A Look at the sorry state of Bitcoin miners turned AI Infrastructure: Bitcoin-miner-turned-AI-infrastructure names are sliding even though the broader market rallied (S&P 500 +1.6%). The main driver is fear of data-center moratoria after Democratic midterm wins, including Gina Hinojosa's Texas governor victory. She ran on a pause in new data-center approvals. Hut 8 is the biggest decliner, down 23.2% to $48.94 on heavy volume of about 13.8M shares. It also missed on revenue ($71.1M vs. about $75.9M expected), which added to the policy hit. A second 352 MW Beacon Point lease, a $1.07B credit facility and a buyback raised to $1B did little to offset this. Galaxy Digital fell 17.0% to $13.97, near its 52-week low. Morgan Stanley flagged its unleased Helios II project as among the most uncertain in Texas, though it kept an Overweight rating and a $43 target. CleanSpark dropped 16.6% to $6.80, a new 52-week low. Keefe Bruyette downgraded it to Market Perform with a $9.50 target, and Bernstein cut its target to $11 from $24. Core Scientific lost 10.4% to $12.76, near its 52-week low, after Bernstein cut its target to $19. The stock is little changed pre-market after Q3 results beat, with revenue of $232.9M vs. about $196M expected. CoreWeave slid 9.9% to $48.42, also near its 52-week low. Its bonds are trading at distressed yields above 15%, and investors are focused on financing costs ahead of Nov. 10 earnings. IREN Limited is under pressure ahead of its fiscal Q1 2027 report due after the close today. $IREN $HIVE $HUT $MARA $WULF $BTDR $CRWV $APLD $CORZ $CLSK
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Your pick is pinned at the block the bore reads $IREN at now, not at the call's, and scored a day later on this week's season. 5 picks a day.
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$IRENStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block106,778,326market cap then$162.1Know0%best1.00×1hin 48m24hin 24h
- price read from Uniswap v4 pool 0x2566088f…1e9f at block 106778326
- USDG counted as one dollar
$WULFStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block106,778,326market cap then$15.8Know0%best1.00×1hin 48m24hin 24h
- price read from Uniswap v3 pool 0x0c72e2…efc6 at block 106778326
- USDG counted as one dollar
$MARAStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block106,778,326market cap then$33.9Know0%best1.00×1hin 48m24hin 24h
- price read from Uniswap v4 pool 0x50a4e56b…5d6e at block 106778326
- only one pool could be read, so no second pool confirms it
- ETH priced in USDG at Uniswap v3 pool 0x52e65b…71ca
- 771,516,484 MARA at burn addresses not counted in supply
$CRWVStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block106,778,326market cap then$481.4Know0%best1.00×1hin 48m24hin 24h
- price read from Uniswap v4 pool 0x23701447…9c4b at block 106778326
- USDG counted as one dollar
$APLDStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block106,778,326market cap then$16.3Know0%best1.00×1hin 48m24hin 24h
- price read from Uniswap v4 pool 0xef196e36…1976 at block 106778326
- USDG counted as one dollar
$CLSKStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block106,778,326market cap then$27.6Know0%best1.00×1hin 48m24hin 24h
- price read from Uniswap v4 pool 0xbbe471cc…a85f at block 106778326
- only one pool could be read, so no second pool confirms it
- quote priced in USDG at Uniswap v4 pool 0xb517105e…0b1d
$HIVEStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block106,778,326market cap then$86.8Know0%best1.00×1hin 48m24hin 24h- price read from Uniswap v4 pool 0x4674f978…6974 at block 106778326
- only one pool could be read, so no second pool confirms it
- ETH priced in USDG at Uniswap v3 pool 0x52e65b…71ca