Can you please give me a quick hand? I am currently annoyed by TR that $CIFR (-3,33%) is not tradable here. Can you give me a tip on which brokers I can trade with? $CIFR (-3,33%) can trade with?

$BITF (+6,11%) is in almost identical business to $IREN (-3,73%) and $CIFR (-3,33%) and are currently investing heavily in data centers and could get a deal in the near future. They don't have an HPC customer yet, which is why I think they will take the first offer, which I think is very likely. This would be extremely bullish (possible 10x). The infrastructure is needed and Bitfarms is delivering...

Also something for the friends:

@BamBamInvest

@Multibagger

@Tenbagger2024

Hi folks,

during my research I came across Cipher Mining $CIFR (-3,33%) during my research. The company has a not entirely dissimilar business model to $IREN (-3,73%) Iris Energy. That's why I once asked ChatGPT to evaluate and compare the companies and their potential with a deep research. Perhaps you find the company just as exciting as I do and I would therefore like to share the results with you ✌️

Business model and infrastructure

• Cipher Mining (CIFR) is a US crypto mining company that develops large-scale data centers for Bitcoin mining and HPC/AI hosting. Management cites an expansion pipeline of 2.6 GW (including the Black Pearl project in Texas). The facilities are designed to be "convertible": Phase II of Black Pearl will be designed to convert from bitcoin miners to tier 1/2/3 AI data center in a few months if needed . SoftBank invested $50 million in Jan. 2025 to fund the HPC strategy . This should make Cipher "the leading developer of HPC data centers" . Overall, Cipher emphasizes low electricity costs (hydropower in Texas) and high efficiency (Odessa site provides ~85% of bitcoin yield) .
• Iris Energy (IREN) is an Australian mining company that also focuses on high-performance data centers. IREN builds large, renewable data centers in North America (current secured capacity ~2.9 GW) . The Sweetwater (Texas) site, for example, is designed for 2,000 MW, plus facilities in Canada. IREN uses high-density liquid cooling data centers for AI/HPC: for example, a 75 MW GPU facility (Horizon 1) is planned in Texas. The company has placed large GPU orders (over 2,000 NVIDIA GPUs) and is operating its first own "AI cloud" with these GPUs .
• Similarities: Both companies came from Bitcoin mining and now rely heavily on AI/HPC infrastructure. Both secure large amounts of cheap energy and space (USA, Texas). They position themselves as partners for the computing power needs of large companies.
• Differences: Cipher relies on hybrid, flexibly reusable data centers (combination mining/HPC), while Iris builds dedicated GPU DCs for AI services. Iris uses 100% renewable energy for all sites, while Cipher mainly uses hydropower. IREN is more focused on service and rental model (AI cloud), Cipher as a developer with later HPC potential - but both want to achieve more stable earnings through rental or joint ventures .

Key operating figures (hashrate, revenue)

• Cipher Mining: At the end of Q2/2025, Cipher had a "self-mining" hashrate of ~16.8 EH/s (Exahash), primarily from the new Black Pearl site . Shortly after Q2, the value was already at ~20.4 EH/s, with a target of 23.5 EH/s by Q3/2025 . At Group level, revenue decreased to USD 44m in Q2/25 (-10% quarter-on-quarter, but +19% YoY) . Adjusted EBITDA was high at $30m, while the GAAP loss (-$46m) was impacted by high depreciation and amortization. The range of own Bitcoin holdings barely increased (1,063 BTC at the end of Q2 vs. 1,034 BTC at the end of Q1) due to short-term reinvestment of proceeds .
• Iris Energy: Iris reached a bitcoin capacity of around 20 EH/s in fall 2024 (thanks to expansion of mining capacity) . In Sept. 2024, mining revenue was around $21.4m (+42% YoY) . At the same time, the AI division is expanding: by the end of 2024, IREN will have 816 NVIDIA H100 GPUs in operation and ordered a further 1,080 H200 GPUs - enough for AI services to soon contribute 10% to Group revenue . The data centers are expected to grow to 510 MW capacity by 2024 . Both companies are still loss-making (high investments), but their operating result is improving as capacity utilization increases.

