Finance

Bitcoin Miners Defy Trump Tariffs: Why AI-Focused Stocks Are Soaring

Bitcoin miners rebounded Monday after Friday’s sell-off, sparked by Trump’s tariff plans. AI-focused firms led gains.

byAndres Castro

October 13, 2025, 1:36 PM

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Executive Summary

Bitcoin mining stocks, particularly those integrating AI, demonstrated significant resilience by rebounding strongly on Monday, October 13, 2025, after a market sell-off triggered by President Trump’s statements on Chinese tariffs.

Despite initial market jitters and a widespread decline, the Bitcoin mining sector concluded the previous week with notable gains, including Hive Digital (HIVE) rising 40% and Bitfarms (BITF) gaining 31%.

The positive momentum continued into Monday’s early trading, with Bitfarms (BITF) up 16%, IREN (IREN) rising 7%, HUT gaining 7.7%, and Cipher (CIFR) increasing by 10.8%, underscoring the sector’s robust outlook, especially for companies leveraging AI.

The Story So Far

The market experienced volatility and a sell-off following President Trump’s announcement of prospective large tariffs on Chinese goods, which introduced economic uncertainty across traditional and cryptocurrency markets. However, the Bitcoin mining sector, particularly companies leveraging an AI strategy, demonstrated significant resilience by quickly rebounding from this downturn, suggesting an underlying strength and robust outlook for this specific industry amidst broader macroeconomic concerns.

Why This Matters

The market volatility triggered by President Trump’s statements on Chinese tariffs highlights the potential for broad economic policy to impact diverse sectors. However, the swift rebound and sustained gains in Bitcoin mining stocks, especially those with an AI pivot, underscore the sector’s remarkable resilience and robust outlook even amidst macroeconomic uncertainty, suggesting growing investor confidence in its underlying strength and potential decoupling from traditional market jitters.

Who Thinks What?

President Trump’s statements about imposing substantial tariffs on China introduced economic uncertainty, triggering a sell-off across stock and cryptocurrency markets.

The broader market, including traditional stocks and crypto assets, experienced considerable volatility and a sell-off following President Trump’s tariff announcement.

Bitcoin mining stocks, particularly those with an AI pivot, demonstrated significant resilience, rebounding strongly after the market dip and showing sustained gains despite the macroeconomic concerns.

Bitcoin mining stocks, particularly those with an AI pivot, demonstrated significant resilience in early trading on Monday, October 13, 2025, rebounding strongly after a market sell-off on Friday. The dip was triggered by statements from President Trump indicating he would impose substantial tariffs on China, causing volatility across stock and cryptocurrency markets.

Market Reaction to Tariff Concerns

Friday’s afternoon session saw considerable market volatility as both traditional stocks and crypto assets experienced a sell-off. This reaction followed President Trump’s announcement regarding prospective large tariffs on Chinese goods, which introduced economic uncertainty.

Despite the initial jitters and widespread market decline, the Bitcoin mining sector managed to conclude the previous week with notable gains. Several prominent mining companies posted significant returns from the week’s opening bell.

Weekly Performance Highlights

Leading the gains, Hive Digital (HIVE) saw a 40% increase over the course of last week, while Bitfarms (BITF) rose by 31%. Other key players in the sector, including IREN (IREN), Cipher (CIFR), and TeraWulf (WULF), each recorded increases ranging between 9% and 11% by the week’s close.

Monday’s Rebound

The positive momentum continued into Monday’s early trading, with Bitcoin miners, especially those integrating artificial intelligence, quickly recovering. This rebound helped mitigate the intraday volatility experienced towards Friday’s market close.

As of approximately 10:30 AM EST on Monday, specific companies showed strong recovery. Bitfarms (BITF) was up 16% from Friday’s close, IREN (IREN) rose 7%, and HUT gained 7.7%. Cipher (CIFR) also saw a significant jump, increasing by 10.8%.

Sector Resilience

The swift recovery and sustained gains within the Bitcoin mining sector underscore its underlying strength, particularly for companies leveraging an AI strategy. This resilience was evident even in the face of macroeconomic concerns sparked by President Trump’s tariff remarks, suggesting a robust outlook for the industry.