American Bitcoin logo The Great Pivot: Bitcoin Miners Are Becoming AI’s Landlords American Bitcoin (NASDAQ:ABTC) executives used the company’s fourth-quarter and full-year 2025 earnings call to emphasize rapid balance-sheet growth, a low-cost mining strategy, and what management described as a “dual accumulation” model that combines Bitcoin mining with treasury purchases. Co-founder and Chief Strategy Officer Eric Trump said the company launched on March 31, 2025, went public on Sept. 3, and has gro ...

We recently published 10 Stocks Winning the Market. Cipher Mining Inc. (NASDAQ:CIFR) was one of the best performers on Tuesday. Cipher Mining saw its share prices jump by 12.48 percent on Tuesday to finish at $17.12 apiece as investors cheered the company’s strong bitcoin mining performance, while digesting its rebranding initiative to reflect its business transition. In an updated report, Cipher Mining Inc. (NASDAQ:CIFR) said that it would change its name to Cipher Digital to reflect its strategic tran ...

Tether purchased $42 million worth of Bitdeer (NASDAQ: BTDR) shares last week, increasing its total stake to 20.1% at a time when the miner’s stock fell 18% amid a broader market downturn. Via its investment subsidiaries, Tether now holds 38,356,531 shares in the bitcoin miner, up from 32,244,062 shares at the end of November 2025. The largest transaction occurred Thursday, with Tether buying 3.7 million shares as the stock traded near its lowest levels since April 2025. Tether took its first stake in Bit ...

Core Viewpoint - IREN Limited (NASDAQ:IREN) has been added to the MSCI USA Index, which is expected to enhance its visibility and accessibility to institutional investors and index-tracking funds [2][3]. Group 1: Company Overview - IREN Limited, founded in 2018, operates renewable-energy-powered data centers focused on Bitcoin mining and AI cloud services, with its headquarters in Sydney, Australia [4]. Group 2: MSCI USA Index Inclusion - The inclusion in the MSCI USA Index will take effect after market close on February 27, 2026, and the index tracks approximately 85% of the U.S.'s free float-adjusted market capitalization [2]. - Co-Founder and Co-CEO Daniel Roberts stated that this milestone reflects the scale and liquidity built in the business and will broaden institutional access as the company executes its AI Cloud strategy [3]. Group 3: Analyst Ratings - On February 10, 2026, Canaccord Genuity analyst Joseph Vafi reiterated a Buy rating on IREN Limited with a price target of $70 [3].

Core Viewpoint - The decline in Bitcoin prices has prompted crypto mining companies to pivot towards artificial intelligence (AI) as a more profitable venture [1]. Group 1: Market Dynamics - Smaller Bitcoin mining companies, like TeraWulf, are well-positioned to adapt quickly to market changes, with TeraWulf's market cap at $7 billion and a stock increase of 52% year-to-date and over 240% in the past year [2][10]. - The massive computing power used for Bitcoin mining is now being redirected to support AI projects, attracting interest from investment firms such as Morgan Stanley, which has begun covering the Bitcoin mining sector with a focus on AI infrastructure [3][5]. Group 2: Company Strategy - TeraWulf is recognized as a potential AI infrastructure play, with plans to expand its AI infrastructure through 2030, capitalizing on the high demand for AI computing [5]. - The company has been selling off Bitcoin to finance its AI operations, indicating a strategic shift towards AI as a more lucrative business model [8]. Group 3: Valuation Considerations - TeraWulf's valuation may depend on whether it is viewed as a Bitcoin miner or an AI infrastructure company; if considered a Bitcoin miner, its growth potential could be limited due to minimal Bitcoin holdings [9]. - Morgan Stanley has set a price target of $37 for TeraWulf, suggesting significant upside potential if the market views it as an AI infrastructure play [9].

🚨 BREAKING: ERIC TRUMP’S AMERICAN BITCOIN HOLDINGS CROSSES 6,000 BTC@EricTrump's @ABTC now holds over 6,000 $BTC per Arkham data, ranking among the top 20 largest corporate bitcoin holders in the world.The company mines it and buys it on the open market, a dual accumulation strategy that’s vaulted them from the 30th biggest holder to the 18th in under 6 months. ...

Bitcoin recently crashed into the $60,000 range, creating all kinds of chaos. Not only is this below key support levels set by the previous cycle, but this has also put BTC's price in the danger zone for Bitcoin miners. Many miners are now operating at break even, and some are even being forced to unplug.The result is that Bitcoin's hash rate has dropped massively, and this has investors everywhere asking questions about the future of Bitcoin mining. Is this the start of a death spiral for the mining indust ...

RT CoinDesk Podcast Network (@CoinDeskPodcast)🎧 Catch the latest episode of 'The Blockspace Pod,’ in partnership with @blockspace!The Blockspace Pod: What Bitcoin Miners Need to do to Survive w/ Tom MasieroOn the latest @Blockspace Pod, @FarmahTom joins @AsILayHodling to explain why the current bitcoin mining AI shift echoes China’s 2021 bitcoin mining ban.⚡️6 out of last 7 BTC difficulty adjustments were negative⚡️Sub-50 MW sites are the new frontier for BTC mining⚡️Why miners are outcompeting traditional ...

LATEST: ⚡ Bitcoin miner IREN deployed $800 million into AI data center infrastructure in one year, exceeding what it spent across three years expanding its BTC mining operations, according to TheEnergyMag. https://t.co/rHJ42Q0RC6 ...

Core Insights - HIVE Digital Technologies Ltd. will release its financial results for the nine months ended December 31, 2025, on February 17, 2026, with an earnings call scheduled for 8:00 am Eastern Time [1][2] - The upcoming results will provide insights into HIVE's Bitcoin mining operations and GPU-accelerated high-performance computing business [2] Company Overview - Founded in 2017, HIVE was the first publicly listed company to mine digital assets using green energy [3] - The company operates Tier-1 and Tier-3 data centers across Canada, Sweden, and Paraguay, supporting both Bitcoin mining and AI computing workloads [3] Recent Performance - HIVE reported strong operating results for January 2026, with an average hashrate of 22.2 exahash per second (EH/s), peaking at 23.7 EH/s, representing a 290% increase from 5.7 EH/s a year earlier [4] - Bitcoin production in January totaled 297 BTC, up 191% from 102 BTC in January 2025, with average daily production reaching 9.6 BTC despite a 30% year-over-year increase in global mining difficulty [5] - The company maintained over 2% of the global Bitcoin network hashrate during January [5] Operational Strategy - HIVE attributes its consistent performance to a geographically diversified model spanning three continents and nine time zones, which helped maintain stable operations during severe cold weather in the northern hemisphere [6]