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AI contracts now drive 2 miner valuations says analyst

Ethan Glober2 days ago6 min read

AI Contracts Drive Miner Valuations as Cipher, TeraWulf Trade Below Contract Value AI contracts, not Bitcoin, now drive miner valuations, according to a new report from…

Sphere 3D partners on 53 MW TVA build-out for AI

Cindy Dutta3 days ago7 min read

Sphere 3D Partners with EA Advisors to Convert 53 MW TVA Platform for AI Sphere 3D (NASDAQ: ANY) has secured a strategic partnership with EA Advisors…

Bitcoin mining rig production surges 10k/month as hashprice lags – capex overshoots revenue reality

Coinan Porter4 days ago7 min read

Bitcoin Mining Rig Production Surges as Hashprice Lags, Capex Overshoots Bitcoin mining rig production surged to record levels in May 2026, with major operators deploying 231,000…

TeraWulf’s $19B AI pivot masks Bitcoin mining hash rate decline despite price rally

Cabel Dioli5 days ago6 min read

TeraWulf $19B AI Pivot Masks Bitcoin Mining Hash Rate Decline Despite Rally TeraWulf’s strategic pivot to artificial intelligence infrastructure, backed by a joint venture with contracted…

StarkWare CEO’s 4% inflation proposal overlooks Bitcoin miner sell pressure at 900 BTC/day

Daisy Hodley5 days ago7 min read

StarkWare CEO 4% Inflation Proposal Overlooks 900 BTC Miner Sell Pressure StarkWare CEO Eli Ben-Sasson’s proposal to replace Bitcoin’s 21 million cap with a 4% annual…

Strive holds 19,882 bitcoin after latest 17.76 BTC purchase

Cabel Dioli7 days ago7 min read

Strive Holds 19,882 Bitcoin After Latest 17.76 BTC Purchase Strive (NASDAQ: ASST) now holds 19,882 Bitcoin following a strategic acquisition of 17.76 BTC last week, a…

Jane Street’s 5% Hertz stake reveals quiet shift to real-world assets

Bitro Conwell7 days ago8 min read

Jane Street’s 5% Hertz Stake Reveals Quiet Shift to Real-World Assets Jane Street Group disclosed a 5.0% passive stake in Hertz Global Holdings (HTZ) on July…

Retail left behind as data center memory demand hits $1.4T by 2030

Coinan Porter1 week ago7 min read

Data Centers Hit $1.4T Memory Demand by 2030; Retail Left Behind AI data centers are projected to consume $1.4 trillion worth of memory by 2030, a…

Stablecoin supply flat for 3 weeks even as mining capacity expands – sidelined capital

Ethan Glober2 weeks ago10 min read

Stablecoin Supply Flat for 3 Weeks as Mining Capacity Expands: Sidelined Capital Midst Regulatory Shift The aggregate global stablecoin supply has remained effectively flat for the…

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