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Bitcoin miners theme · 6 dossiers
Dossiers in the Bitcoin miners theme cluster — 6 names moving on shared catalysts.
Theme runProduced by the theme run on 20 September 2026, maturing.
All 6 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers CLSK CleanSpark, Inc. fresh HIGH Spring's binary resolved bullish: CleanSpark signed a $6.6B, 20-year Georgia data-center lease (2026-07-14) with an unnamed "global technology company," converting the BTC-miner-to-AI-infrastructure pivot from speculation into contracted… HIVE HIVE Digital Technologies Ltd. fresh LOW BTC-miner→AI-compute re-rating has its first blue-chip proof — BUZZ HPC's $220M Bell/Cohere sovereign-AI GPU deal (~$70M ARR) on top of $35M contracted ARR — but the stock stalled ~$3.79 below its early-June highs as BTC bled ~45-50% off… MARA MARA Holdings, Inc. fresh LOW AI/HPC power-buildout re-rate is the leg being bought — the 2026-07-09 HIF deal adds up to 2 GW in Texas, lifting potential capacity toward ~4.8 GW — but the golden-cross base fully round-tripped to ~$11.4 as analysts cut across the board… BTDR Bitdeer Technologies Group fresh LOW Spring miner-to-AI re-rate has fully unwound: BTDR lost the $15 shelf to $12.56 (2026-07-09) as AI-cloud ARR plateaued at ~$69M for a 2nd month. A signed-but-not-effective Tydal colocation lease (2026-06-29) and a $36M Nevada plant are the… KEEL Keel Infrastructure Corp. fresh LOW Former Bitfarms miner→AI/HPC-datacenter pivot has rolled over: June's push to ~$6.14 into Citizens' $10 initiation retraced to a ~$4.975 ref by 07-06, losing the $5.00 convert shelf and drifting toward the $4.00–4.20 base. Still zero… TMC TMC the metals company Inc. fresh LOW The deep-sea-mining reshoring leg is broken: TMC has cut through the $3.93 prior 52-week low to a fresh $3.57 low near $3.74, roughly -67% from the $11.35 high, with no bid and no near-term catalyst. The decisive NOAA license decision is…