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.
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.
EthCC-week gathering drew Web3 builders, founders, and protocol leads to debate where DeFi, real-world assets, and infrastructure capital land next.
Anthropic's deal to take the full 220,000-GPU, 300 MW Colossus 1 cluster puts SpaceX directly in the path of Bitcoin miners pitching themselves as AI infrastructure plays — and resets the bar on…
Chappy Asel, a former Apple engineer and founder of The AI Collective, says autonomous software is a more natural user of crypto rails than any human ever was — but the near-term overlap is compute…
The stack-wide pledge layers on a $1.66B stablecoin base and a $270M TVL that has already cooled from prior peaks — so the strategic bet is the AI-agent workload, not incremental DeFi growth.
Twenty-four hours of market-moving headlines: a privacy-coin rally, a US derivatives probe, a landmark Japan bond-on-chain push, and the first US trade court ruling against Trump's tariff authority.
X has launched embedded cashtag charts and live price data directly within posts, letting users view asset price action…
Lee framed the call at Paris Blockchain Week around tokenization and agentic AI as the next leg, while arguing the bull cycle could run into 2028 if oil-driven macro stress stays contained.
SoftBank is partnering with Nvidia and Foxconn to manufacture AI servers domestically in Japan, marking a significant…
The pitch is custody, not yield: users keep full control of funds while running AI agents — a structural answer to the 'I have to deposit to use the bot' objection that has throttled adoption.
Bridge and Deus X Capital leaders told Consensus 2026 that institutional treasury flows and agentic micropayments are the two vectors that pull stablecoins from niche rails into mainstream payment…
The 5-gigawatt DSX pipeline and Texas flagship site are the real story — the warrants price in Nvidia's conviction that IREN's pivot from Bitcoin mining to AI compute is the real thing, not a relabel.
The chief executives of Nvidia, Apple, and Exxon are expected to accompany President Trump on an upcoming visit to…
Two years after his guilty plea and a presidential pardon, Zhao is back in Miami pitching BNB Chain as payments rail for AI agents and arguing the U.S. now leads the world on crypto policy.
Lee's pivot signals the Ethereum treasury is shifting from accumulation to yield — and 85% of its 5.1M ETH is already staked and generating $1M a day.
The bullish case at Consensus Miami hinged on $100B in lending markets and $15B AUM at Bitwise already using DeFi rails — but the unresolved security overhang from a fresh $600M in North Korean…
The first big-cloud / first big-exchange / first big-fintech convergence on agentic payments lands the same week Genius Act-era stablecoin issuance is consolidating around Anchorage — the rails and…
The U.S.'s only federally chartered crypto bank has won every large stablecoin issuance mandate since the Genius Act — and is now layering agentic-AI banking on top.
Concentration in the AI trade mirrors late-1990s tech, and the Bitcoin miners that pivoted to HPC are now exposed to the same unwind risk on both sides of the balance sheet.
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