Public mining firms sold roughly 28,000 BTC in 2026 as production costs outpaced revenue, accelerating a shift toward AI data centre income.
By Freya Macdonald —A reported Anthropic compute deal worth up to $16.1bn lifted Riot's shares 25%, exposing how loosely miners disclose AI pivots.
By Oliver Bennett —MARA has pledged 18,750 BTC, over half its treasury, against fresh credit facilities to fund a 2GW power site for AI computing.
By Rajesh Patel — August 9, 2026Investment-grade financing and a Mirantis acquisition underpin IREN's shift from bitcoin mining toward AI infrastructure as revenue guidance rises.
By Rajesh Patel — August 9, 2026MARA's $611m loss and rising use of pledged Bitcoin as loan collateral point to a shift from hodling toward leveraged treasury management.
By Oliver Bennett — August 7, 2026A solo miner turned $25,000 in rented computing power into a $200,000 Bitcoin block, spotlighting the gap between retail and industrial mining.
By Rajesh Patel — August 3, 2026Dylan Patel's mooted AI infrastructure fund highlights a capital rotation that could tighten chip and power supply for bitcoin miners.
By Freya Macdonald — August 2, 2026Russia extends its crypto mining prohibition to Moscow and Kursk region through 2032, citing electricity capacity fears amid a growing data-centre footprint.
By Oliver Bennett — August 1, 2026Citadel absorbed billions in AI equities from a collapsing hedge fund, with roughly $1bn tied to bitcoin mining stocks caught in the unwind.
By Freya Macdonald — July 31, 2026Situational Awareness LP's forced sale to Citadel pulls Riot, CleanSpark, HIVE and Bitdeer into scrutiny of AI-linked leverage.
By Oliver Bennett — July 31, 2026
