BBX: Re evaluation of "Energy Infrastructure" and the Era of Treasury Performance - Core Scientific locks in 2 billion yuan in revenue, MSTR establishes 1.4% revenue benchmark

BBX News: Yesterday, global listed companies showed a qualitative change in the transformation of "energy monetization efficiency" in the governance of encrypted treasury, marking that top mining enterprises have officially entered the dual track governance era of "hard core assets+stable returns": AI contract explosion: Core Scientific (NASDAQ: $CORZ) signed a $2 billion AI computing contract yesterday. By converting 500 megawatts of electricity into HPC computing power, we can transition from a "single mining enterprise" to a "digital energy landlord". Treasury Management Innovation: Strategy Inc. (NASDAQ: $MSTR) first disclosed a BTC yield of 1.4% for the first half of March. This move has forced the parent company to evolve from "simple buying" to precise management of the growth rate of "coin content per share". Valuation dimension upgrade: JPMorgan pointed out that the valuation of mining companies after 20 million bitcoins should tend towards public utility. The scarcity of controlled power resources is driving the valuation multiplier of transforming mining enterprises to double. - Asian leverage increase: Metaplanet (TSE: 3350) holdings exceed 1500. Through continuous yen spread arbitrage, the company has established its market position as the strongest domestic treasury in Asia. Pre market demand for ETFs: Coinbase Institutional recorded approximately $300 million in inflows yesterday. This proves that there is still strong institutional subscription momentum above $70000. The market presents a clear dual evolution trend of "electricity assetization" and "refined management of the parent company". Source: bbx.com