AI/HPC strategy and hyperscaler partnerships

• Cipher Mining (CIFR): Black Pearl campus development shows focus: Phase II is being planned with infrastructure that can be quickly converted to HPC-only use . CEO Tyler Page reported at conferences that there has been significant interest from hyperscalers (Microsoft, AWS, Google, etc.) since mid-2025 and that talks are "well advanced" - a deal is "close" . Specific partnerships (e.g. with Azure or AWS) have not yet been publicly confirmed. Analysts point out that Cipher's ability to fuel large power packages may be an attractive proposition for large cloud providers.
• Iris Energy (IREN): Iris also has a hybrid strategy: in addition to Bitcoin mining (20 EH/s), the company offers an "AI Cloud" service with its own GPUs. It has already concluded seven agreements with AI customers and supplied 10 customers in total. In addition, IREN has reportedly engaged an investment bank (Morgan Stanley) to market the 1,400 MW project in Texas as hyperscaler-capable capacity. Discussions with major customers are also underway here, but have yet to be concluded.
• GPU integration: This is particularly evident at Iris Energy. Many of the new computers are GPU clusters.

Share price performance and outlook

• CIFR share price: In recent months, Cipher has benefited greatly from the AI/HPC hype. In Sept. 2025, the share price reached an all-time high of around $9.22 (NASDAQ). The reasons for this were both the high mining yields at the new Black Pearl site and general AI news (e.g. Nebius/Microsoft deal), which briefly drove the share price up by ~19% to a new high. Since the beginning of the year (as of Sept. 2025), CIFR is clearly up (before Q3 approx. +179 % YTD ). Analysts remain bullish: Macquarie set the price target for CIFR at $8.00 (Outperform) and Rosenblatt holds at $7.00 (Buy) . The key figures presented (rising hashrate, 10% more sales YoY Q2) support this optimistic picture.
• IREN share price: Iris Energy has had an even bigger run: 2023 +500%, 2024 +44%, and 2025 ~+220% so far . In Sept. 2025 the highest price was around $33.63 . Drivers were similarly AI/HPC news as well as solid mining yields (844 Bitcoin by end 2024) and progress in AI expansion . IREN also receives positive ratings from analysts (e.g. Roth/MKM Buy with $14 price target) .

Outlook (6-12 months): Both CIFR and IREN are on similar footing (integration of AI computing power into bitcoin mining) . The decisive factor for investors is whether and when concrete cloud partnerships materialize. An agreement with a hyperscaler (e.g. the Microsoft/Nebius partnership that has already boosted CIFR ) could give a strong boost to prices. However, as only announcements (2014/15 plans at IREN, Alibaba/Meta rumors, Nebius/Pipe) and progress (GPU installations, startup customers) have been made to date, part of the valuation remains speculative. Realistically, if the Bitcoin price remains stable and both companies complete their expansions (capacity, hash rate, GPU performance) as planned, prices could continue to rise moderately - especially in the context of a broader AI boom. CIFR could show a similar dynamic to IREN, albeit from a lower price level. On the other hand, delays in HPC deals, regulatory risks (energy costs, US laws) or Bitcoin price declines could dampen the pace. Overall, CIFR appears fairly valued in the low single-digit dollar range (analyst targets $7-8 ), with potential to reach $10+ if the AI/HPC sector continues to develop strongly.

Conclusion: Cipher Mining and Iris Energy are both pursuing the "mining plus AI data centers" model. Both are benefiting from the current demand for low-cost computing power. Iris Energy is further advanced (strong price increase 2023-25, ongoing GPU projects). CIFR is lagging somewhat behind, but has a very similar strategy . For the next 6-12 months, this means that CIFR could gain further if its HPC pipeline takes hold and Bitcoin revenues remain stable. Without any major deal announcements, however, the price is likely to consolidate somewhat. The US processing figures and analyst targets point to a "probably positive, but not unlimited" price trend, although the main risks always lie in the volatility of the crypto and energy markets.

Sources: Cipher Mining company reports and press releases (Q2/2025 update) ; Analyst and news articles on CIFR ; Iris Energy annual reports and press ; Financial statistics and market data . Further details on price targets and ratings are taken from market commentaries .

https://www.n-tv.de/wirtschaft/Tech-Bosse-schleimen-sich-im-Weissen-Haus-bei-Trump-ein-article26012109.html

"Trump opened the dinner by addressing a significant obstacle for tech companies: getting enough electricity to run the massive data centers needed to develop AI. His administration has been working to remove barriers to connecting data centers to the power grid, even though many challenges exist at the state level, Trump said. "I know everybody at this table indirectly, because I read and study about you and know a lot about your business, and actually make it very easy for you as far as power capacity, and get it for you, get your permits."

