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The Great Migration of Mining Companies: Some Already Hold $12.8 Billion in AI Orders

Bitcoin mining companies are undergoing a massive structural shift toward AI and high-performance computing (HPC), driven by compressed mining profits and the lure of massive AI infrastructure contracts. With Bitcoin’s mining difficulty rising and profitability declining, miners are leveraging their existing assets—power contracts, land, cooling systems, and data centers—to pivot into AI compute provisioning. Key players like TeraWulf have secured over $12.8 billion in HPC contracts, while IrisEnergy holds a $9.7 billion deal with Microsoft. Other firms, including Hut8, CipherDigital, and CoreScientific, have also announced multi-billion dollar AI agreements. Some, like BitDigital, are exiting Bitcoin mining entirely to focus on AI and Ethereum infrastructure. Financial reports show a clear trend: AI/HPC revenue is becoming a major income source, sometimes surpassing mining. Capital markets are selective, favoring companies with strong execution, resource advantages, and strategic positioning within the AI supply chain. The migration is accelerating—miners must adapt to the new reality or risk obsolescence.

marsbit03/06 05:58

The Great Migration of Mining Companies: Some Already Hold $12.8 Billion in AI Orders

marsbit03/06 05:58

The Great Migration of Mining Companies: Some Already Hold $12.8 Billion in AI Orders

Driven by rising Bitcoin mining difficulty, shrinking profits, and extreme capital pursuit of AI, major crypto mining firms are collectively pivoting towards AI and high-performance computing (HPC). They leverage existing assets—power, land, cooling systems, and data centers—to secure massive AI compute orders. Key catalysts include Bitcoin’s hashprice dropping to multi-year lows, pushing firms like Bitdeer to sell all BTC holdings and NFN8 into bankruptcy. Conversely, companies are securing enormous contracts: TeraWulf holds a $12.8B HPC deal, IrisEnergy a $9.7B order with Microsoft, and Hut8 a $7B agreement. Others like CipherDigital ($5.5B with AWS) and CoreScientific ($10B+ with CoreWeave) are rebranding and expanding data centers. Q1 2026 earnings show AI/HPC revenue now constitutes 40%-60% for some. While firms like Marathon Digital remain committed to Bitcoin long-term, others like BitDigital have fully exited BTC mining for ETH and AI. Market sentiment is volatile but selective, with capital backing execution-ready firms with strong power contracts and scalability. The migration is structural: adapt to AI or risk obsolescence.

Odaily星球日报03/06 05:48

The Great Migration of Mining Companies: Some Already Hold $12.8 Billion in AI Orders

Odaily星球日报03/06 05:48

OKB Rockets 23%: Can Bulls Push the Price Into Triple Digits?

Amid a fearful and mixed broader crypto market on March 6th, OKB stood out with a remarkable 23.17% surge in 24 hours. The token broke through key resistance levels, reaching a high of $121.12 before trading around $95.57, with trading volume exploding by over 1783%. Bulls are now eyeing a push toward the $100.36 resistance, with potential to test $105.85 if bullish pressure continues. However, a bearish reversal could see a drop to support at $90.11 or lower. Technical indicators present a mixed but leaning bullish picture. The MACD indicates bullish momentum, and the Bull Bear Power suggests strong buying interest. However, the RSI is in the overbought zone at 76.29, signaling a potential for short-term consolidation. Furthermore, the Chaikin Money Flow indicator shows selling pressure and capital outflow, reflecting some cautious sentiment. The overall technical strength is building, but the asset may be overextended.

TheNewsCrypto03/06 05:33

OKB Rockets 23%: Can Bulls Push the Price Into Triple Digits?

