Post #2359

I’ve been watching the AI infrastructure trade closely, and Bitcoin miners have become one of the strongest performers in the sector. The basket is up 56% over the last month, outperforming AI chips, data center operators, and even parts of the power trade. The market is starting to price miners less as cyclical BTC exposure and more as energy-rich compute infrastructure with optionality. Cheap power and existing hardware footprints suddenly matter a lot more in an AI-constrained world.