Overview
The latest updates, analysis, and deep dives into the Overview sector of the energy-compute nexus.

Monthly Bitcoin Block Rewards Breakdown
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Wolfie Zhao•May 6, 2023

Compute
Bitcoin Mining Production Benchmarks
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Wolfie ZhaoApr 3, 2023

Compute
Bitcoin Miner Shipments to the U.S by Brand
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Wolfie ZhaoMar 17, 2023

Compute
Net Spending on PP&E by Mining Companies
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Wolfie ZhaoMar 17, 2023

Capital & Markets
Debt Financing by Individual Mining Companies
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Wolfie ZhaoMar 17, 2023

Capital & Markets
Equity Financing by Individual Mining Companies
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Wolfie ZhaoMar 17, 2023

Compute
Price-to-hash ratio of Bitcoin Mining Companies
Just like the price-to-earnings (P/E) ratio commonly used in evaluating public stocks, we have come up with the price-to-hash (P/H) ratio as a uniqu...
Wolfie ZhaoMar 12, 2023

Compute
Bitcoin Mining Daily Hashprice
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Wolfie ZhaoMar 12, 2023

Compute
2023 Bitcoin Production, Liquidation and Holdings
A 2023 year-to-date overview of bitcoin production, liquidation and holdings by each major publicly listed mining companies. ...
Wolfie ZhaoFeb 20, 2023

Compute
Bitcoin Mining Companies Latest Month Recap
An overview of each major public bitcoin mining company’s actual bitcoin production, liquidation, and treasury holdings in the latest calendar month. The ...
Wolfie ZhaoFeb 20, 2023
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Tom Lee responds to controversy surrounding Fundstrat’s differing energy outlooks
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‘Grid is dead’: Maple Finance CEO says on-chain energy markets will swallow utilities
Infrastructure3
SMR holders can now earn yield without selling their power credits
Energy4
BitMine Immersion Added Nearly 70K Ether Last Week, Now Holding 3% of Supply
Compute5
Bitcoin’s $100K Question: Here’s Why Energy Costs May Surge This Week
Compute6
Tom Lee Says Nuclear Is Entering a Bitcoin-Like ‘Supercycle’; Critics Push Back
Energy7
Gold vs Bitcoin: Performance Through the Lens of Energy Supply
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