Bitcoin's price surge to $94,000 has dramatically boosted mining stocks, with companies like Bitdeer and BitFarms seeing gains of 20% and 8% respectively while creating new valuation opportunities across the sector.

• Market caps of mining companies remain significantly undervalued compared to their Bitcoin holdings
• Marathon's Bitcoin holdings worth $4.4 billion while their market cap is only $4.9 billion
• Morgan Stanley analysis shows mining infrastructure assets alone worth billions
• DMG's Bitcoin holdings worth 112% of their entire market cap
• Riot securing a $100 million Bitcoin-backed credit facility with Coinbase
• Jack Mallers launching "21" with Tether, SoftBank and Bitfinex to accumulate 42,000 Bitcoin
• Record ETF inflows of $936 million on April 22nd
• Bitcoin now the 6th largest asset by market cap, surpassing Amazon
• Expected 7.8% mining difficulty decrease will boost miner revenues
• Hash price increased from $38 to $48 per petahash over two weeks

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We explore Bitcoin's dramatic surge past $91,000 and its impact on mining stocks which are up double digits with some exceeding 20% gains in a single session.

• Bitcoin mining stocks acting as a leveraged proxy to BTC, often delivering 3-4x the gains
• Soluna Holdings announces another major deal with Blockware for Project Dorothy
• Hash price recovery to $47 range alongside expectations for a difficulty decrease
• Six-month thesis for Bitcoin and miners including continued decoupling from traditional markets
• Growing evidence that nations are competing for Bitcoin hashrate as a national security concern
• Increasing institutional interest with ETF inflows reaching highest levels since January
• Bullish price targets emerging including Max Keiser's prediction of $850,000 this cycle

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The team from Logistics Plus details how they help Bitcoin miners navigate complex supply chain challenges, especially the current tariff environment affecting ASIC imports.

• Danny Yunes and Jason Bernick bring decades of combined supply chain expertise to the cryptocurrency sector
• Current tariffs on ASICs from China have reached 145%, while imports from other countries face 12.6% tariffs
• Bitcoin mining equipment no longer has a specific import code, leading to seizures and costly delays at customs
• Bonded warehouses offer miners a way to pause imports during the current 90-day tariff spike period
• Logistics Plus provides surge labor teams for machine installation, warehousing, and end-to-end supply chain management
• Their global network includes 12 million square feet of warehouse space with security, environmental controls, and IT configuration capabilities
• Their Importer of Record service allows companies to legally import equipment without establishing business entities in destination countries
• The company's customs compliance team includes licensed brokers and attorneys who specialize in navigating complex import regulations
• For hyperscale operations, they offer control tower solutions that provide visibility across the entire supply chain
• Miners should carefully consider timing and strategy for equipment imports rather than rushing and risking customs problems

Connect with the Logistics Plus team at cryptomissioncritical.com for customized solutions to your mining logistics challenges.