Bitcoin mining — hashrate, halving, difficulty, miner economics, and energy policy.
Jiang Zhuoer's call rests on Strategy's mNAV sitting at 0.72, near the level that marked the last cycle's turn, and on a four-year cycle model whose prior low preceded bitcoin's own bottom by about…
Saylor's STRC keeps shareholders funding MSTR's Bitcoin hoard via preferred dividends, while Bitplanet tries to grow its reserve through hashrate instead of spot buys.
The case ties stolen electricity, computer-crime charges, and a prior US seizure of roughly $500K in crypto from an account in Wang Yicheng's name.
He frames the call around Strategy's mNAV sitting at 0.72, close to the May 2022 low, and argues BTC typically bottoms roughly six months after MSTR's multiple does.
An estimated one in five miners is now unprofitable at current BTC prices, and the stress is propagating to the network itself.
The network's difficulty beta has climbed to 0.62, miners are five months underwater, and the public miners liquidated 32,000 BTC in Q1 alone, more than all of 2025.
Stratum V1 job templates are readable in cleartext on many GEO downlinks, turning every mining pool that pipes work over satellite into a passive target.
Asia's policy week ran the full spectrum: a sovereign mining pool in Oman, a BoJ rate hike tightening regional liquidity, and four regulators moving on exchanges and stablecoins.
The levy hits every wallet move — not just sales — under SB3019, setting a precedent that, if it survives, could ripple into how other states and asset classes treat personal property.
VanEck's latest note lands while Bitdeer's treasury shrank: AI-linked miners are commanding premium multiples on leased capacity that doesn't exist yet, and execution risk is now the story.
A national pool mandating every licensed miner to connect is the structural tell — Oman isn't just hosting hashrate, it's running it through a single regulator-visible chokepoint.
The 20 millionth bitcoin was mined in March 2026 — over 95% of the total. The remaining million will take a century to issue, and the post-issuance economics hinge on whether fees can replace the…
At $78,000 to produce a single coin against a $62,500 market price, roughly a fifth of miners are now unprofitable — and publicly traded miners offloaded 32,000 BTC in Q1 alone to cover costs.
ERCOT's new "Batch Zero" process tackles a 438,000 MW connection queue — and a handful of Texas-campused miners are already positioned to absorb the wave, with stock moves and signed hyperscaler…
VanEck's framework values a leased megawatt above 10x gross energized power, versus 2x–6x for pipeline alone — but delivered AI capacity sits at only ~25% of what has been leased, with a near-term…
Five months underwater at an estimated $78K production cost has pushed ~20% of miners into losses, and Q1 2026 treasury sales from public miners already ran ahead of full-year 2025.
The signal isn't just the cost line — it's that public miners are now running at a structurally negative margin while BTC trades in the low production-cost band, a setup that historically pressures…
Bitdeer, CleanSpark and peers are diverting capital and infrastructure toward AI workloads, creating a structural tension between hashrate growth and the treasury models miners built during the last…
The 11th-largest downward adjustment on record follows a 15% June price drop that idled unprofitable rigs — and the structural reallocation of hashpower to AI keeps that capacity from coming back…
Bitcoin mining difficulty is set to fall roughly 9.55% in the next adjustment window, the second-largest decline of…
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