Bitcoin mining company Riot Platforms appears to have sold another 500 $BTC($34.87M).Over the past 5 days, Riot Platforms has deposited a total of 1,500 $BTC($102.3M) into NYDIG.https://t.co/x90aGbqgsY https://t.co/0y3CmU7E3y ...

🚨NEW: RIOT PLATFORMS SELLS 3,778 BTC IN Q1 2026Riot Platforms, one of the largest publicly traded Bitcoin mining companies, has significantly reduced its Bitcoin position after selling 3,778 $BTC across the first quarter of 2026.The Nasdaq listed miner brought in roughly $289.5 million in net proceeds from the sales. The move marks a notable shift for one of the most closely watched Bitcoin mining stocks in the United States.It also comes amid broader selling pressure from the mining sector. Multiple public ...

MARA Cuts 15% of Workforce as It Shifts to Energy and InfrastructureAccording to Blockspace, MARA, one of the largest publicly listed bitcoin miners in the U.S., has cut approximately 15% of its workforce across multiple departments as part of a strategic shift toward energy and digital infrastructure. The company reported a net loss of about $1.3 billion in 2025 and has sold over 15,000 BTC to repay convertible debt.https://t.co/nJsmUXHzJM ...

☀️BITCOIN: BITCOIN MINING CO SOLUNA BUYS $53M SOLAR FARM TO POWER AI EXPANSION@SolunaHoldings announced that it closed a $53 million deal to acquire a wind farm to power its upcoming Project Dorothy 3 AI data center campus in Briscoe County, Texas.The solar farm has a potential capacity of up to 300 megawatts, according to the announcement.Soluna forecasts that the facility will generate annualized revenue between $20 million and $24.4 million. ...

It seems that Bitcoin mining company Riot Platforms sold another 500 $BTC($34.13M) 2 hours ago.https://t.co/x90aGbqgsY https://t.co/cDLvWC79mF ...

Core Viewpoint - The company is shifting its focus from Bitcoin mining to high-performance computing (HPC) and AI infrastructure, rebranding as Keel Infrastructure effective April 1, 2026 [1] Strategic Shift - Management is prioritizing a pure-play colocation and powered-shell business model over GPU-as-a-Service to maximize shareholder value and meet specific hyperscaler demands [1] - The strategy will focus exclusively on North American markets, particularly Pennsylvania, Washington, and Quebec, where high barriers to entry and power scarcity create a competitive advantage [1] Operational Momentum - The operational momentum is driven by an 'energy bottleneck,' where the structural shortage of power generation makes secured megawatts the primary driver of lease economics [1] - The company is winding down legacy Bitcoin operations to reinvest capital and physical site capacity into higher-margin HPC infrastructure [1] Value Drivers - Management emphasizes that speed to power is the critical value driver, as customers face high opportunity costs for delayed AI deployments [1] - The transition is supported by a new executive team with over 110 combined years of experience in infrastructure, energy, and data center construction [1]

Core View - Core Scientific, Inc. (NASDAQ:CORZ) is one of the largest Bitcoin mining companies in America, currently transitioning towards high-performance computing [1] - The company's shares have increased by 103% over the past year and by 12% since being discussed by Jim Cramer in July [1] - However, the stock experienced significant volatility, dropping 22% from November 10th to November 14th due to uncertainty in the AI sector and data center delays [1] - A merger with CoreWeave was canceled in late October due to insufficient shareholder votes, contributing to the stock's decline [1] - In December, shares fell another 17% between December 12th and 17th, and year-to-date, the stock is down by 8.6% [1] - Following the fourth quarter earnings report, shares closed 7.2% lower on March 3rd, reporting $79.8 million in revenue and a loss-per-share of $0.29 [1] Investment Perspective - While Core Scientific shows potential as an investment, certain AI stocks are perceived to offer greater upside potential with less downside risk [2]

Core Viewpoint - Iren's stock has experienced a significant decline due to weaker Bitcoin prices and concerns regarding funding for its AI expansion strategy, which investors are closely monitoring for profitability and funding visibility [1][4]. Group 1: Company Performance - Iren's stock closed at $31.62, down 9.89%, with a market cap of $12 billion and a trading volume of 41.3 million shares, which is 7.8% above its three-month average [1][2]. - The stock has fluctuated between $5.13 and $76.87 over the past 52 weeks, indicating high volatility [1]. - The company's gross margin stands at 26.67% [1]. Group 2: Market Context - The S&P 500 and Nasdaq Composite also experienced declines, reflecting broader market pressures affecting data center and Bitcoin mining peers like Riot Platforms and Mara Holdings [3]. - Iren has grown 29% since its IPO in 2021, but the current market conditions pose challenges for continued growth [2]. Group 3: Investor Implications - The decline in Iren's shares highlights the company's exposure to the volatile crypto market and the capital-intensive nature of its AI expansion plans [4][5]. - Investors are concerned about the company's ability to generate earnings from its AI data center transition, which is still in early stages and requires effective execution and financing [5]. - There is a need for Iren to quickly grow AI-related revenue to reduce dependence on Bitcoin while managing potential dilution and funding challenges [5].

