Core Viewpoint - BitFuFu Inc. is set to participate in the DealFlow Discovery Conference on January 28-29, 2026, where the Vice President of Investor Relations will present and hold one-on-one meetings with investors [1]. Company Overview - BitFuFu Inc. is recognized as a leading Bitcoin miner and innovator in mining services, focusing on empowering the global Bitcoin network through its advanced cloud mining platform and rapidly scaling infrastructure [2].

Core Insights - Renowned investor Kevin O'Leary emphasizes the importance of owning energy infrastructure in the cryptocurrency sector, suggesting that electricity can be more valuable than Bitcoin at the right price [1][4]. Group 1: Energy Infrastructure and Bitcoin Mining - O'Leary highlights that Bitzero, a Canadian energy infrastructure firm, is leasing power for high-performance computing and Bitcoin mining, indicating that controlling energy infrastructure allows for flexible choices between leasing power or mining Bitcoin [2][3]. - The cost to mine one Bitcoin at Bitzero is reported to be $56,000, which is significantly lower than the current market price, showcasing the potential profitability of low-cost electricity in Bitcoin mining [3][4]. Group 2: Market Predictions and Regulatory Clarity - O'Leary predicts that Bitcoin's value will increase to between $150,000 and $200,000 once regulatory clarity is achieved, suggesting that this clarity is essential for capturing value in the cryptocurrency market [4]. - He dismisses altcoins as lacking institutional appeal and forecasts that the passage of the CLARITY Act will lead institutions to have "no reason to own them" [4]. Group 3: Investment Strategy - O'Leary has previously stated that owning Bitcoin and Ethereum alone can capture 97.5% of the cryptocurrency market's volatility and yield, indicating a strategic focus on these major cryptocurrencies over altcoins [5][7]. - The emphasis on owning underlying infrastructure for cryptocurrencies is a recurring theme in O'Leary's investment strategy, as he has invested in various cryptocurrency infrastructure companies [5].

Core Viewpoint - CleanSpark (CLSK) should be valued as a transition asset rather than solely as a miner, with a defined execution window for its strategy [1] Group 1: Company Analysis - Mining operations are currently robust but are not the primary driver of value; instead, they serve to fund other initiatives [1] - The company is focusing on identifying high-potential opportunities that can yield significant returns, emphasizing a strategy that seeks to maximize long-term compounding while managing risks [1] Group 2: Investment Strategy - The investment approach involves leveraging market inefficiencies and contrarian insights to identify asymmetric opportunities, aiming for an upside potential of 3-5 times the downside risk [1] - A 2-3 year investment horizon is adopted to endure market volatility, ensuring that patience and disciplined capital allocation lead to superior returns over time [1]

Core Viewpoint - CleanSpark (CLSK) should be valued as a transition asset rather than a traditional miner, with a defined execution window for its operations [1] Group 1: Company Analysis - Mining operations are currently robust but are not the primary driver of value; instead, they serve to fund other initiatives [1] - The company is focusing on identifying high-potential opportunities that can yield significant returns, emphasizing a strategy that seeks to maximize long-term compounding while managing risks [1] Group 2: Investment Strategy - The investment approach involves leveraging market inefficiencies and contrarian insights to identify asymmetric opportunities, aiming for an upside potential of 3-5 times the downside risk [1] - A 2-3 year investment horizon is adopted to endure market volatility, with a focus on patience, discipline, and intelligent capital allocation to achieve outsized returns over time [1]

