Bitcoin mining dynamics shift in 2025 as IREN emerges as the sector’s new leader, surpassing rivals on scale and efficiency, while Bitdeer’s lagging stock performance raises investor concerns.
Bitcoin-linked equities are surging in 2025, with mining firms, exchanges and ETF issuers topping performance charts as renewed institutional demand and halving-driven optimism fuel a powerful sector-wide rally.
Compass Point cut its Coinbase price target ahead of an expected stocks and prediction market reveal, citing regulatory uncertainty and trading volume risks despite growing interest in digital asset platforms.
Bitcoin treasury firm Kindly MD faces possible Nasdaq delisting after receiving a price deficiency notice, raising concerns over its stock performance and regulatory compliance outlook.
MSCI’s latest index shake-up has drawn fire from crypto advocates, as new criteria appear to sideline firms holding Bitcoin as a treasury asset, raising concerns over bias and market distortion.
TD Cowen warns Microstrategy’s Bitcoin-heavy strategy faces strain as MSCI index changes loom, potentially dampening investor appetite and heightening volatility.
Ark Invest bought $16.5M of Coinbase stock-the largest purchase since Aug. 1-signaling renewed institutional confidence in crypto equities as buying activity draws investor attention and market momentum.
Robinhood and Coinbase shares tumbled, dragging crypto-linked stocks lower as investors fled amid mounting macroeconomic worries – inflation, rate risk and growth fears denting sentiment across the sector.
Microstrategy’s surging Bitcoin stash is pushing its market cap and float closer to S&P 500 thresholds. Analysts say index inclusion is possible, but volatility and committee discretion remain key hurdles.
Canaan shares climbed after the mining hardware maker unveiled a Canadian gas-to-compute pilot, aiming to convert stranded natural gas into low-cost power for computing. Investors cheered the strategy as a step toward diversified revenue.