2026-01-11 16:35:00

Marathon Digital (MARA) has far more potential than you imagine

Some see $100, but the real opportunity might be in the $1,000+ range. This is not based on hype, but on several hardcore market realities.

First, there is a significant bottleneck in circulating supply. A large amount of MARA is locked in the hands of long-term holders, and these shares are unlikely to enter the secondary market in the short term. Institutional investors, as shown by their 13F filings, are continuously increasing their holdings in this leading mining company.

Second, the behavior pattern of miners has completely changed in this cycle. Unlike previous years, miners are no longer the main force behind large-scale sell-offs. After adjustments in mining difficulty and electricity costs, they tend to reserve rather than quickly cash out. This greatly reduces supply-side pressure.

Additionally, with ongoing demand for Bitcoin adoption and institutional allocation, MARA, as a listed mining company, is in a supply-constrained environment. The data supports this view, rather than expectations driven by sentiment.

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TideReceder

· 19h ago

Bro, is the number $1000 serious... Forget it, I'll just get on board.

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TokenVelocityTrauma

· 01-11 21:15

Why do I feel like this argument sounds a bit familiar... Every cycle, someone is shouting $1000+

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HackerWhoCares

· 01-11 17:04

I've heard the argument that supply is scarce too many times. When it really matters, miners still have to dump.

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MidnightSnapHunter

· 01-11 17:02

It's the same old story... locked-up chips, institutional allocation, supply and demand imbalance. I've heard it too many times.

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RiddleMaster

· 01-11 17:01

Buddy, dreaming of $1000 is a bit ambitious, but the supply side is indeed underestimated. --- HODLing + miners not selling = there's some logic here, not just hype. --- In the first two cycles, miners all ran away to cash out. Is this cycle different? Are the data speaking or just words? --- Institutions are eating up, retail investors are still watching, it's the usual script. --- I believe in $100, but $1000 will have to wait for a few more years of bull market, right? --- Whether miners hold coins and don't sell depends on when electricity prices rise. Once they do, it’s game over. --- Talking about supply and demand sounds nice, but real circulating volume matters. Just looking at 13F holdings is useless. --- This logic is indeed more reliable than pure hype. I do hold some MARA in my portfolio. --- Remember what everyone said in the last cycle? And look at the result... --- High concentration of holdings is a double-edged sword; don’t get caught in a trap.

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SilentObserver

· 01-11 16:48

Lock-up chips, I didn't say anything wrong, but is $1000 really an exaggeration? I believe in supply chain improvements, and I also believe in miners hoarding coins. Can we see the data on institutional allocations? MARA's recent surge has been quite strong, but how much more room for growth is really hard to say. It's true that Bitcoin is accelerating, but can mining stocks keep up with the pace? It feels a bit overly optimistic. Retail investors should still be cautious; the worst pain is when the trend reverses after such a rise.

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MissedTheBoat

· 01-11 16:46

Nah sounds like yet another round of FOMO narrative... When so many people shout $1000, it often becomes the most dangerous.

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CoffeeNFTs

· 01-11 16:37

Supply bottlenecks, institutions are hoarding, miners are no longer selling... It doesn't sound so exaggerated anymore, it's just that the fundamentals have really changed. --- The figure of $1000 sounds a bit uncertain, but the logical chain is okay, we'll see how it develops later. --- The shift of miners holding coins without selling is indeed crucial. If they can really maintain this, there is hope. --- The 13F data indeed shows increased holdings, but institutions can also run away, they didn't mention this. --- The supply bottleneck has been a common topic, but the key still depends on Bitcoin's own trend. --- Makes sense, but the line between "data support" and "hype-driven" is sometimes very blurry... --- If miners really collectively changed their behavior, that would indeed be a long-term positive, this wave is different.

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