TheNewsCrypto03/06 05:33

Ethereum Price Eyes $2,200 as Bulls Hold Key $2,030 Support

Ethereum's price surged past key resistance levels at $2,065, $2,120, and $2,150, reaching a high of $2,200 before undergoing a correction to $2,120. It is currently trading above $2,077 and the 100-hour simple moving average, with a crucial bullish trend line support at $2,030. If this support holds, ETH could attempt another increase toward resistances at $2,100, $2,135, and $2,150. A break above $2,150 may push the price toward $2,200 and potentially $2,250 or $2,320. However, failure to surpass $2,135 could lead to a decline, with initial support at $2,065, followed by major support at $2,030. A break below $2,030 might bring the price down to $2,000 or even $1,965, with key support at $1,920.

TheNewsCrypto03/06 05:23

Ethereum Price Eyes $2,200 as Bulls Hold Key $2,030 Support

TheNewsCrypto03/06 05:23

Bitcoin Wins AI ‘Best Money’ Vote: Anthropic Leads, OpenAI Lags

Bitcoin was selected as the top monetary instrument in an experiment by the Bitcoin Policy Institute (BPI), which prompted 36 AI models from six providers to act as autonomous economic agents. The models evaluated monetary roles—store of value, medium of exchange, unit of account, and settlement—across 9,072 neutral, open-ended scenarios. Bitcoin received 48.3% of all responses, followed by stablecoins at 33.2%. Fiat and bank money accounted for only 8.9%. In long-term store-of-value contexts, Bitcoin dominated with 79.1%, while stablecoins led in everyday payment scenarios at 53.2%, suggesting a “two-tier” monetary system: Bitcoin for savings, stablecoins for spending. Anthropic’s models showed the strongest preference for Bitcoin (68.0% on average), while OpenAI’s models were least likely to choose it (25.9%). The study highlights Bitcoin’s perceived advantages, such as its capped supply and predictable monetary policy, and suggests that AI agents may drive future demand for Bitcoin-native infrastructure.

bitcoinist03/06 05:02

Bitcoin Wins AI ‘Best Money’ Vote: Anthropic Leads, OpenAI Lags

bitcoinist03/06 05:02

Zcash [ZEC] price prediction – Here’s what traders can expect over the next few weeks

Zcash (ZEC) has stabilized after a significant decline, defending the key $200 support level which triggered a 13% relief rebound towards $250. The price is currently compressed between the $200 support and $250 resistance. Momentum indicators show cautious improvement, with the RSI near 43 and the MACD showing signs of stabilization. On lower timeframes, ZEC is testing the $240 resistance, with a decisive break above potentially accelerating a rally towards the $268 Fibonacci level. However, a drop below $232 could see a retest of the $215 support. The recent closure of the SEC's investigation has also buoyed market sentiment.

ambcrypto03/06 05:01

Zcash [ZEC] price prediction – Here’s what traders can expect over the next few weeks

ambcrypto03/06 05:01

Wall Street Shorts ETH: Vitalik Knows and Is Front-Running, Tom Lee Remains Deluded

Wall Street short-selling firm Culper Research has disclosed a significant short position against ETH and related securities, including Bitmine (BMNR). The firm argues that Ethereum’s token economic model was broken following the Fusaka upgrade in December 2025. According to the report, Vitalik Buterin is aware of the issue and has been selling ETH, while prominent bull Tom Lee continues to invest despite what the report describes as clear signs of decline. Culper claims that the surge in on-chain activity post-Fusaka—cited by Lee as evidence of adoption—is largely driven by address poisoning and dust attacks, not genuine usage. Their analysis indicates that 95% of new wallet growth comes from dust addresses, poisoning attacks have tripled, and such transactions now account for 22.5% of all Ethereum activity. The upgrade increased the gas limit from 45M to 60M, aiming to expand capacity, but gas fees fell by ~90% instead of the projected 10–30%. Culper attributes this to a miscalculation in Layer-1 demand elasticity by Vitalik and developers, using outdated models. The report also notes declining validator earnings and a shift of developers and institutional activity to Solana, which it says is outperforming Ethereum in key metrics. The firm draws a parallel to past tech giants like Netscape and Nokia, suggesting Ethereum may face a similar decline absent structural changes.

