066 Can Pure-Play Bitcoin Miners Survive Without AI? w/Cindy Feng
Show Notes
🔗 Bitcoin Mining Stocks https://bitcoinminingstock.io/
📊 Pure-Play Bitcoin Miners in the Age of AI
In this episode of HashrateUp, Jesse speaks with Cindy Feng, founder of Bitcoin Mining Stocks and former Bitdeer IR & marketing team member, about the state of public Bitcoin mining companies in 2026.
With hashprice around 38, a -3.58% difficulty adjustment, and an ASIC market in free fall (S21s trading at $6–7), the economics for public miners have fundamentally shifted.
Cindy breaks down the widening divide in the market: miners pivoting toward AI/HPC are seeing 200–300% stock gains, while pure-play Bitcoin miners are under pressure. We discuss Bitdeer overtaking Marathon as the world’s largest public miner, why only 6 out of 30+ 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.
⚡ Topics covered
- Hashprice environment & market conditions
- Public miner stock performance: winners vs. losers
- The AI/HPC pivot: who’s doing it and why
- Bitdeer’s 500% self-mining growth & becoming #1 worldwide
- ASIC market collapse & equipment valuation
- Treasury strategies & capital allocation
- What matters most for public miners in 2026
- Outlook for hash rate, difficulty & ASIC prices
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