Bitcoin (BTC) mining stocks kicked off 2026 on a strong note, buoyed by falling network competition and fresh enthusiasm around high-performance computing (HPC), Wall Street bank JPMorgan said in the Monday report. The bank noted that the 14 U.S.-listed bitcoin miners and data center operators it tracks ended last month with a combined market capitalization of $60 billion, up 23% month over month, far outpacing the S&P 500’s 1% gain. The rally was helped in part by news that Riot Platforms signed a HPC ...

吴说获悉，Bitdeer 发布比特币周度运营数据：截至 1 月 16 日，其自有 BTC 持仓为 1,502.1 枚（不含客 户存款），当周产出 148.0 枚 BTC、出售 146.8 枚，净增减为 -398.8 枚 BTC。 （来源：吴说） ...

Bitcoin mining and high performance computing firms like Bitdeer, CleanSpark, and Riot Platforms were the main stock market beneficiaries as Bitcoin jumped above $97,000 Wednesday afternoon. Singapore-based Bitdeer, a Bitcoin mining and AI services firm, rose more than 15% to $14.76 y the end of the trading day. Bakkt, which earlier this week announced that it's acquiring a stablecoin services firm, finished the day trading for $21.01 after climbing 12%. And Bitcoin mining and data center operator CleanSp ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - There is a divergence in the outlook for the cryptocurrency market in 2026 among leading global crypto institutions, primarily concerning the existence of Bitcoin's four-year market cycle and the uncertainty of the U.S. interest rate cuts [1][11] - The transition of crypto mining companies to AI data centers is seen as a positive trend, with companies expected to benefit from the growing demand for AI computing power [3][38] - The U.S. is expected to see significant developments in asset tokenization and prediction markets, which may drive the next wave of crypto market growth [4][46] Summary by Sections 1. Observing the Fed's Rate Cut Rhythm - The total market capitalization of cryptocurrencies fell by 8.6% in 2025, with Bitcoin's price declining by 6.1%, marking the first year to break a three-year growth streak [2][12] - The price of Bitcoin is correlated with global M2 growth rates, which are currently weaker than in previous cycles, suggesting that the performance of the industry in 2026 will depend on the pace and scale of monetary easing by major economies [2][16] 2. U.S. Crypto Mining Transitioning to AI Data Centers - The cost of Bitcoin mining has risen significantly, with the average cost including depreciation reaching $111,557 per BTC, exceeding the current Bitcoin price [3][39] - The U.S. energy department anticipates a need for an additional 100GW of peak power supply by 2030, with a significant portion allocated for data centers, making the transition of mining companies to AI services a natural choice [3][38] 3. U.S. Rapidly Advancing Asset and Prediction Market Tokenization - The Nasdaq has applied to the SEC to launch tokenized stocks, with expectations for tokenized stocks to trade alongside traditional stocks by the third quarter of 2026 [4][46] - The monthly betting amounts on platforms like Polymarket and Kalshi have surged from under $100 million in early 2024 to over $13 billion by November 2025, indicating explosive growth in demand for event contracts [4][48] 4. Investment Recommendations - The report suggests focusing on companies with substantial self-owned power capacity, low debt ratios, and low market value per watt of power, as well as those collaborating with major firms like Google and Amazon [5][43] - It also recommends prioritizing investments in leading cryptocurrency companies during this cyclical opportunity [5]

Company Expansion - Bitdeer, a billion-dollar Bitcoin mining machine company, has expanded its operations by opening a new manufacturing and assembly facility in the United States [1] - The new facility is located in Reno, Nevada, and spans 182,000 square feet [1] Business Focus - The facility will support mining hardware production, chip development, and onshore manufacturing [1]

Core Viewpoint - Bitdeer has leased a facility in Sparks, Nevada, to establish its flagship production base for SEALMINER Bitcoin mining machines [1] Group 1: Company Overview - Bitdeer has rented the Dermody LogistiCenter Building 2, which spans approximately 188,000 square feet [1] - The facility will be transformed into a manufacturing and assembly center for SEALMINER Bitcoin mining machines [1] Group 2: Industry Context - Dermody is a private industrial real estate developer and logistics asset operator, focusing on large-scale warehousing, manufacturing facilities, and inland port logistics hubs across the United States [1]

Global Crypto Mining News in October: Bitcoin mining profitability falls to record lows as hashrate hits new highs; Malaysia’s power theft for mining tops $1.1 billion; listed miners and rig makers like Bitdeer, Bitfury, Canaan, Marathon, Bitfarms, TeraWulf and others accelerate their pivot to AI/HPC, large-scale financing and government-linked energy projects, etc https://t.co/b4rFe2VgEJ ...

After a $260M+ Loss, Bitdeer's mining facility caught fire! Is all the $BTC safe? https://t.co/QKlTnhgtqZ ...

Company Operations - Bitdeer's new Bitcoin mining facility in Ohio caught on fire [1]

Fire breaks out at Bitdeer bitcoin mining facility in Ohio, no injuries reported https://t.co/iqnMIEJiYR ...