The AI Pivot Is Getting Real for Miners

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Nearly every publicly traded Bitcoin miner has announced some version of the same plan: redirect some of the power toward AI and HPC. The logic is hard to argue with.

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The China Washout

Alibaba has never been this oversold. RSI just hit 16.6. The question is no longer whether sentiment is bad. It's whether it's too bad.


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How Resilient?

Ultimately the set of outcomes is limited to Iran or the US getting the better deal, or new tensions if neither side is willing to accept defeat