We track how Bitcoin miners became AI and HPC power brokers, why energy access is the new moat, and where the rumor mill meets real contracts and margins. We compare co-lo vs CSP models, decode PUE and per‑MW revenue, and flag the next likely dealmakers. • volatility in Bitcoin and miner price action • satoshis per share vs per dollar invested • pivot from mining to AI and HPC • power as the bottleneck and location edge • Goldman forecasts on data center grid demand • Hut 8 pipeline and Illi...
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We track how Bitcoin miners became AI and HPC power brokers, why energy access is the new moat, and where the rumor mill meets real contracts and margins. We compare co-lo vs CSP models, decode PUE and per‑MW revenue, and flag the next likely dealmakers. • volatility in Bitcoin and miner price action • satoshis per share vs per dollar invested • pivot from mining to AI and HPC • power as the bottleneck and location edge • Goldman forecasts on data center grid demand • Hut 8 pipeline and Illi...
We Came For Hashrate, Stayed For GPUs: BITF, HIVE, FUFU, RIOT & IREN!
Power Analysis
31 minutes
1 week ago
We Came For Hashrate, Stayed For GPUs: BITF, HIVE, FUFU, RIOT & IREN!
We mark the new year with a rebrand to power analysis and a clear thesis: miners with cheap power, ready sites, and strong partners will lead the HPC shift while Bitcoin stabilizes near $90k. We cover portfolio moves, capital plans, and long-term contracts that change the game. • Bitcoin price action, whale buys, and tax dynamics • Miners’ rally and positioning into 2026 • Bitfarms’ Latin America exit and North America focus • Hive’s Paraguay growth and low-cost hydro power • BitFuFu’s cloud...
Power Analysis
We track how Bitcoin miners became AI and HPC power brokers, why energy access is the new moat, and where the rumor mill meets real contracts and margins. We compare co-lo vs CSP models, decode PUE and per‑MW revenue, and flag the next likely dealmakers. • volatility in Bitcoin and miner price action • satoshis per share vs per dollar invested • pivot from mining to AI and HPC • power as the bottleneck and location edge • Goldman forecasts on data center grid demand • Hut 8 pipeline and Illi...
