According to the source, Eric Trump publicly showcased a facility labeled America Bitcoin and described it as a Bitcoin mining site in a social media post dated Nov 24, 2025, source: public post on X, Nov 24, 2025. The post confirms the Bitcoin mining theme but provides no details on hash rate, capacity, location, ownership, or timelines, source: public post on X, Nov 24, 2025. For trading, treat this as a headline-driven sentiment catalyst around BTC and US-listed mining equities until verifiable operational disclosures emerge, source: public post on X, Nov 24, 2025.

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 @StockMKTNewz, traders are sharing weekly watchlists, making crypto-exposed equities a timely focus for momentum and correlation setups this week, source: @StockMKTNewz on X dated Nov 16, 2025. Coinbase COIN is highly sensitive to crypto prices and volatility because its transaction revenue is tied to crypto asset prices and trading activity, favoring breakout and pullback strategies when BTC and ETH move, source: Coinbase Global Inc. 2023 Form 10-K. MicroStrategy MSTR often trades with BTC due to its significant Bitcoin holdings embedded in its corporate treasury strategy, creating equity beta to BTC trends, source: MicroStrategy Investor Relations Bitcoin Strategy overview. Marathon Digital MARA and Riot Platforms RIOT performance depends on Bitcoin production, network hash rate and BTC price, providing leveraged exposure to BTC cycles, source: Marathon Digital Holdings 2023 Form 10-K and Riot Platforms 2023 Form 10-K. CleanSpark CLSK and Hut 8 Mining HUT provide additional BTC mining exposure with operating results tied to hash rate expansion and energy costs, enabling relative value and pair trades among miners, source: CleanSpark Inc. 2023 Form 10-K and Hut 8 Corp. 2023 Annual Report. Block SQ generates Bitcoin revenue through Cash App and benefits from higher BTC engagement by retail users, making it a proxy for retail crypto activity, source: Block Inc. Q4 2023 Shareholder Letter and Block Inc. 2023 Form 10-K. Robinhood HOOD derives a material portion of revenue from crypto trading, so BTC and ETH volume shifts can impact near-term results and stock liquidity, source: Robinhood Markets Inc. 2023 Form 10-K. This watchlist prioritizes liquidity, beta and empirical correlation to BTC and ETH rather than long-term valuation, allowing traders to align setups with crypto market direction, source: company filings and investor relations documents cited above.

According to the source, Bitcoin miners led crypto stock losses during a broader market dip as BTC declined, underscoring sector underperformance versus spot BTC. source: the source. Miner equities typically show amplified sensitivity to BTC because miner revenue is denominated in BTC block subsidies and transaction fees defined by the Bitcoin protocol, which increases operating leverage when prices fall. source: Bitcoin protocol; SEC filings of Marathon Digital Holdings and Riot Platforms. A falling BTC reduces hashprice and compresses margins for high-cost miners, prompting traders to monitor production updates and potential BTC sales from names like MARA, RIOT, and CLSK in similar conditions. source: Luxor Technologies Hashprice Index; public production and SEC filings of Marathon Digital, Riot Platforms, and CleanSpark.

According to the source, bitcoin mining stocks jumped alongside BTC as the crypto market extended a historic rally, drawing trader rotation into high-beta miner equities for leveraged BTC exposure, source: the source. Miner stock sensitivity to BTC is grounded in hashprice economics—revenue per unit of hashrate rises with BTC price and falls with difficulty—amplifying operating leverage for names like MARA, RIOT, and CLSK, source: Luxor Hashrate Index; Marathon Digital Holdings 2024 Form 10-K; Riot Platforms 2024 Form 10-K. For trade timing, monitor WGMI ETF and miner relative strength versus BTC with volume confirmation, while accounting for profitability drivers such as BTC price, network difficulty, and power costs, source: Valkyrie Bitcoin Miners ETF (WGMI) prospectus; Riot Platforms and Marathon Digital risk factor disclosures.

According to @StockMKTNewz, more than 30 equities set new 52-week highs today, including HOOD, INTC, SHOP, MU, JNJ, PANW, CAT, RKLB, LRCX, AZN, ASTS, KTOS, CEG, IBKR, GLXY, ETSY, MDT, BE, QS, IREN, RIOT, CIFR, RGTI, QBTS, CRSP, MNST, IVZ, PSTG, NVS, APTV, TSEM, VEEV, and NSC (source: @StockMKTNewz on X, Oct 3, 2025). According to @StockMKTNewz, crypto-linked names within the list include HOOD, GLXY, IREN, RIOT, and CIFR, highlighting the inclusion of several crypto-adjacent equities among today’s 52-week highs (source: @StockMKTNewz on X, Oct 3, 2025).

