SLNH has an over 1 GW pipeline, on par with BITF, but a market cap just a fraction of the size. With an up to $100M credit facility for data center buildout, could Soluna be a baby IREN in the making?
BITF has taken off and the momentum isn’t fading. Is there a development the market’s quietly pricing in? Or is it time to re-rate the stock altogether?
Institutions increased positions in Bitcoin miners during H1 2025, with IREN, CIFR, CORZ, APLD, and MARA leading gains in holder numbers and capital flows.
Applied Digital's $11B HPC deal puts it in the same league as Core Scientific and TeraWulf. But is the market sleeping on it?
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?
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?
Arthur, also known as Celsius Facts, joins us to discuss Ionic Digital's rise from the ashes of Celsius Network. With more than 80,000 shareholders, this Bitcoin miner is poised to go public on NASDAQ later this year.
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?
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.
CANG just became the 4th largest public Bitcoin miner by hash rate. But after a recent leadership shakeup, is it now acting as a proxy for Bitmain? We break down the ownership changes, executive ties, and industry links to uncover what’s really going on.
Is MARA mining, HODLing, or Banking? With 15% of its Bitcoin treasury out on loan, MARA Holdings is starting to look like a shadow bank.
CoreWeave’s (CRWV) $9B all-stock deal to acquire Core Scientific sent CORZ shares tumbling. Why did investors reject the merger? Here's what you need to know.
