Lekker Capital CIO Quinn Thompson argues on X that collapsing mining economics, blended with a rising shift by public miners in direction of AI and excessive-efficiency compute, would possibly perhaps turn company BTC treasuries into a up to date source of market provide. “A immense underappreciated headwind for Bitcoin is the anxiety that which is mining economics…
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Bitcoin Miners’ AI Shift Would possibly perhaps per chance Produce Novel Overhang, Lekker Capital CIO Warns
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