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...
Bitzero Holdings - CEO, Mohammed Bakhashwain & Kevin O'Leary Q&A - Finland Giga-Scale News!
Power Mining Analysis
32 minutes
1 month ago
Bitzero Holdings - CEO, Mohammed Bakhashwain & Kevin O'Leary Q&A - Finland Giga-Scale News!
We trace Kevin O’Leary’s pivot from Bitcoin skeptic to investor and dig into why Bitzero is building a power-first platform for AI compute and mining. CEO, Mohammed Bakhashwain lays out hash rate growth, Finland’s heat reuse plan, and how cheap energy and permits beat hardware hype. • ETF approval as the inflection for institutional crypto • BTC and ETH capturing most crypto alpha • Stablecoin laws shaping Bitcoin as digital gold • Bitzero positioned as power and real estate operator • Sub-s...
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...
