Communications strategy for the C-suite of mining & energy infrastructure companies since 2014. Parent of @TheEnergyMag | Organizer of @EIF_Global

San Juan, Puerto Rico
Are Bitcoin miners giving up? 🤔 Not even close. They are just trading ASICs for GPUs! 🔌 ⚡️Public miners unplugged ~56 EH/s in H1 2026, redirecting that massive power into AI retrofits. 🤖 Is the pivot actually paying off? Let's look at the numbers. 🧵👇 #Bitcoin #AI
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.@saylor is now proposing that @strategy's perpetual preferred stock $STRC pays dividends daily (including weekends and holidays) Their goal is to make its price less volatile
Michael Saylor
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~70% of global compute capacity is held by hyperscalers
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Are Bitcoin miners giving up? 🤔 Not even close. They are just trading ASICs for GPUs! 🔌 ⚡️Public miners unplugged ~56 EH/s in H1 2026, redirecting that massive power into AI retrofits. 🤖 Is the pivot actually paying off? Let's look at the numbers. 🧵👇 #Bitcoin #AI
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The catch? The capex bill is eye watering. 🏗️💥14 tracked miners deployed $18.6B in just one quarter. For power shell providers, capex was 15x their recurring revenue! 🤯 Revenue per MWh explains the AI hype. Capex decides who survives.
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Get the full breakdown on the AI retrofit, unit economics, and who is actually turning a profit in this week’s Miner Weekly. 🗞️✨ Read the charts and subscribe for free: minerweekly.com/p/bitcoin-mi… #DataCenters #Energy #Compute #BitcoinMining #Bitcoin #AI #HPC
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They made a chart for @michaeljburry
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BlocksBridge retweeted
.@nvidia $NVDA delivers another historic quarter as Data Center revenue surges 117% YoY to $89.0B. ⚡️💻 Key Financial & Infrastructure Highlights: 📈 Q2 Revenue: $96.2B (+106% YoY), Q3 Guidance set at $108.0B 🏭 Vera Rubin: Platform in full production with CoreWeave, Azure, OCI, and Nebius 💰 $500B Financing Coalition: Mobilizing private capital with BlackRock, Blackstone, KKR, and Apollo 🔋 Physical Footprint: Secures power/land at PORTS-Pike campus in Ohio with SB Energy Read our full analysis of NVIDIA's gigascale infrastructure roadmap: theenergymag.com/news/market… #NVIDIA #DataCenters #AI #Infrastructure #Semiconductors #Energy #GPU
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BlocksBridge retweeted
NEW: @Zcash rally to ~$890 has widened its mining revenue lead over #Bitcoin and #AI: • Z15 Pro: $727/MWh • #HPC estimate: $222/MWh • S23 Pro: $162/MWh • S21 Pro: $102/MWh That puts zcash:native at 3.3× HPC and 4.5× the newest #BTC miner.
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BlocksBridge retweeted
Pennsylvania Gov. @JoshShapiroPA signs Executive Order 2026-05, imposing the nation's most aggressive regulatory framework on data centers. ⚡️🏛️ Key policy shifts: ✅ "First to Curtail": Utilities directed to cut data center power first during grid emergencies unless 100% dedicated capacity is secured ✅ Ring-Fenced Costs: Data centers must absorb 100% of interconnection and PJM reliability backstop charges ✅ Permitting Overhaul: Removed from fast-track programs; permits tied to binding GRID Consent Orders ✅ Complete Transparency: NDAs banned across state agencies; mandatory water/power reporting by 2027 Read our full analysis on how this impacts AWS, Talen, Constellation, and the PJM market: theenergymag.com/news/market… #DataCenters #PJM #Energy #AI #Infrastructure #Pennsylvania $AMZN $CEG
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Public bitcoin miners are shrinking faster than the network as AI revenue takes over. ⚡️ Ex-@Bitdeer, tracked realized hashrate fell 21% in 6 months. @Core_Scientific now gets 83% of sales from HPC, @TeraWulfInc 71%. New Miner Weekly 👇 minerweekly.com/p/public-min… Subscribe free.
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BlocksBridge retweeted
The first Energy Investors Forum brought together the people building, financing and powering the next generation of compute. This was EIF 2026. It was only the beginning. Stay tuned for EIF 2027. #AI #Compute #Capital #Infrastructure #DataCenter #BitcoinMining #EIF2027
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