Tariff-driven reshoring continues as Canaan joins Chinese peers in building U.S. production lines
Strategic curtailments reduce realized hashrate as miners brace for peak summer demand
Purchased additional Bitcoin miners with July arrival and deployment
Antminer shipments accelerated to June 23 with 10% off
Cipher has been consistently liquidating Bitcoin reserves
Cipher expects to energize the Black Pearl site in Texas during Q2
SoftBank in talks to invest $25 billion in OpenAI
These companies collectively account for nearly 35% of global production
Cipher sold 151% of mined Bitcoin in October
AI and HPC make this bull cycle different for Bitcoin miners
Examining Reported Sanction Violations and What’s Next for Mining Stocks
Double-digit returns over the past month