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Crypto Stock News

48 STORIES · UPDATED YESTERDAY

Crypto-adjacent equities give you exposure to the cycle with a real balance sheet to analyze. We cover the miners, exchanges, and treasury-strategy names on fundamentals — mining economics, transaction volume, and the leverage behind the beta.

By Basis Report Editorial DeskReviewed by Basis Report Methodology TeamMethodology
Top StoryEQX

Equinox Gold CEO Exits Mid-Orla Integration as Q3 Begins

Darren Hall, the CEO who presided over Equinox Gold's Q2 2026 earnings beat and the July 31 close of its Orla Mining combination, is retiring — with management itself identifying Q3 2026 as the quarter when the financial benefits of that combination first appear in results. The handoff to President

EQXAnalysis

Equinox Gold: 30% Rally Priced on Unproven Integration

Equinox Gold posted Q2 2026 sales of $769.8 million and net income of $230.62 million, closing the Orla Mining combination on July 31 to create a pro …

BTDRBrief-9%

Bitdeer Technologies Group Drops 9% as Q2 Earnings Disappoint

Bitdeer Technologies Group shares fell 9.4% after Q2 earnings disappointed, with a simultaneous $1bn equity offering compounding the selloff and raisi…

RIOTBrief+25%

Riot Platforms Stock Surges 25% on $9.1 Billion AI Deal Report

Riot Platforms surged 25% after-hours on unconfirmed reports of a $9.1bn long-term AI data center deal reportedly with Anthropic, a single contract wo…

IRENAnalysis

IREN Limited: Nvidia Backing, Cuban Warning, Zero Growth

Nvidia's financing commitment provided institutional endorsement for IREN Limited's AI pivot, but Mark Cuban's July 28 public warning and an August 4 …

EQXAnalysis

Equinox Gold Surges on Q2 Beat, But RBC Cuts Target

Equinox Gold reported Q2 2026 revenue of $769.8 million and net income of $230.6 million, raised 2026 production guidance to 870,000 to 920,000 ounces…

CLSKAnalysis-10.6%

CleanSpark Falls 10.6% on $6.6B AI Lease and Four Misses

CleanSpark fell 10.6% after reporting a fourth consecutive earnings miss, with Q3 EPS of -$0.40 against a -$0.30 consensus, while simultaneously annou…

IRENBrief

IREN Limited Lands $2.8B in AI Deals But Shares Keep Falling

IREN Limited announced $2.8B in AI cloud contracts and completed the Mirantis buyout, but shares are falling as 27.1% short interest and zero revenue …

HUTAnalysis

Hut 8 Slides as Insiders Cashed $11M Above Market

Hut 8 Corp. shares fell more than 2% premarket on August 7, extending a post-earnings drop after a fresh analyst downgrade described the outlook as "g…

MSTRAnalysis

Strategy Sells Bitcoin for First Time in Three Years

Strategy Inc sold 1,030 BTC worth approximately $105 million, its first Bitcoin sale in nearly three years, coming days after a Q2 EPS miss of negativ…

BTDRAnalysis+23%

Bitdeer Jumps 23% on Reported Anthropic Deal in Norway

Bitdeer Technologies Group surged 23% at the open on August 4 after Bloomberg reported Anthropic may be the end-customer behind a 16-year, $4.7 billio…

CLSKAnalysis

CleanSpark: $26 B. Riley Target, No AI in Its Filings

B. Riley raised CleanSpark's price target to $26 and grouped the Bitcoin miner with AI infrastructure peers, despite its SEC filings containing no AI …

HOODBrief

Robinhood Markets Beats Q2 But Analysts See Less Upside at $87

Robinhood Markets beat Q2 profit estimates driven by strong trading activity, but analysts responded by cutting price targets, a signal the trading-dr…

CDEAnalysis

Coeur Mining Hits 1,250 g/t Silver Intercept in Mexico

Coeur Mining's Mexico drilling program returned a 1,250 g/t silver intercept as trailing revenue surged 137.8% to $2.57 billion and quarterly earnings…

