RETRANSMISSION: HIVE Digital Technologies September Bitcoin Production at 267 BTC, Climbs 8% MoM and 138% YoY, Surpassing 21 EH/s and Now Producing 9 BTC Per DayOctober 06, 2025 6:00 AM EDT | Source: HIVE Digital Technologies Ltd.This news release constitutes a "designated news release for the purposes of the Company's amended and restated prospectus supplement dated May 14, 2025, to its short form base shelf prospectus dated September 11, 2024.San Antonio, Texas--(Newsfile Corp. - October 6, ...

Group 1 - Riot Platforms (NASDAQ: RIOT) has experienced significant stock price growth, rising from single digits to over $19 within two months, largely driven by the increase in Bitcoin's value [1] - The article highlights the investment philosophy of focusing on growth and momentum stocks that are reasonably priced and likely to outperform the market in the long term [1] - The author references a historical investment strategy, noting that the S&P 500 increased by 367% and the Nasdaq by 685% from 2009 to 2019, emphasizing the potential for high-quality growth stocks [1] Group 2 - The article serves as an informational piece and does not constitute a solicitation or recommendation for buying or selling stocks [3] - The author expresses a personal beneficial long position in RIOT and other related stocks, indicating a vested interest in the performance of these investments [2]

Group 1 - Bitdeer Technologies Group (NASDAQ:BTDR) saw a significant share price increase of 10.28% to close at $19.42, driven by a rally in Bitcoin prices and market optimism for potential rate cuts [1][2] - The current price of Bitcoin is $122,375, reflecting a 9% increase from the previous week and a 1.62% rise from the day before [1] - Investors are anticipating the announcement of Bitdeer's September production results in the coming days [2] Group 2 - Bitdeer recently launched its new self-developed Bitcoin mining machines, the Sealminer A3 series, which are designed to be low-noise and significantly reduce power consumption per unit of hash rate [2] - The new mining machines enhance energy efficiency and environmental sustainability, leading to lower operational costs for miners while meeting the demands of large-scale mining operations [3]

Core Insights - Renowned investor Kevin O'Leary highlighted the competition for electricity between AI data centers and Bitcoin mining in North America [1][2][3] Electricity Demand and Supply - O'Leary noted that the U.S. power grid is facing significant strain due to the high demand from AI data centers, leading to a shortage of available power [2] - The Electric Power Research Institute projects that U.S. data center electricity consumption could reach up to 9% of total electricity generation by 2030, more than double its current consumption [4] Impact on Bitcoin Mining - O'Leary indicated that the competition for power could lead to increased local power rates, which regulators are keen to avoid [3] - Analysts estimate that by the end of 2027, 20% of Bitcoin miner power capacity will shift to AI and high-performance computing [4] Industry Adaptation - Several Bitcoin miners are reallocating energy resources towards AI data centers, repurposing their existing power infrastructure, and leasing capacity to AI firms [5] - CoreWeave Inc., originally an Ethereum mining company, has transitioned to AI cloud services and formed key partnerships with Nvidia and OpenAI [5]

Core Insights - MARA Holdings, Inc. reported a 5% increase in Bitcoin blocks won in September, generating 736 BTC, which is a 4% month-over-month increase, attributed to operational consistency despite a 9% rise in global hashrate and mining difficulty [1][2] - The company's energized hashrate increased by 1% to 60.4 EH/s, indicating progress in capacity expansion efforts [1] - MARA's total Bitcoin holdings reached 52,850 BTC, making it the second-largest Bitcoin treasury among public companies [4] Operational Updates - All containers and miners at MARA's Texas wind farm are fully deployed and connected, with full operations expected in Q4 [3] - The Hannibal, Ohio facility is operating at 100% capacity with 86 MW online and plans for an additional 14 MW by year-end [3] Market Response - Following the operational updates, MARA's stock price increased by 2.90%, with an average trading volume of 55,205,290 shares [5][6] - The company's market capitalization stands at $7.072 billion [6] - MARA's stock price movements are closely aligned with broader Bitcoin market volatility and operational announcements [7] Strategic Outlook - MARA's leadership expressed confidence in executing its growth strategy, highlighting resilience amid rising mining challenges [8] - The company raised $950 million to purchase BTC for its treasury, contributing to a positive investor sentiment towards its market shares [8]

