Mining
Hashrate has slipped while improbable solo-mining windfalls still happen — and corporate Bitcoin buys are reshaping miner economics. This piece explains why these trends co-exist and what mining operators and analysts should do next.
Miners are expanding beyond block validation by entering AI infrastructure and capturing waste heat for industrial uses. These moves reshape CAPEX/OPEX dynamics, improve ESG profiles, and reduce long‑term BTC sell pressure.
New research and market behavior suggest modern Bitcoin mining — when run as a flexible, dispatchable load — can strengthen grids and reduce consumer costs. This explainer unpacks the evidence, mechanisms, objections, and policy consequences for investors and regulators.
Sberbank’s reported crypto-backed corporate loan to Intelion Data marks a turning point for mining finance, where mined BTC collateral is used to secure balance-sheet lending. This piece explains deal mechanics, how banks value mined BTC, and the regulatory and custody issues corporate borrowers and lenders must navigate.
Rising mining difficulty, corporate pivots into staking and aggressive treasury yield-seeking are changing how newly minted BTC hits the market. This deep-dive explains the end‑of‑2025 difficulty reading, early‑2026 scenarios, and what BitMine and Metaplanet moves mean for sell‑side pressure and network health.
A deep analysis of how Bitmain’s steep hardware discounts and a 35% rise in network difficulty reshape miner economics, consolidation, and BTC selling pressure in 2025–2026. Practical survival scenarios, selling-pressure windows, and policy actions for miners and institutional investors.
A closer read of Samson Mow and PlanC’s stealth‑bear thesis shows how muted price action in 2025 may have compressed supply, reset risk, and primed BTC for a multi‑year rally — provided liquidity and miner metrics confirm the turn.
Reports that Russia and the U.S. discussed using the Zaporizhzhia nuclear facility for Bitcoin mining have renewed debate at the intersection of energy policy and crypto. This investigation assesses timeline, technical feasibility, legal risks, and market scenarios for institutional investors and policy analysts.
China’s latest mining enforcement in Xinjiang removed roughly 400k ASICs and knocked hashrate down near 8–10%, forcing a complex mix of miner selling and hashprice repricing. This piece examines immediate network effects, miner economics, migration options, and scenarios institutions should model for BTC into 2026.
Miner revenue has declined while miners race to integrate renewable energy to protect margins. This piece analyzes the technical and strategic responses miners can adopt—and what miner health means for BTC security and investors.