Bitcoin mining stocks like Marathon Digital (+22%) and Riot Platforms (+18%) exploded in value as the post-halving supply shock supercharged BTC’s climb toward $200,000. Daily mining rewards plummeted 50% to 450 BTC (down from 900 pre-halving), while transaction fees per block surged to 250 BTC—a staggering spike driven by a frenzy of Ordinals-driven demand, signaling a seismic shift in Bitcoin’s utility and investor appetite.
Mining Sector Shifts:
- Energy Innovations: 65% of miners now use zero-carbon energy.
- AI Partnerships: Core Scientific leases capacity to Google for AI training.
- Regulatory Wins: Texas offers tax breaks for mining-powered grid stability.
Analyst Insight:
*“Miners are the picks-and-shovels play for the $10T digital economy,”* said Bernstein’s Gautam Chhugani.
