CMG Cryptocurrency Mining Group

CMG: bitcoin mining research & advisory⚫ contact: @DenisRusinovich

[Denis Rusinovich @DenisRusinovich]

Block 955318: Start of New Era for Mining Pools with 1st Stratum V2 block by @DMND_Sv2 with hashrate support by @GoMining.
There will be more decentralization on the way!!
Happy to work alongside the great founders @bitentrepreneur @dev_sv2

#sv2 #hashrate #miningpool

[CMG Cryptocurrency Mining Group @BTCMiningGroup]

SWI Group takes majority position in GDA (Genesis Digital Assets), a 1.3 GW USA digital infrastructure group, taking SWI Group to a majority shareholding position (deal of $500M)

#bitcoinmining #aipivot

https://t.co/oRUBhkCMSg

[DMND @DMND_Sv2]

DMND and RootstockLabs Partner To Bring #StratumV2 To Merge-mining
https://t.co/VNIJsWuTRC @rootstock_io

[Wu Blockchain @WuBlockchain]

A Russian broker Finam has registered a cryptocurrency mining-focused investment fund with the Bank of Russia and plans to begin trading its shares in the coming days. The fund’s mining infrastructure uses a gas-powered setup to supply energy for mining equipment. Finam said it’s finalizing operational preparations and may expand into other crypto-related investment products. https://t.co/8O7sW7jG4Q

[Ziven @Ziven_io]

JUST IN: 📊 @bigdigital announces a stockholder rights plan to protect against a takeover bid by Endeavor Blockchain, which seeks control of the Board. The plan aims to protect stockholders' interests while allowing considered proposals. Rights activate upon 20% share control. $MIGI

[Tether @tether]

⛏️ Bitcoin Mining is complex.
️⚡ Mining OS by Tether (MOS) makes it simple.

Introducing MOS — the open-source operating system for real mining infrastructure.

Modular. Scalable. Built for energy + hardware + data.

Explore the Documentation: https://t.co/FZF93sTwkn
Join our Discord and ask questions https://t.co/sHeF6qly6l

[TheEnergyMag @TheEnergyMag]

$BTDR Bitdeer Challenges $MARA for Top Spot After December #Bitcoin Production Jump

https://t.co/4B3pyfcGxK

[Stock Master Flash @StckMasterFlash]

Posted on behalf of BitZero Holdings Inc. - 70MW Power Expansion Plans Accelerated at Norway Site
$BITZ.u

@bitzerodotcom announced that the next phase of expansion is underway at its flagship Namsskogan data center in Norway.

The plan contemplates adding 70 MW of new capacity, which would increase total site capacity to approximately 110 MW by September 2026.

The facility is powered entirely by hydroelectric energy, nearly tripling current power consumption and reinforcing $BITZ's focus on low-cost, sustainable high-performance compute and blockchain infrastructure.

As part of the expansion, $BITZ's is developing an internal 132 kV grid to improve operational autonomy.

Once completed, the added capacity is expected to lift the site’s computing power to roughly 7.0 EH/s, moving $BITZ closer to the scale of larger public miners while materially lowering its cost per Bitcoin.

Management estimates the expansion could drive a 3–4x increase in revenue, subject to variables such as network difficulty, equipment performance, and power costs.

Two high-voltage 60 MVA substations have been ordered, site preparation has begun, and long-lead equipment procurement is already underway.

The Namsskogan site currently operates at 40 MW across 39 containers under favorable power contracts, with electricity costs below US$0.04 per kWh.

$BITZ attributes its cost efficiency to an infrastructure-first strategy built around renewable energy, a model endorsed publicly by investor Kevin O’Leary, who highlighted the sustainability, economics, and reduced volatility of the approach.

In addition to the operational update, $BITZ's announced that its voting shares have begun trading on the Frankfurt Stock Exchange under the symbol “000,” complementing its existing CSE listing. The German listing is intended to broaden international visibility, improve liquidity, and expand access to European institutional and retail investors.

[Ziven @Ziven_io]

JUST IN: 🌐 @HIVEDigitalTech expands into Latin America with a Colombian Stock Exchange listing, becoming the first Bitcoin-and-AI infrastructure firm in the region. This milestone enhances HIVE's presence in sustainable computing and aligns with Colombia's tech growth. $HIVE

[CMG Cryptocurrency Mining Group @BTCMiningGroup]

Result of real operation vs retail focused listing...

[Ziven @Ziven_io]

JUST IN: ⚠️ @ArgoBlockchain shares have been delisted from the London Stock Exchange as of today at the company's request. If you have questions, contact Market Operations at 020 7797 4310. $ARBK

[Cointelegraph @Cointelegraph]

🔥 TODAY: A solo miner has successfully mined Bitcoin block 927474, earning a 3.133 $BTC reward worth ~$284K.

[Bloomberg @business]

Illegal Bitcoin mining in Malaysia has become so prolific that authorities are deploying drones with thermal imaging to search for unusual power use https://t.co/5O05GhaLFK

[Cointelegraph @Cointelegraph]

🇺🇾 UPDATE: Tether is shutting down Bitcoin mining operations in Uruguay, amid high energy costs and a $4.8M dispute with state utility UTE.

[Abubakar Nur Khalil @ihate1999]

With Africa's rise in share of global Bitcoin mining hashrate now just under 4%, the question is how this hash power is being used and by whom 📌

In my latest for @ForbesCrypto, I look into Africa's "Hashrate Exfiltration Problem" and future outlook 🔥

https://t.co/uKsw7sPk1y

[pennyether @penny_ether]

Halfway through adjustment period, hashrate on trend for 1,080 EH/s @ $39.76 hashprice. Last time hashprice was here was a little over a year ago (~650 EH/s).. implying 50-60% CAGR for hashrate growth since then.