Core Insights - Riot Platforms has seen a significant stock price increase of approximately 40% since the beginning of 2025, indicating a strong turnaround narrative in the market [2][5] - The company has reported substantial financial improvements, achieving record revenue of $180.2 million in Q3 2025, more than double the $84.8 million from the same quarter the previous year, with a net income of $104.5 million compared to a loss a year earlier [6] - Riot is diversifying its business model beyond Bitcoin mining by leveraging its power portfolio and land assets in Texas to develop large-scale data centers for artificial intelligence and high-performance computing [7] Financial Performance - In Q3 2025, Riot produced 1,406 BTC and achieved an adjusted EBITDA of $197.2 million, showcasing operational scale and efficiency advancements [6] - The company holds approximately 19,287 BTC on its balance sheet, valued at around $2.2 billion, positioning it with one of the strongest Bitcoin treasury positions in the mining industry [6] Strategic Developments - Riot's strategic pivot towards AI and high-performance computing data centers represents a potential new revenue stream, distinct from its traditional Bitcoin mining operations [7] - The introduction of 112 MW of core and shell capacity at Riot's Corsicana campus aims to attract hyperscalers and cloud infrastructure clients, indicating a shift in business focus [7] Market Dynamics - The company's performance remains closely tied to Bitcoin prices, with higher BTC valuations enhancing revenue from mined bitcoins and the value of inventory [8] - Riot's hash rate has significantly increased year-over-year, solidifying its production capacity and long-term revenue prospects [8] Future Outlook - The future trajectory of Riot's stock will depend on developments in data center leases and collaborations with AI/cloud corporations, which could lead to a re-rating of the company's valuation multiples [9] - Macroeconomic conditions and the state of the Bitcoin market will continue to influence stock sentiment, with potential risks from declines in BTC prices or spikes in electricity costs [10] - Riot's elevated capital expenditures for infrastructure development may require patience before substantial data center revenues are realized, but the recovery in Bitcoin mining profits and strong treasury holdings support a positive outlook [11]

Core Viewpoint - Riot Platforms, Inc. (RIOT) has shown a significant price increase of 32.4% over the past four weeks, with a mean price target of $27.33 indicating a potential upside of 51% from the current price of $18.1 [1] Price Targets and Analyst Estimates - The mean estimate consists of 18 short-term price targets with a standard deviation of $5.28, indicating variability among analysts. The lowest estimate is $16.00 (11.6% decline), while the highest is $42.00 (132% increase) [2] - A low standard deviation suggests a strong agreement among analysts regarding the stock's price movement direction, which can serve as a starting point for further research [9] Earnings Estimates and Analyst Agreement - Analysts have shown increasing optimism about RIOT's earnings prospects, as evidenced by a strong consensus in revising EPS estimates higher, which correlates with potential stock price increases [11] - Over the last 30 days, one estimate has increased, leading to a 0.7% rise in the Zacks Consensus Estimate for the current year [12] Zacks Rank and Investment Potential - RIOT holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate factors, indicating strong potential for upside in the near term [13]

Group 1 - The core viewpoint emphasizes the importance of owning energy infrastructure in the cryptocurrency sector, with Kevin O'Leary stating that electricity can be more valuable than Bitcoin at the right price [1][4] - O'Leary highlighted that Bitzero, a Canadian energy infrastructure firm, is leasing power for high-performance computing and Bitcoin mining, allowing for flexibility in operations [2] - The cost to mine one Bitcoin at Bitzero is reported to be $56,000, which is significantly lower than the current market price [3] Group 2 - O'Leary argues that the profitability of Bitcoin mining is largely dependent on low-cost electricity, suggesting that electricity can surpass the value of Bitcoin itself under certain conditions [4] - He forecasts that Bitcoin prices could rise to between $150,000 and $200,000 once regulatory clarity is achieved, which would enhance value capture in the market [4] - O'Leary has expressed skepticism towards altcoins, predicting that institutional investors will have no incentive to own them once the CLARITY Act is passed [5] Group 3 - O'Leary has previously stated that owning Bitcoin and Ethereum is sufficient to capture 97.5% of the cryptocurrency market's volatility and yield, while altcoins may struggle to recover after market corrections due to their lack of utility [6] - As of the latest data, Bitcoin was trading at $89,732.31, reflecting a decrease of 1.94% in the last 24 hours [6]

