Bitcoin News Today: "CleanSpark's Bitcoin Treasury Surge Contrasts with Riot's Production Trim in Mining Sector"
CleanSpark, Inc. (Nasdaq: CLSK) reported a record BitcoinBTC-- treasury of 13,011 BTCBTC-- as of September 30, 2025, marking a significant milestone in its expansion as a publicly traded Bitcoin miner. The company produced 629 BTC in the month, averaging nearly 21 coins per day, while selling 444.95 BTC for $48.75 million at an average price of $109,568 per unit [1]. This growth follows a transformative fiscal year 2025, during which CleanSparkCLSK-- expanded its hashrate to 50 EH/s, acquired GRIID Infrastructure, and secured $400 million in Bitcoin-backed credit facilities. The firm's operational efficiency reached 16.07 joules per terahash (J/Th), and it now controls 1.03 gigawatts (GW) of contracted power across 808 utilized megawatts (MW) [2].
Riot Platforms, another major Bitcoin miner, reported a slight reduction in its holdings, trimming its stack by 22 BTC to 19,287 BTC in September. The company's monthly production dropped 6.7% to 445 BTC, with a deployed hashrate of 36.5 EH/s. Despite the decline, RiotRIOT-- remains the seventh-largest public Bitcoin holder, valued at $2.3 billion based on a $120,942 BTC price as of October 2025 [3]. The shift in holdings positions CleanSpark as the ninth-largest public holder, trailing behind entities like Trump Media and Coinbase.
The Bitcoin mining sector's performance in September reflects broader market dynamics. CleanSpark's strategic use of Bitcoin as a capital asset-selling portions of its production to fund operations while maintaining a growing treasury-contrasts with Riot's focus on production efficiency amid a 5.4% monthly price increase for Bitcoin. CleanSpark's leadership, including newly appointed Chief Financial Officer Gary Vecchiarelli and Chief Development Officer Scott Garrison, emphasized expanding its energy portfolio and leveraging Bitcoin-backed financing to drive shareholder returns [1].
CleanSpark's treasury strategy has evolved from a "HODL" approach to a balanced model that sells mined Bitcoin to finance growth while retaining a core asset base. This approach aligns with its $650 million convertible note offering in December 2024 and its derivatives program to optimize balance sheet yields. The firm's 2025 fiscal year saw a 27% year-over-year increase in monthly Bitcoin production and a 26% improvement in fleet efficiency, underscoring its operational scalability [2].
Market participants are closely watching how CleanSpark and Riot navigate the post-halving environment. CleanSpark's stock rose 5.7% in early October trading, reflecting investor confidence in its expanded credit capacity and leadership changes. Meanwhile, Riot's shares gained 39% over the past month, part of a broader rebound in the public Bitcoin mining sector. Analysts note that the top 10 public Bitcoin holders now collectively hold 640,031 BTC, with CleanSpark's 13,000 BTC stack representing a key component of institutional Bitcoin adoption [3].
The competitive landscape remains dynamic, with CleanSpark and Riot both leveraging low-cost energy and strategic financing to scale operations. CleanSpark's emphasis on self-operated data centers and TVA-powered development pipelines in Tennessee positions it to capitalize on U.S. energy arbitrage, while Riot's focus on hashrate optimization highlights the sector's evolving priorities. As Bitcoin's price surpasses $120,000 for the first time since August, the interplay between production costs, treasury management, and market volatility will continue to shape the industry's trajectory.
Comentarios
Aún no hay comentarios