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