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The AI Hedge Fund Hunting for Bitcoin Miners’ Hidden Megawatts
Situational Awareness’ Q1 filing shows a selective bet on miners with cheap monetized power and still-unpriced AI optionality
May 21
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BlocksBridge Consulting
22
The Great Bitcoin Mining Power Shift: Who Won Q1?
Public miners removed more than 2.2% of bitcoin's compute power in Q1 as AI retrofits accelerated across the industry.
May 14
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BlocksBridge Consulting
17
How Bitcoin Miners Finally Won Cheaper Capital Through AI
From 16% ASIC loans to 6% AI debt, the market is finally re-rating miners
May 7
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BlocksBridge Consulting
7
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30GW Pipeline Boom: Miners Bet Big on AI—But Delivery Isn’t Monetization
Feb 19
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BlocksBridge Consulting
18
1
$33B in Bonds Is Fueling the AI Megawatt Arms Race
Feb 26
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BlocksBridge Consulting
19
1
The hardest part of the AI boom is no longer capital
Apr 2
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BlocksBridge Consulting
18
Mapping Out America’s AI Data Center Boom: 4,000 Sites and 442 GW in Active Queue
Apr 30
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BlocksBridge Consulting
18
15k+ BTC: Miners Are Selling Faster — and Filings Suggest More Is Coming
Mar 5
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BlocksBridge Consulting
13
1
AI Is Fueling a Nuclear Renaissance — But Bitcoin Miners Got There First
Mar 12
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BlocksBridge Consulting
16
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Mapping Out America’s AI Data Center Boom: 4,000 Sites and 442 GW in Active Queue
From Texas to Virginia, the next wave of AI infrastructure is clustering around power — echoing a playbook first proven by Bitcoin miners
Apr 30
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BlocksBridge Consulting
18
$737M Revenue vs. $6M Free Cash Flow: The Math Behind Core Scientific’s AI Loan
$4.4B spent and 185 MW billing: filing reveals how the $10B CoreWeave deal translates into cash returns
Apr 23
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BlocksBridge Consulting
17
Public Bitcoin Miners Sold More BTC in Q1 Than All of 2025
Major miners sold over 30,000 BTC in Q1 – a figure exceeding total net sales in 2025 and setting a new industry record
Apr 16
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BlocksBridge Consulting
14
From MinerFi to ComputeFi: CoreWeave’s $8.5B Loan Rewrites the Playbook
CoreWeave’s GPU-backed facility shows how compute financing has shifted from hardware bets to cash-flow-driven infrastructure credit
Apr 9
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BlocksBridge Consulting
7
The hardest part of the AI boom is no longer capital
The next winners will be defined by execution, monetization, and infrastructure readiness, not just fundraising
Apr 2
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BlocksBridge Consulting
18
NDAs and Hidden Deals: The AI Land Grab’s Growing Backlash
The AI infrastructure boom has a transparency problem
Mar 26
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BlocksBridge Consulting
17
The Grid Is Drawing a Line: PJM Moves to Rein In the AI Power Boom
Surging data center demand pushes PJM to rethink “off-grid” powe
Mar 19
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BlocksBridge Consulting
11
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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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