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Texas’ Peak Game Is Getting Harder as AI Load Floods ERCOT
Bitcoin miners have long used flexibility to manage 4CP transmission costs. The AI data center boom is now forcing a broader debate over who pays for…
Jun 11
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BlocksBridge Consulting
18
The Great Bitcoin Decoupling: Miners Rally as Backdoor AI Infrastructure Bets
Bitcoin miners used to be a leveraged BTC trade. Now they’re rallying as backdoor AI infrastructure bets.
Jun 4
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BlocksBridge Consulting
23
1
PJM’s $23B Warning: AI Load Is No Longer Just a Power Demand Story
Unique, Unprecedented and Uncertain: PJM’s Market Monitor Puts a Price Tag on Data Center Load Growth
May 28
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BlocksBridge Consulting
16
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The AI Hedge Fund Hunting for Bitcoin Miners’ Hidden Megawatts
May 21
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BlocksBridge Consulting
24
The Great Bitcoin Decoupling: Miners Rally as Backdoor AI Infrastructure Bets
Jun 4
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BlocksBridge Consulting
23
1
30GW Pipeline Boom: Miners Bet Big on AI—But Delivery Isn’t Monetization
Feb 19
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BlocksBridge Consulting
18
1
$33B in Bonds Is Fueling the AI Megawatt Arms Race
Feb 26
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BlocksBridge Consulting
19
1
PJM’s $23B Warning: AI Load Is No Longer Just a Power Demand Story
May 28
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BlocksBridge Consulting
16
Mapping Out America’s AI Data Center Boom: 4,000 Sites and 442 GW in Active Queue
Apr 30
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BlocksBridge Consulting
18
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The AI Hedge Fund Hunting for Bitcoin Miners’ Hidden Megawatts
Situational Awareness’ Q1 filing shows a selective bet on miners with cheap monetized power and still-unpriced AI optionality
May 21
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BlocksBridge Consulting
24
The Great Bitcoin Mining Power Shift: Who Won Q1?
Public miners removed more than 2.2% of bitcoin's compute power in Q1 as AI retrofits accelerated across the industry.
May 14
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BlocksBridge Consulting
17
How Bitcoin Miners Finally Won Cheaper Capital Through AI
From 16% ASIC loans to 6% AI debt, the market is finally re-rating miners
May 7
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BlocksBridge Consulting
7
Mapping Out America’s AI Data Center Boom: 4,000 Sites and 442 GW in Active Queue
From Texas to Virginia, the next wave of AI infrastructure is clustering around power — echoing a playbook first proven by Bitcoin miners
Apr 30
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BlocksBridge Consulting
18
$737M Revenue vs. $6M Free Cash Flow: The Math Behind Core Scientific’s AI Loan
$4.4B spent and 185 MW billing: filing reveals how the $10B CoreWeave deal translates into cash returns
Apr 23
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BlocksBridge Consulting
17
Public Bitcoin Miners Sold More BTC in Q1 Than All of 2025
Major miners sold over 30,000 BTC in Q1 – a figure exceeding total net sales in 2025 and setting a new industry record
Apr 16
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BlocksBridge Consulting
14
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Miner Weekly
Through Miner Weekly, BlocksBridge Consulting delivers curated news on energy, compute, infrastructure, and data analysis from its news and research arm, TheEnergyMag
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