cipher

Компания Cipher Digital, зарегистрированная на NASDAQ, планирует привлечь финансирование для своего проекта Barber Lake и расширения бизнеса по высокопроизводительным вычислениям (HPC) за счет выпуска конвертируемых облигаций без купона на сумму 850 миллионов долларов.Cipher Digital заявила, что объем частного размещения может быть увеличен до 1 миллиарда долларов, если первоначальный покупатель воспользуется правом на дополнительную покупку, будет выпущено еще 150 миллионов долларов облигаций.В то же время компания планирует конвертировать часть конвертируемых облигаций с сроком погашения в 2030 году и купоном 1,75% в обыкновенные акции. Ранее компания скорректировала планы по проекту центра обработки данных Barber Lake в Колорадо-Сити, штат Техас, подписав соглашение с Fluidstack и одной нераскрытой лабораторией ИИ, продлив срок контракта на проект с 10 до 20 лет, а ожидаемые доходы по контракту увеличились с 3,8 миллиарда долларов до более чем 9 миллиардов долларов.

Компания по управлению криптоактивами CoinShares заявила, что переход биткойн-майнеров к ИИ достиг такой степени, что даже при появлении естественного восстановления биткойна это будет трудно обратить вспять.По меньшей мере 35 EH/s вычислительной мощности планируется покинуть публичные горнодобывающие компании, среди которых публичная компания по добыче биткойнов IREN планирует выйти до конца года, а Cipher может последовать за ней до конца 2027 года.

ChainCatcher сообщает, что согласно данным BBX, вчера и в последние дни компании,Перечислено в глобальном масштабе, раскрыли последние новости о криптоактивах и реструктуризации долгов, основные моменты следующие:Cipher Digital понесла убытки во втором квартале из-за распродажи биткойнов: Биткойн-майнинговая компания и компания цифровой инфраструктуры Cipher Digital (NASDAQ: CIFR) опубликовала финансовый отчет за второй квартал 2026 года. Общий доход составил 24.84 миллиона долларов (все поступления от майнинга), чистый убыток достиг 267.5 миллионов долларов (в основном из-за изменения справедливой стоимости опционов, что привело к убытку в 150.5 миллионов долларов), скорректированный EBITDA составил убыток в 29.99 миллионов долларов. По состоянию на 30 июня, наличные и ограниченные наличные составили около 4.56 миллиарда долларов. Стоит отметить, что балансовая стоимость биткойн-хранений компании значительно снизилась с 125.4 миллионов долларов на конец 2025 года до 37.8 миллионов долларов, во втором квартале был зафиксирован убыток от продажи биткойнов примерно в 23.51 миллиона долларов.PowerCompute использует залог биткойнов для снижения процентной ставки и реструктуризации долгов: Биткойн-майнинговая компания PowerCompute заложила 307 биткойнов из своих резервов и успешно реструктурировала три долга на общую сумму 18 миллионов долларов через Arch Lending, заменив ранее полученные кредиты от таких учреждений, как Galaxy Digital. Новое финансирование имеет безрегрессную структуру с 30-дневным циклом и годовой процентной ставкой около 2% (значительно ниже 12% по некоторым старым кредитам), что позволяет компании значительно снизить процентные расходы без продажи биткойнов.West Main Self Storage немного увеличила свои активы: Складская компания West Main Self Storage раскрыла информацию о покупке 0.155 биткойна на вторичном рынке, в результате чего общий объем ее активов увеличился до 16.188 BTC.

ChainCatcher сообщает, что по данным CryptoSlate, биткойн-майнинг компания Cipher Digital продала 1619 биткойнов, получив 123,4 миллиона долларов, подтвердив убыток в 47,7 миллиона долларов. В поданных документах указано, что расходы по процентам составили 66,7 миллиона долларов, а доход от майнинга — 24,8 миллиона долларов.По состоянию на конец июня, у Cipher осталось 646 биткойнов, стоимостью 37,8 миллиона долларов. Квартальный доход от майнинга снизился по сравнению с 43,6 миллиона долларов за аналогичный период прошлого года, при этом во втором квартале убыток составил 23,5 миллиона долларов.

