The Bitcoin mining firm #MARA deposited 275 $BTC($25.31M) to #FalconX 2 hours ago.https://t.co/9DlN5ZOUM1 https://t.co/DZDdnFmYRS ...

Core Insights - Multiple Bitcoin mining stocks are experiencing gains as network difficulty decreases and Bitcoin prices improve, leading to better mining revenues [1] - Year-to-date performance shows significant gains for several companies, with IREN leading at 357% [3] Company Performance - MARA gained 11.97% this week, followed by CleanSpark at 11.75%, Core Scientific at 5.56%, and Hut 8 at 1.04% [2] - American Bitcoin saw a significant drop of 42.38% due to an investor unlock, while IREN fell by 4.13% after a convertible note announcement [2] - Year-to-date, IREN has a 357% gain, Terawulf at 154%, and Hut 8 at 104%, while MARA is down 28% for the year [3] Mining Economics - Hashprice has dropped below $40 per petahash per day, indicating that operator revenues are at a new low despite the decrease in mining difficulty [3] - The average machine operates at 32 joules per terahash, with a break-even hashcost of approximately $38.40 per petahash per day at a power cost of $0.05 per kilowatt-hour [4] - Many miners are close to or below profitability, potentially needing to rely on cash reserves or reduce operations to manage costs [4] Monthly Mining Reports - Riot and CleanSpark reported 428 and 587 Bitcoin mined in November, respectively, while Cango mined 546 Bitcoin, slightly lower than the previous month [5] - Bitdeer, a Bitcoin miner and ASIC manufacturer, is facing a lawsuit regarding alleged miscommunications about its new unit's performance and production timelines [5]

智通财经APP获悉，周三，比特币概念股走高，截至发稿，Iren Ltd(IREN.US)、Coinbase(COIN.US)涨超 4%，Strategy(MSTR.US)涨超2.6%，Circle(CRCL.US)涨超3%，Mara Holdings(MARA.US)涨超1%。 ...

Market Overview - The price of Bitcoin experienced significant volatility in November, reaching a high of nearly $110,000 before dropping to around $82,000 [5] - As of recent trading, Bitcoin was priced at $84,200, down from a weekend high of approximately $91,000, with other cryptocurrencies like ether and solana also seeing sharp declines [2][8] Impact on Crypto-Related Stocks - Crypto-related stocks faced declines, with Coinbase and Robinhood each dropping over 6%, and Strategy (MSTR), the largest corporate holder of Bitcoin, seeing an 11% plunge [3] - Bitcoin miner Mara Holdings (MARA) also fell by 8% [3] Investor Sentiment - The decline in cryptocurrency prices reflects a risk-averse sentiment returning to financial markets, indicating that investors are shedding riskier assets amid market uncertainty [4][8] - Bitcoin's price movements are often seen as indicators of broader market sentiment, with prices typically rising in stable markets and falling during periods of high volatility [4] Company Strategy Insights - Strategy CEO Phong Le indicated that the company might consider selling Bitcoin to fund dividends if its market-adjusted net asset value (mNAV) falls below 1.00, with the current mNAV at approximately 1.1 [6]

MARA Holdings, Inc. (NASDAQ:MARA) is among the best US stocks to buy under $20. As of November 26, MARA Holdings, Inc. (NASDAQ:MARA) faces mixed analyst opinions, with slightly more than half of all the analysts covering it assigning a Buy or equivalent rating. With a consensus 1-year median price target of $26, the stock has an upside of over 134%. On November 24, JPMorgan reaffirmed its Overweight rating on the stock but reduced the price target from $20 to $13. The firm lowered its estimates due to a d ...

Market Overview - U.S. stock markets closed higher on November 28, 2025, with all three major indexes extending a multi-day rally, driven by hopes for future interest rate cuts and positive economic data [1][12] - The Dow Jones Industrial Average (DJIA) rose 0.6% to 47,427.12, the Nasdaq Composite (IXIC) increased by 0.7% to 23,214.69, and the S&P 500 (SPX) gained 0.5% to 6,812.61, marking the fifth consecutive session of increases for all three benchmarks [2] Weekly Performance - For the week, the Nasdaq surged 4.9%, the S&P 500 was up approximately 3.7%, and the Dow gained about 3.2% [3] - November was mixed; while the S&P 500 and Dow extended their winning streaks to seven months, the Nasdaq ended down 1.5%, attributed to reassessment of profitability timelines for major AI companies [3] Economic Data - Initial jobless claims decreased by 6,000 to 216,000, below the consensus estimate of 229,000, indicating a strong labor market [5] - Orders for durable goods rose by 0.5% in September, missing estimates, while non-defense capital goods orders increased by 0.9%, a key indicator for business spending [5] Upcoming Events - Market participants are monitoring the potential for another interest rate cut by the Federal Reserve next month, which is a significant driver of market optimism [4] - Kevin Hassett is a key contender for the next Fed Chairman, with an announcement expected from President Trump before Christmas, which could influence monetary policy expectations [4] Individual Stock Performance - Intel (INTC) surged 10.2%, leading the S&P 500, following speculation it could become a foundry supplier for Apple (AAPL) processors [7] - Eli Lilly (LLY) shares slipped 2.6%, giving back some recent gains despite a market cap exceeding $1 trillion due to sales of weight-loss drugs [8] - Nvidia (NVDA) shares slid 1.8% amid competitive concerns, while other tech stocks like Microsoft (MSFT) and Amazon (AMZN) saw gains of 1.3% and 1.8%, respectively [9] Sector Performance - Retailers performed well on Black Friday, with Walmart (WMT), Target (TGT), and Amazon (AMZN) finishing up roughly 1% to 2% [10] - Cryptocurrency-related stocks rose as Bitcoin moved above $90,000, with Marathon Digital Holdings (MARA), MicroStrategy (MSTR), and Coinbase Global (COIN) up by 7%, 5%, and 5%, respectively [11]

