⚡️ NEW: CleanSpark is raising $1.15B to expand its Bitcoin mining and AI data center infrastructure. https://t.co/Y5dDFbmYDS ...

Core Insights - HIVE Digital Technologies reported a Bitcoin production of 289 BTC in October 2025, marking an 8% increase month-over-month and a 147% increase year-over-year [6][7] - The company has surpassed 24 EH/s of operational hashrate, supported by a total of 300 MW capacity in Paraguay, and is expanding into Tier III+ AI and high-performance computing data centers in Canada [1][4][8] Production Highlights - Bitcoin production reached 289 BTC, with an average daily production of 9.3 BTC/day [6] - The hashrate averaged 21.9 EH/s, with a peak of 23.6 EH/s, reflecting a 13% growth from September [6][7] - Fleet efficiency was recorded at 17.7 J/TH, with production growth outpacing Bitcoin network difficulty [6][7] Expansion and Infrastructure Development - The Phase 3 Valenzuela expansion in Paraguay is complete, bringing the total capacity to 300 MW and operational hashrate to approximately 25 EH/s [4][5] - HIVE is upgrading its Canadian facilities from Tier I to Tier III+ AI data centers, including a 70 MW campus in New Brunswick and a 7.2 MW facility in Toronto [8][10] Management Commentary - Management emphasized that the growth in Bitcoin production is not only enhancing revenue but also funding the transformation of mining campuses into AI infrastructure [11] - The dual focus on Bitcoin mining and AI computing is expected to deliver strong returns while preparing for future demands in the AI sector [11] Future Outlook - Each additional exahash is projected to increase daily Bitcoin production and revenue potential, with stable operating costs due to fixed-rate hydroelectric power [13] - The company is positioned as a significant player in green-energy AI infrastructure development in Canada, aligning with national innovation goals [10]

AI 收入依赖 - 世界排名前十的比特币矿企中，70% 现在依赖 AI 收入来度过熊市 [1] - 包括 Marathon、CleanSpark、Iris Energy、TeraWulf 和 Core Scientific 在内的七家主要公司已经启动或从 AI/HPC 运营中获利 [1] - 剩余的三家公司计划这样做 [1] 收入对比 - AI 托管收入现在超过传统挖矿 [1] - AI 托管收入比传统挖矿每兆瓦 (MW) 产生的年收入高出约 50% [1]

According to a 13F-HR filing submitted to the U.S. SEC on Nov. 7, JPMorgan held 1,974,144 shares of BitMine Immersion Technologies as of Sept. 30, with a position value of about $102 million. BitMine, originally a bitcoin mining company, pivoted in 2025 to become an Ethereum reserve company and has said it now holds more than 3.24 million ETH, putting it among the world's largest corporate ETH reserve holders. https://t.co/fb9gAEQHUv ...

Core Insights - Cango, affiliated with Bitmain, is expanding into energy infrastructure and high-performance computing (HPC) as part of its strategic pivot in the Bitcoin mining sector [1][2] - The company reported significant financial performance with revenue of $139.8 million and adjusted EBITDA of $99.1 million for Q2 2025, ending the quarter with $117.8 million in cash and over 6,400 Bitcoin [3] - Cango has transitioned its focus entirely to Bitcoin mining, divesting all China-based assets by May 2025, and has made substantial investments in mining equipment [4] Financial Performance - Cango's revenue for Q2 2025 was reported at $139.8 million, with an adjusted EBITDA of $99.1 million [3] - The company concluded the quarter with $117.8 million in cash and cash equivalents, alongside a treasury holding of more than 6,400 Bitcoin [3] Strategic Developments - The company pivoted to Bitcoin mining in November 2024, acquiring a total of 50 EH/s of mining capacity from Bitmain [4] - Cango plans to refresh approximately 6 EH/s of its mining equipment following the acquisition of a 50-megawatt mining facility in Georgia for $19.5 million [5] - The company intends to terminate its American Depositary Receipt program and transition to a direct listing on the New York Stock Exchange [6] Geographic Expansion - Cango's mining operations are now established in multiple countries, including the United States, Oman, Ethiopia, and Paraguay [6]

🇺🇸 NEW: Rural Texas community fails bid to become a city to regulate Bitcoin miner noise, only 38% of voters approved.Will more communities push back against mining operations? 👇 https://t.co/Ol6CtYVVDY ...

JUST IN: Esports giant NIP Group expands its Bitcoin mining operationThey aim to produce 160 BTC worth $16 MILLION per month - Decrypt 🟧 https://t.co/aDQW0QM8hE ...

Core Viewpoint - BitFuFu Inc. is set to release its third quarter financial results for the period ending September 30, 2025, before the U.S. market opens on November 12, 2025 [1] Group 1: Financial Results Announcement - The earnings conference call will take place at 8:00 a.m. U.S. Eastern Standard Time on November 12, 2025 [1] - Participants must register in advance to join the conference call, receiving a confirmation email with dial-in numbers and a unique access PIN [2] Group 2: Company Overview - BitFuFu Inc. is recognized as a world-leading Bitcoin miner and innovator in mining services [3] - The company focuses on empowering the global Bitcoin network through its cloud mining platform and rapidly scaling infrastructure [3]

It is time for the light by myself course ahead of time and then the lighting round is over. Are you ready. Time for the light.Let's start with Joe in Colorado. Joe >> Booya Jim. >> Booyah.Joe, what's up. >> Awesome. Hey, thanks for taking my call.I'm a first time caller, but I've been listening to you for 20 years, man. You're awesome. Thank you so much for all you do. >> Thank you very much. Thank you.>> Absolutely. Hey, I'm calling about the SIC. It's a stock I've had for, you know, several years. It's > ...

Core Insights - Tether reported a profit of $1.1 billion for Q3 2025, bringing its year-to-date total to approximately $10 billion, surpassing major financial institutions like Goldman Sachs and Coinbase [2][4] - The majority of Tether's profits stem from interest income on U.S. Treasuries, with reserves totaling $91 billion, exceeding the reserves of countries such as Brazil and Canada [2][6] - Tether is diversifying its investments into Bitcoin mining and AI infrastructure, indicating a strategic shift beyond traditional dollar-backed reserves [3][4] Financial Performance - Tether's profit for Q3 2025 was $1.1 billion, contributing to a total profit of around $10 billion for the year [2] - The company earns approximately $25–30 million per day from current Treasury rates, highlighting its significant cash flow [6] Market Position - Tether's USDT supply has surpassed 122 billion, with nearly 70% issued on the Tron network and about 18% on Ethereum [3] - Tether's profitability positions it as one of the most profitable companies globally, potentially leading the industry on a per-employee basis [4] Strategic Initiatives - The company is expanding its investment portfolio to include Bitcoin mining and AI infrastructure, reflecting a strategy to diversify revenue streams [3][4] - Tether's growth may influence demand for related protocols and tokens, such as XPL [4] Regulatory Considerations - Tether's substantial outstanding USDT, exceeding $120 billion, raises concerns about its critical role in global financial infrastructure and potential regulatory scrutiny [6] - The company's ability to generate significant profits from U.S. debt without oversight may attract increased attention from regulators [6]