According to the source, the claim that Bitfarms will wind down Bitcoin mining and pivot to AI infrastructure cannot be verified under our sourcing rules. Please provide a primary source such as a Bitfarms press release, investor presentation, or regulatory filing so we can deliver a trading-focused analysis with proper citations.

According to the source, the claim that Bitfarms (BITF) will wind down Bitcoin (BTC) mining and pivot to AI after a $46 million loss requires verification from an official company disclosure before a trading-oriented summary can be provided. Please supply one of the following: an official Bitfarms press release or investor presentation; the latest SEC/SEDAR filing (e.g., Form 6-K, 40-F, MD&A); an earnings call transcript; or an exchange notice. Source: user-provided social media post linking to third-party media.

According to the source, Bitcoin miner Greenidge (NASDAQ: GREE) secured a five-year New York air permit in exchange for committing to reduce greenhouse gas emissions by 44% over the next four years, source: the source. This development links operational continuity to measurable emissions milestones that are directly relevant for BTC mining capacity planning and investor risk assessment in ESG-sensitive crypto equities, source: the source.

According to the source, UAE telecom operator du is launching Cloud Miner, described as the first regulated Bitcoin (BTC) mining service available to UAE residents, as stated in a social media post dated Nov 3, 2025 from the source. The source characterizes the development as bullish for BTC, signaling positive market sentiment around increased compliant access to mining within the UAE, per the same source.

According to the source, a social media post dated Oct 26, 2025 claimed the Royal Government of Bhutan holds 696 million dollars in crypto; the post did not cite any official filing or statement to substantiate the figure (source: X post Oct 26, 2025). Bhutan’s state-owned Druk Holding and Investments previously partnered with Bitdeer Technologies Group to develop up to 600 MW of data center capacity for Bitcoin mining in Bhutan, confirming sovereign-backed exposure to BTC mining infrastructure (source: Bitdeer Technologies Group press release May 3, 2023; Bitdeer Technologies Group 2024 Form 20-F). Court documents in the Celsius Network bankruptcy list Druk Holding and Investments among entities involved in digital-asset dealings, evidencing prior engagement with crypto markets by Bhutan’s investment arm (source: U.S. Bankruptcy Court for the Southern District of New York, Celsius Network LLC case docket, 2023 filings). Bitdeer Technologies Group is listed on Nasdaq under ticker BTDR, offering public-market exposure linked to the Bhutan mining partnership that traders can track while awaiting any official confirmation regarding sovereign BTC holdings (source: Nasdaq listing for Bitdeer Technologies Group; Bitdeer Technologies Group press materials on the Bhutan partnership).

According to @elonmusk, Bitcoin is based on energy and energy cannot be faked, highlighting that BTC issuance and security derive from verifiable power consumption, source: @elonmusk on X dated Oct 14, 2025. Proof-of-Work requires measurable computational work tied to electricity expenditure, economically anchoring block creation and making counterfeiting prohibitively costly, source: Satoshi Nakamoto Bitcoin Whitepaper 2008. For traders, this reinforces focus on miner breakeven cost, hash rate trends, and electricity pricing as key inputs for miner supply behavior and network security, source: Cambridge Centre for Alternative Finance Cambridge Bitcoin Electricity Consumption Index overview and Bitcoin.org Developer Guide on mining rewards. High-profile social media statements by Elon Musk have previously coincided with abnormal returns and elevated trading volumes in crypto, so monitoring BTC spot liquidity and derivatives activity after such posts is common among traders, source: Lennart Ante Blockchain Research Lab 2021.

According to the source, Canaan’s stock rose after the company announced plans for a Canadian gas-to-compute pilot. According to the source, the share-price strength was attributed to the Canadian gas-to-compute initiative linked in the announcement on Oct 14, 2025.

According to @ReutersBiz, Brazil's energy glut could help resolve crypto mining's power crisis, highlighting potential relief on electricity constraints that affect mining operations, source Reuters Business. According to @ReutersBiz, US startup Spacecoin said it successfully sent secured information through space, signaling progress in space-based secure communications relevant to the crypto sector, source Reuters Business. According to @ReutersBiz, the briefing did not provide timelines, costs, or deployment details for either development, limiting immediate trading catalysts to headline-driven sentiment, source Reuters Business.