HLAnalysis

Hecla Mining Sets Aug. 5 Q2 Webcast, Eyes Fourth Beat

Hecla Mining heads into its August 5 Q2 webcast with three consecutive and accelerating EPS beats, a 59.6% gross margin, and $277 million in free cash…

BMNRAnalysis

BitMine Enters Russell 3000 on ETH Treasury Strategy

BitMine Immersion Technologies joined the Russell 3000 this week, compelling passive index funds to hold a stock trading at roughly half the average a…

MARAAnalysis

MARA Stock Whipsaws as Insiders Sell Into Deal Rally

MARA Holdings stock whipsawed 15% down then 10% up around a July 9 deal disclosure that investors found short on detail. With $2.03 million in insider…

RIOTAnalysis

Riot Platforms Insiders Sell $8.4M as Stock Retreats

Riot Platforms' CEO and chief accounting officer sold a combined $8.44 million in company stock between May and July at prices ranging from $21 to $30…

HOODAnalysis

Robinhood Insiders Sell $51M as Stock Slides Again

Robinhood shares fell 6% in a second straight session of losses, closing at $99.96 against an analyst consensus of $118.28, as the CEO, CFO, Chief Leg…

COINAnalysis

COIN Hits 3-Month High on CLARITY Act Before Earnings

Coinbase surged to a three-month high after the Senate advanced the CLARITY Act alongside a Bitcoin rally, then pulled back as regulatory uncertainty …

COINBrief

Coinbase Global Gets 80% Upside Call on a $1 Trillion Prediction Market

Bernstein flagged an 80% upside case for Coinbase Global built on a $1 trillion prediction market opportunity, while William Blair independently cited…

RIOTAnalysis

Riot Platforms Elects Directors, Expands Equity Plan

Riot Platforms filed an 8-K on June 15 disclosing board changes after shareholders voted to expand its equity incentive plan and elect Class II direct…

HOODAnalysis

Robinhood Cuts 10% of Staff, Flags $28M in Charges

Robinhood disclosed a 10% workforce cut and $28M in restructuring charges on June 16, framing the move as a management-layer purge aimed at flattening…

RIOTBrief

Riot Platforms Gets Multiple Analyst Buy Ratings After Bitcoin Rally

Multiple analysts upgraded Riot Platforms to Buy following a crypto market rally, while shareholders at the annual meeting approved an expanded equity…

MARAAnalysis

MARA Stock Surges on Deal; CEO, CFO Sell Into Rally

MARA Holdings disclosed a Material Definitive Agreement in April and reported EPS of $1.94 against a consensus estimate of negative $0.28, driving the…

COINAnalysis

Coinbase Expands Into AI Payments as CLARITY Vote Nears

Coinbase unveiled three platform expansions on June 16 — AI agent payments, onchain tokenized stocks, and global stablecoin payouts — while COIN share…

CIFRAnalysis

Cipher Digital Lands AWS 70MW Deal Amid Insider Exits

AWS agreed to lease a 70MW AI data center from Cipher Digital, validating the company's pivot from Bitcoin mining and pushing shares up 9.1%. The rall…

NXEAnalysis

NexGen Wins Federal Approval for Rook I, Names New CFO

NexGen Energy secured final federal approval for its Rook I uranium project, sending shares up 5.9%, while appointing a new CFO with large-scale minin…

BTDRAnalysis+18%

Bitdeer Surges 18% on New CFO as AI Bets Draw Analyst Eyes

Bitdeer Technologies Group jumped 18.3% after naming Michael G. Potter as CFO, with analyst price target upgrades on AI and mining themes amplifying t…

BMNRAnalysis

Bitmine Reports 5.28M ETH, $12.6B in Holdings

Bitmine Immersion Technologies disclosed 5.28 million ETH and $12.6 billion in total crypto and cash, nominally exceeding its $10.75 billion market ca…

CLSKAnalysis

CleanSpark Flags $200M Bitcoin Loss as Stock Slides

CleanSpark reported a -$1.32 EPS miss against a $0.205 consensus estimate, driven by a $378 million mark-to-market loss on its $925 million bitcoin tr…

EQXAnalysis

EQX: $18.5B Merger + Auditor Switch

Equinox Gold announced a plan to acquire Orla Mining in a mostly stock deal to create an $18.5 billion, 1.1-million-ounce-per-year North American gold…

