We map how Bitcoin miners are evolving into AI and HPC infrastructure players while parsing MSCI’s guidance on digital asset treasury companies. We share updates onMARA, BitFuFu, Hive, and Bit Digital, and why power access sets the winners apart in 2026. • AI and HPC framed as the next growth engine for miners • MSCI’s DAT stance and passive buying implications • MARA’s operating model vs treasury classification • Energy supply as the core AI-era bottleneck • BitFuFu’s December output, curta...
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We map how Bitcoin miners are evolving into AI and HPC infrastructure players while parsing MSCI’s guidance on digital asset treasury companies. We share updates onMARA, BitFuFu, Hive, and Bit Digital, and why power access sets the winners apart in 2026. • AI and HPC framed as the next growth engine for miners • MSCI’s DAT stance and passive buying implications • MARA’s operating model vs treasury classification • Energy supply as the core AI-era bottleneck • BitFuFu’s December output, curta...
If You Put $1,000 Into Each Miner, Here’s How Many Sats You Actually Get!
Power Mining Analysis
35 minutes
3 weeks ago
If You Put $1,000 Into Each Miner, Here’s How Many Sats You Actually Get!
We compare Satoshis per $1,000 across major Bitcoin miners, stack it against MNAV, and weigh how HPC contracts are reshaping valuations. ETF demand, thin volumes, and Hive’s new Colombia listing set the backdrop as we map where equity delivers more sats than buying BTC. • Bitcoin price steady near 90k with ETF inflows • Miner volumes lower and heat map mostly red • DATs premiums fading and discounts emerging • MNAV for miners versus asset bases and debt • Sats per $1,000 methodology and top ...
Power Mining Analysis
We map how Bitcoin miners are evolving into AI and HPC infrastructure players while parsing MSCI’s guidance on digital asset treasury companies. We share updates onMARA, BitFuFu, Hive, and Bit Digital, and why power access sets the winners apart in 2026. • AI and HPC framed as the next growth engine for miners • MSCI’s DAT stance and passive buying implications • MARA’s operating model vs treasury classification • Energy supply as the core AI-era bottleneck • BitFuFu’s December output, curta...
