⚡ AI hype fading for Bitcoin miners
Wall Street stopped clapping for AI pivots. New analysis shows AI infrastructure deals are bigger and more profitable, yet miner stocks aren't rallying on the news anymore. Investors want proof of execution, not just contract headlines. The easy narrative trade is over. Bitcoin miners now have to actually deliver uptime and margins, not just announce megawatts.
The next leg up belongs to whoever ships, not who signs.
September 2, 2026 105 1