According to @StockMKTNewz, 23 tickers printed new 52-week highs intraday today, including BABA, HOOD, JPM, BKR, CCJ, CVS, GE, GLW, GLXY, HWM, IREN, LHX, MCK, MPC, NSC, OKLO, QBTS, RGTI, RIOT, RTX, TPR, VLO, and WELL, source: @StockMKTNewz on X. From a crypto-market perspective, the list features Galaxy Digital (GLXY), Riot Platforms (RIOT), and Iris Energy (IREN), which operate in digital-asset businesses and Bitcoin mining, and Robinhood (HOOD), which offers retail crypto trading, providing listed exposure to digital assets; these business descriptions are based on company disclosures, sources: Galaxy Digital, Riot Platforms, Iris Energy, and Robinhood company disclosures. These 52-week-high prints mark relative strength versus each name’s past-year range today, which traders use to track momentum in crypto-exposed equities, source: @StockMKTNewz on X.

According to @StockMKTNewz, a broad list of U.S. equities printed new 52-week highs at some point today, including GOOGL, TSM, UBER, JPM, SOFI, C, ASML, BABA, ALAB, GE, ALLY, APP, BE, BIDU, BN, CLS, CMI, CPNG, GLW, GRAB, IONQ, IREN, KLAC, KTOS, LHX, LITE, LRCX, PSTG, RDDT, RIOT, STX, TTWO, and U, source: @StockMKTNewz. According to @StockMKTNewz, crypto-linked equities of interest for traders include Riot Platforms (RIOT) and Iris Energy (IREN) being among today’s 52-week-high names, alongside major tech and semiconductor leaders, source: @StockMKTNewz.

According to @rovercrc, Marathon Digital (MARA) is approaching a significant milestone, holding nearly 49,940 Bitcoin (BTC), valued at approximately $5.3 billion, making it the second-largest publicly traded BTC holder. The company reported a 25% decline in blocks won in June due to weather-related issues but aims to increase its hash rate to 75 exahash by year-end. In parallel, a JPMorgan report highlights that the first quarter of 2025 was one of the most profitable periods for U.S.-listed Bitcoin miners, with an aggregate gross profit of $2.0 billion and 53% margins. The report noted that while MARA mined the most Bitcoin for the ninth consecutive quarter, it also had the highest production cost at around $72,600 per coin. Conversely, IREN achieved the highest gross profit and the lowest cost per coin at about $36,400. JPMorgan maintains an overweight rating on CleanSpark (CLSK), IREN, and Riot Platforms (RIOT), with a neutral rating on MARA.

According to @bubblemaps, a JPMorgan research report indicates that U.S.-listed Bitcoin (BTC) mining companies experienced one of their best quarters on record in Q1 2025, achieving an aggregate gross profit of approximately $2.0 billion with 53% margins. The report, by analysts Reginald Smith and Charles Pearce, highlights IREN (IREN) as earning the most gross profit for the first time and having the lowest all-in cash cost per coin at around $36,400. In contrast, Marathon Digital (MARA) had the highest cost per coin at about $72,600, despite mining the most bitcoin. JPMorgan issued an overweight rating on CleanSpark (CLSK), IREN, and Riot Platforms (RIOT), while maintaining a neutral rating for Cipher Mining (CIFR) and MARA. This strong performance occurred despite a broader market downturn, with the CoinDesk 20 Index falling 4.1%.

According to @stocktalkweekly, JPMorgan has raised its price targets for several Bitcoin (BTC) mining companies, citing improved industry economics. The bank lifted its price target for CleanSpark (CLSK) to $14, Riot Platforms (RIOT) to $14, and MARA Holdings (MARA) to $19, attributing the increases to higher bitcoin prices and better mining profitability, as noted by analysts Reginald Smith and Charles Pearce. The adjustments reflect a 24% increase in the bank's spot bitcoin price assumption and a 9% rise in its network hashrate estimate. In a separate report, JPMorgan analysts led by Nikolaos Panigirtzoglou noted that expectations of a more supportive U.S. regulatory environment, spurred by the GENIUS Act's progress, are leading to a rise in crypto company IPOs and venture capital funding. The bank observed that the pace of crypto IPOs this year matches the 2021 bull market, with reports suggesting firms like Ripple and Kraken are preparing to go public, which could offer investors diversified exposure beyond BTC and Ether (ETH).

According to Farside Investors, since July 2023, Bitcoin miners such as $MARA, $CLSK, $RIOT, and $IREN have increased their market share, indicating robust performance in the cryptocurrency mining sector. In contrast, $CORZ, $HUT, $HIVE, $CIFR, and $BTDR have seen a decline, while $BITF remains steady. This shift suggests strategic advantages for the gaining companies, possibly due to improved hardware or energy efficiency. Traders should consider these trends for potential investment opportunities in the evolving Bitcoin mining landscape.

According to Farside Investors, CleanSpark (CLSK) has achieved the largest market share gain among major listed Bitcoin miners, with a 7.3% increase in production market share. Following CLSK, Riot Platforms (RIOT) and Iris Energy (IREN) saw gains of 5.2% and 5.0%, respectively. These figures highlight CLSK's strong performance in expanding its mining capacity relative to competitors.