Group 1 - CleanSpark, Inc. (NASDAQ:CLSK) is recognized as one of the best performing long-term stocks, with a stock price increase of over 27% since the fiscal third quarter results announcement on August 7, 2025 [1] - The company reported revenue of $198.64 million for the fiscal third quarter, representing a year-over-year increase of 90.81%, although it fell short of consensus estimates by $1.7 million [2] - CleanSpark achieved an operational hashrate milestone of 50 exahashes per second (EH/s) in June 2025, becoming the first public Bitcoin miner to reach this scale using exclusively American infrastructure [2] Group 2 - The company holds 12,703 bitcoins in its treasury, valued at over $1 billion, and has secured more than 1 gigawatt of power capacity to support its mining operations [3] - Following the recent updates, analysts have expressed bullish sentiment, with John Todaro from Needham and James Mcllree from Chardan Capital both reiterating Buy ratings with price targets of $21 and $20, respectively [4] - CleanSpark operates as a vertically integrated Bitcoin mining company with data centers located in multiple U.S. states, including Georgia, Mississippi, Tennessee, and Wyoming [5]

Group 1 - IREN has expanded its AI Cloud capacity to approximately 23,000 GPUs and raised its annualized run-rate revenue target for the service to $500 million by the end of Q1 2026 [1] - The company has placed orders for an additional 12,400 GPUs at a cost of about $674 million, including various models from NVIDIA and AMD, with deliveries staged over the coming months [2] - Upon full commissioning, IREN's AI Cloud fleet will consist of multiple GPU types, including 1,900 H100 and H200 GPUs, 19,100 B200 and B300 GPUs, 1,200 GB300 GPUs, and 1,100 MI350X GPUs [3] Group 2 - Financing arrangements are in place to support the GPU deployments without materially impacting the company's mining activities [4] - IREN controls 2.91 GW of grid-connected power across the U.S. and Canada, with 810 MW of operating data-center capacity and a pipeline for multi-gigawatt expansion [4] - Following an earnings beat in late August, IREN shares experienced a significant rally, making the company the largest publicly traded bitcoin miner with a market value of $10.5 billion [5]

In today's article, we will analyze the CoinShares Bitcoin Mining (NASDAQ: WGMI ) investment vehicle belonging to the category of exchange-traded funds (ETFs) products, which is owned by the digital asset firm CoinShares. This is an actively managed ETF offering direct exposure to theAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it express ...

Core Viewpoint - IREN Ltd. has transitioned from being relatively unnoticed to gaining significant attention in 2025 due to its operations in data centers and Bitcoin mining [1] Company Summary - IREN Ltd. operates in the data center sector and is involved in Bitcoin mining, indicating a dual focus on technology infrastructure and cryptocurrency [1]

🔥 UPDATE: The Laos government confirmed plans to mine Bitcoin. https://t.co/4EiXJYFBBb ...

Core Insights - Circle Internet Group (CRCL) is experiencing significant growth due to the increasing adoption of the USDC stablecoin, with $72.36 billion in circulation as of September 11, 2025, up from $65.2 billion in August and $61.3 billion at the end of Q2 2025 [1][8] Group 1: Adoption and Regulatory Environment - The regulatory landscape is improving for stablecoins like USDC, particularly with the passage of the GENIUS Act, which is expected to enhance enterprise adoption [2] - Circle minted USDC worth $42.2 billion in Q2 2025, reflecting a 21% year-over-year increase, while redeeming $40.8 billion, up 17% year-over-year [2] - The number of meaningful wallets holding more than $10 of USDC surged by 68% year-over-year, indicating expanding global adoption [2] Group 2: Partnerships and Collaborations - Circle has expanded its partner base, including notable companies such as Binance, Corpay, FIS, Fiserv, OKX, Finastra, and Fireblocks [3] - A recent partnership with Fireblocks aims to enhance cross-border treasury and tokenization asset settlement using Circle's stablecoin network [3] - The collaboration with Finastra allows banks to integrate USDC settlement into their cross-border payment flows, while FIS and Circle are enabling U.S. financial institutions to offer stablecoin payment options [3] Group 3: Financial Performance - Circle reported total revenues and reserve income of $658.1 million in Q2 2025, marking a 53% year-over-year increase [4] - The Zacks Consensus Estimate for Q3 2025 revenues is projected at $686.4 million, with an annual estimate of $2.63 billion for 2025 [5] - Despite strong revenue growth, Circle's shares have declined by 4.8% over the past month, underperforming the broader Zacks Finance sector, which returned 2.5% [9]

Soluna Holdings (NASDAQ: SLNH) has closed a scalable credit facility of up to $100 million with Generate Capital to refinance and construct its green data center projects, drawing an initial $12.6 million to fund active builds and refinance existing assets. Get these headlines directly to your inbox: subscribe to Blockspace. The facility includes a delayed‐draw tranche of $22.9 million earmarked for continued development of Project Dorothy 2 and the forthcoming Project Kati 1 data center, as well as an un ...

Group 1 - Bitdeer Technologies Group (NASDAQ:BTDR) experienced a significant increase of 30.77% week-on-week due to improved Bitcoin mining operations, with the company mining 375 new Bitcoins in August, a 33% increase from 282 in July [1][2] - The company's self-mining hash rate improved to 30 EH/s in August, up from 22 EH/s in July [2] - For October, Bitdeer is targeting a self-mining hash rate of 40 EH/s, indicating plans for expansion and positioning to become one of the largest vertically integrated miners globally [3] Group 2 - Bitdeer Technologies is set to pay off $7.7 million of outstanding debt through the early redemption of its 8.5% convertible senior notes due in 2029 [4] - Noteholders have the option to convert the notes into shares, with a conversion rate of 127.9743 Class A shares for every $1,000 note [5] - The conversion includes an additional upside of 10.9536 shares for every $1,000 principal amount due to the cleanup redemption [6]

Core Viewpoint - Iris Energy Ltd. (IREN) is a bitcoin mining and AI cloud computing company that has experienced significant performance growth, particularly in recent weeks [1] Group 1: Company Performance - IREN's bitcoin mining segment generated approximately $76.7 million in revenue in August 2025, while its AI cloud business contributed around $2.4 million [2] - The company is actively purchasing GPUs to expand its cloud business in response to increasing demand for AI [2] Group 2: Leadership Changes - Anthony Lewis has been appointed as the new chief financial officer, having played a crucial role in IREN's GPU financings [2] Group 3: Investment Opportunities - Advisors and investors are encouraged to consider adding exposure to IREN to leverage its growth potential, ideally through diversified means to manage risk [2] - The CoinShares Bitcoin Mining ETF (WGMI) offers a diversified investment option, with IREN being the top holding, accounting for over 20% of the fund's assets as of September 12, 2025 [3][4]

RT CoinDesk Podcast Network (@CoinDeskPodcast)🎧 Catch the latest episode of 'THE MINING POD: Bitcoin Mining News: Tether’s Court Win, US Gov’t Eyes Bitmain, AI’s Hashrate Impact,’ in partnership with @blockspacepod!Welcome back to The Mining Pod! Today, Brandon Mintz, CEO of Bitcoin Depot joins Colin to talk about building the largest Bitcoin ATM network in North America with 9,000+ machines. They discuss how the Bitcoin ATM business model works, why someone would buy bitcoin from an ATM rather than an exch ...