⚡️ UPDATE: Bitcoin miner debt jumps 500% to $12.7B as firms invest heavily in new equipment and AI infrastructure. https://t.co/IgQdePgGln ...

Core Insights - The article emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior [1] - It highlights the significance of central bank policies, sector rotation, and sentiment dynamics in constructing actionable investment strategies [1] Group 1: Professional Background - The author has over 10 years of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [1] - The professional background includes advising on and implementing multi-asset strategies, with a strong emphasis on equities and derivatives [1] Group 2: Investment Philosophy - The goal of sharing insights is to make investing accessible, inspiring, and empowering for all investors [1] - The article encourages collaboration among investors to build confidence in long-term investing [1]

Core Viewpoint - CleanSpark (CLSK) is transitioning from a Bitcoin mining company to an AI infrastructure provider, raising questions about its financial strength to support this pivot [1][2]. Company Overview - CleanSpark is a Bitcoin mining company that owns its own infrastructure rather than renting equipment, headquartered in Henderson, Nevada [3]. Transition to AI Infrastructure - The company has appointed Jeffrey Thomas as senior vice president of AI data centers, leveraging his experience in setting up data centers globally [1]. - The transition into AI infrastructure is seen as feasible due to existing power infrastructure and mining sites, although it presents complexities and risks [2]. Financial Performance - CLSK stock has increased by 87% year-to-date, significantly outperforming the Nasdaq Composite's 19.13% [4]. - The stock is currently trading at a 24% discount to its three-year high of $24.72 and a 56% discount to its five-year high of $40.39 [4]. Valuation Metrics - CLSK's forward GAAP price-to-earnings (P/E) ratio is 13.15x, which is 61% below the sector median, indicating potential undervaluation [5]. - The trailing twelve-month (TTM) GAAP P/E ratio of 20.79x offers a 34% discount to the median of 31.36x, further suggesting undervaluation [5]. - The forward price-to-book (P/B) multiple of 3.08x is 33% lower than the median of 4.58x, indicating significant upside potential from current levels [5].

RT CoinDesk Podcast Network (@CoinDeskPodcast)🎧 Catch the latest episode of 'THE MINING POD: How the BTC ETF Changes Investor Time Horizons,’ in partnership with @blockspacepod!Today, there is a two-for-one show with two interviews recorded at the North American Blockchain Summit. To start, Colin interviews Blue Macellari (Head of Digital Assets at T. Rowe Price) on how institutional adoption is fundamentally changing Bitcoin's market structure, the debasement trade narrative going mainstream, and why fast ...

Today, Bitcoin and Ether are in the green as crypto's comeback from last week's sell-off continues. CleanSpark gets a boost as the Bitcoin miner says it's adding AI compute to its business model. And Michael James of Duro Labs and Pith Network breaks down how they're bringing more financial and economic data on chain.Welcome to CNBC's Crypto World. I'm Jordan Smith. Digital currencies are in the green this morning as the market looks to recover from the recent selling pressure in October.By noon Eastern, Bi ...

Bitcoin (BTC) holders facing steep tax bills have a new option to ease the burden — by converting what they owe into income-producing mining hardware. Crypto lending firm Arch is rolling out TaxShield, which uses a specific provision of the U.S. tax code — bonus depreciation under IRS §168(k) — that allows investors to write off the cost of mining equipment against taxable income. This is how it works: Users post Bitcoin as collateral for an overcollateralized loan from Arch, then use the loan proceeds t ...

New Record Global Bitcoin Mining Hashrate1,100,000,000,000,000,000,000x per second https://t.co/SUoCx7Y2Rq ...

Bitcoin Mining Stocks Surge as Another Firm Embraces AI Boom► https://t.co/Jh72ev3zf5 https://t.co/Jh72ev3zf5 ...

Core Viewpoint - Cipher Mining Inc. is set to provide a business update and release its third quarter 2025 financial results on November 3, 2025, before U.S. markets open [1] Group 1: Upcoming Events - The company will host a conference call and webcast on November 3, 2025, at 8:00 a.m. Eastern Time [1] - A live webcast and replay of the conference call will be available on Cipher's investor relations website [2] Group 2: Company Overview - Cipher focuses on developing and operating industrial-scale data centers for bitcoin mining and high-performance computing (HPC) hosting [3] - The company aims to be a market leader in innovation within bitcoin mining growth, data center construction, and as a hosting partner for major HPC companies [3]

Core Insights - The CoinShares Bitcoin Mining ETF (WGMI) offers targeted exposure to the Bitcoin mining industry, managed by CoinShares Funds LLC, a subsidiary of CoinShares International Limited, which specializes in digital assets [1][6]. Industry Overview - Bitcoin mining is essential for validating transactions and introducing new bitcoins into circulation, utilizing advanced hardware and software to solve complex problems [2]. - The Bitcoin mining sector has seen the emergence of publicly listed companies, allowing investors to gain exposure without the need for personal mining operations [2]. Benefits & Future Potential - Bitcoin miners enhance financial autonomy globally, especially in regions with restricted liberties, and contribute to job creation and revitalization of rural areas in the U.S. [3]. - The U.S. accounted for 37% of global Bitcoin mining activity in 2022, supported by favorable regulations and renewable energy resources [3]. Investment Strategy - WGMI focuses on public companies in the Bitcoin mining industry, ensuring direct exposure to firms critical for the Bitcoin network's functionality [8]. - The ETF adheres to strict selection criteria, investing at least 80% of its net assets in companies deriving at least 50% of their revenue from Bitcoin mining [9]. Pure-Play Exposure - WGMI provides 'pure-play' exposure, allowing investors to focus on a specific sector without dilution from unrelated industries [4][5]. - The ETF's structure helps avoid overlap and concentration risk, enabling targeted investment in the Bitcoin mining theme [5]. Key Details - WGMI was launched on February 7, 2022, with a total expense ratio of 0.75% per annum [12]. - The ETF is traded on Nasdaq under the ticker symbol WGMI [12]. Why Invest in WGMI? - WGMI offers targeted exposure to Bitcoin mining, managed by experts in the digital asset space, enhancing overall portfolio diversification [13].