Zeal Capital

“It’s about $1 million a megawatt all-in, between infrastructure and compute, to build a Bitcoin mining site. The AI site, just the infrastructure without compute, is $10 to $15 million a megawatt.” $MARA CEO Fred Thiel points out the irony of Bitcoin miners pivoting to AI: An AI data center cost

RIOT led at +16.3% and CLSK also moved higher, while MARA was roughly flat. CLSK had a fresh 20-year AI/HPC lease. RIOT had reported data-center revenue. MARA still looked more like optionality.

Many of the largest public Bitcoin miners have been pivoting to AI. I sat down with @fgthiel, CEO of MARA, to ask the obvious question: does that mean they're walking away from Bitcoin? Don't miss his candid read on the future of mining and the network - some of his answers may surprise you.

Crypto stocks, distance from 52-week highs --> $NAKA -99.3% $ABTC -97% $ASST -95% $FWDI -91% $DFDV -89% $DEFT -88% $MTPLF -85% $BKKT -84% $XXI -83% $SBET -82% $BTGO -79% $MSTR -78% $BMNR -77% $CRCL -72% $COIN -63% $ETHV -61% $FIGR -61% $BTDR -60% $MARA -50% $GLXY -50% $HODL -48% $APLD -45% $WULF -3

买点 #ETH 吧，求求了🥺 买点 $ETH 吧，求求了🥺 买点 $ETH 吧，求求了🥺 你看，生态里这么多项目正在落地： 1、Aave推出稳定币Vaults：提供固定利率稳定币收益。 2、zama联手Morpho、SteakhouseFi，推出首个cUSDC（保密USDC）DeFi收益市场，探索隐私稳定币借贷。 3、Ammalgam主网上线无需预言机能降低无常损失风险。 4、Ondo推出Ondo Perps：闭环了，支持使用代币化股票作为合约抵押品。 5、Base推出Base Privacy：面向企业的隐私交易、支付与结算基础设施。另Base重组并分工了。 6、Spark在Unisw

DeFi Frontier is live 🚀 We cover: ✅ 30D yield, TVL changes, benchmarks ✅ @ammalgam goes live! ✅ @kpk_io USDC Yield Vault ✅ @Yieldzio leverage ✅ @3janexyz levered callable capital ✅ @re redemptions ✅ ethereum:0x643c4e15d7d62ad0abec4a9bd4b001aa3ef52d66 deep dive ✅ STRC update All here 👇 the-edge

LATEST: ⚡ MARA Holdings agreed to buy a 1,200-acre powered site in Texas, targeting 2 GW of grid capacity for Bitcoin mining and AI compute.

I am very proud to announce that we have launched the @ammalgam protocol. I have spent the last 4 years building a simple idea, a dex coupled with a lending protocol to create capital efficiency for dex liquidity providers, and the utility to borrow anything. There is a lot to say from a technical

Bitcoin Mining Giant Buys Texas Land Once Promised for Green Fuel in $600M Bet

$MARA +6% >Acquiring 1,200 acre powered land site in TX (no terms) >Initial 1GW of grid capacity by Oct. 2027; 2 W by April 2028 >MARA to develop site through Starwood JV; site seller HIF - who appears to be pivoting from CO2 capture to data center - to retain minority interest