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Crypto stocks rally as capital rotates away from AI infrastructure plays

Strategy, BitMine, and SharpLink surged Monday as capital rotated out of AI infrastructure stocks into crypto equities with Bitcoin approaching

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cryptobriefing.comStai leggendo13 h fa

Crypto stocks rally as capital rotates away from AI infrastructure plays

Capital rotates from AI infrastructure into crypto stocks as Bitcoin nears $65k; miners diversify via AI contracts (Hut 8 $9.8B, IREN $2.8B). Signals cooling AI sentiment and institutional shift toward crypto proxies with contracted revenue.

originale

cnbc.com13 h fa

Crypto stocks rally thanks to rotation from AI infrastructure; bitcoin miners lag

Crypto stocks surged (Bitmine +11%, Coinbase +4-6%) as capital fled AI chips, with bitcoin miners down 3-9% amid capex concerns. Credit appetite for AI infrastructure approaching limits—key repricing signal for datacenter capex and vendor technology choices.

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Crypto stocks rally as capital rotates away from AI infrastructure plays

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Crypto stocks rally as capital rotates away from AI infrastructure plays

Crypto stocks rally thanks to rotation from AI infrastructure; bitcoin miners lag

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Crypto stocks rally thanks to rotation from AI infrastructure; bitcoin miners lag

Crypto stocks rally as capital rotates away from AI infrastructure plays

Digital-Asset Treasury Firms Chase AI Boom as Crypto Premiums Disappear

Digital-Asset Treasury Firms Chase AI Boom as Crypto Premiums Disappear