$IREN (-3,73%)
$CIFR (-3,33%)

$IREN (-3,73%)

$IREN (-3,73%) owns the data centers, the power supply and the property. For maximum performance on a large scale $IREN (-3,73%) the best choice on the market.

Wall Street is slowly starting to realize this, hopefully soon the big hyperscalers will too 🚀

Current Price: $26.48.

Average Price Target: $35.

Average Analyst Success Rate: 51.81%.

1. the US capacity for energy and computing power is severely limited

2. approval and construction of facilities take years

3. vast amounts of computing power are required for inference (running ChatGPT, Claude, etc.).

3. $IREN (-3,73%) is a highly regarded, publicly traded Bitcoin miner with massive data centers under construction in Texas.

4. the company has moved away from Bitcoin mining in these new facilities and instead built them out for AI training and inference.

5 Once completed, these facilities are expected to generate approximately $2 billion in new cash flow.

6. even if the AI fails completely, these facilities are extremely valuable as traditional data centers or can be repurposed for Bitcoin mining.

7. the total market capitalization is currently around 5.8 billion US dollars.

🟢 IREN owns the entire stack - land, power, data center infrastructure and GPUs - and can ramp up capacity faster than anyone else.

🟢 They have just doubled their fleet with the latest Blackwell chips from NVIDIA and are ready to scale.

🟢 Ability to ramp up to tens of thousands of GPUs within a few months

$BTC (+0%)
$NBIS (-0,62%)
$WULF (-1,14%)
$CIFR (-3,33%)
$CRWV (+0,98%)

$BTC (+0%)
$ETH (+0,17%)

For those who are interested:

https://bitcointreasuries.net/

Entities holding >100 ETH in their treasury:

https://strategicethreserve.xyz/

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$CIFR (-3,33%)
$IREN (-3,73%)
$DJT (+0,14%)

$IREN (-3,73%)

A large part of the investment thesis of $IREN (-3,73%) is linked to the company's ambitious expansion into the fast-growing AI/HPC sector.

While $IREN (-3,73%) Bitcoin mining yields remain exceptional, performance in this segment is heavily influenced by factors outside of the company's control - namely price, network difficulty and ASIC prices. $BTC (+0%) -price, network difficulty and ASIC prices.

Today's demand for AI computing power is only a fraction of what will be needed.

The reasons are:

- AI switches from text to real-time video, 3D and full scene understanding

- AI co-pilots integrated into every productivity and development tool

- Autonomous robots, vehicles and smart factories

- AI-generated content on a large scale: ads, movies, virtual worlds

- Constant retraining of boundary models, 100 times more computationally intensive

Access to AI computing power and related infrastructure will be critical for major tech companies to defend and grow their multi-billion dollar valuations. These players are outbidding each other, not only to secure capacity, but also to prevent others from obtaining it. Whoever controls the most computing power capacity and supporting infrastructure will gain a massive advantage over the other.

We have already seen this in the race for $NVDA (+3,5%) chips, the biggest bottleneck in the AI value chain today. But this bottleneck is shifting as computing capacity becomes increasingly constrained by access to AI-optimized energy infrastructure.

And here, in my opinion $IREN (-3,73%) that has more than 3 GW of AI-optimized infrastructure will benefit. It takes time to build, contracts for infrastructure and power connection contracts are becoming more difficult, and the land and locations required are becoming more expensive, $IREN (-3,73%) has recognized this early on.

Increase in hash rate since 2023:

$IREN (-3,73%) available today with $IREN (-3,73%) AI Cloud has $NVDA (+3,5%) H100 and H200 GPU clusters.

These clusters are powered 100% by renewable energy.

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$$CIFR (-3,33%)
$9984 (+0,99%)

Cipher Mining Inc. announced a $50 million private investment in public equity (PIPE) from Softbank Group Corp, positioning the technology-focused investor as a major shareholder in the company.

