（来源：吴说） 据 UzDaily.uz，乌兹别克斯坦国家前瞻项目署（NAPP）正式颁发该国首张加密货币挖矿许可证。相关 信息已发布在该机构的电子登记系统中。获得合法数字资产挖矿资质的首家公司为私营企业 NexaGrid。该公司于 2026 年 1 月 19 日获得主管部门签发的许可文件。其挖矿设备将部署在布哈拉州罗 米坦区。NexaGrid 于 2025 年 4 月在塔什干注册成立，注册资本为 6 亿苏姆（约 5 万美元）。 ...

Core Viewpoint - CleanSpark's stock is experiencing a surge primarily due to the rising price of Bitcoin, which directly impacts the company's revenue and profitability as a bitcoin miner [2]. Group 1: Financial Performance - CleanSpark reported fiscal first-quarter revenue of approximately $181 million, which fell short of Wall Street estimates of around $196 million, and recorded a loss of $1.35 per share, which was wider than expected [3]. - The company has a strong balance sheet, with over $450 million in cash and roughly $1 billion worth of bitcoin as of December 31, 2025, providing the company with the ability to expand capacity despite cryptocurrency price volatility [4]. Group 2: Stock Performance - CleanSpark's stock is currently trading 13.2% below its 20-day simple moving average (SMA) and 27.9% below its 100-day SMA, indicating a challenging short-term outlook despite recent gains [5]. - Over the past 12 months, CleanSpark shares have decreased by 5.62%, and they are closer to their 52-week lows than highs, suggesting ongoing pressure in the longer-term trend [5]. - The stock's Relative Strength Index (RSI) is at 38.38, indicating neutral territory, while the MACD is below its signal line, suggesting bearish pressure on the stock [6]. Group 3: Market Sentiment - CleanSpark currently holds a low Momentum score of 17.64 according to Benzinga Edge rankings, highlighting the weakness of the stock's trend even after the recent price increase [7]. - As of the latest publication, CleanSpark shares were up 8.81% at $10.14, with key resistance at $11.00 and key support at $9.00 [8].

Core Viewpoint - Intchains Group Limited will release its financial results for Q4 and the full year ended December 31, 2025, on February 26, 2026, after market close [1]. Group 1: Financial Results Announcement - The financial results will be discussed in a conference call scheduled for 8:00 PM U.S. Eastern Time on February 26, 2026 [2]. - A simultaneous audio webcast will be available for the conference call, accessible via a specific link or through the investor relations section of the company's website [3]. - A replay of the conference call will be available on the company's website shortly after the live event [4]. Group 2: Company Overview - Intchains Group Limited is involved in providing altcoin mining products, acquiring and holding Ethereum-based cryptocurrencies, and operating a Proof-of-Stake cryptocurrency staking platform [5].

Core Insights - Canaan reported strong fourth-quarter revenue of $196 million, driven by significant orders and record computing power sales, despite market volatility impacting profitability [3][4][7]. Financial Performance - Fourth-quarter revenue was $196 million, representing a 30.4% increase quarter-over-quarter and a 121.1% increase year-over-year, exceeding the company's guidance range [3][4][7]. - Product revenue reached $165 million, up 39.1% quarter-over-quarter and 124.5% year-over-year, although average selling prices declined slightly due to volume discounts [2][3]. - The company experienced an adjusted EBITDA loss of $40.5 million, attributed to inventory write-downs and non-cash fair value losses on digital assets [6][10]. Market Dynamics - Revenue from North American customers accounted for $125 million, over 75% of total product sales, reflecting strong demand from institutional miners [1][4][7]. - Bitcoin prices experienced significant volatility, impacting market conditions and miners' profitability, with prices fluctuating from approximately $126,000 to below $90,000 within the quarter [8][19]. Operational Highlights - Canaan secured a large order of over 50,000 A15 Pro models, contributing to an all-time high of 14.6 EH/s in computing power sold, a 45.7% sequential increase and a 60.9% year-over-year increase [2][4][7]. - The total installed hash rate rose 8.6% quarter-over-quarter to 9.91 EH/s, with 7.7 EH/s energized, and the company mined approximately 300 bitcoins during the quarter [11]. Liquidity and Asset Management - The company holds approximately 1,750 BTC and 3,951–3,961 ETH, valued at around $166 million at year-end, and finished the quarter with $81 million in cash [5][12]. - Operating expenses were reduced to $38 million, down 6% sequentially, reflecting a focus on core projects and organizational streamlining [13]. Future Outlook - For Q1 2026, Canaan guided revenue expectations of $60 million to $70 million, taking a cautious approach amid market uncertainty [5][19]. - The company plans to shift towards a more systematic approach in power and infrastructure development, aiming for substantial load capacity by year-end 2026 [18][22].

