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Bitcoin Miners’ AI Rally Puts Insider Liquidity in the Spotlight
As bitcoin miners rallied on AI-infrastructure ambitions, executives and major holders used the rerating to tap a new liquidity window.
Jul 9
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BlocksBridge Consulting
26
Can Flexible AI Load Steal Bitcoin Miners’ Grid Pitch?
Bitcoin miners have long pitched themselves as flexible grid loads. Early AI data center trials suggest that advantage may not stay unique.
Jul 2
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BlocksBridge Consulting
10
Proof-of-Work’s Second Curve: Zcash Sparks a New Compute Yield Debate
Fortitude’s public-market plan comes as Zcash’s rebound pushes mining revenue above bitcoin and HPC benchmarks, testing investor appetite for…
Jun 25
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BlocksBridge Consulting
23
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Bitcoin Miners’ AI Repricing Faces a $50 Billion Reality Check
Jun 18
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BlocksBridge Consulting
27
1
The Great Bitcoin Decoupling: Miners Rally as Backdoor AI Infrastructure Bets
Jun 4
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BlocksBridge Consulting
24
1
Proof-of-Work’s Second Curve: Zcash Sparks a New Compute Yield Debate
Jun 25
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BlocksBridge Consulting
23
The AI Hedge Fund Hunting for Bitcoin Miners’ Hidden Megawatts
May 21
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BlocksBridge Consulting
24
30GW Pipeline Boom: Miners Bet Big on AI—But Delivery Isn’t Monetization
Feb 19
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BlocksBridge Consulting
18
1
Texas’ Peak Game Is Getting Harder as AI Load Floods ERCOT
Jun 11
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BlocksBridge Consulting
18
Recent posts
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Bitcoin Miners’ AI Repricing Faces a $50 Billion Reality Check
A 10% difficulty drop underscores how quickly bitcoin hashrate can disappear as public miners chase the higher-value AI trade
Jun 18
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BlocksBridge Consulting
27
1
Texas’ Peak Game Is Getting Harder as AI Load Floods ERCOT
Bitcoin miners have long used flexibility to manage 4CP transmission costs. The AI data center boom is now forcing a broader debate over who pays for…
Jun 11
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BlocksBridge Consulting
18
The Great Bitcoin Decoupling: Miners Rally as Backdoor AI Infrastructure Bets
Bitcoin miners used to be a leveraged BTC trade. Now they’re rallying as backdoor AI infrastructure bets.
Jun 4
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BlocksBridge Consulting
24
1
PJM’s $23B Warning: AI Load Is No Longer Just a Power Demand Story
Unique, Unprecedented and Uncertain: PJM’s Market Monitor Puts a Price Tag on Data Center Load Growth
May 28
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BlocksBridge Consulting
16
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
24
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
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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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