Key Points Bitcoin mining stocks and treasury companies often hold significant amounts of the cryptocurrency. This leaves them exposed if the price crashes. 10 stocks we like better than Strategy › The traditional way to invest in Bitcoin (CRYPTO: BTC) is to buy it directly, either through a crypto exchange or a stockbroker that offers it. An increasingly popular alternative is to invest in companies that hold Bitcoin, such as Bitcoin mining companies or Bitcoin treasury companies. Strategy (NASDAQ ...

We recently published 10 Stocks Stealing Wall Street’s Spotlight. Cipher Mining Inc. (NASDAQ:CIFR) is one of the top performers on Monday. Shares of Cipher Mining Inc. (NASDAQ:CIFR) rallied for a second day on Monday to hit a new all-time high, as strong optimism for the broader artificial intelligence sector spilled over to its stock. During the session, Cipher Mining Inc. (NASDAQ:CIFR) jumped to its new 52-week high of $14.19 before paring gains to end the day just up by 13.68 percent at $13.96 apiece. ...

Cipher Mining Inc. (NASDAQ:CIFR) shares rose on Tuesday even as one of its largest stakeholders, V3 Holding Ltd, disclosed the sale of 2.7 million shares valued at $33.3 million. According to a Form 4 filing with the U.S. Securities and Exchange Commission, V3 sold Cipher stock in a series of transactions between September 18 and 22, 2025. The largest block occurred on September 18, when 900,000 shares were sold at a weighted average price of $11.79. The following day, V3 executed two trades: 849,199 shar ...

More than one analyst published a bullish take on the crypto creator.A healthy rise in its core cryptocurrency and several positive new analyst notes were the key factors sending Cipher Mining (CIFR -4.28%) stock higher in recent days. The Bitcoin miner was up by more than 9% week to date as of Thursday evening, according to data compiled by S&P Global Market Intelligence. A boost from BitcoinAfter something of a slump in August, Bitcoin has generally been on the rise in the current month. The Federal Reser ...

Bitfarms and Cipher Mining emerged as standout performers in September’s Bitcoin mining stock surge, with both companies posting remarkable gains as the sector outpaced Bitcoin itself by significant margins. Bitcoin mining stocks experienced exceptional momentum throughout September 2025, with major players posting gains between 44% and 138% while Bitcoin declined more than 3% during the same period. Bitfarms (NASDAQ: BITF) and Cipher Mining (NASDAQ: CIFR) led this rally, showing strong investor appetite f ...

加密货币股权ETF背景 - 加密货币股权ETF在现货比特币ETF推出前为投资者提供了早期接触比特币的途径 通过传统经纪账户间接获取比特币敞口 [1] - 随着现货比特币ETF上市 加密货币股权ETF关注度下降 但矿业股仍具独立投资价值 [1] 矿业股投资逻辑 - 比特币矿企提供不直接持有比特币的投资替代方案 其营收和利润率在比特币上涨时因运营杠杆效应可能更快增长 [2] - 矿企投资需进行业务尽职调查 包括电力合约 设备更新周期 规模 资产负债表强度和管理纪律评估 [3] - 矿企正发展托管和数据中心服务等互补性收入来源 以平滑比特币周期波动 但股票波动性高于比特币本身 对电价和资本需求高度敏感 [4] 矿业与区块链主题对比 - 矿业投资相比广义区块链主题更聚焦基础设施 收入与比特币价格直接联动 而区块链ETF受交易量 支付活动等多因素影响 [5] - 多数上市矿企归类于科技板块的软件与服务行业 而广义区块链更多涉及金融板块和科技巨头 矿企虽具更高周期性和成本敏感性 但与比特币关联更直接透明 [6] 矿业与人工智能融合 - 矿企凭借电力 土地和数据中心运营优势切入AI领域 Core Scientific与AI超算公司CoreWeave签订12年托管协议并达成收购协议 将矿场转型为AI基础设施 [7] - Iren Ltd通过专项融资采购10900块英伟达GPU扩展AI云服务 Riot Platforms在德克萨斯州保障1GW电力和土地资源 为高密度计算（包括AI/HPC）提供基础设施 [7] - 签署多年合约且具具体GPU订单/交付能力的公司有望获得强劲现金流机会 [7] 矿业ETF产品分析 - 目前存续两只矿业ETF：CoinShares比特币矿企ETF（WGMI）管理2亿美元资产 为主动型基金 至少80%资产投资于矿收占比超50%的企业或矿服提供商 [9] - WGMI前五大持仓包含Iren Ltd（占比20% 年内涨250%） Cipher Mining Terawulf Riot Platforms和Bitfarms（年内涨幅均达双位数或三位数） 截至9月12日年内涨幅68% 管理费75基点 [10] - Grayscale比特币矿企ETF（MNRS）管理700万美元资产 被动跟踪Indxx比特币矿企指数 按自由流通市值加权 单一纯玩股权重上限15% 非纯玩企业总权重限15% [11] - MNRS前五大持仓占ETF权重近50% 包括Riot Platforms Mara Holdings Core Scientific Iren Ltd和Terawulf 仅持有Block Inc（金融类）和Cango Inc（消费类）各一只 英伟达和英特尔因非纯玩股仅分别占2.3%和2.1% [12] 其他矿业投资渠道 - 2023年上半年Viridi比特币矿企ETF（RIGZ）和VanEck数字资产矿业ETF（DAM）已清盘 [14] - 广义区块链ETF如iShares区块链科技ETF（IBLC）和Global X区块链ETF（BKCH）虽定位宽基 但重仓股仍以矿企为主 仅含少量Coinbase和Galaxy Digital等非矿企 [15] - 广义区块链ETF具灵活性 可随市场发展纳入新兴企业类型 [16] 投资方案总结 - 矿企股票为传统投资组合提供可量化 透明度高的比特币投资敞口 聚焦矿企的WGMI（主动型）和MNRS（指数型）ETF提供差异化选择 [17]

