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Miners catching some fire AT LAST (Patreon)

Published:
2025-08-18 16:41:43
Imported:
2026-06
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Content

Bitcoin mining stocks are surging despite BTC’s dip, driven by miners seen as targets for AI hosting.

U.S.-listed miners now control 33.6% of global hashrate, with HPC demand (projected 45GW by 2030) fueling sentiment.

The AI Link

  • Miners (HIVE, CORZ, BITF, CIFR) diversifying into AI/HPC to offset post-halving pressures, rising energy costs, and BTC volatility.

  • TeraWulf (WULF): Announced a $3.7B AI/HPC deal with Fluidstack (backed by Google, taking 14% stake), potentially $315M/yr revenue vs. $47.6M from BTC mining; stock spiked up to 38%.

  • CIFR and others upgraded to “Strong Buy,” with institutional inflows.

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Comments

Manuel Koch

You forgot IREN, which is the most efficient miner and also the one with the biggest AI/HPC play.

rkcrypto

HIVE Key stock in my puts strategy. Justification for selling puts and my bullish outlook. Today, sold $2 strike puts for Aug 29 and Sep 5, added shares, and purchased SLs for Dec’25 and Jan’26. - Last Friday earnings: Significant beat on top. Revenue substantially up QoQ and YoY - Started year at 6 EH/s, currently @ 15 EH/s and growing to 25 EH/s by Thanksgiving. - Fully funded to 25 EH/s. No more dilution - Producing 4.5 BTC/day and this is increasing to 7.5. - HPC AI revenue. Increasing MWs. Operations in Canada, Paraguay and Sweden - Relatively low debt as a ratio of market cap (~12%) - 3/1 ratio Assets/Liabilities - Analysts all rate it a buy w/average PT @ $6.69 - TA (on a monthly basis there is support between $2.10-$2.20), 50d @ $2.05, 100d @ $1.86, daily diagonal trend @ $1.80, monthly diagonal trend @ $1.35 and rapidly rising. - Daily RSI is 54. - Positive impact on the Paraguay community. - I can go on and on… I’d recommend listening to their earnings report. Seb agrees with the Analysts and HIVE execs that stock is undervalued. Seb’s only concern is mining (Paraguay) outside the US.

Society
>>184378970

Sounds good, but don’t forget the looming BTC cold winter which may occur around thanksgiving or soon thereafter. These miners growing into AI / Data farms is good foresight. It will be interesting to see if the market understands this strategy when the time comes.

Jack Truth

Don't forget IREN....enough said.

Addy

James, any reason for still holding CLSK? Same for MSTR given the loss of trust with their updated guidance today?

6flagns

btbt have a lot of ETH and hasnt run at all yet

Mr R

Not for long

Crypto Geordie

Didn’t age well James 🤦🏻‍♂️

Pla Dim

Thank you James and IA team 👍🤘👍