# Сопутствующие статьи по теме Mining

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Mining", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

SBF's Protege Turns $225 Million into $5.5 Billion in One Year

Leopold Aschenbrenner, a 24-year-old former member of FTX’s Future Fund team and later an OpenAI researcher, has become one of the most talked-about figures in AI investing. His fund, Situational Awareness LP, grew its publicly disclosed holdings from $225 million in Q4 2024 to $5.5 billion by Q4 2025—an extraordinary surge in just one year. After graduating top of his class from Columbia University, Aschenbrenner worked at FTX until its collapse. He then joined OpenAI’s Superalignment team but was fired in 2024 following internal disputes over AI safety. Shortly after, he published a influential 165-page essay, "Situational Awareness: The Decade Ahead," which laid the groundwork for his AI-focused investment fund. Situational Awareness LP’s strategy is highly concentrated, with 86% of its portfolio in its top ten holdings. The fund avoids popular AI application plays, instead targeting upstream infrastructure—especially energy, computing, optical communications, and storage. Its largest position is in Bloom Energy, whose stock has surged over 10x since late 2024. The fund also holds several Bitcoin mining companies, including Core Scientific and Bitdeer, betting on their pivot to AI compute rather than crypto. Aschenbrenner’s trajectory mirrors—yet diverges from—that of SBF, his former FTX associate. While SBF faced legal downfall, Aschenbrenner repositioned himself at the forefront of AI investing, turning disruption into opportunity.

marsbit03/05 07:31

SBF's Protege Turns $225 Million into $5.5 Billion in One Year

marsbit03/05 07:31

SBF's Protege Turns $225 Million into $5.5 Billion in One Year

Leopold Aschenbrenner, a 24-year-old former member of FTX’s Future Fund team and later an OpenAI employee, has become one of the most talked-about figures in AI investing. His fund, Situational Awareness LP, grew its publicly disclosed holdings from $255 million in Q4 2024 to $5.5 billion by Q4 2025—an extraordinary surge in just one year. Aschenbrenner, who graduated top of his class from Columbia University, was involved in the effective altruism movement, much like SBF. After FTX’s collapse, he joined OpenAI’s Superalignment team but was fired in 2024 over internal disagreements regarding AI safety. Shortly after, he published a influential 165-page essay on AI and the path to superintelligence, which led him to establish his AI-focused investment fund. Situational Awareness LP’s strategy is highly concentrated, with 86% of its portfolio in its top ten holdings. It focuses on upstream AI infrastructure—such as energy, computing power, and hardware—rather than application-layer companies. Notable positions include Bloom Energy (which saw a 10x gain), several Bitcoin mining firms transitioning to AI compute (like Core Scientific and Bitdeer), and a short position on Infosys, betting AI will replace IT outsourcing. Aschenbrenner’s story mirrors that of other brilliant young figures in tech and finance, but unlike SBF—now imprisoned—he has pivoted successfully into the AI boom, turning disruption into opportunity.

Odaily星球日报03/05 07:28

SBF's Protege Turns $225 Million into $5.5 Billion in One Year

Odaily星球日报03/05 07:28

Crypto Morning Brief: Bitcoin Breaks Through $70,000, Kraken Granted Access to Fed's Core Payment System

Crypto Daily: Bitcoin Surpasses $70,000, Kraken Gains Access to Fed Payment System Key market developments include Bitcoin breaking $70,000 and Kraken becoming the first crypto company approved to access the Federal Reserve’s core payment system. In U.S. economic updates, February ADP employment rose to 63,000, exceeding expectations. President Trump nominated Kevin Warsh as Federal Reserve Chair; Warsh has previously expressed that Bitcoin is better suited as a store of value than a currency. Major U.S. regulators submitted a crypto industry oversight plan to the White House. Notable industry moves: Coinbase launched stock trading with extended hours, Backpack introduced on-chain IPO subscriptions on Solana, and Sui’s native stablecoin USDsui went live, with yields benefiting the Sui ecosystem. Corporate Bitcoin strategies clarified: MARA Holdings denied plans to sell its 53,822 BTC, while Chinese firm JZXN announced intent to acquire 10,000 BTC despite its small market cap. Venture firm a16z is raising $2 billion for its fifth crypto fund. Recommended reads cover topics including AI’s market impact, gold and crypto as hedges, semiconductor market volatility, and SpaceX’s potential IPO. Amid traditional market declines, cryptocurrencies demonstrated resilience, reinforcing Bitcoin’s role as digital gold in uncertain geopolitical climates.

