This is my first cover on MARA Holdings ( MARA ). In the recent articles, I explored other crypto miners like IREN ( IREN ) and TeraWulf ( WULF ), and AI Cloud providersI first entered investing in 2016 as an individual value investor. In 2022, I established the investment firm Libra Capital. I mostly write articles as part of my deep research into a company before I make an investment, whether long or short. For me, a ''hold'' article means neutral; don't touch the stock and exit a position if you have one ...

Cryptocurrency-exposed stocks mounted a recovery in Friday’s premarket session after suffering double-digit losses Thursday, as Bitcoin (CRYPTO: BTC) rebounded 7.86% to trade at $65,760.87.Mining Stocks Lead RecoveryMARA Holdings Inc (NASDAQ:MARA) surged 7.88% to $7.26 in premarket trading after plummeting 18.72% on Thursday. Strategy Inc (NASDAQ:MSTR) , known for its substantial Bitcoin holdings, jumped 8.36% to $115.93 following Thursday’s brutal 17.12% selloff that came despite beating analyst estimates ...

We recently published 10 Big Names, Bigger Losses. MARA Holdings Inc. (NASDAQ:MARA) was one of the worst performers on Thursday. MARA Holdings fell for a 7th day on Thursday to touch a new 52-week low, mirroring the drop of its peers and Bitcoin prices following the Treasury Department’s comments that it does not have the authority to support Bitcoin and other cryptocurrency assets. During the session, MARA Holdings Inc. (NASDAQ:MARA) dropped to as low as $6.66 before trimming gains to end the day just d ...

Balls of steel; that’s what those who HODLed Bitcoin yesterday needed when prices plunged by more than $10,000. As the digital gold acts more like a volatile Solana meme coin, institutions are recalibrating. True, some like MicroStrategy, or Strategy now, might be smiling, but they remain under immense pressure. However, looking at on-chain data, there are some refreshing moves after MARA Holdings, formerly Marathon Digital, readjusted its treasury. Yesterday, on February 5, on-chain data showed that th ...

Bitcoin miner Marathon Digital (MARA) has transferred 1,318 BTC, worth $86.9 million, in 10 hours as Bitcoin slumps to $64K. The miner moved to a mix of three crypto wallets, on-chain data revealed. Per Arkham, MARA moved a large chunk of 653.773 BTC to credit and trading firm Two Prime, worth about $42.01 million in one transfer. Minutes later, a smaller amount of 8.999 BTC, worth about $578,000, was sent to the same Two Prime-tagged address. A separate chunk of about 300 BTC was sent to crypto custodi ...

吴说获悉，据 Lookonchain 监测，比特币矿企 Marathon Digital Holdings（MARA）在过去约 10 小时内 向 Two Prime、BitGo 及 Galaxy Digital 转出合计 1,318 枚 BTC，约合 8689 万美元。目前仍持有 52850 枚 BTC，约合 34.4 亿美元，位居全球第二。 （来源：吴说） ...

J.P. Morgan updated its financial models for North American Bitcoin miners Wednesday ahead of the fourth-quarter earnings season, and the bank adjusted price targets to reflect fluctuations in network difficulty and cryptocurrency prices. Analysts at the firm projected a modest decline in bitcoin mining revenue for the fourth quarter of 2025. While estimates for mined bitcoin increased by a low single-digit percentage due to slower network hashrate growth, lower realized bitcoin prices offset production g ...

据 The Block 报道，挪威政府养老基金在 2025 年通过持有加密相关上市公司股票，获得约 9,573 枚 BTC 的间接敞口，同比增长约 149%。该敞口主要来自对 Coinbase、Marathon Digital、Metaplanet 等公 司的投资，属于间接持有，并非基金直接配置比特币。 （来源：吴说） ...

据 The Block 报道，挪威政府养老基金在 2025 年通过持有加密相关上市公司股票，获得约 9,573 枚 BTC 的间接敞口，同比增长约 149%。该敞口主要来自对 Coinbase、Marathon Digital、Metaplanet 等公 司的投资，属于间接持有，并非基金直接配置比特币。 （来源：吴说） ...

Key Takeaways MARA posted $252M in Q3 revenues, up 92% Y/Y, as energized hashrate climbed to 60.4 EH/s across 18 sites.By owning about 70% of capacity, MARA aims to cut costs and reduce third-party reliance.MARA remains high risk as results hinge on Bitcoin prices, large BTC holdings and no plans for cash dividends.MARA Holdings, Inc. (MARA) is benefiting from vertical integration, strategic expansion, and rising operational efficiency in Bitcoin mining, supported by a strong liquidity position. The company ...