We track Bitcoin’s push above 93k, a broad miner rally, and a bigger story: how stock-based compensation is being redesigned to drive the pivot from pure Bitcoin mining to HPC and AI infrastructure. We compare filings from Riot, Terawulf, Cipher, MARA, and IREN to show where incentives align with real performance and where shareholder patience is thinning. • Two-year performance context for major miners • Rising stock comp versus revenue benchmarks • Shareholder voting trends and dilution ri...
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We track Bitcoin’s push above 93k, a broad miner rally, and a bigger story: how stock-based compensation is being redesigned to drive the pivot from pure Bitcoin mining to HPC and AI infrastructure. We compare filings from Riot, Terawulf, Cipher, MARA, and IREN to show where incentives align with real performance and where shareholder patience is thinning. • Two-year performance context for major miners • Rising stock comp versus revenue benchmarks • Shareholder voting trends and dilution ri...
AI HPC Hype Meets Bitcoin’s Pullback: What's Next For Miners?
Power Mining Analysis
47 minutes
3 weeks ago
AI HPC Hype Meets Bitcoin’s Pullback: What's Next For Miners?
Markets open deep red as Bitcoin snaps support and miner stocks slide. We dig into AI HPC doubts, delivery risk, regulation tailwinds, Bitdeer’s operational surge, and why treasury strategy now decides who survives the next 24 months. • Bitcoin breaks support and volumes stay thin • Miner heat map turns red despite no new contract news • AI HPC timelines, utilization risk, and build-to-spec challenges • Core Scientific delivery cadence and implications for peers • US crypto market structure ...
Power Mining Analysis
We track Bitcoin’s push above 93k, a broad miner rally, and a bigger story: how stock-based compensation is being redesigned to drive the pivot from pure Bitcoin mining to HPC and AI infrastructure. We compare filings from Riot, Terawulf, Cipher, MARA, and IREN to show where incentives align with real performance and where shareholder patience is thinning. • Two-year performance context for major miners • Rising stock comp versus revenue benchmarks • Shareholder voting trends and dilution ri...
