BBX: "AI Business Self-Sufficiency" and "Custody Sovereignty"—Bit Digital AI Accounts for Over 22%, Hut 8 Launches Asset-Light Siphoning

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/