Bitcoin has maintained a rally of over $123,000, which broke on Friday, bringing its 39th week to 10% increase at its best performance of the year, according to data from Coindesk Market.
Cryptographic inventory exposed to artificial intelligence (AI) and high performance computing (HPC) is superior to peers who lack the same exposure.
Crypto Mining (CIFR) is up 5% to $15.40, set to break the all-time high. Bitdigital (BTBT) earned $3.61, while Iren (Iren) increased 5% at record level to $53. CleanSpark (CLSK) is up over 3% to $16.46, revisiting its last seen high in November 2024.
BTC finance companies that lack essentially the same AI/HPC components have a lower performance compared to them.
Metaplanet (3350) fell 5% on Monday, with Strategy (MSTR) rising just 2% at $359.
So far, crypto-related stocks have been working very differently. IrisEnergy (Iren) has skyrocketed to 382%, Crypto Mining (CIFR) 205%, Metaplanet 74%, MicroStrategy (MSTR) 17%, and BIT DIGITAL (BTBT) 12%.
The broad profit gap highlights investors’ support for other Bitcoin-exposed companies, highlighting the growing differences within the sector.