Group 1: Market Performance - Crypto-related equities, including BitMine Immersion Technologies, CleanSpark, and Riot Platforms, are experiencing positive momentum as Bitcoin surpasses $92,000 and Ethereum exceeds $3,000 [1] - BitMine shares have increased by 4.47% today and over 27% in the last five trading days, currently priced at $33.16 [1] - CleanSpark and Riot Platforms have seen larger gains, with CleanSpark up 12.27% and Riot Platforms up 7.8% since Friday's opening, and CleanSpark's five-day gain exceeding 54% [3] Group 2: Company Developments - BitMine, chaired by Tom Lee, holds over $11 billion in Ethereum and remains bullish despite a 38% decline from Ethereum's all-time high [2] - CleanSpark recently upsized a convertible notes offering to $1.15 billion, with nearly half allocated for share buybacks at an average price of $15.03 [4] - Cipher Mining shares surged 22% earlier this month following a $5.5 billion, 15-year lease agreement for Amazon Web Services and AI workloads, with shares up over 500% in the last six months [5] Group 3: Broader Market Trends - The improving risk sentiment has contributed to Bitcoin's recent price recovery, with Bitcoin and Ethereum rising 7% and 9.4% over the past week, respectively [7] - Odds of a December interest rate cut by the Federal Reserve have increased, with a prediction market indicating an 85% chance of a 25 basis points cut, potentially serving as a catalyst for market movements [7]

Key Takeaways The article compares bitcoin miners, highlighting MARA's dual-built model and its operational focus.BITF faces rising power demand, chip-infrastructure imbalances and costly data center hurdles.MARA's approach mixes steady mining output with Bitcoin accumulation to balance volatility.Both MARA Holdings, Inc. (MARA) and Bitfarms Ltd. (BITF) operate as bitcoin mining companies, focusing on running large-scale, high-performance mining facilities.Their business models revolve around deploying mass ...

Core Insights - The core issue facing the AI infrastructure in the U.S. is a significant power shortage, with a projected gap of 44 GW by 2028, equivalent to the output of 44 nuclear power plants [1][3] - The construction cost for each additional 1 GW of data center capacity is approximately $50 billion, leading to discussions about a potential AI investment bubble [1][3] - The transition of cryptocurrency miners to AI data centers could potentially provide up to 15 GW of power within the next 18-24 months [3][4] Power Shortage Solutions - The first conventional method to address the power shortage is the transition of Bitcoin miners to AI data centers, which could release 15 GW of power [3][4] - Nuclear power is considered a long-term solution, with significant construction timelines, making it unfeasible for immediate needs [5][7] - Natural gas is another option, but supply chain constraints for gas turbines limit its short-term viability [8][9] - Fuel cell storage and solar plus storage solutions are also discussed, but they are not expected to resolve the immediate power shortage [10][11] Financing AI Infrastructure - The financing for AI infrastructure is a critical concern, with companies like CoreWeave facing significant debt levels and high-interest rates [22][25] - Investment-grade bonds and high-yield bonds are potential financing avenues, with estimates suggesting that the investment-grade market could address $1.5 trillion in financing needs over the next five years [39][40] - Asset-backed securities (ABS) and collateralized debt obligations (CDOs) are proposed as methods to package and sell future cash flows from data centers to investors [28][30] Market Dynamics and Competition - NVIDIA is positioned as a central player in the GPU market, with its partnerships with companies like OpenAI reinforcing its market dominance [41][42] - The competitive landscape is influenced by the need for AI companies to invest heavily in infrastructure to avoid being left behind, creating a "herd mentality" among major players [45][46] - The potential for over-investment exists, but current discussions suggest that the industry is still in the early stages of leveraging debt for expansion [47][48] Transition of Cryptocurrency Miners - The transition of cryptocurrency miners to AI data centers is seen as a viable solution, with early movers like CoreWeave benefiting from their strategic positioning [52]

Trading is quiet in MARA Holdings, Inc. (NASDAQ:MARA) Tuesday. But since its October peak, the price has dropped by more than 50%. It appears to have found support and may even be forming a new uptrend. We have made Mara Holdings our Stock of the Day.Some analysts believe that stock prices are random. They think past market behavior doesn't influence current behavior. They also believe that markets can't be out timed.These analysts are wrong. They don't understand how markets work.You can see on the chart b ...