Core Insights - Bitdeer Technologies Group (NASDAQ:BTDR) is recognized as a leading investment opportunity in the cryptocurrency and blockchain sector, particularly due to its impressive operational results in December 2025, which included a 339% year-over-year increase in Bitcoin mined, totaling 636 Bitcoins, and a 21% month-over-month increase [1]. Group 1: Operational Performance - The company achieved a self-mining hashrate of 55.2 Exahash per second, contributing to the significant increase in Bitcoin mining [2]. - Bitdeer surpassed 55 EH/s, marking a key operational milestone, with plans for continued growth through 2026 as additional proprietary mining rigs are deployed [3]. - As of the end of 2025, Bitdeer held 2,017 Bitcoins, excluding customer deposits, indicating a strong asset position [4]. Group 2: Technological Advancements - Bitdeer is advancing its AI capabilities by converting several crypto mining facilities into AI data centers located in Norway, Washington, and Tennessee [4]. - The company is focused on building significant AI infrastructure utilizing NVIDIA GPUs for advanced computing, alongside its Bitcoin mining operations [5].

Core Insights - CleanSpark Inc (NASDAQ:CLSK) is recognized as a leading cryptocurrency and blockchain stock, demonstrating strong performance in Bitcoin production and digital asset management [1][2]. Group 1: Bitcoin Production - In December, CleanSpark produced 622 Bitcoin, averaging 20.07 Bitcoin per day, marking a 10% year-over-year increase [2]. - The total Bitcoin production for the year reached 7,746 Bitcoin, with a hashrate of 150.0 EH/s, concluding the year with 13,099 Bitcoin after selling 577 Bitcoin at an average price of $89,210 [2][3]. Group 2: AI Infrastructure Expansion - CleanSpark is expanding into artificial intelligence compute infrastructure, having acquired a 271-acre site in Texas and secured power agreements totaling 285 megawatts [3]. - The company has a power portfolio of 31.45 GW under contract and utilizes 480 MW to support its mining operations [3]. Group 3: Strategic Vision and Market Position - The CEO of CleanSpark, Matt Schultz, emphasized the company's operational strength and monetization strategies, which are foundational for advancing AI infrastructure plans in Georgia, Texas, and beyond [4]. - Maxim initiated coverage of CleanSpark with a Buy rating and a price target of $22, indicating positive market sentiment [4]. Group 4: Business Model - CleanSpark focuses on Bitcoin mining and developing high-performance computing infrastructure, leveraging its energy assets and data centers for efficient operations [5].

Core Insights - Cipher Mining Inc. is recognized as a promising investment in the cryptocurrency and blockchain sector, particularly following recent leadership appointments aimed at enhancing policy and strategic initiatives [1] Group 1: Business Expansion - Cipher Mining has diversified its operations by acquiring a 200-megawatt site in Ohio, which includes 195 acres of land and secured capacity from AEP Ohio [2] - The new site provides access to PJM, the largest wholesale electricity market in the U.S., and is suitable for high-performance computing (HPC) activities due to its size and fiber path availability [3] - With this acquisition, Cipher Mining's development pipeline has expanded to 3.4 gigawatts (GW) across eight sites, indicating a significant growth trajectory [3][4] Group 2: Strategic Focus - The company is shifting its focus from solely Bitcoin mining to also include hosting for HPC and AI infrastructure, targeting major tech companies like Amazon Web Services (AWS) for long-term revenue [7] - CEO Tyler Page emphasized the importance of this new site in expanding the company's HPC hosting business and geographical footprint, showcasing a strategic pivot towards high-performance computing [5] Group 3: Market Sentiment - Following the acquisition news, Compass Point maintained a Buy rating on Cipher Mining with a price target of $28, while Rosenblatt reduced its target from $33 to $25 but also kept a Buy rating, reflecting mixed market sentiment [6] - The financial strain on pure-play crypto miners due to rising network difficulty and falling Bitcoin prices is noted, suggesting that diversification into HPC may provide a buffer against these challenges [6]

Group 1 - Riot Platforms Inc. announced an 8% month-over-month increase in Bitcoin production for December, although it was 11% lower than the same month in 2024 [1][2] - The company's hash rate increased by 5% to 38.5 EH/s, which is 22% higher than the previous year [2] - Riot sold 1,818 Bitcoin in December, generating $161.6 million in net proceeds, a significant increase from the 38 Bitcoins sold in November [3] Group 2 - The company ended the year with 18,005 Bitcoin in reserves, reflecting a 2% increase from the end of 2024 [3] - Riot Platforms has entered into a sales agreement to establish an at-the-market offering program, planning to sell up to $500 million of its common stock at prevailing market prices [4] - Riot Platforms is focused on developing large-scale data centers for high-density computing and Bitcoin mining, aiming to power the digital economy [5]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Bitdeer Technologies Group securities between June 6, 2024, and November 10, 2025, of the February 2, 2026, deadline to become lead plaintiffs in a class action lawsuit [1]. Group 1: Class Action Details - Investors who purchased Bitdeer securities during the specified class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court by February 2, 2026, to serve as lead plaintiff [3]. - Investors can join the class action by visiting the provided link or contacting the law firm directly for more information [6]. Group 2: Law Firm Credentials - Rosen Law Firm emphasizes the importance of selecting qualified counsel with a successful track record in securities class actions, highlighting its own achievements in this area [4]. - The firm has secured significant settlements for investors, including over $438 million in 2019 alone, and has been consistently ranked among the top firms for securities class action settlements [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 technology [5]. - Defendants are accused of failing to disclose critical information about the readiness of the SEAL04 chip for mass production, which led to investors purchasing securities at inflated prices [5].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Bitdeer Technologies Group securities between June 6, 2024, and November 10, 2025, of the upcoming lead plaintiff deadline on February 2, 2026 [1] Group 1: Class Action Details - Investors who bought Bitdeer securities during the specified Class Period 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 with the Court by February 2, 2026, acting on behalf of other class members [3] Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions [4] - The firm has achieved significant settlements, including the largest securities class action settlement against a Chinese company, and has consistently ranked highly in securities class action settlements since 2013 [4] - In 2019, the firm secured over $438 million for investors, showcasing its capability in recovering funds for clients [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 technology [5] - Defendants are accused of failing to disclose that the SEAL04 chip, expected to have an energy efficiency of 5 J/TH, would not be ready for mass production until the second quarter of 2025, leading to artificially inflated security prices [5] - The revelation of the true state of the SEALMINER A4 project resulted in investor losses, as the misleading statements had previously encouraged purchases at inflated prices [5]

