Lower network difficulty did not soften the hit: CleanSpark and BitFuFu logged month-on-month production declines, while Canaan used the window to push its BTC treasury to a record.
The 94% target raise is bigger than the price move it's reacting to: Benchmark is pricing Hut 8 as a power-first data center REIT, not a Bitcoin miner, with $16.8B in contracted lease value at the…
A bitcoin miner selling compute to a hyperscaler is no longer a press-release curiosity. A $6.6 billion contracted-revenue line and 885 MW of exclusivity make the pivot to AI adjacency impossible to…
Two solo blocks in eight hours of hashing at roughly one terahash per second against roughly 1-in-18,000-year odds, on a device that draws less power than a light bulb.
U.S. Central Command begins enforcement July 14 as American forces launch a third consecutive night of strikes on Iran, turning the Strait of Hormuz into a live geopolitical flashpoint with direct…
Prager frames the 20-year, $19B lease as the moment TeraWulf exits its mining origins: capital is moving away from hashrate and into wholly owned AI campuses where power quality beats land.
The 1-for-15 reverse split and a Q1 $118.2M operating loss expose the gap between treasury accumulation and the equity that is supposed to price it.
Compass Point's framework values miners as landlords, and APLD, WULF and CIFR are trading below the rental income their signed AI contracts already lock in.
The up to $600M in milestone payments via Starwood shows MARA willing to fund expansion in stock rather than cash, a signal of how thinly priced HPC power has become for public miners.
The first U.S. manufacturing footprint for the Bitcoin mining hardware maker lands while hashprice stays compressed, a bet that domestic capacity and supply-chain control are worth building through…
The flow tells two stories at once: stronger miners are borrowing against their coins to fund AI buildouts, while stressed peers are forced sellers.
The treasury build mirrors MicroStrategy's early accumulation cadence, but the headline metric is the 52% Q1 mining margin: high enough to keep adding through drawdowns without selling.
EIA forecasts electricity consumption climbing to 4,399 billion kWh by 2027, with commercial demand overtaking residential for the first time.
The margin number is the substance: at $94K-ish BTC, a 52% gross margin on self-mining puts American Bitcoin near the top of the public-miner cohort and reframes the treasury-accumulation story as a…
The 20-year anchor lease at the Justified Data Campus reframes TeraWulf from a leveraged Bitcoin miner into a long-duration AI hosting landlord, with the Abernathy stake sale clearing the runway.
The price target is unchanged because the deal was already modeled in, but the 20-year tenor and $27B contracted backlog reset the floor on what crypto-miner-to-AI pivots can underwrite.
A 15-year lease with the former Ethereum miner turns the West Texas site into a hybrid crypto + AI campus, with CoreWeave's full 526 MW commitment targeting over $1B in average annual revenue.
The 20-year, 401-megawatt deal alone is bigger than TeraWulf's own $12B market cap, and it lands as bitcoin miners unload coins and chase AI tenants to replace the revenue the halving took away.
The milestone only confirms what the dashboard already showed: EasyMining's hashrate hashrate pool added 1,168 BTC to its books in about two and a half years.
Hashprice compression and BIP-110 signaling at 0.42% since May 1 put the burden on miners to decide whether a fee-policy fork is worth splitting the hashrate over before the August lock-in.
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