MinerWeekly

MinerWeekly

Latest insights and analysis from our weekly newsletter

Jul 24, 2026

EIF’s Megawatt Verdict: Not Every Bitcoin Mine is Ready for AI

At the inaugural Energy Investors Forum (EIF) in Dallas on July 23, the AI boom looked less like a software story than an enormous energy-infrastructure buildout.Across the EIF panels, generators, uti

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Jul 16, 2026

The Grid Pushback Against AI Has Begun

Today’s featured EIF speaker: Brock Petersen, co-founder and COO of Satoshi Energy, where he is helping build the future of abundant energy and compute by colocating data centers with renewable

Bitcoin Miners’ AI Rally Puts Insider Liquidity in the Spotlight

Jul 9, 2026

Bitcoin Miners’ AI Rally Puts Insider Liquidity in the Spotlight

Today’s featured EIF speaker: Spencer Yang, Managing Partner of BlockSpaceForce, a frontier tech venture studio and fund backing companies across bitcoin infrastructure, AI agents, and emerging

Can Flexible AI Load Steal Bitcoin Miners’ Grid Pitch?

Jul 2, 2026

Can Flexible AI Load Steal Bitcoin Miners’ Grid Pitch?

Today’s featured EIF speaker: Blake King, Director and Head of Power at Galaxy (Nasdaq: GLXY), where he leads power strategy for the company’s data center operations and has helped guide i

Proof-of-Work’s Second Curve: Zcash Sparks a New Compute Yield Debate

Jun 25, 2026

Proof-of-Work’s Second Curve: Zcash Sparks a New Compute Yield Debate

Today’s featured EIF speaker: Joshua "JP" Buzzell, Executive Vice President of Engineering at Bitdeer, where he bridges the physical and logical layers of the digital economy. A recognized leade

Bitcoin Miners’ AI Repricing Faces a $50 Billion Reality Check

Jun 18, 2026

Bitcoin Miners’ AI Repricing Faces a $50 Billion Reality Check

Today’s featured EIF speaker: Lisa Hough, board director at Big Digital Energy (Nasdaq: BGDE), and at the intersection of U.S. energy infrastructure, bitcoin, and AI/HPC data center deployment.

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,

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