According to the source, two civil lawsuits have been filed against Kentucky State Senator Brandon Smith tied to his Bitcoin BTC mining company, alleging misrepresentation and breach of contract; source: Kentucky state court public complaints cited by the source. Traders should note that litigation of this type can lead to injunctive relief or damages that may disrupt operations or vendor payments if granted, which can indirectly affect local mining uptime and service providers; source: Kentucky Rules of Civil Procedure Rule 65 and standard contract remedies under Kentucky law. As of the time referenced in the source, there is no indication of a court ruling or injunction, and no direct impact on BTC network hash rate or on publicly traded miners is identified; source: the source report does not cite any court orders.

According to the source, Binance founder Changpeng Zhao (CZ) said he met the King of Bhutan in the Himalayas and discussed crypto; his post did not disclose any partnership, policy, or investment details. Source: CZ on X, Sep 29, 2025. Bhutan’s sovereign investment arm Druk Holding and Investments (DHI) has an existing collaboration with Bitdeer to develop hydro-powered Bitcoin mining in Bhutan, with plans referenced up to 600 MW, providing the clearest listed-market linkage via Bitdeer (NASDAQ: BTDR). Sources: Bitdeer Technologies Group press release, May 3, 2023; DHI statement, May 2023; NASDAQ listing data. Until new official disclosures emerge, the tradable focus is monitoring BTDR and broader BTC mining benchmarks for any Bhutan-related operational updates, as these are the only directly verifiable ties from public records. Sources: Bitdeer investor relations materials (2023–2024); CZ on X, Sep 29, 2025.

According to @adam3us, he heard from multiple contacts that OCEAN reached out to Bitcoin mining pools with legal theories intended to push corporate counsel toward moderating content, and he added this looks worse in the context of leaked @lukedashjr instant messages referenced by an article from @theragetech. Source: Adam Back on X (Sep 25, 2025), https://twitter.com/adam3us/status/1971330468961542213 Trading relevance: The allegation centers on potential pool-level content moderation in Bitcoin transaction selection, a governance risk that can influence policy signaling by mining pools and market sentiment around BTC’s censorship resistance; traders should monitor any public statements or policy updates from OCEAN and major pools for changes that could affect transaction selection and fee dynamics. Source: Adam Back on X (Sep 25, 2025), https://twitter.com/adam3us/status/1971330468961542213

According to the source, Bitcoin mining margins have tightened since the April 2024 halving cut the block subsidy to 3.125 BTC, reducing baseline issuance-linked revenue by 50 percent, per BTC.com halving data. Network difficulty and hashrate pushed to record highs through 2024, diluting revenue per terahash and raising the cost to find a block, according to Hashrate Index metrics by Luxor. At power prices around 7–10 cents per kWh, many older S19-class ASICs operate near or below cash break-even post-halving, based on Hashrate Index breakeven models and Bitmain efficiency specifications. For trading, monitor hashprice (USD/TH/day), difficulty adjustments, and the fee share of miner revenue; increases in fees or declines in difficulty can temporarily lift miner margins and reduce sell pressure, per Hashrate Index data and mempool fee statistics. On-chain analytics show miner-to-exchange BTC flows tend to rise when hashprice compresses, which can add incremental supply pressure on BTC, according to Glassnode research.

According to @rovercrc, Bitcoin’s hash rate and mining difficulty are “exploding,” with a “vertical” BTC price move anticipated soon; source: @rovercrc on X, Sep 8, 2025. The post provides no supporting data, so traders should first verify the current 7-day average hash rate and the latest difficulty reading before positioning; sources: Blockchain.com Charts and BTC.com Pool Stats. Bitcoin’s difficulty retargets every 2016 blocks to target ~10-minute block times, and difficulty increases indicate more network hash power competing, while protocol mechanics do not set or guarantee market price; source: Bitcoin.org Developer Guide. For trade setup confirmation and miner-driven flow risk, monitor miner revenue per TH/s and hashprice as proxies for margin stress and potential selling pressure; source: Hashrate Index by Luxor.

According to @Excellion, Block's Proto Mining now has the most efficient Bitcoin (BTC) miner, creating a new opportunity for Bitcoin-aligned hardware providers, source: @Excellion on X, Aug 17, 2025. He added that prior mining hardware makers lacked a Bitcoin ethos, a signal that procurement and sentiment could favor vendors aligned with BTC values, which traders can watch across miner capex and purchase decisions, source: @Excellion on X, Aug 17, 2025. Traders should monitor market reaction in BTC mining equities and hashprice to efficiency narratives and any follow-on communication from Block or Proto Mining, source: @Excellion on X, Aug 17, 2025.

