mara

#mara $mara
What to know:
MARA climbed 16% in pre-market trading after announcing a Starwood partnership to expand into AI data centers.Block surged 20% ahead of the open, announcing it will cut more than 40% of its workforce.CoreWeave dropped about 12% after posting a wider than expected quarterly loss and issuing softer Q1 revenue guidance, with sharply higher capex plans.
Earnings season is wrapping up with a mixed bag of results across crypto miners, AI infrastructure plays and fintech names, including MARA Holdings (MARA), TerraWulf (WULF), CoreWeave (CRWV) and Block (XYZ).
Bitcoin BTC$65,839.89 has remained relatively flat around $67,000 during Asia and European hours, with limited movement spilling over into other crypto related equities.
MARA Holdings jumped 16% to $9.80 after striking a deal with Starwood Capital to convert select bitcoin mining facilities into AI focused data centers. The partners expect to deliver about 1 gigawatt of capacity in the near term, with plans to scale beyond 2.5 gigawatts.
The pivot reflects a broader shift among miners looking to monetize power access as AI compute demand surges, following Bitfarms (BITF) and Cipher Digital (CIFR) amongst others.
TerraWulf is trading 3.5% lower at $17 after its Q4 print, with revenue down due to lower bitcoin production and transitional GAAP optics.
However, executives emphasized that the key story is the ramp in contracted high performance computing revenue. The company has expanded from one site a year ago to five today and expects about 2.9 gigawatts of gross capacity by year end, according to head of digital assets VanEck, Matthew Sigel.
CoreWeave shares are down 12% despite revenue of $1.57 billion, beating expectations of $1.53 billion. The company reported weaker than forecasted Q1 revenue guidance, in addition to an increase in capital expenditure, which raised concerns about profitability and cash burn. EPS came in at -$0.89 versus -$0.68 expected, a 31% miss.
Block is up 20% after announcing it will cut more than 40% of its workforce, reducing headcount to about 6,000. While management pointed to AI driven efficiencies, investors are also weighing longer term margin pressure from stablecoin based payment rails.
The company guided Q1 operating income to $600M versus $574M expected, forecast Q1 gross profit of $2.8B versus $2.72B consensus and raised full year gross profit, according to Sigel.

$BTC 採掘者Bitdeerは、準備金から943 BTCを清算し、新しく採掘したコインを販売し、企業の保有量をゼロに減らしました。
ビットコイン採掘会社Bitdeerは、すべての企業ビットコイン保有量を売却し、財務残高をゼロに減らしたと、同社の最新の運営更新によると述べています。
最新の週次報告書で、Bitdeerは顧客の預金を除いた「純保有量」が0 #BTC に減少したことを明らかにしました。この報告書によると、同社はこの期間中に189.8 BTCを生産し、全額を販売し、さらに943.1 BTCが既存の財務準備金から清算されました。