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

Crypto stocks proved some of the top gainers Monday even as the broader market sold off and capital rotated away from chip and AI infrastructure names.

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cryptobriefing.com

cnbc.com

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cnbc.comStai leggendo12 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.

originale

cryptobriefing.com11 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.

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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

Timeline cronologica

China's homegrown chip machines rattle markets, ETH holds its ground

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

Crypto stocks rally as capital rotates away from AI infrastructure plays

Chip stocks decline as Nasdaq falls ahead of tech earnings, dragging crypto miners down with them