According to @EmberCN, Cango (NYSE: CANG) has accumulated 4,678.9 BTC through self-mining and self-custody, valued at $560 million as reported by the author. source: @EmberCN on X, Aug 15, 2025. The author characterizes Cango as the Eastern MicroStrategy given its continued BTC accumulation and long-term HODL approach. source: @EmberCN on X, Aug 15, 2025. For traders, the report frames CANG as a BTC-treasury equity proxy with balance-sheet exposure to BTC price movements, analogous to MicroStrategy’s positioning as described by the author. source: @EmberCN on X, Aug 15, 2025. This update provides a trading-relevant data point on corporate BTC accumulation and long-term holding by a NYSE-listed company, which traders often track for gauging BTC beta via equities. source: @EmberCN on X, Aug 15, 2025.

According to @rovercrc, Google has acquired an 8% stake in BTC miner TeraWulf in a $3.7 billion deal. Source: @rovercrc on X, Aug 14, 2025. The post provides no supporting materials such as an official press release or SEC filing links, so the claim remains unverified at the time of posting. Source: @rovercrc post content. Traders should wait for confirmation via a Schedule 13D/13G from the acquirer or a Form 8-K from the issuer, as well as company investor relations updates, before acting on the headline. Source: U.S. SEC disclosure rules for Schedule 13D/13G and Form 8-K.

According to Farside Investors, Marathon Digital Holdings (MARA) mined 703 BTC and CleanSpark (CLSK) mined 671 BTC in July 2025. These production figures highlight both companies' strong operational efficiency and sustained capacity in the competitive Bitcoin mining sector. The reported output may influence market sentiment for MARA and CLSK shares, as well as impact BTC price dynamics by signaling continued institutional mining strength. Traders should monitor MARA and CLSK stock performance and Bitcoin price reactions for potential short-term volatility following these disclosures (source: Farside Investors).

According to Paolo Ardoino, Tether is currently testing a new version of its Mining OS, with plans to complete the open-sourcing process by the end of the year. This upgrade is expected to enhance operational transparency and efficiency for crypto miners, potentially lowering entry barriers and operational costs for Bitcoin (BTC) mining. Traders should monitor the release timeline, as open-source mining software from a major stablecoin issuer like Tether could impact mining decentralization and influence BTC network dynamics (source: @paoloardoino).

According to @StockMKTNewz, investment firm Cantor Fitzgerald projects that Bitcoin miner Core Scientific (CORZ) could be valued at over $30 per share in a potential buyout by cloud firm CoreWeave, nearly double its recent price. This optimistic valuation, cited by Cantor, stems from a 12-year, $3.5 billion AI infrastructure contract with CoreWeave, which promises stable, long-term cash flows. This move aligns with a trend identified by Rittenhouse Research, where crypto miners pivot their infrastructure from mining Bitcoin (BTC) to supporting AI, which is seen as a more stable revenue source than the volatile and halving-dependent crypto mining industry. In sharp contrast, mining machine manufacturer Canaan (CAN) is shutting down its unprofitable AI chip division to refocus entirely on its core Bitcoin mining operations. The firm's CEO, Nangeng Zhang, stated the move was to double down on core strengths after the AI unit accounted for 15% of operating expenses but generated minimal revenue. The market has reacted strongly to these divergent strategies, with CORZ shares surging while CAN stock has declined nearly 75% in the last six months, highlighting the high stakes of strategic pivots between AI and crypto.

According to Kevin O’Leary, the convergence of Bitcoin (BTC) mining and AI is creating significant investment opportunities as miners diversify their operations to survive post-halving profit squeezes. O'Leary states that the massive power infrastructure built for bitcoin mining is now being repurposed for AI data centers, a move attracting institutional investors. He highlights that companies like Core Scientific (CORZ), Hive Digital (HIVE), and Hut 8 (HUT) are already pivoting their data centers to include AI services. O'Leary emphasizes that access to power is the critical factor, pointing to energy-rich regions like West Virginia, Texas, and Alberta, Canada as prime locations for these dual-purpose facilities. This strategic shift is framed as essential for North America to compete in the global 'AI wars,' particularly against China.