BBX: "AI business generates blood" and "custody sovereignty" - Bit Digital AI accounts for over 22%, Hut 8 opens light asset siphon

BBX News: Yesterday, global cryptocurrency concept stocks showed a core trend of transitioning from "pure computing power expansion" to "diversified cash flow support", marking that top mining companies have officially entered a new stage of using AI business and software services to achieve "full retention" reserves: AI business feedback: Bit Digital (NASDAQ: $BTBT) disclosed yesterday that its AI infrastructure revenue has reached 22%. Thanks to the stable fiat cash flow provided by this business, its mining business has fully shifted towards a "full retention" strategy, completely breaking away from the old model of monetizing output to pay for electricity bills. Software Defined Sovereignty: Hut 8 (NASDAQ: $HUT) announced that its self-developed hosted software has been successfully deployed to third-party hardware at 4.2 EH/s. By using this "light asset" model to obtain service fees denominated in Bitcoin, it is possible to siphon off existing shares without increasing hardware expenses (CapEx). Low price coin purchase anchor: Cipher Mining (NASDAQ: $CIFR) has locked in a new 200 MW green energy site in Texas. Through long-term fixed price electricity contracts, the company has effectively locked in the "low price coin purchase right" for the next 10 years, building a high single coin production cost moat. - Treasury Plan Implementation: SOS Limited (NYSE: $SOS) confirms that it has officially begun executing its $50 million Bitcoin procurement plan. The company reiterates that this move aims to hedge against the risk of fiat currency depreciation and establish a long-term position as a "digital sovereign treasury". Green incremental production: Iris Energy (NASDAQ: $IREN) adds 20 megawatts of green computing power to the grid. At present, the company is using the surplus from data center hosting business to fund electricity expenses, achieving 100% retention of yesterday's output. The market presents a clear dual evolution trend of "AI revenue defense" and "software based control of computing power resources". Source: bbx.com/