Every Zipp story tagged #BitcoinMining, newest first.
VanEck flags premium valuations on AI-linked miners ahead of leased capacity deliveries, framing execution, dilution, debt, and tenant quality as the next market test.
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…
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, 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.
Ganesh Aiyer, a former Digital Realty executive, takes the president role at the former Bitfarms, with KEEL up 120%+ since its April rebrand from the bitcoin miner.
The Miner Cycle Stress Composite has slipped into its undervalued band for the first time since 2015, the same signal that marked every prior major Bitcoin bottom from 2018 through 2024.
The size of the grant, roughly 5% of outstanding shares for two executives at a loss-making miner, lands as the more controversial figure than the dollar number alone.
A transfer to NYDIG custody is the standard preparation step before a sale, and Riot has used it before when trimming its treasury.
The mid-June difficulty cut confirmed a thesis the floor argument never wanted to accept: Bitcoin can trade well below average cost and the network keeps running, with public miners dumping treasury…
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.
The deal closes a class action over disclosure gaps in the 2023 all-stock merger, specifically energy and internet-related risks at the King Mountain Texas mining joint venture USBTC held pre-deal.
The settlement is small relative to Hut 8's 640% twelve-month share gain, but the litigation underscores how short-seller reports can drive lasting securities exposure for miners that have since…
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.
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.
Governor Abbott's June 10 directive to ERCOT and the PUC flips the state's decade-long incentive model and could become the regulatory template for every other state chasing AI capacity.
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.
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…
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…
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