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Canaan Reports Record Crypto Holdings and Rising Commercial Mining Wins

The company’s update shows growth in on‑balance bitcoin and energy‑integrated contracts even as operating hashrate lags installed capacity and liquidity concerns persist.

Overview

  • Canaan said its May operations produced 90 BTC from self‑mining and it received 24 BTC from customers, with joint‑venture sites contributing roughly 45 BTC.
  • The company reported record crypto reserves of 1,867 BTC and 3,952 ETH held on its balance sheet at month‑end.
  • Installed computing power totaled about 14.96 EH/s across projects while Canaan closed May with 10.05 EH/s installed and 6.47 EH/s actively running, a gap driven by hosting contract expiries and site outages.
  • Management said the Alborz Texas site was disrupted by wildfire in May and is expected to return to full operations by mid‑June, and the firm also improved energy efficiency to a 23.7 J/TH global average and 17.9 J/TH in North America.
  • Canaan won roughly 8 MW of hash‑to‑heat work in the Nordic region and extended a Tether order for immersion‑cooled modules, moves that aim to diversify revenue even as earlier quarterly losses and limited cash raise ongoing liquidity and Nasdaq listing risks.