According to Nic Carter, Situational Awareness LP’s Q3 Form 13F filing shows a new CRWV position exceeding 500 million dollars, sizable additions to CORZ and IREN, and new stakes in Bitcoin miners RIOT, HUT, and BITF, based on the filing Carter summarized. The filing also lists unchanged INTC call positions, trims in AVGO and EQT, exits from APLD, CEG, and CIFR, and fresh AI infrastructure buys in LITE, COHR, MOD, WDC, and STX, according to Carter’s recap of the 13F. Form 13F reports long U.S.-listed equity holdings at quarter-end and excludes short positions and non-reportable assets, according to the U.S. SEC. CORZ (Core Scientific), IREN (Iris Energy), RIOT (Riot Platforms), HUT (Hut 8), and BITF (Bitfarms) are publicly listed Bitcoin mining companies per their company disclosures, indicating the portfolio tilt is directly linked to listed BTC mining equities, according to company filings.

According to the source, the claim that Bitfarms will wind down Bitcoin mining and pivot to AI infrastructure cannot be verified under our sourcing rules. Please provide a primary source such as a Bitfarms press release, investor presentation, or regulatory filing so we can deliver a trading-focused analysis with proper citations.

According to the source, the claim that Bitfarms (BITF) will wind down Bitcoin (BTC) mining and pivot to AI after a $46 million loss requires verification from an official company disclosure before a trading-oriented summary can be provided. Please supply one of the following: an official Bitfarms press release or investor presentation; the latest SEC/SEDAR filing (e.g., Form 6-K, 40-F, MD&A); an earnings call transcript; or an exchange notice. Source: user-provided social media post linking to third-party media.

According to Farside Investors, Bitfarms [BITF] has released its Bitcoin production numbers for August 2024, reporting a total production of 233 BTC. This early disclosure provides traders with valuable insights into the company’s mining performance.