الفهرس
- نظرة عامة على الشبكة
- Why Bitcoin’s hashrate explosion could squeeze public miners next
- Tether Says It’s Staying the Course on Uruguay Mining Push
- Record Difficulty, Leaner Rewards. So What’s Fueling Bitcoin’s Hashrate Stampede?
- Riot Wins Double Upgrade on AI Pivot; Peers Face Mixed Calls
- Five Solo Bitcoin Miners Beat the Odds in 2025
- Parataxis Korea Buys U.S. Mining Fleet to Bolster Institutional Bitcoin Treasury
نظرة عامة على الشبكة
Despite the very high difficulty, a cooling hashrate helped miner revenue recover towards the end of the week. This is a hint that some machines were cycled off after last week’s squeeze. At the same time, the network saw unusually large transaction flows. That suggests big-value transfers propped up earnings even as general fee pressure eased. As for Bitcoin’s price, it pulled back and trimmed some of the previous weeks’ momentum. So far price action seems to be in accordance with what analysts predicted for September. If the prediction continues to be accurate, October should be a positive month for Bitcoin.

Why Bitcoin’s hashrate explosion could squeeze public miners next
Bitcoin’s hashrate hit a new record of 1,073 EH/s this week, capping a 21% monthly and 70% quarterly surge that highlights just how fast new infrastructure is being deployed. The jump comes after months of capital expenditure, and hardware deliveries landing in bursts. For public miners, the surge is a double-edged sword. Rising difficulty will soon tighten margins, rewarding only those with cheap power, efficient fleets, and secured energy deals.

Companies like MARA, RIOT, and CLSK now find themselves competing not just on treasury strategy but on watts-per-terahash and substation access. The hashrate chart, in effect, has become a scoreboard of execution in a sector where price mood can change quickly, but delivered power cannot.
المصدر: cryptoslate.com
Tether Says It’s Staying the Course on Uruguay Mining Push
After local reports claimed Tether was winding down its Uruguayan mining plans amid stalled tariff talks with state utility UTE, the USDT issuer said that’s not accurate. Tether reiterated it’s pursuing long-term, renewables-powered mining across Latin America and is still evaluating “the best path forward” in Uruguay. The company had previously warned that failure to secure better power rates could force a strategic rethink, fueling exit rumors.

Tether was reportedly targeting up to $500M in Uruguayan investments and has already deployed about $100M. Questions also surfaced over alleged unpaid power bills following site curtailments; Tether countered that its deposit covered obligations and rejected assertions it would leave debts behind. Bottom line: negotiations continue, and Tether frames Uruguay as part of a broader regional buildout rather than a retreat.
المصدر: news.bitcoin.com
Record Difficulty, Leaner Rewards. So What’s Fueling Bitcoin’s Hashrate Stampede?
Bitcoin’s network has surged past the zettahash frontier, adding over 100 EH/s in little more than a week even as miner rewards grow thinner under record difficulty. The apparent contradiction is explained by a flood of next-gen ASICs hitting racks worldwide. Machines from Bitmain, MicroBT, Canaan, Auradine, and Block that drastically cut joules per terahash while delivering raw throughput once unimaginable.

This hardware wave is resetting the baseline for Bitcoin mining. Profit margins may be tighter, but efficiency gains let operators wring more productivity from every watt, driving hashrate skyward. The message is clear: industrial-scale rigs are now the standard, and miners unable to match their firepower risk getting left behind in a market where the pace of hardware deployment dictates survival.
المصدر: news.bitcoin.com
Riot Wins Double Upgrade on AI Pivot; Peers Face Mixed Calls
Riot Platforms picked up back-to-back upgrades as JPMorgan raised it to overweight (PT to $19) and Citi to buy (PT to $24), citing the miner’s push into high-performance computing and cloud services as margins tighten in core Bitcoin operations. Analysts framed RIOT as best positioned to capture new AI/HPC colocation demand, using recent mega-deals as a template for upside outside pure mining.

The refresh wasn’t universally bullish: JPMorgan downgraded IREN to underweight and cut CleanSpark to neutral, while maintaining a buy on Cipher Mining and doubling its PT to $12. MARA stayed overweight but with a trimmed target. JPMorgan assigns ~50% odds that Riot, Cipher, and IREN land near-term HPC colocation contracts, valued at roughly $3.7M–$8.6M per MW, underscoring how AI adjacency is now a key driver of miner equity narratives.
المصدر: coindesk.com
Five Solo Bitcoin Miners Beat the Odds in 2025
Amid record hashrate and industrial-scale competition, five individual Bitcoin miners managed to solve blocks in 2025, each earning rewards valued at over $350,000. The rare wins came despite the astronomical odds of solo mining in today’s environment, where even powerful rigs have less than a 0.0001% chance of success per day.

The feats highlight Bitcoin’s unique openness: anyone, from a lone miner running a small setup to a corporate farm, has the chance to secure a block. These cases, powered through setups like Solo CKPool, show that decentralization remains alive in practice, even as the network tilts ever further toward industrial operations.
المصدر: cointelegraph.com
Parataxis Korea Buys U.S. Mining Fleet to Bolster Institutional Bitcoin Treasury
South Korea’s Parataxis Korea snapped up a U.S.-based mining package of about 1,150 ASICs totaling ~224 PH on 3.8 MW, via an asset purchase agreement, with hosting slated for Texas. The move vertically integrates its institutional treasury business, adding self-mined supply and tighter control over cost and uptime. This is key for clients seeking predictable exposure amid rising difficulty and hardware lead times.

Texas offers the usual advantages: friendly rules, competitive power, mature infrastructure. This lets Parataxis scale without greenfield capex. Strategically, it’s another data point in the institutional shift from passive BTC holding to operating core infrastructure, and in the continued geographic diversification of hashrate toward U.S. hubs with cheap, increasingly renewable energy.
المصدر: bitcoinworld.co.in