Ongoing datacenter growth and enthusiasm alongside regulatory tailwinds create a notable foundation for bitcoin miners in the back half of 2025. For crypto investors looking to diversify their portfolios, the CoinShares Valkyrie Bitcoin Miners ETF (WGMI) is worth consideration, given its performance this year.
The AI-driven data center boom continues to benefit bitcoin mining companies. Bitcoin miners have built out significant infrastructure in the U.S. and abroad in recent years. Bitcoin mining intensity has ramped up. So the need for more sophisticated mining rigs as well as larger volumes of rigs left meant mining companies needed to industrialize their models.
These companies now run large warehouses of mining rigs, powered by reliable energy sources, in areas of the country that are increasingly attractive for data centers. As such, bitcoin mining companies make for attractive partners in the AI datacenter boom. It leaves bitcoin miners at a compelling crossroads, able to capitalize on a more supportive U.S. regulatory environment as well as the AI-fueled data center boom happening across the country. And capitalize they have.
WGMI provides pure-play exposure to bitcoin miner companies in North America. The fund currently outperforms bitcoin price gains YTD, making it a strong diversifier within an equity portfolio as well as for crypto investors.
WGMI provides diversification potential across a range of exposures. For those investors with existing crypto investments, the fund’s equity focus brings differentiated performance potential. And investors wanting to expand their equity portfolio’s diversification can harness growing bitcoin demand without direct exposure.
WGMI invests in those companies earning at least half their profits or revenue from bitcoin mining. The fund invests in companies providing hardware, software, or services to bitcoin mining companies. Additionally, the strategy seeks companies that manufacture specialized chips used in bitcoin mining. WGMI does not invest in bitcoin.
The fund is managed by a team of industry experts on both cryptocurrencies as well as the finance sector. The portfolio is built using the fund manager’s expertise of the technical, operational, and commercial workings of the bitcoin mining industry. It contains familiar names such as Nvidia. It also contains established bitcoin mining companies like Riot Platforms and Hut 8 Corp.
WGMI carries an expense ratio of 0.75%.
For more news, information, and strategy, visit the CoinShares Crypto ETF Hub.
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