Jul 9, 2026 8:17 PM
Stop valuing Bitcoin miners based on crypto prices. Companies like Applied Digital and TeraWulf are now essentially landlords, yet the market is assigning almost zero value to their massive unleased AI capacity. This shift from volatile mining to steady rental income means the "miner" label is obsolete, and current valuations are fundamentally broken. Are you still betting on BTC volatility, or is the real money in the AI infrastructure pivot?
This summary was generated by AI
1
Comments
Powered by RoundtableBuilt on infrastructure designed for real-time media. Learn more at RTB.io.© Roundtable 2026. By using this site you agree to the Terms of Use and Privacy Policy