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The Inference Era is Already Here
The AI infrastructure boom looked like bad news for Bitcoin miners, a better-capitalised competitor absorbing every available megawatt. The inference era changes that. As AI workloads fragment, distribute, and move closer to users, the mining operators who already hold energised…

The 2026 Hashrate Contraction

For years, Bitcoin’s hashrate followed one dominant direction: up. Even through bear markets, tightening margins, and post-halving pressure, the network kept expanding as miners relentlessly deployed new machines and additional power capacity. But 2026 is beginning to look different. For…

Squeezing Profit from the Margins: Uncovering Stranded Sats
Las Vegas is behind me. Three days, one panel, 24 scheduled meetings, and more conversations on the floor than I can count. The Bitcoin Conference 2026 felt more measured than previous years, which makes sense with Bitcoin still below $100K,…

The Next Squeeze in Bitcoin Mining Isn’t Power. It’s Silicon.
Bitcoin miners already felt the pressure of AI and HPC demand in power markets. Now the next constraint is emerging one layer deeper in the stack, at the foundry level According to TSMC supply chain reports cited by DIGITIMES Asia,…

AI Compute Finally Has a Price and It Changes Everything
For all the billions pouring into AI infrastructure, one question still lacks a clear answer: what is compute actually worth? Behind the headlines of GPUs, data centers, and model breakthroughs, the market itself remains fragmented, opaque, and largely negotiated behind…

Those Who Control Power Control the Future of Compute
Most people watching Bitcoin miners pivot toward AI infrastructure are asking the wrong question. The debate has centred on whether mining sites can be converted into HPC facilities and the honest answer is that most can’t, at least not overnight….

Inside the ZEC Mining Ecosystem and Why Foundry Is Entering Zcash Mining
Last week, Foundry announced the launch of a Zcash mining pool, marking one of the first major institutional entries into the Zcash mining ecosystem. The move highlights growing interest in privacy-focused proof-of-work networks at a time when Bitcoin mining margins…

How US Strikes on Iran Could Reshape Mining Economics

Nearly 20% of global LNG trade passes through the Strait of Hormuz, and when that chokepoint is threatened, global gas markets reprice fast. For an industry where natural gas powers 38% of global hashrate, developments in the Gulf have direct…

From Hashrate to High-Performance Compute
Bitcoin mining is no longer just about hashrate, it is becoming the gateway into the next generation of digital infrastructure. As AI and high-performance computing drive unprecedented demand for power and data center capacity, miners are uniquely positioned to evolve…

6 ASIC Miner Trends Shaping the Next Mining Cycle
ASIC hardware is entering a new phase. Efficiency gains are slowing, design cycles are becoming iterative, and the competitive edge is shifting from raw specs to operations, reliability, and capital structure. In this edition, we break down six key trends…

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