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This week, Bitcoin mining stocks across multiple exchanges showed broad strength, rallying in tandem with positive price action in Bitcoin itself. Names like Marathon Digital, Riot Platforms, CleanSpark, and Bitfarms jumped by double digits as investors reallocated capital into miners to capture leveraged exposure to BTC’s momentum. The strong inflows suggest that sentiment is shifting away from pure AI- or blockchain-infrastructure plays back to classic mining exposure—particularly in stocks perceived as undervalued or oversold in recent quarters. Part of the strength comes from improving fundamentals in the mining sector. Many miners are locking in favorable electricity contracts, expanding into renewable and surplus-power regions, and scaling up efficiency through next-gen ASICs […]

In September 2025, Canaan Inc. reported a milestone: its deployed hashrate reached a historic high of 9.30 EH/s, with an operating hashrate of 7.84 EH/s. Over that month, the company mined 92 bitcoins, pushing its crypto treasury to a record 1,582 BTC (alongside 2,830 ETH holdings). These figures reflect a company that is increasingly leveraging scale, operational upgrades, and balance sheet strength to stake its claim among major miners. Canaan also spotlighted key metrics that underpin its performance. The company recorded an average all-in power cost of about $0.042 per kWh, while efficiency in North American operations improved to 19.7 J/TH—a competitive result given rising electricity pressures across the industry. 

Hyperscale Data (ticker: GPUS) has revealed a bold upgrade plan for its Michigan facility: it’s ordering 1,000 new Bitmain Antminer S21+ machines to replace older, less efficient miners. The company expects to roll out the units starting October 13 in phased deployments of about 4 MW each, minimizing disruption to ongoing operations. Over time, the upgrade is expected to cover around 20 MW of capacity, translating to roughly 5,000 S21+ units in total at the Michigan site.   What’s notable is the performance leap: each S21+ reportedly delivers up to 235 TH/s, representing approximately a 135% increase versus the older S19J Pro machines currently in use. That boost in throughput

Bitcoin mining equities are seeing heavy gains in pre-market trading, with the collective sector valuation inching toward the $90 billion mark. Companies like IREN and TerraWulf are leading the advance—IREN is up ~4%, TerraWulf ~5%—while Cipher Mining, CleanSpark, and Bitfarms are also rising 2–4%. The rally is being fueled by the broader AI and high-performance computing boom, which is pushing investors to revalue mining firms not just for Bitcoin exposure, but for their potential in compute infrastructure.   Much of the optimism hinges on the idea that mining firms can capture a larger slice of the AI and HPC market. Microsoft has flagged persistent data center shortages going into 2026,

Brazil is quietly emerging as a promising destination for cryptocurrency mining, thanks to its abundant energy resources and recent infrastructure enhancements. The country’s sprawling hydropower network, combined with wind and solar capacity, has created periods of surplus electricity—particularly during off-peak demand. This excess energy, which might otherwise go underutilized, is now catching the eye of mining firms looking to slash input costs. The appeal is especially strong in regions near energy generation sites, where transmission losses are minimal and power availability is high. The economic logic is compelling. By tying mining operations to areas with energy surplus, crypto firms can negotiate favorable rates, sometimes significantly below the average commercial rate.

Bitcoin’s surge past $126,000 has ignited a powerful rally across mining stocks. Market favorites such as CleanSpark (CLSK), Marathon Digital (MARA), Riot Platforms (RIOT), and Hut 8 (HUT) are up between 10–25% in a single week, reflecting renewed optimism about profitability and institutional adoption. With the Bitcoin network difficulty at record highs, the market now favors miners with scale, efficiency, and strong treasury management. 🔍 Top Public Bitcoin Miners — September 2025 Snapshot Company Ticker Hashrate (EH/s) Avg. Mining Cost (USD/BTC) Monthly BTC Output BTC Holdings Market Cap (USD) Key Strength CleanSpark CLSK 26.1 ~$38,000 ~700 6,800+ $8.4B Efficient expansion, renewable energy focus Marathon Digital MARA 33.2 ~$41,000 ~830 18,200+

In a move that’s drawing sharp debate, Democratic lawmakers in New York have introduced a bill targeting Bitcoin miners with a tiered excise tax based on electricity usage. Under the proposal, miners consuming 2.25 to 5 million kilowatt-hours would pay 2 cents per kWh, while those using 20 million or more could face a rate of 5 cents per kWh. Supporters argue that crypto mining operations contribute to rising utility costs for ordinary households and small businesses, and that the tax would help redistribute costs more fairly. Proponents also built in a carve-out: operations using sustainable or renewable energy could be exempt from the tax, signaling a desire to encourage

By late September 2025, Bitcoin remains the dominant choice for industrial-scale miners thanks to its liquidity, brand recognition, and institutional demand. With prices hovering above $115,000 and top-tier ASICs achieving unprecedented efficiency, large farms with access to cheap energy continue to find BTC mining profitable. However, for smaller players or those with higher electricity costs, the barrier to entry is steep. Mining pools mitigate risk, but solo profitability in Bitcoin is increasingly rare. Meanwhile, coins like Kaspa (KAS) and Alephium (ALPH) have become attractive alternatives. Both use algorithms (kHeavyHash for KAS and Blake3 for ALPH) that balance efficiency with decentralization. They remain GPU-friendly and have strong community growth, meaning miners

Once a spinoff of Arkon Energy—a firm tied to crypto-mining—Nscale has leapt into the big leagues. The UK-based startup recently landed a $700 million investment from Nvidia, Microsoft, and OpenAI to build its hyperscale AI data-center infrastructure. The plan calls for deploying tens of thousands of Nvidia Blackwell GPUs across new facilities, beginning with a major supercomputer campus in Loughton. This marks a shift in focus: from pure crypto hashpower toward providing cutting-edge compute power for AI researchers, enterprises, and sovereign workloads. The move is part of a broader trend. As AI workloads demand exponentially more compute, companies with access to both capital and infrastructure are racing to outscale their

Laos, long known as the “battery of Southeast Asia,” has built dozens of hydropower dams across the Mekong River and its tributaries in recent decades. This ambitious infrastructure build-out has left the country with two intertwined challenges: soaring debt from financing dam projects, and more electricity generation capacity than can be sold or used locally. Now, the Lao government is exploring a plan to use that surplus power to mine cryptocurrencies—primarily Bitcoin—as a way to monetize excess energy and help pay down its accumulating liabilities. Electricity already accounts for a significant share of its export income, and hydropower remains one of the most efficient energy sources in Laos. However, the