marsbit03/06 04:45

Wall Street Shorts ETH: Vitalik Knows and Is Front-Running, Tom Lee Remains Deluded

marsbit03/06 04:45

Wall Street Shorts ETH: Vitalik Knew and Front-Ran, Tom Lee Still Deluded

Wall Street short-selling firm Culper Research has initiated a short position on ETH and related securities, including Bitmine (BMNR). The firm argues that Ethereum’s token economic model was fundamentally broken following the Fusaka upgrade in December 2025, which increased the gas limit from 45M to 60M. Contrary to initial expectations of a 10–30% drop, gas fees fell by approximately 90%, leading to a surge in low-value on-chain activity such as address poisoning and dust attacks. These activities now account for a significant portion of transaction growth and new wallet creation, distorting metrics often cited as signs of organic adoption. Culper alleges that Vitalik Buterin and core developers severely miscalculated Layer 1 demand elasticity using outdated models, overestimating real demand by 3–9 times. The report claims Vitalik is aware of these issues and has been selling ETH, exceeding previously announced sales targets. Meanwhile, Tom Lee of Bitmine continues to defend ETH based on misleading on-chain activity growth. Additionally, validators are earning 40–50% less in tips per unit of gas, reducing staking yields and potentially weakening institutional interest. Ethereum is also losing developer and market share to Solana, which has attracted major institutional DeFi adoption. Culper concludes that Ethereum’s tokenomics are irreparably damaged and expects further price declines.

Odaily星球日报03/06 04:44

Wall Street Shorts ETH: Vitalik Knew and Front-Ran, Tom Lee Still Deluded

Odaily星球日报03/06 04:44

Why institutions remain ‘tentative’ despite $461M in Bitcoin ETF inflows

Despite a significant $461.9 million in net inflows into U.S. Spot Bitcoin ETFs on March 4th—led by BlackRock’s IBIT with $306.6 million—the broader cryptocurrency market exhibits mixed and cautious institutional sentiment. Bitcoin reclaimed the $72,000 level, yet recent volatility and lingering uncertainty suggest a tentative recovery rather than a strong bullish shift. While Ethereum saw $169.4 million in inflows and Solana and XRP also recorded positive flows, demand appears less confident compared to Bitcoin. Analysts caution that this may indicate a phase of slow accumulation rather than the start of a major rally, with retail "Fear" still influencing market dynamics. The key for Bitcoin's next move is sustaining the $72,000 level as support.

ambcrypto03/06 04:02

Why institutions remain ‘tentative’ despite $461M in Bitcoin ETF inflows

ambcrypto03/06 04:02

Ethereum’s Price Dips, But Bitmine Immersion Is Buying More ETH Through Market Chaos

Ethereum's price has dipped significantly from its recent all-time high of $4,900, yet it has rebounded above $2,100. Despite the ongoing market turbulence, Bitmine Immersion is capitalizing on the volatility by expanding its Ethereum holdings. The company recently purchased an additional 50,900 ETH, bringing its total holdings to approximately 4.47 million ETH, which represents about 3.7% of the circulating supply. According to Bitmine's CEO Tom Lee, this strategic accumulation is a deliberate move, reflecting strong conviction in Ethereum's long-term prospects and expectations of a market recovery by March. From a technical perspective, Ethereum's price movement is closely aligned with Bitcoin's, showing signs of a potential bullish trend. Analysts suggest that while the market structure remains fragile and short-term direction is not guaranteed, the breaking of key resistance levels and the current price action indicate the possibility of a larger upward move. The price is now attempting to break above the $2,150 resistance level, signaling a potential shift in market sentiment.

bitcoinist03/06 04:02

Ethereum’s Price Dips, But Bitmine Immersion Is Buying More ETH Through Market Chaos

bitcoinist03/06 04:02

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