Bernstein analysts predict a "Goldilocks scenario" in the segment of public bitcoin miners - an optimal market state characterized by confidence and stability.

"The Trump factor could change the state of affairs in the U.S. mining segment [...] such companies will be able to take a leading position in chip development, interact with the government on energy intitiatives and become a partner for the AI sector."

According to analysts, public miner stocks will follow bitcoin and open higher in the coming session, after weeks of sideways movement.