Latest insights and analysis from our weekly newsletter
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
Read article →
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
Feb 12, 2026
A quick note before we dive in: TheMinerMag is now TheEnergyMag.What began as focused coverage of Bitcoin mining has expanded into something broader. AI-driven data center demand is reshaping utilitie
Feb 5, 2026
If it wasn’t already obvious, ERCOT’s message this week was pretty blunt: the way Texas has been approving massive new power users no longer works.At a Feb. 3 workshop that drew more than
Jan 29, 2026
Fresh off a $2 billion equity investment from Nvidia, CoreWeave is back at the center of the AI infrastructure narrative.The Nvidia check — announced this week alongside a broader expansion of t
Jan 22, 2026
For much of the past decade, bitcoin miners expanding across the United States learned that
Jan 15, 2026
While most attention in recent months has focused on publicly traded miners racing to add ha
Jan 8, 2026
As 2025 came to a close, the stories that dominated bitcoin mining over the past 12 months p
