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BTBT vs CLSK
Which Stock Would AI Choose? Bit Digital (BTBT) vs. CleanSpark (CLSK) Stock Comparison
Key Takeaways
- BTBT and CLSK are both Bitcoin mining companies pivoting toward AI and high-performance computing infrastructure, exposing them to crypto price swings and data center demand.
- BTBT maintains a smaller market capitalization near $620 million with significant Ethereum holdings and a majority stake in WhiteFiber AI subsidiary, trading at a notable discount to its estimated net asset value in recent weeks.
- CLSK operates at a larger scale with a market capitalization exceeding $3.7 billion, recent $2.276 billion senior secured notes offering, and a $6.6 billion 20-year AI data center lease supporting long-term revenue visibility.
- Recent market activity shows both stocks reacting to Bitcoin price movements and sector shifts toward AI, with CLSK demonstrating stronger year-to-date relative performance amid operational updates.
- Risk factors include high volatility, operational execution on AI projects, and dependence on digital asset values, while growth drivers center on cloud services expansion and contracted infrastructure deals.
- Sector exposure remains concentrated in cryptocurrency mining with increasing overlap in AI/HPC data centers, creating comparable yet differentiated positioning in the current environment.
Introduction
Bitcoin mining companies BTBT and CLSK share core operations in digital asset production while pursuing parallel expansions into AI infrastructure and data center services. This comparison examines their business models, recent performance trends, and market positioning to assist traders and investors evaluating relative opportunities in the cryptocurrency and technology infrastructure sectors. The analysis focuses on observable developments over recent weeks and months, highlighting contrasts in scale, asset composition, and strategic catalysts that may influence short- to medium-term sentiment.
BTBT Overview and Recent Performance
Bit Digital, Inc. engages in Bitcoin mining, Ethereum staking, and specialized cloud infrastructure services for artificial intelligence applications through subsidiaries, including its majority-owned WhiteFiber affiliate. Recent market activity has centered on the company's Ethereum treasury holdings, valued at over $300 million as of late July 2026, alongside progress on AI compute contracts. The stock has traded with notable volatility, reflecting broader digital asset price movements and updates on asset valuation relative to share price. In recent weeks, filings highlighted a discount between market price and estimated modified net asset value, driven by concentrated holdings in volatile assets. Cloud services revenue showed sequential growth in the second quarter, supporting operational momentum amid the ongoing pivot from pure mining activities.
CLSK Overview and Recent Performance
CleanSpark, Inc. operates as a Bitcoin mining company and data center developer with expanding focus on AI and high-performance computing infrastructure. Recent developments include a $2.276 billion senior secured notes offering to fund facility construction and operational updates reporting consistent Bitcoin production alongside liquidity positions exceeding $900 million in prior quarters. The stock has responded to sector-wide factors including Bitcoin price dynamics and announcements of long-term AI leases. In recent market activity, management emphasized execution on a 20-year triple-net lease expected to generate substantial contracted revenue, contributing to positioning as a diversified digital infrastructure platform. Performance has reflected both mining output stability and progress on non-Bitcoin revenue streams.
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Head-to-Head Comparison
BTBT and CLSK both derive primary revenue from Bitcoin mining yet diverge in scale and asset emphasis. BTBT maintains a smaller footprint with substantial Ethereum exposure and AI subsidiary concentration, introducing higher sensitivity to specific digital asset valuations and execution risks on WhiteFiber contracts. CLSK operates with greater market capitalization and has secured large-scale financing and lease agreements that provide longer-term revenue visibility in the AI data center space. Recent momentum for both reflects crypto price correlations and sector rotation toward infrastructure plays, though CLSK has shown comparatively larger absolute size and institutional financing access. Risk factors for BTBT include concentrated holdings and valuation discounts, while CLSK faces execution on multi-billion-dollar projects and higher absolute debt levels. Market sentiment remains tied to Bitcoin trends for both, with AI catalysts offering differentiation potential.
