Bitcoin Mining

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 mining difficulty drops by most since 2021 as miners capitulate
Miners are facing significant challenges, with bitcoin revenue per petahash falling by half from a peak of $70 to $35.

Bitfarms shares surge after it ditches its 'bitcoin company' identity and doubles down on AI with U.S. move
The company said it will focus on building data centers for high-performance computing and artificial-intelligence workloads.

Sovcombank says it's the first Russian bank to offer bitcoin-backed loans to public
Larger rival Sberbank beat Sovcombank to the punch, but it's still running as a pilot program.

The Protocol: Vitalik Buterin’s stark warning on layer-2 roadmap
Also: Open-source alternative for bitcoin miners, EF’s quantum-computing team and a new lending protocol for XRP

January rally bolsters near-term outlook for bitcoin mining stocks, JPMorgan says
Shares of mining companies rose last month despite softer bitcoin prices as storms cut the network hashrate and AI optimism grew, the bank said.

TeraWulf jumps 11% after buying power-rich Kentucky and Maryland sites
The acquisitions bring TeraWulf’s capacity to 2.8 gigawatts as it targets major infrastructure expansion to supply power-hungry computing demand.

Bitcoin miners get an open-source alternative as Tether launches MiningOS
Stablecoin issuer Tether said its new MiningOS is a modular, self-hosted software stack built to run mining operations from small home rigs to multi-site industrial setups.

Meta and Microsoft continue going big on AI spending. Here's how bitcoin miners could benefit
In its fourth quarter earnings report, Meta said capital spending plans for 2026 should be in the range of $115-$135 billion, well ahead of consensus forecasts.

Bitcoin miners surge as Anthropic's fundraising efforts boost AI spirits
Anthropic is set to raise $20 billion in its latest funding round, double the amount it initially targeted, according to the FT.

