Bitcoin Madencileri İçin 2026’da Beklenen Rüzgarlar: Hashrate Düşüyor Mu?
U.S.-listed bitcoin miners entered 2026 with rising revenues, improving margins and recovering valuations, setting a more constructive near-term backdrop.
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U.S.-listed bitcoin miners entered 2026 with rising revenues, improving margins and recovering valuations, setting a more constructive near-term backdrop.
Diversification into AI and HPC infrastructure drove sharp outperformance for miners, while pure-play bitcoin miners lagged.
Bitcoin leads gains above $106,000, yet a CME gap hints at potential short-term volatility.
The company is targeting $3.4 billion in AI Cloud ARR by end of 2026 with expansion to 140,000 GPUs and strengthened financing position.
The deal is indicative of how miners’ once-volatile hardware fleets are increasingly viewed as strategic compute assets, bridging the gap between blockchain and AI.
Both companies unveil major note offerings to strengthen balance sheets and accelerate growth in data center and computing infrastructure
Both companies unveil major note offerings to strengthen balance sheets and accelerate growth in data center and computing infrastructure
"While shares have done well over the expectation that IREN will entirely focus on its GPU cloud, we continue to believe there is more room to run," said analyst Brett…