News

BBX News: Yesterday, global crypto concept stocks demonstrated a core trend of shifting from "pure computing power expansion" to "diversified cash flow support," marking that leading mining companies have officially entered a new stage of "full retention" reserves by leveraging AI business and software services: —AI business feedback: A certain exchange disclosed yesterday that its AI infrastructure revenue now accounts for 22%. Thanks to the stable fiat cash flow provided by this business, its mining operations have fully adopted a "full retention" strategy, completely abandoning the old model of liquidating output to pay for electricity. —Software-defined sovereignty: A certain exchange announced that its self-developed custody software has been successfully deployed to 4.2 EH/s of third-party hardware. Through this "light asset" model, it obtains service fees denominated in bitcoin, achieving siphoning of existing shares without increasing hardware expenditure (CapEx). —Low-cost coin purchase anchor: A certain exchange has secured a new 200 MW green energy site in Texas. Through a long-term fixed-price electricity contract, the company has effectively locked in the "right to purchase coins at low prices" for the next 10 years, building a strong moat for single-coin production costs. —Treasury solution implementation: A certain exchange confirmed it has officially begun executing its $50 million bitcoin procurement plan. The company reiterated that this move aims to hedge against fiat currency depreciation risk and establish a long-term "digital sovereign treasury" status. —Green incremental production: A certain exchange added 20 MW of green computing power to the grid. Currently, the company is using surplus from its data center hosting business to subsidize electricity expenses, achieving 100% retention of yesterday's output. The market is showing a clear dual evolution trend of "AI income defensiveness" and "software-based control of computing power resources." Source: bbx.com/

International oil prices have resumed their upward trend, with several chemical products in the polyester chain hitting their daily limit. Institutional analysis indicates that the sudden geopolitical events have triggered emergency cost transmission. However, downstream terminals such as soft drinks generally remain cautious, and the prices of terminal products have not been adjusted in tandem. Centralized bidding has not yet started.

Jinse Finance reported, according to Cointelegraph, 21Shares analysts stated that the rise in CPI data has already been "digested" by the market, and bitcoin prices may have already priced in inflation expectations in advance. The U.S. Bureau of Labor Statistics' February CPI report shows that overall CPI rose month-on-month in February, with energy up 0.6%, food up 0.4%, and core CPI up 0.2%. Analysts pointed out that the current focus is on how the Federal Reserve will respond to subsequent higher CPI data—whether it will "turn a blind eye" to this temporary shock, or take a hawkish stance as a precaution due to lessons learned from the previous inflation cycle. Analysts noted that bitcoin prices may currently be consolidating in the $68,000 to $74,000 range, and if the $75,000 resistance level is broken, it could enter a mid-term consolidation range between $75,000 and $80,000; historical data shows that bitcoin typically rebounds more than 15% after geopolitical market shocks, and if the FOMC resumes rate cuts in 2026, the recovery could accelerate. The CME FedWatch tool shows that only 0.6% of traders expect a rate cut at the March 18 meeting.