Group 1 - The 2026 Harvard Presidents' Seminar featured notable speakers, including Ambassador Kevin Rudd, former Prime Minister of Australia, highlighting the event's significance in bringing together top executives and thought leaders [1] Group 2 - Frank Holmes is the CEO and Chief Investment Officer of U.S. Global Investors, which manages over $4 billion in assets, indicating the company's substantial presence in the investment sector [2] - Holmes is recognized for his expertise in gold and precious metals, as well as for launching unique investment products, showcasing his innovative approach in the investment landscape [2] - Additionally, Holmes serves as the executive chairman of HIVE Blockchain Technologies, the first publicly traded cryptocurrency mining company, reflecting the growing intersection of traditional finance and cryptocurrency [2]

Company Overview - Cipher Mining Inc. is engaged in the cryptocurrency mining industry, focusing on developing and operating bitcoin mining data centers, aiming for efficient and sustainable mining solutions [1] Stock Performance and Analyst Ratings - On February 9, 2026, Morgan Stanley upgraded Cipher Mining's stock from Underweight to Overweight, with the stock priced at $14.73 at the time of the upgrade [2] - The stock opened at $13.66 and last traded at $14.03, reflecting a notable increase from its previous close of $12.70 [2] - Analysts from Rosenblatt Securities raised their price target to $33.00 with a "buy" rating, while Citigroup and JMP Securities expressed optimism with an "outperform" rating and price targets of $30.00 [3] Stock Volatility and Market Activity - Cipher Mining's stock has shown significant fluctuations, with a 15.98% increase, reflecting a $2.03 change, and trading within a range of $13.45 to $14.86 [4] - Over the past year, the stock reached a high of $25.52 and a low of $1.86, indicating its volatile nature [4] - The company's market capitalization is approximately $5.82 billion [4] Trading Volume and Investor Interest - The trading volume for CIFR today is notably high, with 31,185,318 shares traded, suggesting growing investor interest and confidence in the company's future prospects [5]

Core Viewpoint - Coeptis Therapeutics Holdings, Inc. has received shareholder approval for its merger with Z Squared Inc., which will result in Z Squared becoming a wholly owned subsidiary of Coeptis [1][2]. Company Overview - Coeptis is a biopharmaceutical and technology company focused on developing innovative cell therapy platforms for cancer, autoimmune, and infectious diseases [4]. - The company operates through its subsidiaries, including Coeptis Pharmaceuticals, GEAR Therapeutics, SNAP Biosciences, and Coeptis Technologies [4]. Therapeutic Portfolio - Coeptis's therapeutic portfolio includes assets licensed from Deverra Therapeutics, featuring an allogeneic cellular immunotherapy platform and DVX201, a clinical-stage natural killer cell therapy technology [5]. - The company is also developing a universal, multi-antigen CAR technology licensed from the University of Pittsburgh, alongside GEAR cell therapy and companion diagnostic platforms in collaboration with VyGen-Bio and the Karolinska Institute [5]. Technology Division - Coeptis has established a Technology Division aimed at enhancing operational capabilities through advanced technologies, including AI-powered marketing software and robotic process automation tools acquired from NexGenAI Solutions Group [6]. Z Squared Overview - Z Squared is a digital infrastructure company focused on securing the Dogecoin and Litecoin networks through institutional-scale mining operations [8]. - Upon merger completion, Z Squared plans to deploy 9,800 ASIC miners across facilities in North Carolina, South Carolina, and Iowa, positioning itself as the largest publicly traded pure-play Dogecoin miner in the U.S. [8]. Operational Model - Z Squared emphasizes efficiency and risk management, converting mined assets to USD or stablecoins typically within 24 hours, aligning with a cash-flow-focused strategy [9]. - The company is led by a team with extensive expertise in cryptocurrency mining operations and infrastructure management [9].

Core Viewpoint - LM Funding America, Inc. reported a preliminary operational update for January 2026, highlighting an increase in Bitcoin production and operational resilience during adverse weather conditions [1][2]. Bitcoin Mining Metrics - In January 2026, the company mined a total of 7.8 Bitcoin, an increase from 7.5 Bitcoin in December 2025 [2]. - The company's Bitcoin holdings increased to 364.1 Bitcoin as of January 31, 2026, valued at approximately $29.1 million based on a Bitcoin price of $79,960 [2][6]. - The total number of mining machines remained stable at 7,223, with an increase in the number of machines in Oklahoma from 4,480 to 4,608 [2]. Operational Highlights - The company successfully redirected power back to the grid during Winter Storm Fern, generating significant energy sales estimated at $315,000 for the month, equivalent to nearly 4.0 Bitcoin [2]. - The operational model demonstrated flexibility and resilience, with energy and curtailment sales having effectively no associated marginal costs, offsetting potential lost mining revenue [2]. Company Overview - LM Funding America, Inc. operates as a Bitcoin treasury and mining company, founded in 2008 and based in Tampa, Florida [3]. - The company also engages in a technology-enabled specialty finance business that provides funding to nonprofit community associations primarily in Florida [3].

Core Insights - Gold has reached a new all-time high above $5,000 an ounce, marking a significant increase in value, having doubled since September [1] Company Insights - U.S. Global Investors, led by Frank Holmes, manages over $4 billion in assets and is known for its focus on gold and precious metals investments [1] - Frank Holmes is also the executive chairman of HIVE Blockchain Technologies, the first publicly traded cryptocurrency mining company [1]

Core Insights - Cryptocurrency mining equities are experiencing significant growth at the beginning of 2026, indicating a strong market trend for this sector [1] Industry Summary - The CoinShares Valkyrie Bitcoin Miners ETF (WGMI) is highlighted as a leading exchange-traded fund (ETF) that reflects the performance of the cryptocurrency mining industry [1]