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Mining

A collection of 7 posts

War as Proof of Concept

War as Proof of Concept

There are two things the past ten days have confirmed about Bitcoin, and they point in opposite directions. Most people covering this story have chosen one and ignored the other. James Blake on Nobitex, hashrate, ETF inflows and why the war test is real but narrower than the narrative.

Crypto Week: Institutional Infra Capture Accelerates Amid Market Rout

Crypto Week: Institutional Infra Capture Accelerates Amid Market Rout

Market bloodbath reveals infrastructure capture physics: Bitcoin miners shift 1.5GW to AI compute (Cipher $5.5B AWS, IREN $9.7B Microsoft), Ripple raises $500M from TradFi giants, Coinbase fined €21M for AML gaps. Elite capital consolidates during volatility while retail liquidates. Position wisely

Bitcoin: From Speculation to Reserve Infrastructure

$1.63T market cap. ~1000 EH/s hashrate. $108B spot ETF AUM. Strategy holds 818,869 BTC. US Strategic Reserve operational via Trump EO. Tether holds ~$7.9B BTC. Protocol-level analysis of Bitcoin as operational sovereign reserve infrastructure, post-Halving IV era.

INFRASTRUCTURE TREASURIES UNDER SIEGE

INFRASTRUCTURE TREASURIES UNDER SIEGE

GEODNET: The Invisible GPS Backbone

Centralized GPS is legacy. GEODNET operates as a Decentralized Physical Infrastructure Network (DePIN), delivering centimeter-level GPS corrections across 145 countries via 19,000+ community-deployed Satellite Miners. $3M annualized revenue, 58% YoY growth.

Wall Street's $3.6T Crypto Conquest

Wall Street's $3.6T Crypto Conquest

Wall Street deploys $3.6T into BNB, ETH, and SOL, seizing validator control and reshaping blockchain power. Inside the battles for crypto’s future.

Signal: Canaan Inc. Bets Big on Bitcoin Mining, Ditches AI Chips

Canaan Inc. shuts down its AI division to focus on Bitcoin mining. U.S. rig production, surging hashrate, and treasury growth mark a deep pivot to crypto infrastructure.