Miner Collective Transition to AI: Mining Cost Inversion Nears $20,000, Bitcoin Sale Raises $7 Billion for Mining Power Transformation
**March 28 – A new industry report shows the Bitcoin mining sector is undergoing a structural shift.**
By Q4 2025, average mining costs for listed firms have climbed to ~$80,000 per coin—while Bitcoin trades at just ~$70,000, leaving a nearly $20,000 per-coin loss that makes the industry’s profitability model unsustainable.
In response, mining companies are ramping up moves into Artificial Intelligence (AI) and High-Performance Computing (HPC) infrastructure. To date, the sector has signed contracts worth over $70 billion, with some firms targeting 70% of revenue from AI by end-2026 as they transition into data center operators.
Funding for this shift comes mainly from two sources: leveraged financing and Bitcoin reserve sell-offs. Listed miners have collectively offloaded over 15,000 BTC—including Core Scientific, Bitdeer, and Riot Platforms—continuing to sell holdings to fund AI expansion.
This trend, however, poses potential network security risks. As miners reallocate c
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Weekly Macro Storm: US-Iran Conflict Escalation Roils Global Markets, Rate Hike Expectations Reignite, Energy and Gold Surge Together
March 28 —
Global markets were rocked by severe volatility this past week, driven by the double whammy of geopolitical tensions and monetary policy shifts.
The U.S.-Iran standoff has shifted into a phase of simultaneous military pressure and diplomatic maneuvering, with restrictions in the Strait of Hormuz emerging as a key variable. This has pushed crude oil prices back to elevated levels, sharply lifting global inflation expectations.
Against this backdrop, there’s been a sharp pivot in Federal Reserve policy expectations. Multiple Fed officials have struck hawkish tones, prompting markets to abruptly swing from pricing in rate cuts this year to “higher rates for longer” — and even reopening the door to potential hikes. The U.S. dollar index has climbed back above 100, U.S. Treasury yields have moved higher in lockstep, and expectations for global liquidity have tightened.
Major asset classes have diverged sharply:
- Gold has held steady in a narrow, elevated range amid
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Saudi-based U.S. Military Base Attacked, 12 U.S. Soldiers Injured, Refueling Aircraft Damaged
On March 28, two U.S. officials said Iran launched a joint missile and drone attack on Saudi Arabia’s Prince Sultan Air Base, wounding 12 U.S. soldiers—two of them seriously.
The strike occurred during a one-month stretch of U.S.-Iran conflict and ranks among the most significant failures of the U.S. air defense system. At least two KC-135 aerial refueling tankers were also heavily damaged in the incident. (Source: Jinse)
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US Stock Market Loses Over $1 Trillion This Week, Hits Five-Week Low, "Big Seven" Lose Approximately $870 Billion
March 28 — The S&P 500, Nasdaq Composite and Dow Jones Industrial Average all logged weekly losses, marking their longest streak of five consecutive weekly declines since 2022. The combined market capitalization of the seven largest U.S. tech giants shrank by roughly $870 billion this week, while the Nasdaq has fallen more than 13% from its October 2023 high.
U.S. stocks faced heavy downward pressure this week amid multiple bearish catalysts. As of Friday’s close:
- The Dow tumbled 793 points in a single session
- The S&P 500 hit a fresh seven-month low
- The Nasdaq deepened its technical correction
- The average maximum drawdown for S&P 500 components reached 17%, while Nasdaq stocks averaged a 31% drawdown — with actual losses far steeper than index levels suggest.
The tech sector bore the brunt of the selloff:
- Meta Platforms dropped ~12% this week, weighed by two child safety lawsuit losses and layoff announcements
- Tesla and Amazon each fell more than 3%
- Nv
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A whale sold 7008.8 ETH at an average price of $2041.28, losing nearly $240,000
As of March 28, AI Auntie’s monitoring reveals a large ETH holder who purchased during the Feb 6 market rebound has closed their position, incurring a $239,000 loss.
The wallet address (0xAb59403c721Eaa64a850474e63919573c0F0b767) bought 7,008.8 ETH on-chain at $2,075 per unit, totaling $14.54 million. The holding was sold in two batches—one two weeks ago, the other six hours ago—with a final average selling price of $2,041.28, resulting in the loss.
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F2Pool co-founder Wang Chun withdrew 9,000 ETH from a linked address and deposited it into Aave
On March 28th, per Lookonchain data, a wallet linked to F2Pool co-founder Wang Chun withdrew 9,000 ETH (≈$17.86 million) from Binance 8 hours ago and has since deposited the funds into Aave.
As of now, the wallet holds a total of 79,818 ETH (≈$158.7 million).
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