Core Viewpoint - A securities class action lawsuit has been filed against Bitdeer Technologies Group for failing to disclose material information, leading to significant investor losses during the specified Class Period from June 6, 2024, to November 10, 2025 [1][3]. Group 1: Lawsuit Details - Investors who suffered substantial losses have until February 2, 2026, to file lead plaintiff applications in the lawsuit against Bitdeer [1][2]. - The lawsuit is pending in the United States District Court for the Southern District of New York, under the case name Ismail N. Sakar v. Bitdeer Technologies Group, et al., No. 25-cv-10069 [5]. Group 2: Financial Performance - On November 10, 2025, Bitdeer reported a net loss of $266.7 million, or $1.28 per share, attributed to increased operating expenses related to research and development of its ASICs roadmap [4]. - Following the announcement of these financial results, Bitdeer's share price dropped from $17.65 to $15.02, marking a decline of over 14% [4]. Group 3: Company Background - Bitdeer Technologies Group is involved in the cryptocurrency sector, specifically focusing on Bitcoin mining technology [4]. - Kahn Swick & Foti, LLC, the law firm representing the investors, is recognized as one of the top boutique securities litigation firms in the United States, serving both institutional and retail investors [5].

Group 1 - Riot Platforms signed a 10-year data center lease with AMD valued at $311 million, with potential expansion options that could increase the total to $1 billion, allowing for scalability up to 200 megawatts [1] - Galaxy Digital secured $460 million in new funding, in addition to a prior $1.4 billion loan, to expand its Helios campus in Texas to 3.5 gigawatts, with 800 megawatts already committed to AI firm CoreWeave [2] - The shift towards AI and high-performance computing allows miners to generate income independent of Bitcoin's price fluctuations, as they can rent power and data centers to AI clients [2] Group 2 - Bitcoin mining is becoming increasingly competitive, with rising hashrate leading to lower earnings for individual miners unless Bitcoin prices increase significantly [3] - Riot Platforms now controls approximately 1.7 gigawatts of power in Texas after selling around 1,080 BTC to fund its expansion, positioning itself more like a utility company with long-term contracts [4] - When mining firms maintain solvency during periods of stable Bitcoin prices, they tend to sell fewer coins on the market, which can reduce selling pressure over time [5]

Core Viewpoint - Riot Platforms is conducting a business update call to provide insights into its current operations and future outlook [2]. Group 1 - The call is being led by Joshua Kane, Vice President of Investor Relations, indicating a structured approach to investor communication [2]. - Participants are currently in listen-only mode, suggesting a focus on the management's prepared remarks before engaging in a Q&A session [2]. Group 2 - The presentation may include forward-looking statements as defined by the Private Securities Litigation Reform Act of 1995, highlighting the company's intent to discuss future events and trends [3]. - Forward-looking statements are based on management's current expectations and are subject to risks and uncertainties, which could lead to actual results differing significantly from those projected [3].

Core Insights - MARA Holdings, Inc. (MARA) stock has increased by over 7% in the past month, while the industry has seen a decline of 2% [2][9] - The company's third-quarter performance indicates a shift beyond Bitcoin mining, with the introduction of AI inference infrastructure and enhanced energy partnerships [2][3] Diversification and Growth Strategy - MARA is transitioning from traditional cryptocurrency mining to a more integrated digital infrastructure that supports both blockchain and AI computing workloads [3] - The installation of the first AI inference racks at the Granbury site demonstrates the company's readiness to support operations for both Bitcoin and AI inference [3] - MARA is expanding its energy control footprint through partnerships in West Texas, aiming for 50% of total revenues from international markets by 2028, which enhances geographic diversification [4] Future Outlook - The company plans to integrate energy generation, blockchain validation, and AI processing into a single operational ecosystem, focusing on cost-efficient, high-capacity energy infrastructure [5] - Innovations in data center design, such as direct-to-chip cooling, are being emphasized to improve scalability and reduce long-term maintenance costs, positioning MARA to leverage its energy expertise in high-performance computing applications [6]