7*24

Hot topic

Market

Activities

World Cup Predictions: 100,000 USDT DailyBTC Prophet: 20-Day 380 Million HTX ChallengeHTX Creation Challenge — Post and Win 1,500U 💥 VanEck: Bitcoin Miners Face $50B Funding Gap as AI Pivot Separates 

World Cup Predictions: 100,000 USDT Daily

BTC Prophet: 20-Day 380 Million HTX Challenge

HTX  Creation Challenge — Post and Win 1,500U 💥

VanEck: Bitcoin Miners Face $50B Funding Gap as AI Pivot Separates Winners From Losers

VanEck says Bitcoin miners pursuing AI data center businesses face a roughly $50 billion funding gap, with investors increasingly rewarding companies that have already secured and energized AI infrastructure capacity while punishing those still relying on unproven pipeline projections.
A new framework from asset manager VanEck is drawing clear lines between Bitcoin miners that are genuinely transforming into artificial intelligence infrastructure providers and those that are still selling a story. All of it comes with a sobering price tag: a roughly $50 billion near-term funding gap standing between the sector’s pipeline ambitions and actual delivery.

In a research note, VanEck investment analyst Griffin MacMaster and Head of Digital Assets Research Matthew Sigel laid out what they describe as the first structured valuation approach for the increasingly blurry category of companies that straddle both Bitcoin mining and AI data center hosting.

With financial disclosures varying widely across the sector and cash flows still nascent, VanEck argues the cleanest metric available to investors right now is gross energized power — essentially, how many megawatts a company has actually switched on, not just announced.

The gap between those two things is already telling. Companies that have physical leases in hand — including Cipher Mining (CIFR), Hut 8 (HUT), and TeraWulf (WULF) — are commanding valuations above 10x gross energized power. 

Meanwhile, names like Marathon Digital (MARA) and CleanSpark (CLSK), which remain more closely tied to Bitcoin mining with limited contracted AI capacity, are trading at just 2–6x that same metric.



VanEck: Bitcoin Miners Face $50B Funding Gap as AI

TradFi Trading Strategies Sharing Challenge

KAVA chatter is cautious/concerned with low engagement, focused on liquidity/volatility and adjusting strategies. Officially, Kava highlighted stablecoin adoption: on Jun 10 it discussed stablecoins a

2026 World Cup Posting Challenge on HTX Square

Crypto market liquidations have reached 259 million over the past 24 hours. The majority of these liquidations, totaling 183 million, were from buy positions. In contrast, short positions accounted fo

Crypto market liquidations have reached 259 million over the past 24 hours. The majority of these liquidations, totaling 183 million, were from buy positions. In contrast, short positions accounted for 75 million in liquidations. This significant amount of liquidated accounts suggests a high level of market volatility, with many traders being forced to close their positions due to unfavorable price movements. The crypto market continues to experience fluctuations, resulting in substantial losses for some investors

HTXCommunity4thAnniversary

traders might capitalize on retracement opportunities, buying during low dips and selling during peaks. Momentum Trading: Given the bullish sentiment in Asian stock markets, traders could ride the upw

World Cup Predictions: 100,000 USDT DailyBTC Prophet: 20-Day 380 Million HTX ChallengeHTXCommunity4thAnniversary Big Bull Michael Saylor Explains the Main Reason for Bitcoin’s Drop! Shares His Predict

Big Bull Michael Saylor Explains the Main Reason for Bitcoin’s Drop! Shares His Prediction for the Rise!

Strategy founder Michael Saylor, who has been making headlines with his Bitcoin sales after a long period of silence, has commented on the recent decline.

Speaking to Natalie Brunell, Michael Saylor pointed to a single reason for the decline: “artificial intelligence.”

Saylor argued that there was significant market interest in the AI sector, and this wave was temporarily diverting capital away from Bitcoin.

However, Saylor predicts that the current AI trend will reverse before the end of the year.

According to Saylor, Wall Street is currently focused on the artificial intelligence sector. He cited companies like OpenAI, Anthropic, Google, Meta, and SpaceX as examples of those heavily investing in AI infrastructure and data centers.

