Odaily Planet Daily News：Keel Infrastructure（旧Bitfarms）が2026年9月30日終了の第3四半期決算を発表した。同四半期に2,520BTCを売却し、約1億9,200万ドルを調達した。内訳は既存保有分が約2,261BTC、当四半期の採掘分が259BTC。四半期末時点のビットコイン保有量はごくわずかだった。継続事業の第3四半期売上高は約2,800万ドルと、前年同期の約6,800万ドルから減少した。売上高減少の理由として、第2四半期以降の米国でのビットコイン採掘停止、HPC（高性能計算）およびAIへの取り組みへのシフト、ビットコイン平均価格の下落を挙げた。操業面では、必要な許認可をすべて取得済みで、9月にMoses Lake拠点で建設を開始した。同施設は2027年に最初の電源投入を行い、HPC収益を生み始める見込み。SharonとPanther Creekの許認可手続きは進行中で、近接する3拠点すべてのリース交渉も続いている。11月4日時点で無制限の現金流動性は約7億8,000万ドル。リース契約を締結する前に追加の負債・株式による資金調達を直ちに行う必要はないとの考えを示した。継続事業の純損失は約6,239万ドル、調整後EBITDAはマイナス2,745万ドルだった。

Keel Infrastructure, formerly Bitfarms, sold 2,520 BTC in Q3 for about $192 million, liquidating its Bitcoin reserves. It plans to sell newly mined Bitcoin daily as it shifts to AI data center infrastructure. Q3 2026 revenue was $28 million versus $68 million a year earlier, after a planned US Bitcoin mining shutdown in Q2 2026 and lower Bitcoin prices.

MARA Holdings said on November 5 that the U.S. Federal Energy Regulatory Commission (FERC) has approved its acquisition of Long Ridge Energy & Power, ruling the deal is in the public interest. The purchase adds a 505-megawatt combined-cycle natural gas plant and more than 1,600 acres of land. The deal is expected to close within weeks, lifting MARA's self-generated power capacity by more than 300%. MARA said the acquisition will support its expansion into AI and high-performance computing infrastructure, ChainThink reported.

Core Scientific reported third-quarter 2026 results. Total revenue reached $232.9 million, up about 187% year over year. Revenue from high-density hosting (HDC) data centers was $215.4 million, up nearly 60% sequentially. As of Sept. 30, the company had deployed 485 MW of billed hosting capacity, generating more than $700 million in annualized GAAP hosting revenue. Net income was $1.178 billion, driven mainly by non-cash gains from fair-value changes in warrants. Adjusted EBITDA was $133.6 million, more than tripling quarter over quarter. The company said its first hosting agreement is nearing full deployment, while its second is under construction across five sites.

Core Scientific reported third-quarter 2026 revenue of $232.9 million, an increase of about 187% year over year, according to a company announcement. High-Density Hosting (HDC) data center revenue accounted for $215.4 million of the total, up nearly 60% from the prior quarter. As of Sept. 30, the company had 485 MW of billed hosting capacity in service, equivalent to more than $700 million in annualized GAAP hosting revenue.

Keel Infrastructure, formerly Bitfarms, sold 2,520 BTC for $192 million in Q3, effectively liquidating its bitcoin treasury. The company plans to sell newly mined BTC daily as it shifts toward AI data center infrastructure. It has begun construction at its Moses Lake AI data center site, with HPC revenue expected in 2027, and is negotiating leases across three sites.

Strategy bought 811 BTC in the last week of October, lifting its total holdings to 849,327 BTC, according to Arkham data. As of November 3 the position carried about $919 million in unrealized profit, and each $1,000 move in the Bitcoin price shifts the paper value of the stack by roughly $850 million.

646BTC（51,928,455ドル）がCoinbase Institutionalから不明なウォレットへ送金された。

Bitcoin slipped 0.2% to about $80,250 since midnight UTC and stayed above $80,000 after Wednesday's rally from around $78,000. Injective rose about 6% over the same period after Nasdaq approved Canary Capital's staked INJ ETF listing under ticker INJC, lifting its gain over 24 hours to around 10%. U.S. spot bitcoin ETFs drew $74.6 million on Wednesday, reversing three days of outflows.