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
.@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
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
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.
Did we just hit a cyclical bottom?
Mining stocks such as $CAN and $ABTC have been outperforming bitcoin:native and AI/HPC companies this month
Read the latest from MinerWeekly in the first comment 👇
.@nvidia$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
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: $102/MWh
That puts zcash:native at 3.3× HPC and 4.5× the newest #BTC miner.
Pennsylvania Gov. @JoshShapiroPA signs Executive Order 2026-05, imposing the nation's most aggressive regulatory framework on data centers. ⚡️🏛️
Key policy shifts:
✅ "First to Curtail": Utilities directed to cut data center power first during grid emergencies unless 100% dedicated capacity is secured
✅ Ring-Fenced Costs: Data centers must absorb 100% of interconnection and PJM reliability backstop charges
✅ Permitting Overhaul: Removed from fast-track programs; permits tied to binding GRID Consent Orders
✅ Complete Transparency: NDAs banned across state agencies; mandatory water/power reporting by 2027
Read our full analysis on how this impacts AWS, Talen, Constellation, and the PJM market: theenergymag.com/news/market…#DataCenters#PJM#Energy#AI#Infrastructure#Pennsylvania$AMZN$CEG
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…
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