Masdar and EPCG form a 50/50 Montenegro JV to develop solar, wind, hydro, storage, and hybrids for domestic use and exports to Western Balkans, aligning with Masdar’s 2030 growth goal. Abstract: Masdar and EPCG establish a 50/50 Montenegro joint venture to develop large-scale renewables, including solar, wind, hydro, pumped-storage, standalone batteries, and hybrid energy solutions, to meet Montenegro's needs and enable exports to the Western Balkans and Southern Europe via Italy's subsea links. The venture signals Masdar's European expansion toward its 2030 target, following prior Montenegro investment and broader regional moves such as Terna Energy acquisition, a RWE storage MoU, and a stake sale in Portuguese wind farms.

Uzbekistan creates Besqala Mining Valley SEZ to lure crypto miners with tax breaks till 2035, guaranteed grid access, and licenses from NAPP amid growing regional competition. Abstract: President Shavkat Mirziyoyev issued a decree establishing the Besqala Mining Valley, a special economic zone in Karakalpakstan designed to attract cryptocurrency miners. The zone offers income tax exemption through January 1, 2035 and other incentives, and guarantees access to Uzbekistan's unified power grid supported by renewable energy and hydrogen plants. Miners may sell mined assets on domestic and international platforms, subject to licensing by the National Agency for Prospective Projects (NAPP) and zone directorate applications. The move follows Uzbekistan issuing its first mining permit in February 2026 to NexaGrid in Bukhara after regulatory uncertainty, and comes as the country faces regional competition as Kazakhstan, Kyrgyzstan, Turkmenistan adjust crypto policies and Uzbekistan contemplates stablecoins for settlements this year.

CoinShares发布的比特币挖矿报告指出，全球比特币矿工面临盈利压力，15%-20%的矿场亏损，哈希价格创五年新低。老旧矿机和高电力成本矿工受影响大。近期难度下降缓解短期压力，但持续低迷可能迫使部分矿场关闭，影响网络稳定性。矿工需评估成本与效率以确保业务可持续。

随着AI算力需求增长，比特币矿企的电力基础设施引起华尔街关注。矿企具备土地和电力资源优势，正在转型为AI数据中心，市场尚未充分认识其潜力。部分矿企已开始扩大电力规模，预计到2027年总算力将达20吉瓦。此外，矿场的电网调节能力也日益受到重视，未来有望在AI数据中心的能源需求中发挥关键作用。

俄罗斯近期强化对非法加密货币挖矿的打击，查获一起利用电网偷电的案件，涉案电力价值约9000美元。尽管如此，俄罗斯政府并未全面禁止挖矿行业，计划通过法规支持合规挖矿，遏制地下挖矿对电力系统的影响。

比特币矿机生产商嘉楠科技以3,975万美元收购Cipher Mining在德州ABC Projects的49%股权，成为主要股东。交易涉及发行股票并购买6,840台矿机，矿场总算力约4.4 EH/s。

俄罗斯警方拘留了7名俄罗斯电网莫斯科地区员工，因涉嫌协助非法加密货币挖矿，造成约1000万卢布经济损失。他们提供降低电表读数等服务以帮助矿场规避检查。

俄罗斯国家杜马成员在论坛上提议为使用非法进口设备的加密矿工实施特赦，旨在将60%的地下矿工合法化，以提升注册率和税收，同时缓解供电紧张和执法压力。

根据 BitcoinTreasuries.Net 数据，Strategy 是全球最大的比特币持有公司，持有 640,250 枚比特币，占总供应量的 2.5%。MARA Holdings 和 XXI 分别以 53,250 和 43,514 BTC 排名第二和第三。前 15 位上市公司总持仓超过 90 万 BTC。

Gate News bot 消息，美国田纳西州约翰逊城委员将于周四就加密货币矿场的分区变更进行最终投票。与此同时，有矿场经营者暗示仍在制定迁入约翰逊城的计划。该提案将把包括加密货币矿场在内的数据中心列为I-2重工业区的许可用途，同时对住宅附近的缓冲区进行了限制，并要求在封闭的建筑物内进行作业。