Articles
Bitcoin

AI contracts, not bitcoin, now drive miner valuations, and Cipher and TeraWulf look cheap, says analyst

User Image

Bởi Ẩn danh

Được tạo July 11, 2026|1 phút đọc
Main Image

Compass Point analysts Michael Donovan and Ed Engel said markets are giving little credit to future AI data center pipelines despite billions of dollars in signed leases.

Source: CoinDesk


Các bài viết khác được xuất bản gần đây

Ethereum's newest nonprofit wants to become Wall Street's guide to crypto
Ethereum's newest nonprofit wants to become Wall Street's guide to crypto

Ethereum

In this week's edition of The Protocol Newsletter, we’re digging into Ethereum Institutional, a ne...

Billions flowing out of bitcoin ETFs and private credit funds suggest rising market risks
Billions flowing out of bitcoin ETFs and private credit funds suggest rising market risks

Bitcoin

Redemption requests in the $2 trillion private credit market surged to $15.6 billion in the second q...

Newest version of crypto Clarity Act may drop as soon as next week, sources say
Newest version of crypto Clarity Act may drop as soon as next week, sources say

Crypto Market Analysis

After a long stretch without breakthroughs in the crypto market structure bill, insiders say a new d...

Arbitrum jumps 19% benefitting from Robinhood's $568 million onchain trading frenzy
Arbitrum jumps 19% benefitting from Robinhood's $568 million onchain trading frenzy

Meme Coins

The brokerage's new blockchain is off to a fast start, with memecoin trading boosting activity and r...

Live updates: Bitcoin rises to $64,000 as SK Hynix opens for trade after $26.5 billion IPO
Live updates: Bitcoin rises to $64,000 as SK Hynix opens for trade after $26.5 billion IPO

Bitcoin

Circle's (CRCL) newly approved national trust bank charter could create new long-term revenue opport...

Dollar stablecoins could improve FX access but amplify currency runs: IMF paper
Dollar stablecoins could improve FX access but amplify currency runs: IMF paper

Crypto Market Analysis

An IMF working paper says dollar stablecoins can improve access to foreign currency but may also hel...