Bitplanet Research

From digital assets to broader market trends

We explore key developments and share insights.

Institutional Insights

AI Data Center Map of Korea

★ FEATURED

2026.09.1710 min read

AI Data Center Map of Korea

A comparison of power, demand, capital, and operating targets across Paju, Ulsan, Haenam, and Gumi.
Securing power and demand alone does not guarantee a data center's profitability.
Break-even timing depends on actual rents, occupancy, and financing terms.

AI Energy InfraAI

Same Bitcoin Investment, Different Returns

2026.09.0919 min read

Same Bitcoin Investment, Different Returns

Why treasury stocks can be more favorable than holding bitcoin directly

Digital AssetBITCOIN

Record-Low Hashprice and the Reshaping of Bitcoin Mining Economics in 2026

2026.09.0210 min read

Record-Low Hashprice and the Reshaping of Bitcoin Mining Economics in 2026

Key conclusion: structural profitability pressure persists despite the August rebound

Digital AssetBITCOIN

The Crypto Lending Decline: What Makes It Different From 2022

2026.08.279 min read

The Crypto Lending Decline: What Makes It Different From 2022

Outstanding loans fell for a third straight quarter, without cascading lender failures

Digital Asset

Three Conditions That Will Determine Whether Nvidia-Backed Debt Succeeds

2026.08.1916 min read

Three Conditions That Will Determine Whether Nvidia-Backed Debt Succeeds

Of the three conditions, the recovery market is the least tested

AI Energy InfraGPUAI

In the U.S. preparation time is shrinking; in Korea the market is moving ahead of the law

2026.08.1211 min read

In the U.S. preparation time is shrinking; in Korea the market is moving ahead of the law

Circle's reserve return rate and Korea's dollar stablecoin balances moved before the rules and the legislation did

Digital AssetMacro

Can Tokenized Equities Build on Liquidity Created by Memecoins?

2026.08.059 min read

Can Tokenized Equities Build on Liquidity Created by Memecoins?

Bottom line: what has been established is the speed of early adoption, and nothing beyond it

Digital Asset

Chips Depreciate, Power Does Not

2026.07.2812 min read

Chips Depreciate, Power Does Not

The two models divide along a single line: who books the depreciation

AI Energy InfraGPU

Strategy’s Bitcoin Sales and STRC’s Break Below Par

2026.07.219 min read

Strategy’s Bitcoin Sales and STRC’s Break Below Par

Funding Stalled Once STRC Fell Below Par: Structural Weakness or Temporary Stress?

Digital AssetBITCOIN

Bitplanet Research Lab

The official research site of Bitplanet. Read Korean and English reports on digital assets, Bitcoin, AI, GPU, energy and macro trends.

All research reports About Bitplanet ↗