Core Thesis - The company Bitfarms Ltd. (NASDAQ: BITF) is initiating coverage with a Buy rating, focusing on its successful transition from BTC mining to AI/HPC development, which is seen as a strategic advantage due to its concentration of data [1]. Company Overview - Bitfarms is pivoting its business model to capitalize on opportunities in artificial intelligence and high-performance computing, moving away from its traditional focus on Bitcoin mining [1]. Strategic Advantages - The company's strategic advantage is highlighted by its concentration of data, which is essential for AI and HPC applications, positioning it favorably in the evolving tech landscape [1].

Core Viewpoint - The company Bitfarms Ltd. is initiating coverage with a Buy rating, focusing on its successful transition from BTC mining to AI/HPC development, highlighting its strategic advantage in data concentration [1]. Company Summary - Bitfarms Ltd. is pivoting its business model from Bitcoin mining to artificial intelligence and high-performance computing (HPC) development, which is seen as a significant strategic advantage [1]. - The company is positioned to leverage its existing infrastructure and expertise in data management to capitalize on the growing demand for AI and HPC solutions [1]. Industry Context - The shift towards AI and HPC is indicative of broader trends in the technology sector, where companies are increasingly focusing on innovative applications and solutions to meet market demands [1].

Core Insights - Renowned investor Kevin O'Leary highlighted the competition for electricity between AI data centers and Bitcoin mining in North America [1][2] - O'Leary noted that the U.S. power grid is facing challenges due to the high demand from AI data centers, which could lead to increased local power rates [2] - The Electric Power Research Institute projects that U.S. data center electricity consumption could reach up to 9% of total electricity generation by 2030, more than double its current consumption [3] Industry Trends - Analysts estimate that by the end of 2027, 20% of Bitcoin miner power capacity will shift to AI and high-performance computing [4] - Several Bitcoin miners are reallocating energy resources to support AI data centers, repurposing existing power infrastructure, and leasing capacity to AI firms [4] - CoreWeave Inc., originally an Ethereum mining company, has transitioned to AI cloud services, forming partnerships with Nvidia and OpenAI [4] Market Performance - Bitcoin (BTC) was trading at $120,330.57, reflecting a 1.16% increase in the last 24 hours [5] - The Global X Data Center & Digital Infrastructure ETF (DTCR) closed up 1.44% at $21.12, with a year-to-date surge of 27% [5] - The Grayscale Bitcoin Miners ETF (MNRS) increased by 3.39% to $42.89, showing a year-to-date rise of 60% [6]

Core Insights - Cango Inc. reported a decrease in Bitcoin production for September 2025, producing 616.6 Bitcoin compared to 663.7 Bitcoin in August 2025, reflecting a decline of approximately 7.1% [2] - The total number of Bitcoin held by the company increased to 5,810.0 Bitcoin from 5,193.4 Bitcoin, indicating a growth of about 11.8% [2] - The deployed hashrate remained stable at 50 EH/s, while the average operating hashrate improved to 44.85 EH/s from 43.74 EH/s, showing an increase of approximately 2.5% [2] Company Operations - Cango Inc. is primarily engaged in Bitcoin mining, with operations strategically located across North America, the Middle East, South America, and East Africa [3] - The company entered the crypto asset space in November 2024, driven by advancements in blockchain technology and the growing adoption of digital assets [3] - Cango also operates an online international used car export business through AutoCango.com, enhancing access to high-quality vehicle inventory from China [3] Management Commentary - Paul Yu, CEO of Cango, emphasized the company's focus on operational excellence and fleet efficiency, which has led to an operational hashrate growth to 89.7% and an increase in Bitcoin treasury [2] - The company aims to unlock the full potential of its 50 EH/s hashrate and is exploring expansion into high-performance computing (HPC) to create long-term value [2]

Following my last article on Cleanspark (NASDAQ: CLSK ), the stock price appreciated by roughly 40%. This underscores significant gain over about two months, highlighting broader market outperformance. The stock price achieved $15.37 on October 1st, reaching my 12-month priceDear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional backg ...