CIFR

AI · Feb 4, 2025

DeepSeek AI’s Disruption: How It Impacts Hybrid Bitcoin Miners with HPC Businesses

DeepSeek triggered a broad selloff in US tech stocks. Nearly $600 billion was wiped off NVDA’s market cap overnight. With HPC/AI and Bitcoin mining becoming more interconnected than ever, should investors in hybrid Bitcoin mining stocks be concerned?

Cindy Feng

Data · Jan 30, 2025

Higher Bitcoin Prices, Lower Output: How Miners Are Adapting

In 2024 Bitcoin miners saw revenue growth, but not all gains were equal. $BTBT soared +183.96% YoY (HPC/AI contributions), while $CLSK grew +150.47% YoY (hash rate expansion). $MARA (-24.11%) & $RIOT (-14.78%) posted negative gross margins. Who's winning? 👇

Cindy Feng

Finance · Nov 21, 2024

Cipher Mining: Will It Be Another Standout Bitcoin Miner This Cycle?

Dive into Cipher Mining’s Q3 2024 performance. From revenue challenges to strategic investment in fleet upgrades, data center expansion and plans for AI/HPC. Discover what’s next for this Bitcoin miner!

Cindy Feng

CIFR

Latest

DeepSeek AI’s Disruption: How It Impacts Hybrid Bitcoin Miners with HPC Businesses

Higher Bitcoin Prices, Lower Output: How Miners Are Adapting

Cipher Mining: Will It Be Another Standout Bitcoin Miner This Cycle?