashrate), ce qui rend la décision très significative au niveau du secteur.

$BTC $ETH $SOL
L'impact probable des tarifs de Trump sur l'industrie des cryptomonnaies peut être analysé sous plusieurs angles :
1. Impact économique indirect
- Volatilité du marché : Les tarifs créent souvent de l'incertitude dans le commerce mondial, ce qui peut entraîner une volatilité accrue du marché. Les cryptomonnaies, étant très sensibles au sentiment du marché, peuvent connaître des fluctuations de prix accrues à mesure que les investisseurs réagissent aux tensions commerciales.
- Sentiment des investisseurs : Les différends commerciaux et les tarifs peuvent diminuer la confiance générale des investisseurs dans les marchés traditionnels, ce qui pourrait soit pousser certains investisseurs vers les cryptomonnaies en tant qu'actifs alternatifs, soit provoquer un sentiment de risque plus large réduisant les investissements en crypto.

Le monde de la crypto était en émoi cette semaine après que des rapports ont fait surface indiquant que Bitdeer, l'un des plus grands mineurs au monde, avait liquidé son entière trésorerie Bitcoin d'entreprise.
📉 Les faits :
Solde actuel : 0 BTC (au 22 février 2026).
Activité récente : Vendu 189,8 BTC produits cette semaine + 943,1 BTC provenant des réserves existantes.
L'objectif : Lever plus de 300M $ pour l'expansion du centre de données et la croissance du cloud AI.
🗣️ La réponse de Jihan Wu :
En réponse aux rumeurs sur X, le légendaire co-fondateur de Bitmain et PDG de Bitdeer, Jihan Wu, n'a pas retenu ses mots. Son message était clair :

Something unusual just happened — and it deserves attention.
Bitdeer didn’t trim its Bitcoin holdings… it cleared them completely.

When I first heard that Bitdeer had reduced its BTC balance to zero, my reaction wasn’t panic — it was curiosity. Miners don’t usually behave like this. Yes, they sell to cover electricity and operational costs, but they almost always keep a reserve as a long-term bet on Bitcoin’s future.
This time was different.
Bitdeer confirmed it now holds zero $BTC after selling all newly mined coins along with roughly 943 BTC from its reserves.
A Gradual Exit, Not a Sudden Move
What stands out is that this wasn’t a one-day decision. The company had been steadily reducing its Bitcoin inventory — from around 2,000 BTC in December 2025 to zero by February 2026. Week after week, mined coins were sold until nothing remained.
To me, that doesn’t look like a simple trade. It looks like a shift in strategy.
Mining Isn’t Easy Money Anymore
There’s still a common belief that mining equals “free Bitcoin.” That narrative is outdated.
Today’s reality is tougher:
Mining difficulty keeps rising
Margins are getting squeezed
Operating costs are increasing
Rewards are shrinking
Hashprice profitability is under pressure, and when margins tighten, companies are forced to adapt. Bitdeer even sold more Bitcoin than it mined in recent periods — a clear sign of balance-sheet management and survival strategy.
Bearish Signal? Not Necessarily.
Many will interpret miner selling as bearish. I see something else: repositioning.
Bitdeer is reportedly raising $300 million and redirecting focus toward:
AI infrastructure
Data centers
Mining hardware development
This isn’t a company exiting the industry — it’s evolving within it.
Their message seems clear: why only hold Bitcoin when you can build the infrastructure that generates revenue regardless of BTC price direction?
That’s a fundamentally different mindset.
Two Types of Miners Emerging
We’re now seeing a split in the mining sector:
Believers — those who treat BTC as digital gold and hold large reserves
Operators — those who treat BTC primarily as inventory and optimize cash flow
Bitdeer has clearly shown which side it’s on.
Meanwhile, firms like Marathon continue holding significant reserves — same industry, completely different philosophy.
What Should We Take From This?
I don’t view this as panic-worthy. I see it as a wake-up signal.
When a major miner with strong hashrate exposure chooses to hold zero Bitcoin, it raises important questions:
Do they see changing economics ahead?
Or are they simply adapting faster than others?
Possibly both.
This feels less like a price-cycle signal and more like a business-model transition. The era of easy mining is over. Today it’s capital-intensive, margin-sensitive, and highly competitive.
The companies that survive will be the ones that evolve.
Final Thought
People often say miners are the backbone of Bitcoin.
But here’s the uncomfortable truth:
Even the backbone bends under pressure.
Bitdeer didn’t break — they adjusted.
Whether this proves to be brilliance or desperation… we’ll find out soon. 👀
#Bitcoin #BTC #CryptoNews #CryptoMining #Bitdeer #CryptoMarket #AIInfrastructure