Сообщение ChainCatcher, согласно отчету BTCtreasuries, публичная биткойн-майнинговая компания Cipher Digital продала 470 BTC для финансирования разработки AI-центров данных и в настоящее время владеет 646 BTC. Ее рейтинг по биткойнам 100 составляет 58 место.

According to The Block, the stock prices of Bitcoin mining companies transforming into AI and hyperscale computing continue to rise. IREN rose over 13% on Wednesday, nearing an all-time high, after announcing a $3 billion convertible bond financing, collaborating with NVIDIA to build a 5 GW AI data center, and acquiring Mirantis for $625 million. On Tuesday, it also reached a $1.6 billion agreement with Dell to supply the Blackwell AI system.Cipher and Hut 8 both reached all-time highs, with Cipher rising about 9.5% to $25 and Hut 8 rising nearly 5% to $118, with HUT increasing nearly 600% over the past year. TeraWulf rose over 6% on Wednesday, with a year-over-year increase of about 800%, and its HPC business's quarterly revenue exceeded that of its Bitcoin mining business for the first time. Riot rose 3.3% to $27 on Wednesday, with first-quarter data center revenue of $33 million, primarily from its collaboration with AMD. This year, it has sold part of its Bitcoin holdings to finance AI construction and still holds nearly $1.2 billion in Bitcoin.

The 13F filing submitted by the American investment firm Alpine Fox Capital to the SEC shows that as of the first quarter of 2026, it holds 3.762 million shares of the Bitcoin mining company Cipher Mining (CIFR), valued at approximately $48.4 million, accounting for the largest proportion of its disclosed portfolio. The fund's total holdings amount to about $154 million. In addition, it also holds 750,500 shares of the Bitcoin mining company IREN, valued at approximately $25.7 million.

According to GlobeNewswire, Nasdaq Bitcoin mining company Cipher Digital announced that it has secured a $200 million revolving credit facility supported by several global financial institutions. The new funds will be used to enhance liquidity and continue expanding the capabilities of its AI and HPC data center platform.In addition, the company disclosed in its Q1 financial report that revenue reached $35 million and completed the signing of a lease agreement for a third artificial intelligence data center campus.

According to CoinDesk, Cipher Digital (CIFR) stock price rose about 9% in pre-market trading after the company announced a 15-year data center leasing agreement with an investment-grade hyperscale client and secured a revolving credit facility of up to $200 million.According to the announcement, Cipher will develop and deliver high-performance computing (HPC) facilities at its existing site in the third data center campus, further strengthening its position as a partner for AI infrastructure for large tech companies. In terms of financing, the company has secured a revolving credit facility supported by a syndicate of global banks, with a total size of up to $200 million, along with a $50 million additional expansion option, providing non-dilutive funding support for its expansion, liquidity management, and future growth.

According to Fortune magazine, the hedge fund Situational Awareness, founded by former OpenAI researcher and former FTX Future Fund charity team member Leopold Aschenbrenner, is building positions in data infrastructure and cryptocurrency mining companies. The fund previously focused on artificial general intelligence (AGI), and as more crypto mining companies are being repurposed for AI workloads, the fund has increased its investments in this area.Its new or increased positions include: fuel cell power generation company Bloom Energy (currently the fund's largest single holding), AI cloud infrastructure provider CoreWeave, and another large cryptocurrency mining company, Cipher Mining.

Nasdaq-listed Bitcoin mining company Cipher Digital has released its fiscal year 2025 performance report, which discloses that the company has officially changed its name from "Cipher Mining" to "Cipher Digital" to complete its brand transformation. In terms of financing, the company has completed three financing transactions totaling $3.73 billion, including: $1.4 billion in senior secured note financing, $333 million in same-rate note financing, and $2 billion in senior secured note financing. These funds are expected to support its upgrade to a next-generation computing power infrastructure development and operation platform in 2026.