Softbank becomes major investor in Cipher Mining

The Cipher Mining (Nasdaq: CIFR) transaction involves Softbank purchasing approximately 10.4 million shares of Cipher's common stock, with the funds directed toward the company's high performance computing (HPC) initiatives.

According to the company, the investment comes as Cipher continues to expand its presence in large-scale industrial data center development and Bitcoin (BTC) mining activities. Tyler Page, CEO of Cipher Mining, described the investment as a milestone in the company's growth.

"We are pleased to welcome Softbank as a major investor in Cipher," Page said on Friday. "This investment comes at a pivotal moment in Cipher's growth trajectory as the company continues to attract attention for its project pipeline and innovative solutions in the large-scale industrial data center space."

Cipher's CEO added:

Softbank's focus on innovation in technology and AI development aligns with our vision to establish ourselves as a leader in HPC data center development.

Cipher said on Friday that this investment strengthens its position in the industry as it pursues broader operational capabilities. Keefe, Bruyette & Woods Inc. acted as financial advisor to the company, while Latham & Watkins LLP provided legal counsel for the transaction.

Late last November, the company unveiled plans for a new facility, the Stingray site, designed to improve infrastructure. This addition would integrate 100 megawatts (MW) of front-of-the-meter capacity into the expanding data center network.

https://news.bitcoin.com/de/stablecoin-liquiditat-erreicht-rekordhohen-signalisiert-potenziellen-krypto-anstieg-cryptoquant/

$IREN (-3,73%)
$BTC (+0%)

IREN Limited, formerly Iris Energy Limited, is an Australian-based company that owns and operates data centers powered by 100% renewable energy. Its facilities are optimized for Bitcoin mining, artificial intelligence (AI) cloud services and other power-intensive computing. The mining data centers are located in Canal Flats, Mackenzie, Prince George and Childress. Bitcoin Mining provides security for the Bitcoin network. Al Cloud Services provides cloud compute for Al customers, 1,896 NVIDIA H100 and H200 GPUs. The Canal Flats facility is located in the Canadian Rocky Mountains, 100 kilometers (km) from Cranbrook Regional Airport and 500 km east of Vancouver. Its facility is located in Prince George, the city in northern British Columbia, 500 km north of Vancouver. The facility is located in Childress County, Texas, more than 250 miles northwest of Dallas and in close proximity to several wind and solar power plants in the region. The company operates 200 MW of data centers in Childress.

I have put together a few interesting graphics here and I would be interested in your opinion of the company.

@stefan_21
@Testo-Investor Have you already dealt with the miners, what do you think of $IREN (-3,73%) ? I would be interested to know ✌️

All- In Cash Cost per $BTC (+0%) :

$IREN (-3,73%) Record-breaking growth in hash rate

In the year 2024 $IREN (-3,73%) set a new industry record for the fastest growth in operating hash rate (EH/s) in a single year among the $BTC (+0%) -miners, surpassing 400%.

$IREN (-3,73%) also held the previous single-year growth record of 350% in 2023.

Graphic: @Agrippa_Inv from 𝕏

According to VanEck, switching from BTC mining to an AI data center of just 20% for $IREN would be worth a capitalization of $6,571,000,000.

Despite $BTC (+0%) halving , $IREN achieved an impressive annual production growth of 55% - the highest growth rate among all public $BTC miners in 2024.

Graphic: @Agrippa_Inv from 𝕏

$CORZ (+3,27%) , $MARA (+7,72%) , $RIOT (-0,07%) , $BITF (+6,11%) , $CIFR (-3,33%) , $CLSK (+17,84%) , $WULF (-1,14%) ,

https://iren.com/

Monthly performance of crypto stocks in September

+27% MicroStrategy

+27% Bitdeer Technologies

+24% Advanced Blockchain

+22% Hut 8 Corp

+18% Cipher Mining

+17% VanEck Crypto & Blockchain ETF

+16% Global X Blockchain ETF

+14% Terawulf

+13% Galaxy Digital

+12% Iris Energy

+10% Bitcoin for comparison

+7% Riot Platforms

+2% Bitcoin Group

+1% Hive Digital

+1% CleanSpark

+1% Coinbase (Coinzi)

+0% Bit Mining

+0% Northern Data

-3% Argo Blockchain

-4% Marathon Digital

-15% Coinshares International

>> Which ones are you invested in?

#bitcoin
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#krypto
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