MARABrief

MARA Holdings Q1 Loss Sends Stock to $12.44 While Trump Trust Buys

MARA Holdings reported a Q1 net loss driven by digital asset write-downs that pressured its $12.44 stock, while the Trump Family Trust disclosed it ha…

WULFAnalysis

TeraWulf Q1 Miss: HPC Tops Mining for First Time

TeraWulf's Q1 2026 earnings delivered a structural first, with HPC and AI revenue surpassing bitcoin mining for the first time, against a $126.6 milli…

WULFAnalysis

TeraWulf Posts $126.6M Loss as HPC Tops Bitcoin Mining

TeraWulf's HPC segment overtook bitcoin mining as the company's primary revenue source in Q1 2026, validating its AI pivot thesis in concrete revenue …

HUTAnalysis

Hut 8 Signs $9.8B Texas AI Data Center Lease

Hut 8 Corp. secured a lease for its Beacon Point AI data campus in Texas worth approximately $9.8–10 billion — nearly matching the company's $10.84 bi…

HUTBrief+30%

Hut 8 Corp. Lands $9.8 Billion AI Data Center Contract, Stock Surges 30%

Hut 8 Corp. secured a $9.8 billion AI data center lease at its Beacon Point campus built to NVIDIA specifications, reframing the company from a Bitcoi…

RUMBrief

Rumble Launches OpenClaw AI, Posts Best Stock Day in 15 Months

Rumble launched OpenClaw AI alongside a MoonPay crypto integration, posting its best single-day stock gain in 15 months as the company bets on AI and …

HMYAnalysis

Morgan Stanley Upgrades Harmony Gold to Overweight

Morgan Stanley upgraded Harmony Gold Mining to Overweight on April 25, adding institutional momentum to a stock where Ninety One recently disclosed a …

BMNRAnalysis

Bitmine Now Holds ~5% of All Ethereum Supply

Bitmine Immersion Technologies disclosed that its Ethereum holdings have reached 4.976 million tokens, representing roughly 4% of all ETH in circulati…

CLSKAnalysis

CleanSpark Swaps Quarterly Dividend for One-Time Payout

CleanSpark filed an 8-K on March 24 replacing its quarterly dividend with a one-time special payout and amending its articles of incorporation, a stru…

CLSKAnalysis

CleanSpark Navigates Miner Margin Squeeze

CleanSpark shares surged 14% on strong March Bitcoin mining output even as public miners collectively sold a record 32,000 BTC in Q1 2026 amid collaps…

HMYAnalysis

Ninety One Builds 5.2% Stake in Harmony Gold

Asset manager Ninety One has disclosed a 5.2% stake in Harmony Gold Mining, signaling institutional accumulation in a South African gold miner trading…

ONDSBrief

Ondas Holdings Lands $118 Million in Defense Contracts, More Than Double Its Annual Revenue

Ondas Holdings secured a $10M initial order from a $50M border demining contract and a separate $68M defense order, combining for more than twice its …

GLXYBrief+11%

Galaxy Digital Jumps 11% After Setting a Multi-Hundred-Billion-Dollar AUM Target

Galaxy Digital surged 11% after management set a multi-hundred-billion-dollar AUM goal, though a broader crypto rally tied to the US-Iran ceasefire am…

HYMCAnalysis

Hycroft Mining "Beat" Earnings by 166% Without Making a Single Dollar in Revenue

Hycroft Mining's Q1 EPS surprise of $0.075 versus estimates of -$0.12 occurred at a company generating zero revenue and burning $30 million annually. …

SSRMAnalysis

SSR Mining $1.5B Copler Exit Exposes 20% Retained Liability Street Ignored

SSR Mining retained a 20% interest in Çöpler despite selling 80% to politically connected Cengiz Group, leaving an unquantified environmental and lega…

SSRMBrief

SSR Mining Sells 80% Copler Stake to Cengiz for $1.5B

SSR Mining agreed to divest an 80% stake in its Copler mine to Turkish conglomerate Cengiz for $1.5B, a deal that strips out geopolitical risk and reo…

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