Market Pulse
Featured Story
Kentucky Clears 482 MW AI Power Deal for TeraWulf’s Anthropic Campus
TeraWulf won Kentucky regulatory approval for an electricity-supply agreement supporting as much as 482 megawatts at its Justified Data Campus, clearing a key hurdle for the company’s planned AI infrastructure project.
Tether’s $120M Uruguay Bitcoin Mining Bet Ends in Power Dispute
Tether abandoned a roughly $120 million Bitcoin mining investment in Uruguay after a dispute with the state power company escalated into unpaid bills, an electricity cutoff and layoffs, according to a Reuters investigation.
1d ago
Zcash Rally Widens Mining Revenue Lead Over Bitcoin and AI HPC
Zcash’s rally to all-time highs near $890 widened Z15 Pro mining revenue to $727/MWh—more than three times an HPC benchmark and up to seven times leading bitcoi...
1d ago
$30.7 Billion: Bitcoin Miners and AI Peers Already Surpass 2025 Capex
Public miners and AI infrastructure peers recorded $30.7 billion of 2026 net capital spending, already 43% above their full-year 2025 total. ...
4d ago
Fortitude Reports $20.9M Revenue as Zcash Rally Boosts Mining Backdrop
Fortitude Mining has reported $20.9 million in second-quarter revenue after mining 33,646 ZEC, as Zcash rallied and rival Cypherpunk expanded into large-scale Z...
4d agoEIF Speaker Series
Interviews
New“Bitcoin Is Becoming Increasingly Boring” with Lisa Hough
EIF Speaker Series features Big Digital Energy board director Lisa Hough on why AI infrastructure is becoming a land, energy and permitting business and why bit...
‘Inference Could Shift the AI Compute Mix’ with Paul Golding
EIF Speaker Series features Macquarie senior analyst Paul Golding on why AI inference could shift the compute mix beyond GPUs and why bitcoin may still have str...
‘AI’s Real Buildout Has Barely Begun’ with NG Zhang
EIF Spotlight features Canaan’s NG Zhang on why the current AI boom feels like the early years of bitcoin mining. ...
“Bitcoin the Ultimate Flexible Consumer of Energy” with Sean McDonough
EIF Speaker Series features New West Data CEO Sean McDonough on why energy access may decide the AI infrastructure race and why bitcoin remains a flexible tool ...
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