According to @CoinMarketCap, North American BTC mining pools’ share of Bitcoin blocks declined from 40% to 35% over 2025 as firms pivoted toward AI infrastructure, source: BlocksBridge Consulting via @CoinMarketCap (Jan 15, 2026). The five-percentage-point drop indicates a relative hashrate share shift away from North America within global mining pools, directly impacting the region’s contribution to BTC block production, source: BlocksBridge Consulting via @CoinMarketCap. For traders, the reported AI reallocation suggests some miners may prioritize AI compute over BTC hashing, potentially altering mined-BTC output used in tracking miner revenues and equity valuations, source: BlocksBridge Consulting via @CoinMarketCap. Monitoring pool-share distribution and miners’ operational updates can help assess further share changes tied to the AI build-out, anchored by the trend identified in the report, source: BlocksBridge Consulting via @CoinMarketCap.

According to Adam Back, pools using sv2/datum run a trust-the-pool model. Source: Adam Back, X, Sep 5, 2025. He adds that a pool could reject pool shares with JPEGs or any other content it chooses to block, meaning attempts to bypass pool preferences cut both ways. Source: Adam Back, X, Sep 5, 2025. For traders, pool-level filtering in Stratum V2 can influence which transactions are ultimately included in blocks and the resulting Bitcoin fee mix during content-heavy periods. Source: Stratum V2 Project documentation; Glassnode Analytics.