Bitcoin Miners Just Found a Way to 10x Their Business
In this episode of The Milk Road Show, we sit down with Matthew Sigel, Head of Digital Assets Research at VanEck, to break down why Bitcoin miners are increasingly becoming AI infrastructure and data center plays. Matthew explains why AI compute can generate significantly more value from electricity than Bitcoin mining, how VanEck values these companies, and why the recent selloff pushed him to double down on some of his highest-conviction positions.
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🎯We called Micron (217%), Bloom (130%), Hyperliquid (55%), and Galaxy (37%) before their big runs.Want to see what…
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