3 days ago

Miner Supply Hits Bitcoin Market as Marathon Moves 298 BTC to Cumberland Wallets

TLDR: Marathon transfers 298 BTC to Cumberland, adding miner-linked supply to the market. Spot Taker CVD shows buyers absorbing mi...

1 week ago

End of bitcoin 'HODL': public miners going all-in on AI, signaling more BTC sell...

Public bitcoin miner balance sheets are shifting as capital rotates from bitcoin treasuries to AI infrastructure.

Feb 27, 2026

MARA and Block jump double digits in pre-market trading while CoreWeave sinks

Mixed fourth quarter results highlight divergence between AI expansion plays and margin pressure.

Feb 26, 2026

Bitcoin Miner MARA jumps 17% after striking a deal with Starwood to build AI dat...

The bitcoin miner inked a deal with investment firm Starwood to convert and expand select facilities to serve data center needs fo...

Feb 22, 2026

Bitdeer Bitcoin Holdings Drop to Zero as Miner Sells Entire Reserve

TLDR: Bitdeer’s weekly update confirmed zero corporate Bitcoin holdings after selling both new output and reserves. The company mi...

Feb 21, 2026

Inside France’s strict rules for selling majority stake of its state energy clou...

The French government imposed conditions, including a 10% stake by NJJ Capital, to address national interest concerns.

Feb 09, 2026

Cipher Mining and TeraWulf are buys, MARA a sell, as Morgan Stanley begins bitco...

The analyst framed some bitcoin mining sites as infrastructure assets, lifting CIFR and WULF shares while MARA lags.

Nov 12, 2025

Bitcoin Miners Must Own Power—or Die Trying Before Next Halving, MARA CEO Says

With block rewards set to plunge, only miners with energy control or AI pivots are likely to survive, Thiel argues.

Oct 20, 2025

Bitcoin Mining Profitability Declined More Than 7% in September: Jefferies

Bitcoin mining margins tightened in September as a rising network hashrate and a slide in BTC prices dragged profitability lower

Sep 18, 2025

Are Pure Play Bitcoin Miners Going to Reprice Like AI/HPC Miners?

MARA and CLSK rally as bitcoin nears $118,000 and sector momentum builds.