Crypto Scenario Insights
What happened
VanEck reports a $50 billion near-term funding gap for Bitcoin miners pivoting to AI data centers, separating operational winners from speculative pipelines.
What we think
The most likely outcome is a bifurcated mining sector (55% probability) where operational leaders successfully transition to AI infrastructure while undercapitalized laggards face severe equity dilution or forced BTC tre…
Read the analysis
Can Bitcoin miners bridge the $50B AI funding gap, or will treasury liquidations drag down BTC?
We explain what happened and what could follow. We do not forecast prices.