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$30.7 Billion: Miners and AI Peers Already Surpass 2025 Capex
The 15-company group’s latest 2026 capital spending exceeded its entire 2025 total, while nine comparable miners spent about 15 times their first-half…
Aug 20
•
BlocksBridge Consulting
27
1
Public Miners Shed 21% of Bitcoin Hashrate as AI Revenue Accelerates
Public miners are retiring capacity faster than the network is shrinking, redirecting power toward AI infrastructure.
Aug 13
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BlocksBridge Consulting
27
2
3
Is AI Pumpability Running Out of Fuel?
Contract volume and annualized revenue per megawatt are rising, but announcement-day stock moves are shrinking
Aug 6
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BlocksBridge Consulting
19
1
July 2026
The AI Trade Cracked. Is Bitcoin Taking the Money Back?
As leveraged AI bets unravel and miner shares tumble, bitcoin’s resilience is raising the prospect of a reversal in capital flows
Jul 30
•
BlocksBridge Consulting
34
1
EIF’s Megawatt Verdict: Not Every Bitcoin Mine is Ready for AI
Power access opened the door, but EIF showed why mining’s AI pivot will ultimately become a site-by-site megawatt sort.
Jul 24
•
BlocksBridge Consulting
26
The Grid Pushback Against AI Has Begun
The industry’s long-anticipated power crunch is now producing real policy and commercial consequences.
Jul 16
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BlocksBridge Consulting
19
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
27
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
•
BlocksBridge Consulting
10
June 2026
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
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
•
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
•
BlocksBridge Consulting
24
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