2026-01-22 19:03:48

#2026年达沃斯全球经济峰会 The Greenland Resources Agreement has gained attention, but don't be swayed by public opinion—it's crucial to understand how much impact this actually has on mining tokens.

**Rare earths and uranium are the main focus; don't think about mining farms**

The agreement primarily involves the development of rare earth metals and uranium mining resources (used in new energy and strategic industries), and has nothing to do with Bitcoin mining farm construction or hash rate bases. So, those expecting a surge in mining machine demand or electricity agreements can temporarily put those ideas aside. Tokens like $HUT, $RIOT, and $CLSK are actually only loosely related to this matter in the short term.

**Long-term view: energy and geopolitical risk hedging**

The real variables are in these two dimensions. If the agreement truly promotes Greenland's energy infrastructure development (hydropower, wind power), it could indeed attract energy-intensive industries like mining farms. But honestly, such projects typically have cycles of 5-10 years, and short-term tangible results are hard to see.

From a geopolitical perspective, it's even more interesting. The ongoing competition between China and the US over rare earth resources is intensifying. If conflicts escalate further, Bitcoin's narrative as a safe-haven asset will be repeatedly hyped, and this macro sentiment could indirectly boost mining stocks. But this is a macro-level narrative, not directly stemming from the Greenland agreement itself.

**Mining tokens are still the usual three**

Want to predict the trend of mining stocks? Focus on these core drivers: Bitcoin price movements (especially the flow of funds into spot ETFs), US interest rate cut expectations (which directly affect electricity costs for mining machines), the launch of new-generation ASIC chips, and upgrades in mining efficiency.

Currently, news about Greenland is just market noise. Unless a story suddenly breaks about "large mining farms collectively relocating to Greenland" (but there are no signs of that at the moment), the direct impact on mining stocks is limited. Pay attention to fundamentals and don't be led astray by short-term news.

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AlphaBrain

· 8h ago

The Greenland issue has been hyped up quite a bit, but most of it is just noise. Rare earth and uranium mines have little to do with Bitcoin mining, and $HUT $RIOT $CLSK has little reason to follow the rise in the short term. Mining stocks still rely on the old factors: BTC price, interest rate cut expectations, and chip updates. These three are the real drivers. The geopolitical conflict and safe-haven narrative might have some impact, but that’s indirect and not a direct result of the Greenland agreement. With a project cycle of 5-10 years, we can't afford to wait.

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GasFeeNightmare

· 8h ago

Another false signal amplified by public opinion... I knew it would turn out this way. A 5-10 year project cycle can't alleviate my anxiety today. To put it simply, I still need to watch BTC prices and gas tracker; everything else is noise. Once again, arbitrage is likely to fail this round. I'm a bit tired.

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GhostAddressMiner

· 8h ago

Another "revolutionary" protocol scam story... On-chain data shows zero real fund flow, and then they start dreaming about mining stocks? --- Greenland rare earths matter is basically a political show. Early holders have already moved in response. I scanned the transaction footprints—suspicious fund migration patterns started last year, but the actual mining farm contracts? Cold wallets have been dormant until now. --- HUT, RIOT, wake up everyone—what truly attracts them is electricity prices, not some grand narrative. --- 5-10 year cycle? I think, for projects like this, the abnormal trading patterns from project inception to implementation, once checked, reveal who’s arbitraging behind the scenes. --- Bitcoin safe-haven narrative is being hyped repeatedly... That’s ridiculous. Geopolitical conflicts are basically the favorite stories in the crypto world to make up. --- Focus on the flow of spot ETFs, everyone—that’s the real signal. Greenland agreement? On-chain footprints tell me it’s all smoke.

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OnchainSniper

· 8h ago

Once again, it's about the Greenland story. In fact, in the short term, it doesn't have much direct impact on mining stocks. Don't overinterpret it.

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CountdownToBroke

· 8h ago

Another wave of market manipulation and public opinion pushing, rare earth and uranium mining have nothing to do with mining at all, these people really dare to hype it up Wait, Greenland hydropower is really coming online, and energy costs are directly halved? That’s worth paying attention to HUT, RIOT definitely have no chance in the short term with this agreement, better to watch the flow of money into Bitcoin ETFs Who the hell can wait for a 5-10 year project cycle? Now they just want to bottom fish in mining stocks? Dream on I believe in geopolitical conflicts fueling safe-haven narratives, but don’t expect the Greenland agreement to directly boost mining stocks; that’s purely macro sentiment Ultimately, it still comes down to three things—coin prices, US interest rates, and chip efficiency; everything else is noise

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