2026-01-02 16:53:16

Data center and crypto-adjacent equities are opening 2025 with impressive momentum. The sector is significantly outpacing traditional tech giants.

Look at the scorecard: CRWV jumped 12.1%, APLD surged 11.5%, while BITF—the major bitcoin mining play—climbed 11.3%. IREN added 10.3%, CIFR held steady at 10%, and WULF, GLXY, NBIS followed with 8.8%, 7.7%, and 6.7% respectively.

Meanwhile, the heavyweights tell a different story. NVDA managed just 1.5%, and ORCL barely budged at 0.5%.

The divergence speaks volumes. While AI and cloud infrastructure remain important, the data center infrastructure sector—particularly those with exposure to blockchain and cryptocurrency operations—is attracting fresh capital and investor confidence. It's a clear signal that market participants are betting on the expansion of compute-intensive industries beyond traditional enterprise applications.

BTC1,11%

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NotSatoshi

· 22h ago

Wow, BITF's surge this time is incredible. NVDA only 1.5%? AI narrative must be changing. Now it's really clear that money is flowing into computing power and mining. CRWV and APLD both breaking 12%, how much capital is quietly shifting? By the way, ORCL is only 0.5%, does that mean no one really believes in enterprise applications... Data center infrastructure seems to be picking up this year.

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LayerZeroHero

· 22h ago

ngl this wave is indeed the era of infrastructure in the crypto circle, NVDA only 1.5%😅 mining stocks are collectively taking off Computing power is the hard currency, everyone. Traditional tech giants are falling behind I like BITF's move this time. Bitcoin infrastructure is the future Wait, is APLD's 11.5% serious? I need to do some research Hmm, now I understand... Capital is voting with its feet. Who's still hyping the old AI? Really? CRWV can rise 12%? I need to verify the data again Alright, alright. Infrastructure in the crypto circle is indeed standing out. Is this a sector rotation signal? Wait, wait, wait... Could this data be too idealized? Chip manufacturers can't keep up with mining machine makers, which is a bit ironic

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LiquidityHunter

· 22h ago

At 3 a.m., I saw this set of data, and the liquidity gap from CRWV to NBIS directly woke me up... NVDA only 1.5%？This spread is suspicious. --- Wait, BITF 11.3% versus NVDA 1.5%... Is this arbitrage opportunity really there or am I overanalyzing again? --- The recent abnormal volatility in the data center sector is quite intense; I need to check the trading pair depth on DEX... --- 11.3% vs 0.5%, there must be liquidity machines absorbing orders behind this divergence. --- Why does it feel like this is capital positioning in advance, a step ahead of enterprise applications?

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GateUser-e51e87c7

· 22h ago

Damn, the data center sector is really taking off this time. NVDA only up 1.5%? That's hilarious. Is this how the elephant turns around? BITF's mining group jumped directly by 11.3%, and it's not even the most aggressive—CRWV is already up 12.1%... Looks like the infrastructure in the crypto world is really getting some money flowing in. By the way, if this is truly driven by algorithmic trading, could it turn out to be a trap later? Wait, ORCL only up 0.5%? That's too crazy. It feels like the whole market is redefining what "tech stocks" really mean. Basically, it's just money speculating on new computing demands. Whether it's mining or AI, computing power is just a necessity. This logic makes sense.

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