Marathon Digital is transforming from a Bitcoin mining company into a digital energy and infrastructure platform by acquiring Long Ridge Energy & Power for $1.5 billion, boosting its power capacity by 65%. The company plans to build 200 MW for AI and high-performance computing (HPC) workloads by mid-2028, with potential expansion to 600 MW. Marathon now operates a flexible 1.1 GW compute capacity that can shift between workloads to maximize returns. This pivot aims to diversify revenue beyond volatile Bitcoin mining by adding more stable AI and HPC contracts, though investors should watch for progress on AI revenue and customer commitments.
Security experts warn that Bitcoin faces urgent risks from quantum computing, which could break its cryptography much sooner than expected. A recent Google Quantum AI paper reduced the estimated quantum resources needed to crack Bitcoin's security by...
Venture capitalist Andrew Gault highlights that Bitcoin's biggest quantum risk is not its wallet keys but the encrypted authentication data exchanged between financial institutions today. Adversaries are collecting this data now to decrypt it later w...
DRDGOLD is recommended as a 'Buy' with a 12-month target price of $35.39, suggesting a 36.10% upside at current gold prices. The company benefits from a debt-free balance sheet, a high operating margin of 53.7%, and disciplined capital allocation, wh...
Vistry Group, a UK homebuilder, has transitioned to a partnership model and is set to benefit significantly from the new 10-year £39 billion Social and Affordable Homes Programme. The company faced a difficult transition with operational challenges a...
In 2026, Bitcoin wallets dormant for 5 to 15 years have moved a total of $7.6 billion worth of coins, including a recent transfer of 665 BTC valued at $48 million as Bitcoin's price fell below $74,000. These long-inactive wallets, some dating back to...
