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[@itsCindyFeng](/creator/twitter/itsCindyFeng)
"Market sentiment on miners shifts fast. Down below is how each U.S.-listed miners market cap share has changed YTD. Is your favorite gaining or losing momentum $IREN $RIOT $APLD $MARA $CIFR $CLSK $CORZ $WULF $HUT"  
[X Link](https://x.com/itsCindyFeng/status/1976642393920409828) [@itsCindyFeng](/creator/x/itsCindyFeng) 2025-10-10T13:34Z 2487 followers, 1705 engagements


"3/ Recent moves have improved top-line potentials some of the most eye-catching ones: 💸50000-unit ASIC sale secured 👥20 MW hosting deal with $SLNH These should show up in revenue and sentiment of $CAN is already picking up"  
[X Link](https://x.com/itsCindyFeng/status/1978794752821878843) [@itsCindyFeng](/creator/x/itsCindyFeng) 2025-10-16T12:06Z 2482 followers, XXX engagements


"Hybrid miners have crushed it YTD💥 But for those hunting a cheaper entry in the Bitcoin mining sector momentum around $CAN is quietly building. 👀"  
[X Link](https://x.com/itsCindyFeng/status/1978797436195025067) [@itsCindyFeng](/creator/x/itsCindyFeng) 2025-10-16T12:17Z 2482 followers, 3755 engagements


"Applied Digital has a $11B HPC contract with CoreWeave - on par with deals secured by Core Scientific ( $CORZ) and TeraWulf ( $WULF). But unlike those names $APLD isnt on the radar of many. Lets unpack whats going on 🧵"  
[X Link](https://x.com/itsCindyFeng/status/1963934805248319911) [@itsCindyFeng](/creator/x/itsCindyFeng) 2025-09-05T11:58Z 2485 followers, 19K engagements


"$MARA sold some Bitcoin in September its first sale since June 2024. Total holdings still increased to 52850 BTC. So was this an opportunistic sale A strategy shift Or sort of a market read 🤔"  
[X Link](https://x.com/itsCindyFeng/status/1976645310752710727) [@itsCindyFeng](/creator/x/itsCindyFeng) 2025-10-10T13:45Z 2485 followers, 2391 engagements


"Hybrid miners like $IREN $CIFR and $BITF have posted massive gains. 👀 Some are now eyeing bargains. $CAN an OG ASIC maker just climbed back above $X and momentum is building fast. Is it worth a shot 🤔 🧵"  
[X Link](https://x.com/itsCindyFeng/status/1978794741258182904) [@itsCindyFeng](/creator/x/itsCindyFeng) 2025-10-16T12:06Z 2487 followers, 8307 engagements


"1/ $CAN is best known for its Avalon-branded ASICs. But its not just an ASIC maker anymore: ⛏9.3 EH/s of self-mining hash rate 🎮Home mining gear for retail users"  
[X Link](https://x.com/itsCindyFeng/status/1978794745104331019) [@itsCindyFeng](/creator/x/itsCindyFeng) 2025-10-16T12:06Z 2484 followers, XXX engagements


"2/ $CAN is building a treasury too. As of Sep 30: 🟠1582 BTC + 2830 ETH Currently ranks #35 among public bitcoin treasury company on @TreasuryStocks Canaan confirmed its intent to grow digital asset holdings"  
[X Link](https://x.com/itsCindyFeng/status/1978794748610822428) [@itsCindyFeng](/creator/x/itsCindyFeng) 2025-10-16T12:06Z 2487 followers, XXX engagements


"4/ So is $XXXX still a bargain $CAN 💫Market cap: $882M 💫EV: $894M (As of 10/15/2025) Valuation: EV/Revenue: 1.5x1.8x EV/EBITDA: 8.9x P/B: 2.7x4x (depending on crypto treatment) 🙈Not dirt cheap. Not aggressively priced either"  
[X Link](https://x.com/itsCindyFeng/status/1978794756248576068) [@itsCindyFeng](/creator/x/itsCindyFeng) 2025-10-16T12:06Z 2487 followers, XXX engagements


"5/ Is it a good entry 🤔 Maybe. If BTC stays strong Q3 results could reflect upside from recent deals. But $CAN reported high opex costs + depreciation and Q2 ended with an $11.1M net loss. ⚠So work needs to be done to improve the bottom line. Full report:"  
[X Link](https://x.com/itsCindyFeng/status/1978794758484177342) [@itsCindyFeng](/creator/x/itsCindyFeng) 2025-10-16T12:06Z 2487 followers, XXX engagements


"@21MBitties Are Crocs or coins the highlight 😅"  
[X Link](https://x.com/itsCindyFeng/status/1979033619122274528) [@itsCindyFeng](/creator/x/itsCindyFeng) 2025-10-17T03:55Z 2485 followers, XX engagements