股价表现 - Cipher Mining Inc 股价周环比上涨44.28% 成为上周最佳表现股票之一 [1] 行业驱动因素 - 投资者因人工智能行业增长预期 大量增持比特币矿机及高性能计算公司头寸 [1] - Nebius集团与微软达成180亿美元云计算协议 进一步提振投资者情绪 [2] 业务战略 - 公司专注于工业级数据中心开发运营 同时支持比特币挖矿和高性能计算托管 [3] - 正在扩建Black Pearl站点 以满足AI和水电比特币挖矿对高性能计算日益增长的需求 [3] - Black Pearl二期基础设施可通过高性能计算租户或比特币挖矿快速实现电力资源货币化 [4] 产能规划 - Black Pearl站点预计将全部租赁给高性能计算租户 [4] - 现有基础设施保留近期用于比特币挖矿的灵活性 [4]

We recently published AI Frenzy: 10 Stocks Crushing the Market, 6 Climb to Fresh Highs. Cipher Mining Inc. (NASDAQ:CIFR) is one of the top performers on Wednesday. Cipher Mining rallied for a fourth straight day on Wednesday to touch a new 52-week high, as investors continued to place bets on digital infrastructure players amid renewed optimism for artificial intelligence. In intra-day trading, Cipher Mining Inc. (NASDAQ:CIFR) climbed to its highest price of $10.43 before paring gains to end the day just ...

股价表现 - Cipher Mining股价在周二创下52周新高达到936美元 收盘上涨1943%至922美元[1] - 公司股价创下历史新高 涨幅在当日表现最佳股票中排名前列[1][2] 行业背景 - 高性能计算行业整体呈现乐观情绪 推动公司及同行股价上涨[1] - Nebius集团与微软达成180亿美元云计算协议 带动投资者乐观情绪蔓延至相关股票[2] - 同行公司包括IREN Ltd、TeraWulf Inc、Riot Platforms和Hut 8 Corp均出现股价上涨[2] 业务发展 - 公司专注于工业级数据中心开发运营 业务涵盖比特币挖矿和高性能计算托管[3] - 正在扩建Black Pearl站点以满足AI和氢能比特币挖矿对高性能计算日益增长的需求[3] - Black Pearl二期基础设施将通过高性能计算租户或比特币挖矿实现电力接入的快速变现[4] - 公司采取灵活策略 近期可保留空间用于比特币挖矿 长期计划全部租赁给高性能计算租户[4]

Cipher Mining (NasdaqGS:CIFR) FY Conference September 09, 2025 02:30 PM ET Company ParticipantsRussell Cann - Chief Development OfficerMatt Schultz - Co-Founder, Executive Chairman, Director & CEOSalman Khan - CFOTyler Page - Founder, CEO & DirectorBryan Keller - CTOAsher Genoot - CEO & DirectorSam Tabar - CEOConference Call ParticipantsMike Colonnese - MD & Senior Technology AnalystMike ColonneseHi. Welcome. Welcome. Welcome. Thank you very much for coming to the HCW conference this year.This is the most h ...