Jia Nan Technology announced the completion of a $39.75 million financing, acquiring a 49% stake in three Bitcoin mining projects in West Texas by issuing 806,439,900 shares of Class A common stock (approximately 53,762,660 ADS) to Cipher Mining.The main business of the project is operating a Bitcoin mining facility with a total power capacity of 120 MW and a total hash rate of approximately 4.4 EH/s. This transaction also includes Jia Nan Technology repurchasing 6,840 mining machines from Cipher Mining, which were originally planned to be deployed at the Black Pearl site, which is transitioning into an AI data center. After the transaction is completed, Cipher Mining becomes an important shareholder of Jia Nan Technology, with a six-month lock-up period for its shares.

According to CoinMarketCap, Morgan Stanley has begun coverage on Bitcoin mining companies, giving Cipher Mining and TeraWulf an overweight rating, while rating Marathon Digital as underweight.

According to CoinDesk data, Morgan Stanley analyst Stephen Byrd and his team rated three Bitcoin miners, giving Cipher Mining (CIFR) and TeraWulf (WULF) a "Buy" rating, with target prices set at $38 and $37, respectively.At the same time, they also initiated coverage on Marathon Digital (MARA), giving it a "Sell" rating with a target price of $8.On Monday, CIFR's stock price rose 12.4% to $16.51, WULF's stock price increased by 12.8% to $16.12, and MARA saw a slight increase to $8.28.

According to market news, Bitcoin mining company Cipher Mining Inc. announced that its wholly-owned subsidiary Black Pearl Compute LLC plans to privately issue a total of $2 billion in senior secured notes due in 2031.The issuance is aimed at qualified institutional investors and is intended to fund the company's high-performance computing data center, the "Black Pearl Facility," located in Wink, Texas. The raised funds will primarily be used to pay for the remaining construction costs of the Black Pearl Facility, repay Cipher's previous equity investment of approximately $232.5 million in the project subsidiary, establish a debt service reserve, and cover related expenses.

According to CNBC, BTIG analyst Jonathan Krinsky stated in a client report on Wednesday that after experiencing a peak-to-trough decline of -36% earlier this month, Bitcoin is now expected to continue its reflexive rebound, returning to at least $100,000.According to data from Coin Metrics, Bitcoin's latest trading price is $92,451.3, having risen nearly 10% over the past five days, but still down 20% over the past month.Analysts noted that despite recent pullbacks, cryptocurrency mining companies Cipher Mining and Terawulf have performed well during the cryptocurrency correction. Since Monday, Cipher Mining has risen 35%, and Terawulf has increased by 31%. Barclay's Crypto Mining Index has held its support level and is expected to have 15% more upside before encountering stronger resistance.Additionally, the second-largest cryptocurrency by market capitalization, ETH, which has dropped 24% over the past month, also seems poised to reclaim the $3,400 level, with the latest trading price at $3,075.62, having risen nearly 13% over the past five days. Solana and XRP have increased by 12% and 15%, respectively, during the same period.

According to CoinDesk, JPMorgan has upgraded the ratings of Bitcoin mining companies Cipher and CleanSpark to "Overweight," citing strong momentum in HPC transformation, raising Cipher's target stock price from $12 to $18, and CleanSpark's to $10.8.At the same time, JPMorgan has lowered the target stock price expectations for two other Bitcoin mining companies, MARA and Riot, to reflect the anticipated softening of Bitcoin and increased stock dilution.

Nasdaq-listed Bitcoin mining company Cipher Mining announced that it will raise $333 million through a private placement of senior secured notes issued by its wholly-owned subsidiary, Cipher Compute. The new funds will be used to support the construction of its high-performance computing data centers to expand its Bitcoin mining and AI hosting businesses.

Nasdaq-listed Bitcoin mining company Cipher Mining announced plans to raise $1.4 billion through a private placement of senior secured notes. It is reported that the net proceeds from this issuance will be used to build a high-performance computing data center located near Colorado City, Texas.