Bitcoin Miners’ AI Shift May Create New Overhang, Lekker Capital CIO Warns

Lekker Capital CIO Quinn Thompson argues on X that

Bitcoin Miners’ AI Shift May Create New Overhang, Lekker Capital CIO Warns

Bitcoin Miners’ AI Shift May Create New Overhang, Lekker Capital CIO Warns

Lekker Capital CIO Quinn Thompson argues on X that collapsing mining economics, combined with a growing shift by public miners toward AI and high-performance compute, could turn corporate BTC treasuries into a fresh source of market supply.

Bitcoin holdings by public miners | Source: X @qthomp
Bitcoin must break above $74,500, 1-week chart | Source: BTCUSDT on TradingView.com

Featured image created with DALL.E, chart from TradingView.com

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