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Bitcoin miners' AI pivot faces $50 billion reality check, says VanEck
VanEck says investors are shifting focus from contract announcements to execution risk as miners chase AI revenue.
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cryptobriefing.com
Hedge-fund manager says AI 'bottleneck trade' has run its course
Gavin Baker of Atreides Management says the AI bottleneck trade is over as supply eases, with implications for hyperscalers and crypto miners pivoting to AI
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VanEck's Matthew Sigel outlines Bitcoin miners' AI valuation framework
VanEck's Matthew Sigel reveals a valuation framework showing Bitcoin miners with AI contracts trade above 10x EV/EBITDA, while pipeline companies lag at
