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Bitcoin and AI Infrastructure Research for Advisors

Clients are asking about Strategy. They are asking about the bitcoin treasury companies already sitting in their accounts, and about miners that have started describing themselves as AI infrastructure businesses. No sell-side coverage team ranks those companies against each other, because on every other screen they sit in different sectors. Block 21 Capital was built to close that gap.

What advisors actually need

Not a trading signal. A model that tells an advisor to sell a call is a liability they have to defend to a compliance officer. What is missing is a framework for the client conversation: a defensible way to say why one bitcoin treasury company is stronger than another, what the difference rests on, and what would have to change for that judgment to reverse. Every score published here comes with its components and its weights stated openly, so the reasoning can be checked rather than taken on trust.

Three frameworks

The Bitcoin Power Score rates publicly traded bitcoin treasury companies on holdings, valuation, balance sheet, capital structure and risk. The NeoCloud Power Score ranks companies converting power capacity into AI and HPC compute, separating what has been energized from what has only been announced. Macro Edge tracks the liquidity conditions underneath both.

Independence

No paid coverage, no sponsored placements, no company pays to be ranked or to move. Research is published free and without an account. Informational only, and not investment advice.

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