Mining

The note tallies $90B+ in announced AI agreements covering 3.7 GW as post-halving economics push miners into hosting.

Self-mining scaled to 11 EH/s and 1,808 BTC held, but Q2 revenue guidance points to another decline.

Seven pools joined the open-standard effort ahead of a May 15 difficulty estimate and $36–$38 hashprice pressure.

The local root-escalation bug affects mainstream distros back to 2017 and now has a public proof-of-concept exploit.

HPC lease revenue rose 117% QoQ to $21M, while Bitcoin mining revenue fell 50% to about $13M.

A $250M-plus Bitcoin sale and AMD’s expansion to 50 MW reframed the miner’s AI pivot for equity traders.

The setup arrives as stablecoin transfer volume falls 19% to $8.3T and BitMine deepens ETH exposure despite $6.5B+ paper losses.

Tether disclosed no terms or timeline, leaving traders to price the headline without deal math.

The deal includes a scaling option and extends prior R&D as Tether builds a more integrated mining stack.

GitHub commits show a consensus fix landed March 19–26, weeks before the April 25 exploit and v0.21.5.4 release.

The miner-turned-host is building six data centers under a 12-year lease pitched at roughly $10B in revenue.

Traders are keying off Wednesday’s ceasefire expiry as perps stay negative and miner selling remains heavy.

The 13D shows 1.95 million shares held via related entities, with Giancarlo Devasini sharing voting power.

The long-idled New York site is tied to New York Power Authority hydropower and sits on a campus where Coinmint already runs mining gear.

Proceeds target GPUs and data centers for AI/HPC, with a conditional TSX listing expected later this month.

The liquidation beat the prior quarterly peak from Q2 2022 and came as many operators sat near breakeven profitability.

CoreWeave said the GPU cloud capacity will support Jane Street trading and research across multiple data centers.

K33 flags rising open interest alongside negative funding as a sign shorts may be building, not closing.

Zcashinfo.com data shows ViaBTC’s share fell from 68.1% on Feb. 27 to 37%, shifting the chain’s pool-concentration profile.

MARA, Riot, Cango and Bitdeer have reduced holdings while executives emphasize power strategy and HPC-style revenue.