Latest insights and analysis from our weekly newsletter
Apr 23, 2026
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
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Apr 16, 2026
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
Apr 9, 2026
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
Apr 2, 2026
Introducing EIF: A new conference in Dallas (July 23-24, 2026) for executives, investors, and operators across mining, AI/HPC, power, and infrastructure. Full details in today's press release.The AI i
Mar 26, 2026
Across rural America, the AI infrastructure boom is increasingly taking shape behind closed doors.For much of the past year, some of the biggest names in AI infrastructure have been hunting for land i
Mar 19, 2026
The most important power market for U.S. data centers is rewriting the rules.PJM Interconnection — the grid operator spanning from Illinois to Virginia — sits at the epicenter of the globa
Mar 12, 2026
Before we dig in: Our team has advised mining and data center companies since 2014, from ASIC launches on Bitcointalk.org and the great scaling wars to public-market debuts in 2020, environmental oppo
Mar 5, 2026
It’s not news that public mining hodlers have been selling coins for months. Riot liquidated four times its production in December; Cango sold 4,451 BTC in February, or 60% of its reserves; and
Feb 26, 2026
If you want to understand the AI and data center boom in 2026, don’t just look at GPUs, megawatts, or backlog announcements.Look at the bond market.Over the past 12 months, more than $33 billion
Feb 19, 2026
On paper, 14 public bitcoin miners are about to build a small country’s worth of power infrastructure.In reality, they have roughly 11 gigawatts online today — and about 30 gigawatts more