marsbit03/05 02:07

Crypto Morning Brief: Bitcoin Breaks Through $70,000, Kraken Granted Access to Fed's Core Payment System

marsbit03/05 02:07

Riot mines 5,686 BTC and earns $647mln in 2025 – Yet its stock barely moved

Riot Platforms reported record $647.4 million revenue in 2025, a 72% increase from 2024, driven by mining 5,686 BTC. Despite Bitcoin's price surge to $87,498, Riot’s stock remained stagnant, reflecting investor concerns over rising mining costs. The average cost to mine one BTC jumped to $49,645 in 2025, up from $32,216, due to increased network competition. While Riot maintains strong liquidity with $1.6 billion in BTC holdings and $309.8 million cash, the broader mining industry faces profitability pressures from halving events, geopolitical risks, and economic uncertainty.

ambcrypto03/04 19:02

Riot mines 5,686 BTC and earns $647mln in 2025 – Yet its stock barely moved

ambcrypto03/04 19:02

Paraguay Plans First State-Run Bitcoin Mining Project

Paraguay's state power utility ANDE has signed a memorandum of understanding with crypto infrastructure firm Morphware to explore a state-run Bitcoin mining operation. This marks a shift from hosting private miners to a utility-controlled model. The partnership will analyze using seized mining equipment—reportedly around 30,000 units—to monetize underutilized electricity. An initial pilot may deploy 1,500 confiscated ASICs near existing substations. ANDE would own and operate the miners, while Morphware provides technical support. The initiative aims to turn idle energy into revenue while aligning with national energy and digital infrastructure strategies.

bitcoinist03/04 14:32

Paraguay Plans First State-Run Bitcoin Mining Project

bitcoinist03/04 14:32

Bitcoin: MARA’s $4.7B sell-off rumors spark panic – Is a massive crash coming?

The market is in turmoil due to rumors that MARA Holdings, the second-largest Bitcoin holder with 53,822 BTC worth $4.7 billion, may sell part of its holdings. This speculation arose after MARA updated its treasury policy on March 2nd, shifting from its long-term holding strategy. Although no sale has occurred yet, the possibility has caused panic among investors, fearing a massive sell-off could severely impact Bitcoin's price. In contrast, American Bitcoin announced a significant expansion of its mining operations on March 4th, adding over 11,000 new miners and demonstrating strong confidence in Bitcoin's future. The situation remains tense as the market watches MARA's next move.

ambcrypto03/04 14:01

Bitcoin: MARA’s $4.7B sell-off rumors spark panic – Is a massive crash coming?

ambcrypto03/04 14:01

The Escalation of the Computing Power War: When 'Crypto Mines' Become 'AI Factories', A New Arena for Energy Arbitrage

