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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
•
BlocksBridge Consulting
25
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
•
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
•
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
1
May 2026
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
•
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
•
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
•
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
•
BlocksBridge Consulting
7
April 2026
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
•
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
•
BlocksBridge Consulting
17
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