MinerWeekly

MinerWeekly

Latest insights and analysis from our weekly newsletter

Mar 12, 2026

AI Is Fueling a Nuclear Renaissance — But Bitcoin Miners Got There First

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

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15k+ BTC: Miners Are Selling Faster — and Filings Suggest More Is Coming

Mar 5, 2026

15k+ BTC: Miners Are Selling Faster — and Filings Suggest More Is Coming

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

$33B in Bonds Is Fueling the AI Megawatt Arms Race

Feb 26, 2026

$33B in Bonds Is Fueling the AI Megawatt Arms Race

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

30GW Pipeline Boom: Miners Bet Big on AI—But Delivery Isn’t Monetization

Feb 19, 2026

30GW Pipeline Boom: Miners Bet Big on AI—But Delivery Isn’t Monetization

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

AI Boom Ignites a Trillion-Dollar Build Supercycle

Feb 12, 2026

AI Boom Ignites a Trillion-Dollar Build Supercycle

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

ERCOT Hits Reset on Texas’ AI and Mining Power Queue

Feb 5, 2026

ERCOT Hits Reset on Texas’ AI and Mining Power Queue

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

CoreWeave’s AI Pivot Paid Off — $1.6B for Insiders and Counting

Jan 29, 2026

CoreWeave’s AI Pivot Paid Off — $1.6B for Insiders and Counting

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

AI Inherits Bitcoin Mining’s Hard Lesson: Locals Matter

Jan 22, 2026

AI Inherits Bitcoin Mining’s Hard Lesson: Locals Matter

For much of the past decade, bitcoin miners expanding across the United States learned that

11 EH/s: Bitmain Eyes a New Bitcoin Mining Proxy?

Jan 15, 2026

11 EH/s: Bitmain Eyes a New Bitcoin Mining Proxy?

While most attention in recent months has focused on publicly traded miners racing to add ha

From Exahash to Gigawatt: How 2025 Redefined Bitcoin Mining

Jan 8, 2026

From Exahash to Gigawatt: How 2025 Redefined Bitcoin Mining

As 2025 came to a close, the stories that dominated bitcoin mining over the past 12 months p