If your investment thesis centers on hash rate growth and Bitcoin accumulation, traditional Bitcoin mining equities are no longer the clearest proxy for that exposure. The Omnes Mining Note is the first product I’ve seen that effectively closes this gap.
Hyperscaler contracts have moved from a sideshow to the main story for public miners, but the announcements are scattered across press releases and 8-Ks. We've built a single tracker that surfaces every deal and the economics that matter.
The U.S. scores just 0.56 while Oman leads at 0.75. A survey of 48 industry participants reveals where #BitcoinMining is actually thriving, and where conditions are tightening.
Public companies now hold over 1.1 million BTC, 6.5 million ETH, and 17.6 million SOL - but the buying peaked near all-time highs. With Bitcoin down 41%, corporate accumulation has slowed dramatically. We break down 6 months of treasury flows across $BTC, $ETH, and $SOL.
Public Bitcoin miners are pivoting to AI/HPC data centers, so we built a live tracker to compare operating, under development, and pipeline capacity.
HPC/AI exposure drove miner valuations in 2025. The next phase will separate execution from narratives, and that's where re-ratings will diverge. $IREN $APLD $CIFR $WULF $HUT
🎧 We turned our annual Bitcoin mining report into a podcast that covers mining economics, AI/HPC valuations and more...
Institutions increased positions in Bitcoin miners during first 9 months of 2025, with $IREN, $APLD, $CIFR, and $RIOT leading gains in holder numbers and capital flows.
New Homepage: A clearer starting point for discovering our platform’s data and features for digital-asset equities.
Bitcoin ended 2025 in the red, but mining stocks surged. A data-driven look at what changed, who outperformed, and why timing matters.
Digital asset treasury stocks explained: public companies holding Bitcoin, Ethereum, and Solana on their balance sheets. Learn NAV, mNAV, valuation impact, risks, and how these stocks differ from ETFs and tokens.
