WATCH: Stephen Byrd from Morgan Stanley on Bitcoin miners' unique position to support hyperscalers with their growth
He covers companies such as @CipherInc, @TeraWulfInc, @bitdeer, and @galaxyhq as examples for this strategic shift
JUST IN: Duke Energy to receive $61.8 million in federal grants for coal plant upgrades, including $33.4 million for East Bend Station in Kentucky and $28.4 million for Roxboro Station in North Carolina. @DukeEnergy $DUK
JUST IN: @Hut8Corp $HUT is moving forward with a major project-finance-style raise for its Texas #AI data center push.
Its indirect subsidiary Beacon Point DC plans to offer $4.25B of senior secured notes due 2042 to fund a turnkey data center in Nueces County, Texas.
Key details from the 8-K:
• 352 MW of critical IT capacity
• Six data halls
• 521-acre site
• On-site substation construction included
• Facility to be leased to a tenant rated AA- or higher
JUST IN: Bitdeer begins construction on a $155 million integrated energy and computing hub in Alberta, focused initially on Bitcoin mining with plans for future high-performance computing. @bitdeer $BTDR
$HIVE @HIVEDigitalTech's 10-K shows how it used #bitcoin itself to fund a major hashrate surge.
Key points:
• 2,139 #BTC used as equipment deposits
• Helped add 18 EH/s across 300 MW in Paraguay
• Installed hashrate reached 25.5 EH/s
• 799 BTC repurchased, generating a $12.8M gain
• 1,452 BTC repurchase options expired unexercised as the strike price was above spot
That effectively left Bitmain accepting the downside of the BTC-linked structure, while HIVE kept the machines that powered its Paraguay buildout.
With quarterly production running above 800 BTC, $HIVE could theoretically mine back the bitcoin in a few quarters, assuming network hashrate stays steady.
🔦 Speaker spotlight: @SGBarbour, Founder of @upstreamdatainc, joins the EIF 2026 speaker lineup.
Steve founded Upstream Data after a decade as a mechanical engineer optimizing oil and gas facilities.
A pioneer in distributed energy and computing systems, Steve has built his work around a clear idea: wasted energy can become valuable compute.
His perspective sits at the intersection of oil and gas, bitcoin mining, field engineering and energy efficiency.
📍 Dallas | July 23, 2026
🎟 Use code EIF20 for 20% off tickets
🔗 https://t.co/ebQ9lZ2OgL
#BitcoinMining #OilAndGas #EnergyInfrastructure #DigitalInfrastructure #EIF2026 #AI #Infrastructure #DataCenters #Energy #Gas #Power #Oil
🔦 Speaker spotlight: Nangeng “NG” Zhang, Founder, Chairman and CEO of @canaanio, joins the EIF 2026 speaker lineup.
Canaan helped define the ASIC mining era with #Avalon and became the first bitcoin mining hardware companies to list on Nasdaq.
NG brings a founder’s perspective on mining hardware, chip design, bitcoin infrastructure and the global competition for energy-efficient compute.
Join us in Dallas this July to hear from the builders shaping where mining, power and capital are heading next.
📍Dallas | July 23, 2026
🎟 Use code EIF20 for 20% off tickets
🔗https://t.co/ebQ9lZ2OgL
#BitcoinMining #ASICs #DigitalInfrastructure #EnergyInfrastructure #EIF2026 #Bitcoin #DataCenters #CAN $CAN #Energy #Dallas
In a 937-page first-quarter report, @pjminterconnect's market monitor has a blunt description for #AI data center load growth:
“Unique, unprecedented and uncertain.”
That’s not just colorful language. It came with a price tag: $23.1B in added capacity-market revenues across three PJM auctions.
JUST IN: South Carolina regulators approve Duke Energy's PowerShare Storage program, enabling nonresidential battery storage systems to support grid stability during peak demand periods. @DukeEnergy $DUK
🔦Speaker spotlight: @MattPrusak, President & Interim CFO of American Bitcoin @ABTC, joins the EIF 2026 speaker lineup.
American Bitcoin (Nasdaq: ABTC), backed by @EricTrump and @DonaldJTrumpJr, has quickly become one of the most closely watched public bitcoin mining and treasury companies.
The next phase of bitcoin mining is not just about hashrate. It is about energy strategy, infrastructure execution and capital discipline.
Matt previously led Ionic Digital’s mining operations and helped build US Bitcoin Corp. into a North American market leader.
Join the conversation at EIF 2026 in Dallas this July.
📍 Dallas | July 23-24, 2026
🎟 Use code EIF20 for 20% off tickets
🔗 https://t.co/ebQ9lZ2OgL
#BitcoinMining #DigitalInfrastructure #EnergyInfrastructure #EIF2026 #Bitcoin #Dallas #AI #datacenter #Texas $ABTC
We are excited to welcome @MatthewRoszak to Energy Investors Forum 2026.
Matthew is Chairman and Co-Founder of @bloqinc and @hemi_xyz, and Founding Partner of @TallyCapital, with investments across Binance, Coinbase, Blockstream and BitGo.
His work spans Bitcoin, DeFi, venture investing and financial technology, making his perspective especially relevant as capital, compute and digital infrastructure converge.
Join us in Dallas, July 23-24, 2026.
Use code EIF20 for 20% off tickets.
https://t.co/ebQ9lZ2OgL
We are honored to welcome @RepBuddyCarter to Energy Investors Forum 2026.
Congressman Carter serves on the House Energy and Commerce Committee and the House Budget Committee, bringing a policy perspective that is highly relevant as energy demand, infrastructure investment and compute growth converge.
Join us in Dallas, July 23-24, 2026, for the conversations shaping the future of energy and compute infrastructure.
Use code EIF20 for 20% off tickets.
https://t.co/ebQ9lZ3m6j
#EIF2026 #EnergyInvestorsForum #EnergyInfrastructure #ComputeInfrastructure #EnergyPolicy #DataCenters #AIInfrastructure #PowerMarkets #Dallas #AI #Infrastructure
We are excited to welcome @AnjneyMidha, Founder of @amppublic, to Energy Investors Forum 2026.
Anjney was most recently a General Partner at @a16z, where he led frontier AI investments and Oxygen, the firm’s compute program.
He is a founding investor in Anthropic, an early angel investor in ElevenLabs, and serves on the boards of leading AI companies including Mistral, Black Forest Labs, Luma AI, OpenRouter, Sesame, LMArena and Periodic Labs.
At Stanford, Anjney also teaches @CS153Systems, a course on frontier systems and infrastructure that has featured guest speakers including Jensen Huang, Sam Altman, Satya Nadella, Matthew Prince and other leaders shaping the AI stack.
AI infrastructure is no longer only about models and chips. It is increasingly about compute access, power availability, data centers and infrastructure capital.
That is where energy, compute and capital meet.
Dallas | July 23-24, 2026
Exclusive 20% discount code for our followers: EIF20
Website: https://t.co/ebQ9lZ3m6j
💧 @SealMiner A4 Pro Hydro test from Bitdeer Lab—compact 2U design, 10.9 J/TH power efficiency, and high-density performance with consistently quiet operation.
More details⚒️: https://t.co/o4P8IrwAsM
#SEALMINER#BitcoinMining#BTC#HydroCooling#MiningRigs