Consequently, Saylor believes that hot money is flowing from many asset classes, including Bitcoin, towards artificial intelligence. At this point, the renowned analyst estimates that approximately 1% to 2% of the capital flowing into AI investments comes from allocations related to Bitcoin.



Big Bull Michael Saylor Explains the Main Reason f

World Cup Predictions: 100,000 USDT DailyBTC Prophet: 20-Day 380 Million HTX ChallengeHTX Creation Challenge — Post and Win 1,500U 💥 Wall Street is paying up for Bitcoin miners’ AI infrastructure befo

Wall Street is paying up for Bitcoin miners’ AI infrastructure before most of it is built

VanEck says AI-linked miners are earning premium valuations before most leased capacity is delivered, leaving execution, dilution, debt, and tenant quality as the next market test.A megawatt leased to an AI tenant now commands a different price on Wall Street than a megawatt sitting in a Bitcoin miner's pipeline, and the distance between the two has become the central pricing question for the entire sector.

VanEck's latest framework for valuing publicly traded miners shows that companies with signed AI and high-performance computing leases trade at more than 10 times gross energy output, while miners with little or no contracted capacity trade at roughly 2 to 6 times that metric.

Investors have started treating leased megawatts as a distinct, more valuable asset class than mined Bitcoin or unsold power capacity.

Wall Street is paying up for Bitcoin miners’ AI in

the performance of tokens like Dogecoin (DOGE) is often influenced by broader market trends. Recently, as Asian stock markets experienced fluctuations, closing higher despite beginning the day on a lo

AVANT ( $AVNT ) prices have been underwhelming investors despite its robust ecosystem growth and increasing adoption. Meanwhile, ZKSwap ( $ZK ) has been gaining traction due to its innovative approach

🚀 Massive Win for Linea in Ethereum's Glamsterdam Upgrade! Ethereum’s next major network evolution, the Glamsterdam hard fork, has officially entered its final testing phase. This update introduces na

SUN.io: Impermanent Loss Risk Disclosed Clearly on Pool Pages for LPs SUN.io provides clear impermanent loss (IL) risk disclosures on each liquidity pool page, helping LPs understand potential downsid

SUN (TRON DeFi) is drawing optimistic, bullish chatter around SUN.io/JustSwap liquidity pools, LP rewards, buyback/burn and DAO votes; engagement is low. No SUN.io official updates surfaced May 16–Jun 16. SUN ~0.01699 USDT.

Restoring Crypto Privacy: ZCASH (ZEC) Makes A Move After 50% Crash

The 2026 Landscape of Decentralized AI: Why Blockchain is the Inevitable 'Antidote' for AI?

The Largest IPO in History Ignites Heated Debate: Is SpaceX Worth $1.77 Trillion?

Top Crypto Coins With Real Use Cases To Watch in June 2026: NEAR, HYPE, Humanity Protocol, and BlockDAG Compared

Sequoia Dialogue with Jensen Huang: Computing Model Undergoes a 60-Year Transformation; You Won't Be Replaced by AI, But You Will Be Dimensionality-Reduced by 'Those Who Master AI'

The Recursive AI Anthropic Warned About: Tian Yuandong's New Company Has Just Taken the "First Step"

"Agents' Last Exam", Claude Fable 5 Actually Loses to GPT 5.5

The U.S. SEC Wants to Dismantle a 2005 Rule, What Tokenized Stocks Are Seeing

Strategy Adds 1,550 Bitcoin As Treasury Holdings Reach 845,256 BTC

Claude to Mandate "Face-Scan ID Verification", No ID No Service Starting July?

Article

Saudi Media Releases Detailed 14-Point Memorandum of Understanding Between the U.S. and Iran

Bipartisan Senators Led by Lummis Urge U.S. Treasury to Maintain State-Level Stablecoin Regulatory Authority Under GENIUS Act

Todos os comentários0Mais recentePopular

Tópicos em destaque