[pennyether @penny_ether]

Hashrate / ASICs: A collection of recent writing in case you want to be informed on hashrate, ASICs, and ASIC production (aka the arms dealers of BTC Miners)

The Hashrate Almanac: Why hashrate always goes up, the hashcurve, forecasts, etc https://t.co/KMLcGGVjRi

A study of ASIC CapEx / TAM / margins / economics / etc: Basically, selling ASICs is awesome. https://t.co/7J5d1IW6Zg

About $BTDR's ASIC manufacturing prospects (selling and self-mining): https://t.co/Pq7fCPivvh

Some estimates on ASIC TAM for the coming year: https://t.co/jWVhv4crUZ

Bonus: Historic hashprice-adjusted network hashrate CAGR:
https://t.co/m2nmRdqbax

--------------

Also, we just adjusted up 6% to ~1,080 EH/s, in a period where hashprice was lower. Up and to the left is not good for any miner.

In case you're curious how to read this chart:
- Up: miners making the same amount of money, but now require BTC to stay higher-for-longer
- Up and to the right: expected. hashprice up, marginal hashrate comes online. Too much up is bad... that hashrate can sting later on.
- To the right: bull case for miners. however, improved economics means increased chances miners buy more ASICs (eg: up will happen later on, though at some maximum rate limited by infra and ASIC manufacturing)
- Down and to the right: super bull case, but won't last for long: the hashrate that came off will be back soon.
- Down: good, but the hashrate that came off will be back soon
- Down and to the left: expected.. hashprice down means marginal hashrate comes offline
- Left: BTC down, miners still making money though
- Left and up: Misery. Why did all you greedy MFers buy hashrate and ruin it for the rest of us?

[Robert Samuels @RobSamuelsIR]

Today in Dubai at the AIM Summit, our CFO @theRealSalKhan spoke about maximizing the value of each megawatt. Electrons are the new oil and companies who own and operate electrons will be successful in the AI revolution.

At @MARA, we want to manage large amounts of power and deploy it toward the most productive and profitable uses (mining or AI/HPC).

We are continuing to advance our strategy to position ourselves at the forefront of air-gapped and sustainable AI infrastructure.

Our pending acquisition of a 64% stake in Exaion (with an option to increase to 75%) represents a major step forward in that vision. Exaion operates four highly efficient data centers — one in a repurposed monastery in Montreal - and three in France, including one powered by nuclear-backed energy. Each site looks to incorporate heat-reuse and ESG-driven design, with operational classifications ranging from Level 1 to Level 4.

This move aligns directly with MARA’s long-term focus on AI inference at the edge and data sovereignty — the foundational layer of next-generation compute. As AI adoption accelerates globally, inference workloads are growing faster than training, and markets such as France and Canada are leading the shift toward air-gapped AI frameworks that ensure both security and jurisdictional control.

What’s particularly compelling is that early studies suggest air-gapped AI models can deliver up to 40% higher contextual relevance when trained and deployed within secured, localized environments. That’s not just a compliance advantage — it’s a performance one.

The broader AI inference market is estimated at around $97 billion this year, projected to reach $250 billion+ by 2030 — a 17-19% CAGR. By establishing a presence in these first-mover markets, MARA is building early leadership in what we believe will become a defining segment of global AI infrastructure.

[The Block @TheBlockCo]

Bitcoin proposal to curb spam with a temporary soft fork sparks debate among developers https://t.co/F0SfQzp9HB

[Paolo Ardoino 🤖 @paoloardoino]

Argument among thread replies: if everyone uses a PoS coin instead of PoW, there would be more energy to AI.

And if we develop AI limited to the intelligence of a horse, there would be more energy for Bitcoin.

PoW > PoS when it comes to money that needs to resist to the apocalypse.

[Hannibal @0xhannibal]

💼 Capital Group’s $460M Investment in Galaxy Digital

About Capital Group:
One of the world’s largest active asset managers, founded in 1931, managing over $3 trillion AUM.

Known for long-term, research-driven investments through its American Funds platform.

Notable stakes include 5% of BAE Systems, 9% of British American Tobacco, and 15% of ASML Holding — showcasing deep exposure across global blue-chip sectors.

👨🏻‍🚀Galaxy Investment (Closed Oct 17, 2025):

Deal size: $460 million at $36.00/share.

Structure:

• 9,027,778 new Class A shares (≈ $325M to Galaxy)

• 3,750,000 shares from executives (≈ $135M secondary)

Use of proceeds: General corporate purposes and to accelerate build-out of Galaxy’s Helios data center campus.

Why It Matters:

Having Capital Group join as a strategic investor signals institutional confidence in Galaxy’s data-center and AI infrastructure strategy.

The timing, alongside the $1.4 billion Deutsche Bank-led financing for Galaxy Helios I, strengthens liquidity and credibility.

Capital Group’s participation adds long-term stability and validation from one of the most disciplined global investors.

🔑 Takeaway:

A $3 trillion institutional heavyweight backing Galaxy Digital underscores growing Wall Street interest in AI-driven infrastructure and positions Galaxy as a leading U.S.-based player in the next phase of digital and energy convergence.

ALL IN $GLXY 👨🏻‍🚀🚀

Image Courtesy of Legendary Sleuth: @stefanvanderlux 🎩