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Home»Mining»Bitcoin miner Cango earns ‘severely undervalued’ rating after securing $10.5M EWCL funding 
Mining

Bitcoin miner Cango earns ‘severely undervalued’ rating after securing $10.5M EWCL funding 

NBTCBy NBTC02/01/2026No Comments5 Mins Read
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  • Enduring Wealth Capital Limited (EWCL) made a fresh $10.5 million commitment to Bitcoin miner Cango.
  • EWCL announced a $70 million funding deal with Cango in June 2025.
  • HCW analysts have a $3 price target for CANG while Greenridge analysts assigned a $4 valuation projection.

Cango Inc. was up more than 3% in pre-market ahead of its first full trading day after news that Enduring Wealth Capital Limited (EWCL) made a fresh $10.5 million commitment to the firm’s Bitcoin mining business with operating bases across over 40 sites in North America, the Middle East, South America, and East Africa.

According to public disclosures seen by Cryptopolitan, EWCL will subscribe for an additional 7 million Class B ordinary shares in cash at $1.50 per share, which is 20% above the firm’s baseline share price of $1.25 and closing market price of $1.36.

Market observers often attribute this level of oversubscription as a bullish signal for future returns not yet reflected in a business’s performance.

EWCL backs Cango to lead changing BTC mining sector

According to Cango’s press release, the proposed investment, which is expected to close in January, subject to certain customary closing conditions, including the requisite approval by the New York Stock Exchange, EWCL’s shareholding in the Bitcoin miner is expected to increase from approximately 2.81% to approximately 4.69% of the total outstanding shares.

Correspondingly, EWCL’s voting power is expected to rise from approximately 36.68% to approximately 49.61% of the total voting power of Cango’s outstanding shares. The EWCL management team is expected to continue to provide core resources for Cango’s 50 EH/s operations and AI transformation.

Earlier in June, EWCL completed an aggregate purchase of 10,000,000 Class B ordinary shares, a total purchase price of up to $70 million securities purchase agreement with Cango.

This latest cash injection also boosts Cango’s cash reserves and provides the liquidity to pursue its 2026 AI/HPC expansion.

Paul Yu, CEO and Director of Cango, commented on EWCL betting on Cango to the tune of $10.5 million to maintain profitability into the future.

“The increased investment from EWCL is a powerful vote of confidence in our strategic roadmap. The strengthened alignment with a major shareholder who thoroughly understands our vision enables us to execute with greater certainty and ambition. In 2026, we will continue to strengthen our Bitcoin mining operational capabilities, with a focus on improving hashrate efficiency, upgrading our mining fleet, and selectively acquiring strategic mining assets.”

Cango has a long runway

Despite the 20% oversubscription for the deal, analysts still believe Cango’s 7,400+ BTC reserves, 50 EH/s fleet, and $450.20 million market cap are still severely undervalued, backing the firm’s chain-to-cloud strategy to take off.

Earlier this month, Greenridge analysts assigned Cango a $4 target price even before the announcement of its latest deal with EWCL. HCW analysts made a less bullish case, foreseeing a 100% gain to $3 as more probable for the CANG stock.

The impetus for those bullish calls came from the strong numbers that Cango published in its Q3 2025 earnings report. Total revenue was up 60.6% at $224.6 million, with Bitcoin mining making up $220.9 million of the final count for the quarter.

Cango’s operating income came in at $43.5 million, net income was $37.3 million, and adjusted EBITDA for the third quarter of 2025 was $80.1 million.

During the third quarter, Cango increased its total output by 37.5% and daily production by 36% compared to the second quarter of 2025, earning a total of 1,930.8 BTC for the quarter at a daily average of 21 BTC. The firm managed to couple its productivity boost with an average return of about $18,000 on every Bitcoin it mined during the quarter.

As of the end of September 2025, Cango reported that it had mined 5,810 BTC throughout its lifetime.

Other than the provision of fresh capital to accelerate its core growth initiatives, the timing of EWCL’s investment in Cango represents a level of conviction that is bucking a trend of BTC miners and their backers reevaluating their business models as profitability is no longer a forgone conclusion due to falling token prices, ballooning hashrates and reduced rewards for mining blocks.

Less profitable outfits have simply jumped ship, repurposing their mining equipment for hyperscalers to run AI data centers due to the competition in the market.

Cango is on track for long-term AI compute expansion goals

Cango has progressed past its ADR program phase to transition to a direct listing on the NYSE, which is expected to unlock capital structure, corporate transparency, and strategic benefits for a firm with plans to expand to serve the growing demand for AI compute capacity.

Notably, Cango has activated pilot projects in both integrated energy solutions and distributed AI computing since entering the digital asset space in November 2024, pursuing expansion opportunities ahead of the market squeezes that have forced contemporaries to sharply pivot their businesses.

According to official Cango documents, the firm maintains a long-term vision to build a global, distributed AI compute grid powered by green energy. It also plans to operate multiple hubs and edge nodes as a utility-like provider of AI compute for multinationals and large‑scale AI applications.

Commenting on the opportunity for future pivots, Yu said: “Beyond our core mining business, this capital also supports the parallel development of our strategic pillars in energy and AI compute. We are actively exploring and investing in synergistic opportunities in these areas as we build toward our long-term goal: establishing an integrated, global infrastructure platform capable of powering the future digital economy.”

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