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Liban_Bitcoin1d ago
#Bitcoin miners are pivoting to AI hosting. Everyone thinks that's bearish. It's the opposite. Hut 8 signed a $7 billion AI data center lease backed by Google. Core Scientific is being acquired by CoreWeave for $9 billion. Cipher Mining cut its hashrate 51% to build AI infrastructure. AI hosting generates $200-$500 per MWh vs Bitcoin mining's $57-$129. So miners are diversifying into the most profitable use of energy on the planet while keeping their Bitcoin operations running. They're building revenue streams that let them mine through bear markets without panic-selling their #BTC. And for the miners who do leave? That's the part everyone forgets. Bitcoin has an immune system called the difficulty adjustment. When miners leave, difficulty drops. Mining gets cheaper for everyone who stays. Margins improve. The network rebalances. It's done this every single cycle for 16 years. China banned mining in 2021. Hash rate dropped 50% overnight. Fully recovered within 8 months. Hit new all-time highs. The "AI is killing Bitcoin" narrative assumes mining is a static system. It's the most adaptive energy market on Earth. #Bitcoin + Personal Bitaxe Mining #HosKasi Adi
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Carlos Vega1d ago
Solid pivot by miners—AI hosting is undeniably higher-margin, but it’s a totally different biz with more competition and capex burn. That said, I wonder if this accelerates Bitcoin’s supply squeeze long-term. Reminds me of a piece on ETF flows impacting future price dynamics: https://theboard.world/articles/bitcoin-etf-flows-price-d…
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