MinerWeekly

MinerWeekly

Latest insights and analysis from our weekly newsletter

Texas’ Peak Game Is Getting Harder as AI Load Floods ERCOT

Jun 11, 2026

Texas’ Peak Game Is Getting Harder as AI Load Floods ERCOT

Today’s featured EIF speaker: Sean McDonough, founder and CEO of New West Data, where he is building off-grid distributed computing infrastructure powered by stranded energy assets. Since 2019,

Read article →
The Great Bitcoin Decoupling: Miners Rally as Backdoor AI Infrastructure Bets

Jun 4, 2026

The Great Bitcoin Decoupling: Miners Rally as Backdoor AI Infrastructure Bets

Today’s featured EIF speaker: Paul Golding, U.S. Head of Equity Research for Technology at Macquarie and a senior analyst covering AI infrastructure, data centers, payments, and blockchain. His

PJM’s $23B Warning: AI Load Is No Longer Just a Power Demand Story

May 28, 2026

PJM’s $23B Warning: AI Load Is No Longer Just a Power Demand Story

Today’s featured EIF speaker: NG Zhang, founder, chairman and CEO of Canaan (Nasdaq: CAN), one of bitcoin mining’s original ASIC hardware pioneers. Under his leadership, Canaan’s fou

The AI Hedge Fund Hunting for Bitcoin Miners’ Hidden Megawatts

May 21, 2026

The AI Hedge Fund Hunting for Bitcoin Miners’ Hidden Megawatts

Today’s featured EIF speaker: Matt Prusak, President and Interim Chief Financial Officer of American Bitcoin (Nasdaq: ABTC), where he brings execution-focused leadership to the intersection of e

The Great Bitcoin Mining Power Shift: Who Won Q1?

May 14, 2026

The Great Bitcoin Mining Power Shift: Who Won Q1?

Today’s featured EIF speaker: John Belizaire, CEO of Soluna (Nasdaq: SLNH), where he leads power-optimized, behind-the-meter computing infrastructure for next-generation digital workloads. Under

How Bitcoin Miners Finally Won Cheaper Capital Through AI

May 7, 2026

How Bitcoin Miners Finally Won Cheaper Capital Through AI

Today’s featured EIF speaker: Lisa Hough, who sits at the intersection of U.S. energy infrastructure, Bitcoin, and AI/HPC data center deployment. She brings institutional energy markets experien

Mapping Out America’s AI Data Center Boom: 4,000 Sites and 442 GW in Active Queue

Apr 30, 2026

Mapping Out America’s AI Data Center Boom: 4,000 Sites and 442 GW in Active Queue

Today’s featured EIF speaker: Mike Alfred, Founder and Managing Partner of Alpine Fox LP, a value-equities and bitcoin investment partnership, and a board director at IREN and Bakkt. He previous

$737M Revenue vs. $6M Free Cash Flow: The Math Behind Core Scientific’s AI Loan

Apr 23, 2026

$737M Revenue vs. $6M Free Cash Flow: The Math Behind Core Scientific’s AI Loan

Today’s featured EIF speaker: Anjney Midha, founder of AMP PBC and former General Partner at Andreessen Horowitz, plus an early investor and board member in AI leaders such as Anthropic and Mist

Public Bitcoin Miners Sold More BTC in Q1 Than All of 2025

Apr 16, 2026

Public Bitcoin Miners Sold More BTC in Q1 Than All of 2025

Today’s featured EIF speaker: Matthew Roszak, chairman and co-founder of Bloq and Hemi, and founding partner of Tally Capital, a globally recognized investor who has backed category-defining com

From MinerFi to ComputeFi: CoreWeave’s $8.5B Loan Rewrites the Playbook

Apr 9, 2026

From MinerFi to ComputeFi: CoreWeave’s $8.5B Loan Rewrites the Playbook

Today’s featured EIF speaker: Congressman Earl “Buddy” Carter (R-GA), a member of the House Energy and Commerce Committee and the House Budget Committee, where energy reliability, in