According to Odaily Planet Daily, the actual hashrate of listed mining companies included in the statistics decreased from 368.3 EH/s in the fourth quarter of 2025 to 319.0 EH/s in the second quarter of 2026, a 13.4% drop over six months. During the same period, the average quarterly hashrate of the entire Bitcoin network decreased by 10.6%. Excluding Bitdeer, the hashrate of related mining companies decreased by 21.2%. Core Scientific, a digital infrastructure company, reported $136.7 million in hosting revenue in the second quarter, approximately five times its $27.5 million in Bitcoin mining revenue, accounting for 83% of its quarterly revenue. TeraWulf's HPC rental revenue was $31.9 million, accounting for 71% of its total revenue, higher than its $12.8 million in Bitcoin mining revenue. Bitdeer's actual hashrate increased by 44% from the fourth quarter of 2025 to 63.0 EH/s. In June, its self-mining hashrate and syndicated mining hashrate were 73 EH/s and 15.9 EH/s, respectively, producing 990 Bitcoins that month, a 388% increase year-on-year. Cango's actual hashrate is projected to decline by 63% in six months, from 44.8 EH/s in Q4 2025 to 16.5 EH/s in Q2 2026. Keel Infrastructure has completed the decommissioning of its US Bitcoin mining operations and is transitioning to data center construction; its Canadian mining operations are still under construction in phases. (Bitcoin.com News)

Odaily Planet Daily reports that SK Hynix Chairman Chey Tae-won recently gave an interview at the company's South Korean headquarters, reiterating the explosive growth in storage demand and predicting the worst "storage shortage" in history next year. He stated that the current demand for memory from the AI ecosystem has exceeded SK Hynix's supply capacity. "The demand is explosive," Chey said. "All my customers are demanding nearly double the previous supply." He indicated that capacity expansion may take four to five years, describing the competition for memory chips as "like a war." Without sufficient memory, customers "cannot produce AI computing devices and AI chips." He also stated that with the continued surge in demand for AI servers, HBM high-bandwidth storage is in short supply, with many tech giants even rushing to South Korea to sign long-term agreements. Chey further warned that next year may see the most severe memory shortage in history. He likened current AI to a four-year-old child, predicting that as the industry matures, memory demand will increase dramatically, and forecasting that the use of AI agents could increase 77-fold within five years. (Cailian Press)

According to Odaily Planet Daily, at the close of trading on August 14th, SpaceX's stock price was $140 per share, with a total market capitalization of $1.85 trillion, representing a 3.7% increase from its IPO price and successfully recovering nearly 50% of its post-IPO losses. Recently disclosed 13F filings show that as of the end of the second quarter of 2026, Harvard Management Company (HMC), a subsidiary of Harvard University, held a total of $4.26 billion in US stocks, with SpaceX accounting for nearly half (51.9%) with 12.9351 million shares, valued at $2.21 billion. The University of California system disclosed a SpaceX holding of approximately $1 billion; the University of North Carolina system holds about 10% of its endowment fund (Odaily note: public information shows the fund's size is approximately $15 billion), primarily stemming from early joint investments with Founders Fund; Washington University in St. Louis holds 14%-16%, its $13.4 billion endowment fund benefiting significantly from direct investment and indirect follow-on investments in 2018; Stanford University also holds a substantial position through top venture capital firms such as Sequoia Capital and a16z. These universities largely invested in SpaceX during its early stages when its valuation was only a few hundred million dollars, fully capturing the valuation surge from the primary to the secondary market, further validating the core logic of long-term capital, exemplified by the Yale model, in enhancing returns through venture capital. (Jiemian News) Previously, it was reported that Harvard University held a significant $2.2 billion stake in SpaceX stock.