⚡ ASIC or AI: what’s actually becoming scarce?
FACT. In the first half of 2026, 12 public miners recorded about $1.1 billion in asset write-downs and impairment charges. Nearly 89% of that was attributed to IREN and Core Scientific. At the same time, around 75 EH/s of hash rate exited the market.
MECHANISM. ASICs almost exclusively run for SHA-256. AI/HPC makes it possible to monetize the same resources—electricity, data center, cooling, and network connectivity—through a wider range of computational tasks.
DECISION. The scarce asset isn’t just an ASIC. It’s access to cheap electricity + capacity + infrastructure.
For a large operator, this could mean AI. For a small one—an efficient ASIC and HODL.
Not financial advice.
Saving energy and preserving value.
#BTC☀ #hodl #DVA
FACT. In the first half of 2026, 12 public miners recorded about $1.1 billion in asset write-downs and impairment charges. Nearly 89% of that was attributed to IREN and Core Scientific. At the same time, around 75 EH/s of hash rate exited the market.
MECHANISM. ASICs almost exclusively run for SHA-256. AI/HPC makes it possible to monetize the same resources—electricity, data center, cooling, and network connectivity—through a wider range of computational tasks.
DECISION. The scarce asset isn’t just an ASIC. It’s access to cheap electricity + capacity + infrastructure.
For a large operator, this could mean AI. For a small one—an efficient ASIC and HODL.
Not financial advice.
Saving energy and preserving value.
#BTC☀ #hodl #DVA
