The "BITCOIN miner goes AI" trade is officially over 👀
In 2024 just announcing an AI deal sent miner stocks up 24% same day 📈
Now? The same announcement gets you 10% if you're lucky 💀
The market got smarter 🧠
25 AI deals later — investors found out only 25% of that capacity is actually online
The rest? Still being built. Still just promises 😬
And building AI facilities isn't cheap — $8M to $15M per megawatt compared to traditional $BTC mining infrastructure 😳
The hype is dead. Execution is everything now 💎
Announcements don't move markets anymore. Revenue does 👇
In 2024 just announcing an AI deal sent miner stocks up 24% same day 📈
Now? The same announcement gets you 10% if you're lucky 💀
The market got smarter 🧠
25 AI deals later — investors found out only 25% of that capacity is actually online
The rest? Still being built. Still just promises 😬
And building AI facilities isn't cheap — $8M to $15M per megawatt compared to traditional $BTC mining infrastructure 😳
The hype is dead. Execution is everything now 💎
Announcements don't move markets anymore. Revenue does 👇