Marathon Digital
End of bitcoin 'HODL': public miners going all-in on AI, signaling more BTC selling
Public bitcoin miner balance sheets are shifting as capital rotates from bitcoin treasuries to AI infrastructure.
MARA and Block jump double digits in pre-market trading while CoreWeave sinks
Mixed fourth quarter results highlight divergence between AI expansion plays and margin pressure.
Bitcoin Miner MARA jumps 17% after striking a deal with Starwood to build AI data centers
The bitcoin miner inked a deal with investment firm Starwood to convert and expand select facilities to serve data center needs for AI.
Inside France’s strict rules for selling majority stake of its state energy cloud to U.S. bitcoin miner
The French government imposed conditions, including a 10% stake by NJJ Capital, to address national interest concerns.
Cipher Mining and TeraWulf are buys, MARA a sell, as Morgan Stanley begins bitcoin miner coverage
The analyst framed some bitcoin mining sites as infrastructure assets, lifting CIFR and WULF shares while MARA lags.
Bitcoin Miners Must Own Power—or Die Trying Before Next Halving, MARA CEO Says
With block rewards set to plunge, only miners with energy control or AI pivots are likely to survive, Thiel argues.
Bitcoin Mining Profitability Declined More Than 7% in September: Jefferies
Bitcoin mining margins tightened in September as a rising network hashrate and a slide in BTC prices dragged profitability lower
Are Pure Play Bitcoin Miners Going to Reprice Like AI/HPC Miners?
MARA and CLSK rally as bitcoin nears $118,000 and sector momentum builds.
Bitcoin Mining Faces 'Incredibly Difficult' Market as Power Becomes the Real Currency
Executives at Jackson Hole’s SALT conference said the old boom-and-bust halving rhythm is breaking down, with survival now tied to cheap power and diversified infrastructure.
Bitcoin Mining Profitability Rose 2% in July Amid BTC Price Rally, Jefferies Says
A rising bitcoin price is seen as most favorable for Galaxy's digital assets business, while miners fight a rising network hashrate, the report said.
