🚀 Bitcoin mining stocks are surging, but not for the reason you think!

A major rebrand is underway: these companies are now being valued as "AI infrastructure," leading to an impressive decoupling from BTC's performance.

📈 Key takeaways:

Many prominent mining stocks are trading at one-year peaks.

Some have seen gains of hundreds of percent, significantly outpacing Bitcoin itself!

This shift is driven by the growing demand for data centers and the AI narrative.

While exciting, it's a high-risk, high-reward play. Many are pivoting to data centers, facing depreciation costs, and still exposed to BTC volatility. The upcoming Bitcoin halving will further test this ecosystem and push the shift towards AI computation.

What are your thoughts on this evolving sector$BTC