Core Insights - American Bitcoin Corp, co-founded by Eric Trump and Donald Trump Jr., has surpassed 7,000 BTC in holdings, valued at approximately $471 million, while its shares (ABTC) have decreased nearly 4% to $0.82, marking the lowest point since its IPO [1][2] Group 1: Company Performance - The firm has tripled its Bitcoin holdings since going public and has more than doubled its "satoshis per share," indicating a significant increase in Bitcoin assets relative to shares outstanding [2] - Despite the increase in Bitcoin holdings, ABTC shares have fallen nearly 88% in the last six months and 94% from a post-IPO high of $14.52 [3] - In Q4, American Bitcoin reported a loss exceeding $59 million as cryptocurrency prices declined, contrasting with a profit of approximately $3.49 million in the previous year [5] Group 2: Company Structure and Strategy - American Bitcoin was formed through a merger of the Trump brothers' entity with publicly traded Bitcoin miner Hut8, and later through a stock-for-stock merger with Gryphon Digital Mining [4] - The company aims to set a global benchmark for Bitcoin infrastructure and innovation, positioning itself as a leader in the Bitcoin economy [6] Group 3: Market Context - Bitcoin has increased by 1.3% in the last 24 hours, trading around $67,336, but remains over 46% below its all-time high of $126,080 set last October [6]

Financial Data and Key Metrics Changes - For Q4 2025, total revenue was $2.4 million, an increase of 8.7% sequentially from Q3 and up 19% year-over-year [11] - The company mined 22 Bitcoin in Q4, a 25% increase from 17.6 Bitcoin in Q3 [11] - Mining margin for Q4 was 25%, down from 49% in Q3, primarily due to a lower average Bitcoin price [11][12] - The net loss for Q4 was $18.2 million, with a core EBITDA loss of $9.4 million [12][13] - For the full year 2025, total revenue was approximately $8.8 million, with a net loss of approximately $27 million [14][15] Business Line Data and Key Metrics Changes - The company expanded its mining capacity from a single site in Oklahoma to two sites, totaling 26 MW by the end of 2025 [3][7] - Bitcoin holdings grew from approximately 150 Bitcoin at the start of 2025 to over 356 Bitcoin by December 31, 2025 [4][15] - The Mississippi facility contributed to a 27% increase in Bitcoin production from September to October 2025 [8] Market Data and Key Metrics Changes - The average Bitcoin price in Q4 was approximately $99,700, down from $114,000 in Q3 [11] - Bitcoin holdings were valued at approximately $31.2 million at year-end based on Bitcoin prices [4][15] Company Strategy and Development Direction - The company aims to shift focus from foundation building to scaling operations in 2026, with priorities to grow production, improve efficiency, and increase Bitcoin per share [6][18] - The company is actively evaluating M&A opportunities in the 5-20 MW range to enhance its operational footprint [18] Management's Comments on Operating Environment and Future Outlook - Management highlighted that 2025 was a transformational year, with a stronger operational platform and larger Bitcoin holdings [3][4] - The company believes that as the Bitcoin market recovers, its strengthened platform will deliver strong value to shareholders [10][18] Other Important Information - The company reported a non-cash impairment loss of $5.4 million on mining equipment due to the reduced Bitcoin pricing environment [13] - Total assets as of December 31 were $51.3 million, with total liabilities of $22.4 million [15][16] Q&A Session Summary Question: Will it take time to optimize production from the immersion cooled units? - Management confirmed that they are currently maxed out at roughly 35 petahash per immersion container [22][23] Question: Can you discuss the pipeline for new site acquisition versus existing site expansion? - Management stated they are always looking for opportunities in the less than 20 MW range, focusing on both new acquisitions and expanding existing sites [24] Question: How does the current discount to NAV influence capital spending and site acquisition? - Management explained that decisions are based on current Bitcoin prices and projections, balancing immediate opportunities with long-term growth [25][26]