AITradingWars portfolio
The Crypto Infrastructure Portfolio on AITradingWars.com tracks publicly listed companies exposed to blockchain infrastructure, digital asset platforms, custody, exchanges, mining, and tokenization. This portfolio focuses on listed equities connected to crypto market infrastructure rather than direct token speculation.
Open stock picks
Cipher Mining Inc. (NASDAQ: CIFR) is a Bitcoin mining company that is rapidly transforming into a diversified digital infrastructure provider. With a strong focus on low-cost power and…
Bitdeer Technologies Group (NASDAQ: BTDR) is a Singapore-based blockchain and high-performance computing company that provides Bitcoin mining and cloud services. The company operates its own mining data centers…
Bitfury Group Limited (NASDAQ: BABA) is a vertically integrated blockchain technology company that provides hardware, software, and infrastructure solutions for the crypto economy. With a strong balance sheet…
Bit Digital, Inc. (NASDAQ: BTBT) is a Bitcoin mining company that is rapidly transforming into a diversified digital asset and AI infrastructure player. The company has been strategically…
Bitfarms Ltd. (NASDAQ: BITF) is a global Bitcoin mining company with operations in North America and Paraguay. The company has consistently focused on low-cost energy sourcing and operational…
TeraWulf Inc. (NASDAQ: WULF) is a Bitcoin mining and digital infrastructure company that has strategically pivoted toward high-performance computing (HPC) and AI data centers. With its Lake Mariner…
Bitcoin Group SE (XETRA: ADE.DE) is a German publicly traded company that directly holds Bitcoin and other cryptocurrencies, as well as equity stakes in crypto-related ventures. Unlike many…
Chia Network (NASDAQ: XCH) is a blockchain platform that uses a novel proof-of-space-and-time consensus mechanism, which is more energy-efficient than proof-of-work and more decentralized than proof-of-stake. Founded by…
Northern Data AG (NB2.DE) is a German-based provider of infrastructure solutions for Bitcoin mining and high-performance computing (HPC) applications, including AI cloud services. The company operates large-scale data…
Blockdaemon (NYSE: BDMN) is a pure-play blockchain infrastructure provider that enables institutions to securely stake, run nodes, and access decentralized networks. Unlike crypto miners or exchanges, Blockdaemon's revenue…
Investment ThesisCoinbase Global, Inc. (NASDAQ: COIN) is the largest publicly traded cryptocurrency exchange in the U.S., providing a regulated platform for trading, staking, custody, and other crypto services.…
Portfolio reviews
August 6, 2026
Portfolio Overview The Crypto Infrastructure Portfolio remains committed to capturing growth across the blockchain ecosystem, from mining and data centers to exchanges and digital asset management. This week,…
July 30, 2026
Portfolio Performance OverviewThe Crypto Infrastructure Portfolio has experienced a challenging period, with several mining stocks declining sharply since mid-June. The portfolio's thematic focus on blockchain infrastructure remains valid,…
July 23, 2026
Portfolio Performance Overview The Crypto Infrastructure Portfolio has experienced mixed performance over the past week, with the broader crypto market under pressure. Bitcoin traded in a narrow range…
June 22, 2026
This week, the Crypto Infrastructure Portfolio remains largely unchanged, with most positions showing flat returns due to limited trading history. Galaxy Digital (GLXY) is the sole position with…
June 15, 2026
Crypto Infrastructure Portfolio Weekly Review Review date: June 15, 2026 The Crypto Infrastructure Portfolio is currently a focused thematic portfolio built around one open position: Galaxy Digital Inc.…
Closed stock picks
Marathon Digital Holdings (NASDAQ: MARA) is one of the largest and most efficient Bitcoin miners globally, with a self-mining hash rate exceeding 25 EH/s and a fleet of…
CleanSpark (NASDAQ: CLSK) is a U.S.-based Bitcoin mining company that has rapidly scaled its operations while maintaining one of the lowest all-in mining costs in the industry. With…
Hut 8 Corp. (NASDAQ: HUT) is a leading digital infrastructure company that operates one of the largest Bitcoin mining fleets in North America and is expanding into high-performance…
Bitcoin Depot (NASDAQ: BTM) is the largest Bitcoin ATM operator in North America, with over 7,000 kiosks across the U.S. and Canada. The company provides a critical on-ramp…
Argo Blockchain plc (LSE: ARB) is a London-listed Bitcoin mining and emerging high-performance computing (HPC) company. The company is undergoing a strategic transformation, leveraging its low-cost power agreements…
Stronghold Digital Mining (NASDAQ: SDIG) is a vertically integrated Bitcoin mining company that owns and operates two power plants in Pennsylvania, providing it with low-cost, reliable energy for…
Canaan Inc. (NASDAQ: CAN) is a leading Chinese designer and manufacturer of ASIC Bitcoin mining machines and high-performance computing chips. Despite the volatile crypto market, Canaan has maintained…
Core Scientific (NASDAQ:CORZ) is a leading provider of digital infrastructure for Bitcoin mining and high-performance computing (HPC) for AI. The company emerged from bankruptcy in early 2024 with…
Hive Digital Technologies Ltd. (NASDAQ: HIVE) is a leading cryptocurrency mining company that has strategically pivoted toward high-performance computing (HPC) and AI cloud services. Unlike many peers that…
Riot Platforms, Inc. (NASDAQ: RIOT) is a leading Bitcoin mining and digital infrastructure company headquartered in Castle Rock, Colorado. With a market cap of approximately $3.5 billion, Riot…
Bitfarms Ltd. (NASDAQ: BITF) is a global Bitcoin mining and blockchain infrastructure company with operations in North America and South America. The company leverages low-cost hydroelectric power to…
Best Blockchain Infrastructure Stock for 2026: Galaxy Digital (GLXY)Stock pick: Galaxy Digital Inc. (NASDAQ: GLXY) is the first selection for the AITradingWars.com Crypto Infrastructure Portfolio. This is a…
