- VANECK is betting on Bitcoin miners with a high demand for artificial intelligence, in favor of companies that stimulate high -performance computing.
- Core Scientific led by Bitcoin mining shares with 302 % profit, while Marchon Digital decreases 28 %.
- Bitcoin mining workers 17 BTC for each EH/S on average as companies are working to improve efficiency and reduce costs.
VANECK, one of the largest asset managers, stated that he wants to enhance Bitcoin mining companies, a step that comes after President Trump’s pro -captain’s agenda. Focusing on Trump on the technology sector in the United States, including developments in encrypted currency and artificial intelligence (AI), investment companies change strategies to benefit from the increasing rapprochement between these sectors.
According to VANECK, Bitcoin miners are in a good position to take advantage of this rapprochement because they are participating in both energy requirements. Bitcoin mining And computing artificial intelligence. The company believes that companies in this field, especially those that venture into the AI/HPC sector (high -performance computing), will witness growth as both sectors require more mathematical capabilities. Specifically, companies that adapt to their concentration with AI and computer infrastructure, such as Core Scientific, Teawulf and HUT 8 will be better than other companies.
Bitcoin mining performance
According to Vanik, analysis Bitcoin miners workers It explains that the shares are behaving differently with fluctuations in the price of bitcoin, and thus the presence of different degrees of sensitivity to market changes. Some companies, such as Cleanspark and Marathon Digital, are classified as BTC PURE games and most of their revenues from Bitcoin. These miners showed high fluctuations in their activities due to the changes in the price of bitcoin in the short term (30 days) and long (360 days).
On the other hand, companies such as Core Scientific (Corz) and other companies whose concentration has turned into the infrastructure of Amnesty International/HPC has deliberately published their risks through bitcoin fluctuations. This helps these companies to avoid risks and prepare them to capture the benefits of growth associated with artificial intelligence. The VANECK strategy is to invest in investing in these miners because their ability to adapt to energy needs and computing demands is compatible with trends in artificial intelligence.
The increasing role of AI and Bitcoin in mining assessments
The perception of the public market for the workers ’workers’ workers gradually changes. Bitfarms (Bitf) and Hive Blockchain Technologies (HIVE), which have less exposure to Bitcoin price Following, it is usually exaggerated by companies that have larger bitcoin holdings. AI/HPC efforts of miners are still largely invisible to the market, creating opportunities for investors to invest in stocks that could be value.
Destroying expectations based on the value of the institution (EV) for each Exhash per second (EH/s), VANECK is distinguished by bitcoin mining from AI/HPC investments. This approach reveals a distinction between miners interested in bitcoin and those wishing to mining artificial intelligence/HPC. The AI/HPC sector is likely to expand, and therefore, mine workers who suffer from EVS are likely, such as scientific and digital scientific.
