BBX: "Energy Infrastructure" Revaluation and Treasury Performance Era—Core Scientific Secures $2 Billion in Revenue, MSTR Establishes 1.4% Yield Benchmark

BBX News: Yesterday, global listed companies demonstrated a qualitative transformation in crypto treasury governance, showcasing the shift towards “energy monetization efficiency.” This marks the official entry of leading mining enterprises into the dual-track era of “hardcore assets + stable returns” governance: —AI Contract Boom: Core Scientific (NASDAQ: $CORZ) signed a $2 billions AI computing contract yesterday. By converting 500 megawatts of electricity into HPC computing power, the company is transitioning from a “single mining enterprise” to a “digital energy landlord.” —Treasury Management Innovation: Strategy Inc. (NASDAQ: $MSTR) disclosed for the first time that its BTC yield rate for the first half of March was 1.4%. This move forces base companies to evolve from “simple buying” to precise management of the growth rate of “BTC per share.” —Valuation Dimension Upgrade: JPMorgan pointed out that after 20 millions bitcoin, mining enterprise valuations should trend towards utility-like models. The scarcity of controlled power resources is driving the valuation multiples of transitioning mining companies to double. —Asian Leverage Increase: Metaplanet (TSE: 3350) holdings surpassed 1,500 BTC. Through continuous yen interest rate arbitrage, the company has established the strongest base treasury position in the Asian market. —ETF Pre-market Demand: An exchange Institutional recorded approximately $300 millions in capital inflows yesterday. This proves that there is still strong institutional subscription momentum above $70,000. The market is showing a clear dual evolution trend of “electricity assetization” and “refined management of base companies.” Source: bbx.com