Tickeron AI Verdict
Based on observable factors such as scale, recent financing activity, contracted AI revenue visibility, and relative stability in operational updates, Tickeron’s AI would currently assign a higher probabilistic preference to CLSK over BTBT. The larger entity demonstrates stronger positioning through diversified infrastructure contracts and liquidity management, potentially supporting more consistent trend alignment in the prevailing environment. This assessment remains probabilistic and contingent on continued execution and broader market conditions rather than a definitive ranking.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BTBT is a Hold and CLSK is a Hold.
BTBT | CLSK | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 85 | 79 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 80 Overvalued | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 98 | 98 | |
PRICE GROWTH RATING 1..100 | 46 | 41 | |
P/E GROWTH RATING 1..100 | 99 | 84 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
BTBT's Valuation (80) in the Finance Or Rental Or Leasing industry is in the same range as CLSK (84) in the null industry. This means that BTBT’s stock grew similarly to CLSK’s over the last 12 months.
BTBT's Profit vs Risk Rating (100) in the Finance Or Rental Or Leasing industry is in the same range as CLSK (100) in the null industry. This means that BTBT’s stock grew similarly to CLSK’s over the last 12 months.
BTBT's SMR Rating (98) in the Finance Or Rental Or Leasing industry is in the same range as CLSK (98) in the null industry. This means that BTBT’s stock grew similarly to CLSK’s over the last 12 months.
CLSK's Price Growth Rating (41) in the null industry is in the same range as BTBT (46) in the Finance Or Rental Or Leasing industry. This means that CLSK’s stock grew similarly to BTBT’s over the last 12 months.
CLSK's P/E Growth Rating (84) in the null industry is in the same range as BTBT (99) in the Finance Or Rental Or Leasing industry. This means that CLSK’s stock grew similarly to BTBT’s over the last 12 months.
| BTBT | CLSK | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 2 days ago 86% | 2 days ago 83% |
| Momentum ODDS (%) | 2 days ago 90% | 2 days ago 90% |
| MACD ODDS (%) | 2 days ago 84% | 2 days ago 85% |
| TrendWeek ODDS (%) | 2 days ago 89% | 2 days ago 89% |
| TrendMonth ODDS (%) | 2 days ago 89% | 2 days ago 87% |
| Advances ODDS (%) | 11 days ago 87% | 11 days ago 88% |
| Declines ODDS (%) | 2 days ago 89% | 2 days ago 89% |
| BollingerBands ODDS (%) | 2 days ago 90% | N/A |
| Aroon ODDS (%) | 2 days ago 90% | 2 days ago 88% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BTBT’s FA Score shows that 0 FA rating(s) are green while CLSK’s FA Score has 0 green FA rating(s).
- BTBT’s FA Score: 0 green, 5 red.
- CLSK’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BTBT’s TA Score shows that 6 TA indicator(s) are bullish while CLSK’s TA Score has 4 bullish TA indicator(s).
- BTBT’s TA Score: 6 bullish, 3 bearish.
- CLSK’s TA Score: 4 bullish, 4 bearish.
Price Growth
BTBT (@Investment Banks/Brokers) experienced а -9.50% price change this week, while CLSK (@Investment Banks/Brokers) price change was -12.20% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -4.59%. For the same industry, the average monthly price growth was -1.15%, and the average quarterly price growth was +9.79%.
Reported Earning Dates
BTBT is expected to report earnings on Nov 12, 2026.
CLSK is expected to report earnings on Dec 16, 2026.
Industries' Descriptions
@Investment Banks/Brokers (-4.59% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
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BTBT and
Correlation & Price change
A.I.dvisor indicates that over the last year, BTBT has been closely correlated with CLSK. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if BTBT jumps, then CLSK could also see price increases.
| Ticker / NAME | Correlation To BTBT | 1D Price Change % | ||
|---|---|---|---|---|
| BTBT | 100% | -0.61% | ||
| CLSK - BTBT | 79% Closely correlated | -2.80% | ||
| MARA - BTBT | 77% Closely correlated | -1.06% | ||
| RIOT - BTBT | 76% Closely correlated | -2.68% | ||
| GLXY - BTBT | 74% Closely correlated | +1.23% | ||
| SBET - BTBT | 73% Closely correlated | +3.23% | ||
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