The hottest Hardware and Infrastructure News Substack posts right now

And their main takeaways
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Top Technology Topics

Mining stocks could sync up with bitcoin rally soon?

Miner Weekly • 19 implied HN points • 07 Mar 24
💰 Finance Investing Market Analysis Regulation News Hardware and Infrastructure News Corporate News
  1. Bitcoin set an all-time high after more than 840 days, while mining stocks have lagged behind, presenting a history of this disconnect.
  2. Mining stocks mostly underperformed compared to bitcoin, with many still down over 60% from their highs in November 2021.
  3. Historical data shows that mining stocks have often trailed behind bitcoin's return to all-time highs, but when the full bull run returns, they have the potential to outperform.

Negative Margins Become a Harsh Reality Post-Halving

Miner Weekly • 0 implied HN points • 02 May 24
💰 Finance Bitcoin Mining Corporate News Regulation News Hardware and Infrastructure News
  1. Bitcoin's hashprice has decreased significantly post-halving, hitting new lows like $45/PH/s, causing challenges for miners.
  2. Miner operators can't control the hashprice but can manage hashcosts, which are crucial for maintaining profitability.
  3. The decline in bitcoin's hashrate might eliminate inefficient mining operations and reduce network difficulty.

Did Bitcoin Mining Expedite Huawei’s Chip Comeback?

Miner Weekly • 0 implied HN points • 05 Sep 23
🕹 Technology Bitcoin Mining Chip Manufacturing Regulation News Hardware and Infrastructure News Financial News
  1. Huawei potentially bypassed U.S. restrictions by producing its own 7-nm chips, possibly aided by bitcoin mining partnerships.
  2. The connection between bitcoin mining and Huawei's chip development is speculative and unsubstantiated.
  3. While the claim linking bitcoin mining to Huawei's chip progress is intriguing, it remains unconfirmed unless verified by official sources.

Equity financing is warming up, finally

Miner Weekly • 0 implied HN points • 14 Aug 23
💰 Finance Bitcoin Mining Regulation News Hardware and Infrastructure News Financial News
  1. Equity financing in the mining industry has shown growth in Q2, with large miners raising over $430 million, a 60% increase from the previous quarter.
  2. Mining companies like Cipher and Riot are engaging in stock offering agreements that could potentially bring in proceeds of up to $1 billion, indicating a positive trend in equity financing.
  3. The rise in equity financing aligns with strong mining stock performance and increased investments in infrastructure, pointing towards potential growth in mining operations ahead of bitcoin's halving next year.

Core seeks to settle $80m claims at a 46% discount

Miner Weekly • 0 implied HN points • 31 Jul 23
💼 Business Regulation News Hardware and Infrastructure News Corporate News Feature
  1. Core Scientific aims to settle $80 million in claims at a 46% discount, using a mix of cash payments and promissory notes
  2. Core's planned expansion involves agreements with infrastructure suppliers and a focus on its Cottonwood facilities for growth
  3. Auradine introduced a new U.S.-designed bitcoin ASIC on 4nm technology, featuring EnergyTune for self-optimization in response to grid demands
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