Bitcoin to $225,000? Analysts predict a profitable year for Bitcoin mining stocks

H. C. Wainwright & Co. Bitcoin mining stocks could see major growth in 2025, according to a report by .

Stock research predicts that the market value of Bitcoin mining companies will exceed $100 billion in 2025, up from $36 billion in 2024; This means an increase of approximately 200%.

According to analysts, this increase is attributed to the improvement in the mining economy and the ongoing Bitcoin (BTC) bull market. The report points to fundamental factors driving optimism, including Bitcoin’s recent price rise and the continued success of spot Bitcoin ETFs in the US

Approved in early 2024, these ETFs generated net inflows of $35.3 billion and currently hold more than 1 million BTC, representing 5.5% of the circulating supply.

Bitcoin mining involves using specialized computers to verify transactions and secure the network. Miners are rewarded with newly minted Bitcoin, but the process requires significant energy and operating costs.

According to the report, miners are currently profitable and production costs are significantly lower than Bitcoin’s market price of approximately $96,000.

Bitcoin to $225,000?

The report predicts Bitcoin will reach $225,000 by the end of 2025, driven by increased institutional adoption, regulatory clarity under the new US administration, and increased scarcity following the last halving.

This price target implies a total market cap of $4.5 trillion for Bitcoin, or about 25% of gold’s market cap.

Large-scale miners with significant Bitcoin reserves, the so-called “Big 3” consisting of Marathon Digital, CleanSpark and Riot Platforms, are expected to outperform their competitors. These companies, which are highly sensitive to Bitcoin price movements, also have competitive valuations compared to AI-connected miners.

The report suggests that mining stocks could outpace Bitcoin’s price gains in 2025, presenting opportunities for investors looking to enter the growing digital asset market.

Bitcoin miners embrace artificial intelligence

Bitcoin miners are also leveraging their expertise in power assets and high-performance computing to meet the growing demand for AI infrastructure.

A McKinsey report cited by analysts predicts that global data center demand will grow from 57 GW in 2023 to 152 GW by 2030. Miners are well positioned to benefit due to their large-scale, low-cost energy capabilities.

Currently, miners operate 6.1 GW of data center capacity, with an additional 4.6 GW in development expected to be operational by 2025.

The industry’s seven miners are planned to deploy a total of 5GW of power for AI and high-performance computing workloads by 2026, significantly shortening the typical four-year timeline for greenfield projects.