Bitfarms涨近14%，Circle涨超11%，BMNR涨超7%，SBET涨近4%。 ...

Core Viewpoint - Bitcoin has fallen below $110,000 per coin, leading to a widespread decline in cryptocurrency-related stocks [1] Group 1: Market Impact - Bullish has dropped nearly 9% [1] - Bit Origin has decreased by over 5% [1] - CleanSpark, Hut 8, MARA Holdings, Riot Platforms, Canaan Creative, and Bitfarms have all fallen by more than 3% [1]

Mining Industry Overview - Hash price significantly decreased to $55/PH/day [2] Company Specific Updates - TeraWulf's market capitalization reached $36 billion after Google deal [2] - Google increased its stake in TeraWulf (WULF) to 14% [1] - Applied Digital announced a 280MW data center expansion in North Dakota [1][2] - Riot divested its stake in Bitfarms, reducing it to below 5% [1][2] - MicroStrategy altered its share dilution guidance rules [1][2] Cryptocurrency & Memecoin - Kanye West's Yeezy Money memecoin launched on Solana [1] - Yeezy coin briefly achieved a $2 billion market capitalization [2]

Group 1 - Bitfarms declined over 6.6% [1] - Robinhood fell more than 5% [1] - Circle and Canaan Creative dropped over 4% [1] - Riot Platforms, Bullish, and Trump Media Technology Group each decreased by more than 3.5% [1] Group 2 - The market is focused on the Jackson Hole Federal Reserve annual meeting this week [1] - Investors are withdrawing from technology stocks and high-risk assets [1]

Core Insights - Nexxen International Ltd. (NEXN) is set to announce its second-quarter 2025 results on August 13, with a history of earnings surprises, having exceeded the Zacks Consensus Estimate in two of the last four quarters, with an average surprise of 51% [1] Group 1: Q2 Expectations - The Zacks Consensus Estimate for NEXN's revenues is $93.1 million, reflecting a 5.1% increase from the same quarter last year [2][10] - The consensus estimate for earnings per share (EPS) is 19 cents, indicating a more than 100% increase compared to the previous year's quarter [2][10] Group 2: Operational Performance - NEXN entered Q2 with strong operational momentum, following record results in Q1, driven by growth in Connected TV and significant adjusted EBITDA expansion [3] - Years of investment in advanced technology and data capabilities are yielding substantial returns, with industry partners increasingly adopting NEXN's AI-powered data and technology solutions [4] Group 3: Market Position - Despite uncertain market conditions, NEXN's solutions are experiencing growing industry adoption, which may support revenue growth and improved margins, reinforcing its leadership in the digital advertising and CTV ecosystem [5] Group 4: Earnings Prediction Model - Current analysis indicates that NEXN does not have a conclusive prediction for an earnings beat, with an Earnings ESP of 0.00% and a Zacks Rank of 3 [6]

格隆汇8月7日｜Bitfarms涨3.1%，Coinbase涨2.9%，Strategy涨1.6%。消息面上，特朗普将签署行政命令 允许加密货币进入401(K)账户。 ...

Bitfarms stock spikes after announcing 50 million share buyback, CEO says its Bitcoin business is 'underappreciated' https://t.co/UvSldKp8ZB ...

随着比特币首次突破12万美元，美股加密货币股票盘前上涨，Coinbase(COIN.O)涨1.8%，Bitfarms涨 5.6%，Marathon Digital(MARA.O)涨近5%，Strategy(MSTR.O)、Riot Blockchain(RIOT.O)涨超3%。 比特币/美元 ...

Group 1: Bitcoin Market Performance - Bitcoin reached a new all-time high of over $117,000 on July 11, 2025, driven by bullish momentum in risk assets and its correlation with tech stocks like NVIDIA, which recently achieved a $4 trillion valuation [1] - The iShares Bitcoin Trust ETF (IBIT) has increased by 15% this year, with a 4.3% gain in the past month, benefiting from favorable policy signals and tightening supply [2] - Bitcoin's recent performance is seen as a pressure release rather than a full-scale bull run, maintaining a tight $10,000 range over the past two months before the breakout [3] Group 2: Regulatory Environment and Institutional Adoption - Bitcoin's breakout coincides with Congress's "Crypto Week," where key regulations, including the GENIUS Act for a federal stablecoin framework, will be debated [4] - Positive outcomes from regulatory discussions may enhance institutional inflows into Bitcoin, with shares of Circle CRCL rising over 500% since their IPO [5] - Corporate adoption of Bitcoin is expanding, with companies like GameStop and Goldman Sachs increasing their Bitcoin ETF holdings, enhancing institutional credibility [8] Group 3: Bitcoin as an Inflation Hedge - Bitcoin is viewed as a hedge against inflation due to its fixed supply cap of 21 million coins, which may help it retain value amid increasing fiat issuance and potential global inflation from tariffs [7] - Bitcoin has gained 26.4% this year, outperforming the SPDR S&P 500 ETF Trust (SPY), which gained 7%, showcasing its strength amid market uncertainties [6] Group 4: Interest Rate Outlook - Potential rate cuts later this year could favor risk-on assets like Bitcoin, as lower rates reduce the opportunity cost of holding non-yielding assets [9][10] Group 5: Bitcoin Miners and AI Infrastructure - Bitcoin miners are pivoting to AI infrastructure, leveraging their data centers for more profitable ventures compared to traditional Bitcoin mining [12] - Companies like Bitfarms are well-positioned to meet the rising energy and space demands of AI computing, given their experience in building large facilities [13] Group 6: Investment Products for Risk-Averse Investors - New Bitcoin buffer ETFs have been launched to make Bitcoin more accessible to risk-averse investors, providing downside protection amid volatility [14][15]

Group 1 - Energy Fuels Inc. announced significant production increases at its Pinyon Plain uranium mine in Arizona, with 230,661 pounds of U3O8 mined in June 2025, leading to a total production of 638,700 pounds for Q2 2025 [1][2] - The company sold 50,000 pounds of U3O8 at an average price of $77.00 per pound in the second quarter [1][2] - Future sales projections include 140,000 pounds of U3O8 in Q3 2025 and 160,000 pounds in Q4 2025, all from existing utility long-term contracts, with expectations of selling between 620,000 to 880,000 pounds in 2026 [1][2] Group 2 - The Nasdaq index reached a new high during the week of June 30 to July 4, 2025, while the Hang Seng Tech Index fell by 2.3% [2] - Energy Fuels Inc. saw an 11% increase in stock price following the release of its June production data, outperforming several other companies in the market [2] - The overall market sentiment was influenced by strong employment data and the passage of the "One Big Beautiful Bill," which positively affected cryptocurrency assets and related markets [4]