The computing landscape has dramatically shifted by early 2026, with Bitcoin mining operations transforming into essential "AI factories." This transition is driven by a global scarcity of power, not just chips, turning pre-existing energized land into a monopolistic infrastructure asset. Former miners, now infrastructure capitalists, leverage their secured power and land—a critical advantage given the 5–7 year wait for new substations. Building AI-ready facilities has become capital-intensive, costing $8–11 million per megawatt, creating a clear divide between scaled leaders like Iris Energy (2910 MW portfolio) and execution-focused firms like TeraWulf and Hut 8, which have secured multi-billion dollar contracts. A key shift is the "hyperscale guarantor" model, where tech giants like Google and Microsoft provide credit backing, transforming risky miner leases into investment-grade contracts. This enables favorable debt financing at ~7.125% interest from major banks. Technologically, high-density liquid cooling is mandatory for platforms like NVIDIA’s Blackwell, which consumes 120 kW per rack. Innovations like Shanghai’s submerged data centers (PUE 1.15) use seawater cooling, reducing power use by 40–60%. The Blackwell supply backlog acts as a moat, locking out late entrants. Companies like CoreWeave, with early chip orders, dominate. The industry has matured into an energy-transition play, treating computation—whether Bitcoin or AI—as an interchangeable output of power assets. The era of pure mining is ending. The new high-stakes game is energy arbitrage, where AI factories become permanent, grid-shaping load-bearing institutions.

marsbit03/04 10:21

The Escalation of the Computing Power War: When 'Crypto Mines' Become 'AI Factories', A New Arena for Energy Arbitrage

marsbit03/04 10:21

Indiana Enacts HB 1042, Opening State Retirement Plans to Crypto Investments

Indiana Governor Mike Braun has signed House Bill 1042 into law, permitting state-managed retirement plans to offer cryptocurrency investment options. The bill, which passed the Indiana General Assembly and received final approval on March 4, requires the Hoosier START 529 plan, the Teachers Retirement Fund, and the Public Employee Retirement Fund to provide a self-directed crypto investment window by July 2027. Participation remains optional for individuals. The legislation also protects crypto users by prohibiting most public agencies from imposing special taxes on crypto payments or banning businesses from accepting digital assets. Additionally, it safeguards the right to use self-hosted wallets and prevents local governments from unfairly targeting or banning crypto mining operations. This move aligns with a growing trend of integrating crypto into traditional financial systems in the U.S.

TheNewsCrypto03/04 09:02

Indiana Enacts HB 1042, Opening State Retirement Plans to Crypto Investments

TheNewsCrypto03/04 09:02

Crypto Morning Report: MARA Holdings Allows Bitcoin Sales, Hash Global Secures Additional $100 Million Investment from YZi Labs

Crypto Morning Brief - Key developments: Trump advocates for pro-crypto legislation, warning that without it, the industry may move to China. The CFTC plans to approve crypto perpetual futures in the U.S. within weeks. Lido paused deposits to ZKsync due to a bridge security vulnerability. Aave faces governance challenges as ACI ends its collaboration. Visa and Bridge expand stablecoin card services to 100+ countries. MARA Holdings now allows selling its Bitcoin holdings (53,822 BTC as of Dec 2025). Hash Global received an additional $100M strategic support from YZi Labs. Empery Digital rejected shareholder demands to liquidate Bitcoin. Antalpha disclosed $134M in Tether Gold holdings. PayPay, backed by SoftBank, plans a $1.1B Nasdaq IPO.

marsbit03/04 01:08

Crypto Morning Report: MARA Holdings Allows Bitcoin Sales, Hash Global Secures Additional $100 Million Investment from YZi Labs

marsbit03/04 01:08

Bitcoin refuses to collapse despite deepening global crisis: ‘Nice sign of life’

Despite escalating geopolitical tensions and fears of a global economic slowdown, Bitcoin has shown resilience by holding above the critical $60,000 support level and even advancing, trading at $66,472.88 at press time. This strength is reflected in related equities, with MicroStrategy (MSTR) and mining companies like MARA and Riot Platforms posting gains. MicroStrategy further increased its Bitcoin holdings, although its average purchase price remains above current levels. However, risks persist, including potential oil shocks and a worsening geopolitical landscape, as highlighted by former President Trump’s warnings. VanEck’s CEO cautions that this may represent a bottom formation rather than a full bull market, noting Bitcoin is still significantly below its 2025 high. The market currently shows signs of stability but remains vulnerable to external shocks.

ambcrypto03/03 22:03

Bitcoin refuses to collapse despite deepening global crisis: ‘Nice sign of life’

ambcrypto03/03 22:03

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