Core Insights - Datacentrex is leveraging its existing infrastructure to generate revenue through Scrypt mining, positioning itself advantageously in the data center and AI market, which is valued in the hundreds of billions of dollars annually [1][5][24] Infrastructure and Operations - Datacentrex operates four U.S. colocation sites with over 3,100 Scrypt mining rigs, achieving uptime above 95% and plans to expand to over 4,100 rigs by the first half of 2026 [4][19][20] - The company is not waiting for approvals or interconnections, as its sites are already operational, generating revenue continuously [2][4] Market Positioning - Major tech companies like Microsoft and Google are expanding their AI capacities in established regions with reliable power delivery, indicating a trend towards utilizing existing infrastructure rather than speculative projects [3][24] - Datacentrex is positioned to capitalize on this trend by focusing on existing, usable electricity to support continuous operations [6][27] Scrypt Mining Economics - Scrypt mining has shown stronger profitability compared to Bitcoin mining, with Datacentrex's operations being EBITDA positive from the start, indicating effective cost management and revenue generation [9][13][20] - The company consolidates mining output into Bitcoin, simplifying cash flow and reducing exposure to liquidity issues associated with managing multiple cryptocurrencies [12][16] Financial Health - Datacentrex has approximately $45 million in cash, no long-term debt, and full ownership of its operating equipment, allowing it to operate and expand without the need for external capital [20][21] - The company’s treasury strategy emphasizes liquidity, enabling it to act on opportunities without being pressured by short-term market fluctuations [17][16] Industry Context - J.P. Morgan estimates that U.S. data center capacity could exceed 130 gigawatts by 2030, with significant investment required to support this growth, highlighting the importance of existing power infrastructure [24][26] - The shift in the market is towards valuing companies based on their access to power and operational flexibility rather than just hash rate, as seen in the evolving landscape of crypto and AI infrastructure [22][27]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Bitdeer Technologies Group securities during the specified class period of the upcoming lead plaintiff deadline on February 2, 2026 [1] Group 1: Class Action Details - Investors who bought Bitdeer securities between June 6, 2024, and November 10, 2025, may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2] - A class action lawsuit has already been filed, and interested parties can join by contacting Rosen Law Firm [3][6] - To serve as lead plaintiff, individuals must file a motion with the court by February 2, 2026 [3] Group 2: Law Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company [4] - The firm was ranked No. 1 by ISS Securities Class Action Services for the number of settlements in 2017 and has consistently ranked in the top 4 since 2013, recovering hundreds of millions for investors [4] - In 2019, the firm secured over $438 million for investors, and its founding partner was recognized as a Titan of Plaintiffs' Bar by Law360 in 2020 [4] Group 3: Case Specifics - The lawsuit alleges that Bitdeer provided misleading information regarding its SEALMINER Bitcoin mining machine, particularly concerning the energy efficiency of its SEAL04 chip [5] - Defendants claimed that the SEAL04 chip would achieve an energy efficiency of 5 J/TH, but failed to disclose that this technology would not be ready for mass production until the second quarter of 2025 [5] - These misleading statements led to investors purchasing Bitdeer securities at inflated prices, resulting in damages when the true information was revealed [5]

Group 1: Company Performance - Canaan Inc. reported a 61% year-over-year increase in operating hashrate and an 82% jump in installed hashrate, reaching 9.91 EH/s [1] - The company mined 86 BTC in December and closed 2025 with record crypto holdings of 1,750 BTC and 3,951 ETH [1] - Canaan expanded its global power capacity to more than 250 MW across nine projects and improved miner efficiency to 24.3 J/TH [2] Group 2: Financial Metrics - Despite outperforming the Bitcoin network's 34% hashrate growth, Canaan faces financial pressure with a negative 58% free cash flow yield [2] - The company's stock is down 52% over the past year [2] Group 3: Strategic Initiatives - Canaan launched a 3.0 MW proof-of-concept program with Bitforest Investment Ltd to recover heat from an Avalon Computing system for greenhouse operations [3] - The company renewed a $30 million share buyback program and launched a 3 MW heat-recovery initiative in Canada [2] - Canaan operates a self-mining fleet across eight global data centers with holdings of about 1,600 BTC and is focused on expanding self-mining and increasing rig market share [4] Group 4: Industry Position - Canaan specializes in ASIC supercomputing chips, primarily known for designing and manufacturing Bitcoin mining machines under the Avalon brand [5] - The company is focused on integrating efficient, often green, computing into applications such as data centers and energy [5]