Intro

GoMining's Fakhul Miah explores how ETF liquidity and the 2026 mining shakeout are ending Bitcoin’s traditional four-year cycle.

Fakhul Miah, Managing Director of GoMining Institutional, joins CoinDesk Live from Consensus Hong Kong to discuss bitcoin’s evolution into a mature macro reserve asset. He explains how massive institutional ETF flows are dampening volatility and breaking the traditional four-year cycle. A major mining shakeout is also underway, leaving only the most efficient operators to survive the infrastructure-grade shift of 2026.

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This episode was hosted live by Sam Ewen and Dave Lavalle at Consensus Hong Kong 2026, presented by Hex Trust.