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Institutional interest in Bitcoin has entered a new phase in 2025, propelled by landmark developments that firmly integrated the cryptocurrency into mainstream finance. The start of U.S. President Donald Trump’s second term brought a wave of pro-crypto policy shifts in Washington, while record-breaking inflows into the spot Bitcoin ETFs and a surge of corporate treasury allocations cemented Bitcoin’s place as a recognized institutional asset class.

Yet beyond ETF price exposure and treasury strategies, a new entry point is emerging—one that ties investors directly to Bitcoin’s production economy. That gateway is cloud mining, and no company illustrates its institutional rise better than BitFuFu.

Cloud mining, which began as a retail-focused model, has rapidly scaled into an institutional-grade product. In the second quarter of 2025, BitFuFu—a NASDAQ-listed Bitcoin miner and mining service provider—reported $115.4 million in revenue, up 47.9% from the previous quarter. Of that total, $94.3 million came from cloud mining, representing 81.7% of revenue and marking BitFuFu’s strongest second quarter for its cloud mining services to date.

The latest quarterly results underscore the scale of adoption. BitFuFu produced 1,060 BTC in Q2, with 917 BTC—more than 86%—generated by cloud mining customers. The number of cloud mining users rose to 623,114, a 57.7% increase year-over-year.

For institutions seeking yield, exposure, and scalability, BitFuFu’s growth tells the story: cloud mining—still under-the-radar—is emerging as a promising way to acquire and accumulate Bitcoin.

Macro Tailwinds Support Bitcoin Allocation

Several macro factors are reinforcing the growing institutional interest in Bitcoin. Chief among them, global economic uncertainty and inflation concerns have renewed interest in portfolio diversification—including Bitcoin, often praised as “digital gold.”

Another factor is the increasingly favorable policy environment—especially in the U.S., where the current administration has voiced support for Bitcoin. Regulators have recently begun exploring whether retirement accounts such as 401(k)s should be allowed to allocate to crypto, which would significantly expand access.

Spot Bitcoin ETFs have already captured headlines by attracting record inflows in 2025, surpassing $50 billion in cumulative net inflows as of July. For both retail and institutional investors, they quickly became the most popular way to gain Bitcoin exposure because they are liquid, regulated, and easy to integrate into existing portfolios.

That said, ETFs only provide passive price exposure. They do not generate new Bitcoin, nor do they enable participation in the network’s infrastructure.

Treasury strategies that involve directly purchasing Bitcoin—whether on public exchanges or through OTC brokers—offer another path. Companies such as Strategy and Metaplanet continue to acquire and hold Bitcoin on their balance sheets.

For many institutional investors, however, direct buying is only the starting point. As they grow more familiar with the asset class, they often seek more sophisticated strategies to enhance yield—such as mining. Yet traditional mining requires navigating hardware procurement, facility buildouts, compliance approvals, and operational risk. This is where BitFuFu’s cloud mining model comes in.

Why Cloud Mining Appeals to Institutions

Cloud mining offers a production-based return model that differs fundamentally from ETFs. Instead of simply tracking Bitcoin’s price, investors lease hashrate and receive mined Bitcoin daily.

This model transforms what was once a heavy upfront capital expenditure into a recurring operating expense. For investors, it simplifies the equation to just two variables— Bitcoin price and network difficulty—while outsourcing operational, compliance, and technical complexity to the provider.

BitFuFu’s data indicates that cloud mining has historically delivered 3% to 20% more Bitcoin than direct spot purchases, thanks to compounding production effects during favorable market cycles and in periods of high transaction fees.

Meanwhile, risk management tools have matured. Compliance frameworks, as well as hedging instruments like hashrate futures and hashprice indexes, now give institutions the confidence to participate within their existing governance structures.

Sustainability narratives are also evolving. Data from the Cambridge Centre for Alternative Finance suggests that sustainable energy—including renewables and nuclear—now accounts for roughly 52.4% of Bitcoin mining’s electricity usage, improving the asset class’s ESG profile.

How BitFuFu Delivers Institutional Cloud Mining

BitFuFu’s model demonstrates how cloud mining has matured into an institutional-grade product. The company converts operational complexity into a streamlined service, offering hashrate contracts through its global infrastructure. As of July 2025, BitFuFu operated more than 752 MW of hosting capacity and managed 38.6 EH/s of hashrate.

BitFuFu’s cloud mining platform is designed to lower entry barriers while maximizing flexibility and transparency for institutional users. There is no need to purchase mining machines or secure hosting facilities, with hashrate allocations starting as small as 1 terahash, enabled by BitFuFu’s proprietary technology that divides and allocates hashrate with precision.

Contracts are highly adaptable, ranging from three days to two years. Service fees can also be paid in installments, giving users flexibility to scale their hashrate up or down as market conditions change. All mined Bitcoin rewards are sent directly to users’ wallets from third-party compliant mining pools, ensuring independent and transparent distribution.

Stability is ensured by a 95% average hashrate uptime rate, while institutional confidence is strengthened by BitFuFu’s status as a NASDAQ-listed company. Investors also benefit from real-time production and operations monitoring, a multilingual app for one-click purchases and oversight, and strategic access to priority mining resources through BitFuFu’s partnership with BITMAIN. Together, these features provide a uniquely compliant, scalable, and user-friendly gateway into Bitcoin’s production economy.

A Growing Role in Institutional Portfolios

Cloud mining’s appeal lies in its ability to combine price exposure with production. For institutions seeking yield, operational efficiency, and direct participation in Bitcoin’s network, it offers a differentiated alternative to ETFs or simple treasury holdings.

As more allocators adopt hybrid strategies—blending ETFs, direct holdings, and cloud mining—the role of production-based products will only grow. For many, cloud mining is no longer an experimental tool; it is becoming an essential component of Bitcoin portfolio construction.

BitFuFu sits at the center of this transition. With a compliant framework, transparent operations, and robust security, it not only provides institutions with a gateway into the computing-power economy, but also helps reshape the landscape of Bitcoin investment.

To explore more about BitFuFu’s solutions, visit: https://www.bitfufu.com.

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