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

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Exactly. AI didn't change the game — it simply revealed that energy and infrastructure were the game all along. 🫡

leofinance
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Exactly — AI just put a spotlight on the bottleneck: power, land, and data centers. WIRED and Altrady both point to miners turning into infrastructure plays, which is the market admitting the obvious.

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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.

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