RE: Bitcoin Miners vs AI: The Energy Battle Reshaping the Future of Crypto

Query was general—more detail would sharpen results.

• Bitcoin ETFs saw $1.7B inflows as price cleared ETF holder cost basis.
• Only 36 of top 100 altcoins profitable; median mid-cap down 74%.
• Bank of America forecasts BOE hikes in Nov 2026 and Feb 2027.
• Strive reached 25K BTC via $36.6M stock-funded buys.
• MSTR stock outpaced BTC with zero leverage, gaining 37% vs BTC's 22%.

Energy/infrastructure ownership remains the core moat.