Morgan Stanley’s global head of research has urged Chief Investment Officers to consider adding Bitcoin mining stocks to their portfolios. This recommendation is based on new energy infrastructure opportunities, where mandates for data centers to generate their own power could benefit energy-intensive industries like Bitcoin mining. With policymakers driving these changes, Bitcoin mining stocks could gain value, especially as AI and crypto mining require more energy. The briefing also highlights Europe’s focus on energy infrastructure growth, positioning Bitcoin mining as a key investment area. Source: CryptoSlate
2