I’ve been looking into how aggressively some of the larger Bitcoin mining companies are moving toward AI/HPC infrastructure, and the numbers are getting pretty interesting.

Riot Platforms alone announced a roughly $9.1 billion, 20-year AI data-center agreement. Averaged across the initial term, that’s around $1.25 million per day in contract revenue.

That’s obviously not the same thing as $1.25M/day in profit, but I think it explains a lot about why these companies are interested. Bitcoin mining income is volatile, block rewards keep getting cut in half, difficulty/network hashrate keeps increasing, and BTC’s percentage gains from cycle to cycle have been shrinking.

AI/HPC contracts offer something Bitcoin mining really doesn’t: potentially predictable long-term revenue.

I went through several major miners that are investing in or shifting infrastructure toward AI/HPC. Based on the companies I looked at, roughly 128.5 EH/s of Bitcoin mining capacity could potentially be associated with miners making these moves, or around 14% of a ~918 EH/s network.

Obviously that does not mean 14% of Bitcoin’s hashrate is suddenly shutting off. Most of these companies aren't abandoning Bitcoin completely, and some are specifically talking about running both businesses.

But it raises an interesting question:

If AI continues paying substantially more for the same access to cheap power and data-center infrastructure, how much incentive will these companies have to keep expanding Bitcoin mining?

And there could be another side to this.

If enough large industrial miners stop adding ASIC capacity—or actually reduce it—could Bitcoin mining eventually become somewhat more viable again for smaller and home miners?

Or does the constant introduction of newer, more efficient ASICs make that unlikely regardless?

I made a video breaking down the numbers and the companies involved for anyone interested:

https://youtu.be/hM4Hd1ZsQlk

Curious what miners here think. If you controlled a 100+ MW site today and had the choice between expanding Bitcoin mining or signing a long-term AI/HPC compute contract, which direction would you go?

1. Is it better to use Jade Plus as a temporary signer (so it will become like seed signer), or is it better to setup a pin and keep the seeds stored in the device?

2. Regarding the entropy creation, I came to know recently (after CC hacks) that Jade Plus uses multiple sources to create the entropy: Physical Sensors, Camera Input, Hardware RNG, External Inputs (user interaction, buttons speed...) etc.. So my question is, if Jade Plus uses all of these sources to create entropy, doesn't that make it more secure than rolling the dice? Is it only the (trust) that is the case or there is hidden math behind it? please explain it as I really want to understand the math.

3. Using Jade Plus to generate seeds is safe? Or should I be worried?

4. If I want to use the dice, does it matter if I use any ordinary dice or it has to be the casino grade dice?

Thank you

i had a wallet on electrum and i lost the password, but i still have the generation seed so i just used that to make a new wallet, i also ordered 100$ of bitcoin before i forgot the password and lost the account, the transaction has not gone through yet, will it go to the new walet because i used the same generation seed?

I have a question that I can’t seem to find an answer to, although I have an idea of what the answer might be.

Context: I have the public key.

I have a missing part of the private key in decimal, for example:

1234567891011121314151617\*\*\*\*\*\*\*\*\*00000000000000000

The WIF will show me the beginning, but the end will be uncertain since the missing digits are in the middle.

However, in decimal, I know that the ending 00000000000000000 means that the number is a multiple of 10¹⁷.

Is there any way to reduce the number of possible candidates for the ending of the WIF? Or does that information not help at all?

And yes, I already know which method would be much faster for recovering the missing part of my private key, but I’m specifically testing and having fun comparing decimal vs. WIF.

My example private key is intentionally very small to make it easier to digest

Zoom out, look at the 6 months chart, keep focused on the long term vision