Bitcoin Mining Stocks Weekly - W36 25
Your weekly edge on Bitcoin mining stocks - performance, updates, and insights.
Latest
Analysis
·
Breakdown: Applied Digital's $11 Billion HPC Hosting Deal with CoreWeave
Applied Digital's $11B HPC deal puts it in the same league as Core Scientific and TeraWulf. But is the market sleeping on it?
Bitcoin Mining Stocks Weekly - W35 25
Your weekly edge on Bitcoin mining stocks - performance, updates, and insights.
Analysis
·
Gryphon-American Bitcoin Merger: Should You Buy In Before Trump‑Backed ABTC Hits the Market?
Many view holding GRYP shares as a pre-public opportunity to participate in the Trump family’s “Bitcoin bet”. But should you buy in before American Bitcoin officially merges with Gryphon Digital Mining?
Bitcoin Mining Stocks Weekly - W34 25
Your weekly edge on Bitcoin mining stocks - performance, updates, and insights.
Analysis
·
TeraWulf’s Multi-Billion Dollar HPC Deal Backstopped by Google - A Blueprint for Future Hyperscaler Deals
Google is backing $3.2B for TeraWulf's HPC hosting deal with Fluidstack and could end up owning ~14% of the company. Will more hyperscalers turn to Bitcoin miners for their energy and infrastructure needs?
Bitcoin Mining Stocks Weekly - W33 25
Your weekly edge on Bitcoin mining stocks - performance, updates, and insights.
Bitcoin Mining Stocks Weekly - W32 25
Your weekly edge on Bitcoin mining stocks - performance, updates, and insights.
Data
·
Bitcoin Treasuries: Cool Story Bro, Now Show Us the Discipline
As more publicly traded companies adopt the MSTR Bitcoin treasury strategy, one may need to ask: is this truly sustainable, or just another bubble waiting to burst?
Bitcoin Mining Stocks Weekly - W31 25
Your weekly edge on Bitcoin mining stocks - performance, updates, and insights.
AI
·
Decoding WhiteFiber’s IPO: Bit Digital’s AI Infrastructure Arm Steps Into the Spotlight
WhiteFiber, Bit Digital’s (BTBT) HPC/AI subsidiary, just launched its IPO under WYFI. I dug into the filings to break down key details and what it means for both companies.
Bitcoin Mining Stocks Weekly - W30 25
Your weekly edge on Bitcoin mining stocks - performance, updates, and insights.