Crypto Miners vs. Bitcoin: Who Will Rule the Future? 😄

In the annals of modern finance, Bitcoin has ascended as a beacon of prosperity, yet the burgeoning realm of crypto mining stocks presents a more promising horizon, as if the very fabric of wealth is being rewoven by unseen hands.

Verily, Bitcoin has surged with a vigor that would make the most ardent investor swoon, yet its colossal market capitalization, a testament to its dominance, now poses a conundrum akin to a titan burdened by its own might. 📈📉 One might say it’s like a giant elephant trying to dance the waltz-graceful, but perhaps not the best choice for a lively party. 🐘💃

Crypto Miners Are Pivoting To Artificial Intelligence

Crypto mining stocks like IREN and Cipher Mining weren’t even around for Bitcoin’s 2017 surge. IREN and Cipher Mining were founded in 2018 and 2021, respectively. 🧠🤖 These stocks have smaller market caps, which means they don’t need as much capital as Bitcoin to double in value. A veritable feast for the daring investor, if one can stomach the volatility. 🚀

However, market cap sizes aren’t the only factor that has turned crypto mining stocks into the superior option.
The big catalyst that has helped crypto mining stocks outperform Bitcoin is their pivot toward artificial intelligence. A curious twist, as if the machines themselves are now the masters of their own destiny. 🤖🧠

Even industry giants like Kevin O’Leary now consider crypto mining stocks to be a premium asset class. A man who once championed Bitcoin now whispers of a new era, as if the future is being mined not in the depths of the earth, but in the circuits of silicon. 🧠💎

As AI spending continues to increase, and big tech companies continue to indicate that they will ramp up their spending, companies that can serve them well will have an incredible advantage. A race to the future, where the victors are those who can harness the power of both code and capital. ⚡

IREN, Cipher Mining, and Terawulf are some of the crypto miners that have announced big deals with tech companies for AI computing power. A spectacle of modern ambition, where the lines between cryptocurrency and artificial intelligence blur like morning mist. 🌫️

Those three stocks have produced year-to-date gains of 496%, 328%, and 155%, respectively, compared to Bitcoin’s 11% gain over the same stretch. A stark reminder that in the world of finance, the old guard may soon find itself outpaced by the relentless march of innovation. 🚀

Multiyear and multibillion-dollar deals have significantly changed how investors view mining stocks over a short period. A transformation as swift as a thunderclap, leaving even the most seasoned investors blinking in awe. ⚡

Their crypto mining efforts have given them the necessary infrastructure to handle AI demands. A paradoxical union of old and new, where the digital gold rush meets the cold logic of machines. 🧠🪨

These assets are also more volatile than Bitcoin. A 2% gain or loss for IREN is a relatively tame day, while 2% price swings are harder to find for Bitcoin. A rollercoaster ride for the brave, with no seatbelts in sight. 🎢

CIFR and WULF have been less volatile than IREN over the past month, but those two stocks still have plenty of 5%+ price movements in both directions. A dance of chaos, where fortunes are made and lost with the flick of a candle. 🔥

Bitcoin Still Plays A Large Role In Overall Revenue

Although the pivot to AI has been the big story for many crypto mining stocks, these companies still rely on their crypto mining to generate revenue and profits. A curious duality, as if they are both the alchemists and the gold they seek. 🧪🪙

They are using crypto mining to fund their AI data centers, which results in more attractive margins when big tech deals arrive. A symbiotic relationship, where the old and new coexist in a delicate balance. 🤝

If $BTC & $ETH start to rally over the next few quarters…

Here’s my “of interest” crypto-related stocks:

Bitcoin-Focused$BITF, Bitfarms (global BTC miner; low-cost hydro)$WULF, TeraWulf (zero-carbon miner; pivoting to AI/HPC)$ASST, Strive (BTC treasury; social buzz)⭐️…

– Luc (@investingluc) November 10, 2025

As more multibillion-dollar deals arrive, crypto will have less of an influence on crypto mining stocks’ earnings, and this trend is already taking shape. A slow, inevitable shift, as if the tides of fortune are turning with a mind of their own. 🌊

Bitcoin has lost 17% over the past month, while the CoinShares Bitcoin Mining ETF, a fund that tracks various crypto mining stocks, is up by 3% during the same stretch. A tale of two assets, where one dances to the rhythm of the market, and the other hums its own tune. 🎵

The fund’s 137% year-to-date gain further distances itself from Bitcoin, but the 3% gain against a 17% loss over the past month is quite the shock. It represents a decoupling, where Bitcoin’s price movements no longer dictate what will happen to crypto mining stocks. A divorce of sorts, where the once-inseparable now walk separate paths. 🚶‍♂️🚶‍♀️

Normally, these two assets have moved up and down in lockstep, but the flurry of big tech deals over the past few months has minimized their long-term reliance on crypto mining for revenue growth. A testament to the ever-changing nature of the financial world, where alliances are as fleeting as the wind. 🌬️

More Investors Are Paying Attention To Crypto Mining Stocks

Although crypto mining stocks had a relatively small audience just a year ago, they have become popular assets due to their recent gains and connection to artificial intelligence. This rising attention is notable because it’s similar to how Bitcoin first went mainstream in 2017. A cyclical dance, where the past repeats itself with a twist of innovation. 🌀

Bitcoin had a $16 billion market cap on January 1, 2017, and it ended the year with a $237 billion market cap. Ripple was actually the bigger winner, increasing its market cap from $231 million to $89 billion. A reminder that even the most promising ventures can be outshone by the unexpected. 🌟

Crypto mining stocks are starting to receive attention from analysts and TV personalities, which can result in similar gains over the next few years. A spectacle of modern finance, where the spotlight shifts like the tides of the sea. 🌊

Compass Point, Roth Capital, and Cantor Fitzgerald are some of the firms that recently hiked their IREN price targets. A chorus of voices, each singing the praises of a stock that seems to defy the odds. 🎤

IREN has the most attention at the moment, but other crypto mining stocks have been garnering price target upgrades as well. A symphony of optimism, where the melody of growth echoes through the corridors of Wall Street. 🎶

Even though crypto mining stocks have delivered tremendous year-to-date returns, they haven’t become mainstream like Bitcoin and the Magnificent Seven quite yet. A cautionary tale, reminding us that the road to fame is paved with both triumph and trepidation. 🛣️

When that level of attention arrives, the crypto mining stocks may further extend their lead over Bitcoin’s recent gains. A future where the old guard may find itself eclipsed by the relentless march of progress. 🚀

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2025-11-11 21:58