HPC/AI exposure drove miner valuations in 2025. The next phase will separate execution from narratives, and that’s where re-ratings will diverge. $IREN $APLD $CIFR $WULF $HUT. The following guest post comes from BitcoinMiningStock.io, a public markets intelligence platform delivering data on companies exposed to Bitcoin mining and crypto treasury strategies. Originally published on Jan. 30, […]
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Wall Street is paying up for Bitcoin miners’ AI infrastructure before most of it is built
A megawatt leased to an AI tenant now commands a different price on Wall Street than a megawatt sitting in...
