As the AI Trade Cools Off, Are Bitcoin Miners Still a Buy?

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As tech reprices and AI spending accelerates, bitcoin mining stocks sit at the crossroads of hashprice pressure and data center opportunity. 🔥 EPISODE LINK 🔥 👉 https://unchainedcrypto.com/bits-bips/bits-bips-bitcoin-miners-turn-to-ai-for-a-boost-as-btc-falls 👈 ======================================================================== Bitcoin miners are pivoting hard toward AI—but is it enough? As hashprice falls and BTC flirts with breakeven levels for many operators, miners are signing long-term AI data center deals with hyperscalers. We break down the economics of AI colocation, improving lease terms, power constraints, execution risks, and whether mining stocks should trade like data center infrastructure instead of pure bitcoin proxies. Host: ⭐️ Steve Ehrlich, Host of Bits + Bips: The Interview Guest: ⭐️ John Todaro, Managing Director, Crypto & HPC/AI Equity Research at Needham & Company Timestamps: ⚡ 02.11 — AI demand vs. weak BTC: where are miners leaning? ⚖️ 09:47 — Value play or execution risk? How to price miners ⛏️ 14:03 — Hashprice pressure: are rigs nearing breakeven? 💸 27:03 — Big bitcoin sell wall coming? 🏦 31:21 — Coinbase earnings, how to put lipstick on an ugly quarter _______________________________________________________ #bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel! CHECK OUT THE CRYPTOPIANS → https://www.youtube.com/watch?v=DFzunCFXrv4 WEBSITE → https://unchainedcrypto.com UNCHAINED DAILY NEWSLETTER → https://unchainedcrypto.beehiiv.com/subscribe/ LAURA'S TWITTER → https://x.com/laurashin UNCHAINED TWITTER → https://x.com/unchained_pod FACEBOOK → https://www.facebook.com/unchainedwithlaurashin INSTAGRAM → https://www.instagram.com/laurashin/?hl=en LINKEDIN → https://www.linkedin.com/in/laurashin/ MERCHANDISE → https://unchainedpodcast.company.site/ ++++++++++++++++++++++++++++++++++++++++++++++++ NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY! ALONG WITH BITS & BIPS AND THE CHOPPING BLOCK Apple → https://podcasts.apple.com/us/podcast/id1123922160?ls=1 Spotify → https://open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!