066 Can Pure-Play Bitcoin Miners Survive Without AI? w/Cindy Feng

<p>🔗 <strong>Bitcoin Mining Stocks</strong> <a href="https://bitcoinminingstock.io/">https://bitcoinminingstock.io/</a></p> <p>📊 <strong>Pure-Play Bitcoin Miners in the Age of AI</strong></p> <p>In this episode of <em>HashrateUp</em>, Jesse speaks with <strong>Cindy Feng</strong>, founder of <em>Bitcoin Mining Stocks</em> and former Bitdeer IR & marketing team member, about the state of public Bitcoin mining companies in 2026.</p> <p>With hashprice around <strong>38</strong>, a <strong>-3.58% difficulty adjustment</strong>, and an ASIC market in free fall (S21s trading at <strong>$6–7</strong>), the economics for public miners have fundamentally shifted.</p> <p>Cindy breaks down the widening divide in the market: miners pivoting toward <strong>AI/HPC</strong> are seeing <strong>200–300% stock gains</strong>, while pure-play Bitcoin miners are under pressure. We discuss Bitdeer overtaking Marathon as the world’s largest public miner, why only <strong>6 out of 30+</strong> public companies have announced major AI deals, what investors are actually focused on today, and whether pure-play Bitcoin mining can survive in this environment.</p> <p>⚡ <strong>Topics covered</strong></p> <ul> <li>Hashprice environment & market conditions</li> <li>Public miner stock performance: winners vs. losers</li> <li>The AI/HPC pivot: who’s doing it and why</li> <li>Bitdeer’s 500% self-mining growth & becoming #1 worldwide</li> <li>ASIC market collapse & equipment valuation</li> <li>Treasury strategies & capital allocation</li> <li>What matters most for public miners in 2026</li> <li>Outlook for hash rate, difficulty & ASIC prices</li> </ul> <p>🛠 <strong>Sponsored by</strong></p> <p><strong>Hashbranch</strong> – Hosting & hardware made simple Code: <strong>HASHRATEUP100</strong> <a href="https://hashbranch.com">https://hashbranch.com</a></p> <p><strong>SoloMining</strong> – Home & solo mining made easy Code: <strong>HASHRATEUP</strong> <a href="https://solomining.de">https://solomining.de</a></p> <p><strong>Altair Technology</strong> – Bitcoin Mining Solutions <a href="https://altairtech.io">https://altairtech.io</a></p> <p>📲 <strong>HashrateUp Hardware Deals</strong> Telegram: <a href="https://t.me/hashrateup">https://t.me/hashrateup</a></p> <p>📩 <strong>Free 5 Day Bitcoin Mining Course</strong> <a href="https://hashrateup.com/newsletter-sign-up/">https://hashrateup.com/newsletter-sign-up/</a></p> <p>🎧 <strong>Follow HashrateUp</strong></p> <ul> <li>Spotify: <a href="https://open.spotify.com/show/6At5Inqb2JHVl4k9VuPO8t">https://open.spotify.com/show/6At5Inqb2JHVl4k9VuPO8t</a></li> <li>Twitter: <a href="https://twitter.com/HashrateUp">https://twitter.com/HashrateUp</a></li> <li>Instagram: <a href="https://www.instagram.com/hashrateupbtc/">https://www.instagram.com/hashrateupbtc/</a></li> <li>TikTok: <a href="https://www.tiktok.com/@hashrateup">https://www.tiktok.com/@hashrateup</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/company/hashrateup">https://www.linkedin.com/company/hashrateup</a></li> </ul>