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Miner Weekly

Through Miner Weekly, BlocksBridge Consulting delivers curated news on energy, compute, infrastructure, and data analysis from its news and research arm, TheEnergyMag

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Bitcoin Leaves the AI Trade Behind — and Three Miners Come Back to Life

A macro catalyst and renewed ETF demand pushed bitcoin ahead of the AI trade—but the evidence for a lasting cyclical bottom remains incomplete.

$30.7 Billion: Miners and AI Peers Already Surpass 2025 Capex

The 15-company group’s latest 2026 capital spending exceeded its entire 2025 total, while nine comparable miners spent about 15 times their first-half AI and HPC revenue.

Public Miners Shed 21% of Bitcoin Hashrate as AI Revenue Accelerates

Public miners are retiring capacity faster than the network is shrinking, redirecting power toward AI infrastructure.

Is AI Pumpability Running Out of Fuel?

Contract volume and annualized revenue per megawatt are rising, but announcement-day stock moves are shrinking

The AI Trade Cracked. Is Bitcoin Taking the Money Back?

As leveraged AI bets unravel and miner shares tumble, bitcoin’s resilience is raising the prospect of a reversal in capital flows

EIF’s Megawatt Verdict: Not Every Bitcoin Mine is Ready for AI

Power access opened the door, but EIF showed why mining’s AI pivot will ultimately become a site-by-site megawatt sort.

The Grid Pushback Against AI Has Begun

The industry’s long-anticipated power crunch is now producing real policy and commercial consequences.

Bitcoin Miners’ AI Rally Puts Insider Liquidity in the Spotlight

As bitcoin miners rallied on AI-infrastructure ambitions, executives and major holders used the rerating to tap a new liquidity window.

Can Flexible AI Load Steal Bitcoin Miners’ Grid Pitch?

Bitcoin miners have long pitched themselves as flexible grid loads. Early AI data center trials suggest that advantage may not stay unique.

Proof-of-Work’s Second Curve: Zcash Sparks a New Compute Yield Debate

Fortitude’s public-market plan comes as Zcash’s rebound pushes mining revenue above bitcoin and HPC benchmarks, testing investor appetite for crypto-native compute.

Bitcoin Miners’ AI Repricing Faces a $50 Billion Reality Check

A 10% difficulty drop underscores how quickly bitcoin hashrate can disappear as public miners chase the higher-value AI trade

Texas’ Peak Game Is Getting Harder as AI Load Floods ERCOT

Bitcoin miners have long used flexibility to manage 4CP transmission costs. The AI data center boom is now forcing a broader debate over who pays for the grid buildout.