TeraWulf HPC Revenue Tops Bitcoin Mining for First Time
Q1 HPC lease revenue of $21M eclipsed the $13M bitcoin mining segment — a structural pivot point for a former pure-play miner, even as a $427.6M net loss shows the cost of the transition.
Crypto business news — institutional moves, funding rounds, payments, partnerships, and country-level adoption.
Q1 HPC lease revenue of $21M eclipsed the $13M bitcoin mining segment — a structural pivot point for a former pure-play miner, even as a $427.6M net loss shows the cost of the transition.
46 funding rounds and a $1.8B anchor deal put payments alongside the sector's most-watched categories this year — capital concentration suggests institutional rails are the next infrastructure bet.
A large Ethereum holder identified as Garrett Jin moved 78,077 ETH — worth approximately $178 million — into Binance…
A single weekly digest threading five separate TradFi-crypto stories — workforce cuts, treasury strategy, on-chain settlement pilots, and bank-side trading desks — into one picture of where the rails…
A $2.1B equity option for NVIDIA and a 2GW Sweetwater anchor turn a bitcoin miner into an AI infrastructure name — Bernstein's $100 target implies 76% upside from Thursday's close.
The pitch is that secure silicon in every modern phone already outguns Ledger and Trezor, and that passkeys plus account abstraction finally let users skip seed phrases — but the real security…
EthCC-week gathering drew Web3 builders, founders, and protocol leads to debate where DeFi, real-world assets, and infrastructure capital land next.
Wall Street's split is no longer about trading volume — it's about whether the Everything Exchange thesis (stablecoins, derivatives, prediction markets) replaces the cycle the stock still trades on.
MoonPay, Ripple and Paxos leaders told Consensus Miami 2026 the GENIUS Act cleared the runway, but privacy, distribution and consumer rails still gate the next leg of stablecoin growth.
The world's largest wealth manager, sitting on $5.7T in assets, just added XRP to its disclosed book — the signal is less the size than who's holding it.
The 6th weekly gain is now in jeopardy after a geopolitics-led risk-off pull, while Saylor's threat to liquidate BTC reserves to pay dividends raises fresh questions about MSTR's treasury model.
The multi-zone AWS failure is the proximate cause, but the outage lands on a quarter already defined by a $1.49 per-share loss, 14% layoffs, and a fifth straight year of public-facing downtime.
Bitmine's 4.3% stake, $61M of ETF inflows and exchange reserves at a 2016 low point to the same story: structural supply removal, not speculative demand.
A weaker April payrolls print would reinforce the Fed-on-hold narrative and clear the path for risk assets; the swing factor is whether average hourly earnings come in hot at a 3.8% forecast, keeping…
Fundstrat co-founder Tom Lee has flagged that BitMine could accumulate a position equivalent to 5% of Ethereum's…
The thesis isn't the quarter — it's the build-out. Retail and institutional derivatives, prediction markets, and a USDC / Base stack are starting to contribute real revenue, and Bernstein is willing…
The letter's real weight is the scale question: if a third-party stablecoin suddenly reaches Meta's 3.5 billion users, the issuer's risk controls, not the integration, become the regulatory…
Six positions, $16.7M deployed across trending perps — the breadth across AI-adjacent L1s, privacy, and an L2 bet is what stands out, not any single leg.
A $394M net loss, a 5-hour AWS-linked outage, and a $300B Artemis bull case collide in one quarter — Coinbase's transition story just got harder to underwrite.
ARK's CEO tells CZ the venue was cleared of triggering the $28B deleveraging event — the blame shifts to a software glitch, but the venue remains the same.