Crypto sector's hardware legacy underpins AI infrastructure, Demirors says
As capital pours into artificial intelligence infrastructure, some crypto investors are recasting Bitcoin's role as an early model for linking energy, computing power and digital assets. Meltem Demirors says the market is now assigning far greater value to intelligence itself, while the crypto industry's hardware expertise and power sourcing experience continue to shape AI buildouts.
Highlights
- Meltem Demirors reports that nearly all publicly traded bitcoin miners have redirected power capacity toward AI and high-performance computing customers.
- Demirors highlights concerns about Bitcoin's network security as miners pivot, emphasizing that Bitcoin serves as the industry's bellwether.
- She notes Bitcoin's difficulty adjustment can improve economics for remaining miners as computing power exits, but lingering network weakness remains a market risk.
Mining pivot raises network security questions
According to The Block, Demirors said the shift toward AI has now almost fully absorbed publicly traded bitcoin miners, many of which are redirecting power capacity toward AI and high-performance computing customers. She described the effect this could have on Bitcoin's security as a real and valid concern, adding that she struggles to identify a single bitcoin miner that has not pivoted toward AI and HPC.At the same time, she said Bitcoin's difficulty adjustment mechanism gives the network a way to respond when computing power moves elsewhere, improving economics for miners that remain. Even so, she argued that any weakness in Bitcoin should concern the broader market because it remains the bellwether for the industry.
Our earlier coverage of the SEC’s temporary regulatory path for tokenized stocks explained how the move boosted expectations for wider blockchain adoption in capital markets and lifted shares of several crypto-linked financial firms. We also noted that tokenization’s appeal lies in features like fractional ownership, broader global access, and tighter integration with algorithmic trading—positioning exchanges and platforms as key beneficiaries even without broader legislation.
-
Afghanistan
-
Albania
-
Algeria
-
Angola
-
Argentina
-
Armenia
-
Australia
-
Austria
-
Azerbaijan
-
Bahamas
-
Bahrain
-
Bangladesh
-
Belarus
-
Belgium
-
Bolivia
-
Botswana
-
Brazil
-
Brunei
-
Bulgaria
-
Cambodia
-
Cameroon
-
Canada
-
Chile
-
China
-
Colombia
-
Congo
-
Costa Rica
-
Cote d'Ivoire
-
Croatia
-
Cuba
-
Cyprus
-
Czechia
-
DR Congo
-
Denmark
-
Dominican Republic
-
Ecuador
-
Egypt
-
El Salvador
-
Estonia
-
Eswatini
-
Ethiopia
-
Finland
-
France
-
Georgia
-
Germany
-
Ghana
-
Greece
-
Haiti
-
Hong Kong
-
Hungary
-
India
-
Indonesia
-
Iran, Islamic republic
-
Iraq
-
Ireland
-
Israel
-
Italy
-
Jamaica
-
Japan
-
Jordan
-
Kazakhstan
-
Kenya
-
Korea
-
Kuwait
-
Kyrgyzstan
-
Laos
-
Latvia
-
Lebanon
-
Lesotho
-
Libya
-
Lithuania
-
Luxembourg
-
Madagascar
-
Malaysia
-
Malta
-
Mauritius
-
Mexico
-
Moldova
-
Mongolia
-
Montenegro
-
Morocco
-
Mozambique
-
Myanmar
-
Namibia
-
Nepal
-
Netherlands
-
New Zealand
-
Nigeria
-
North Macedonia
-
Norway
-
Oman
-
Pakistan
-
Palestine
-
Panama
-
Papua New Guinea
-
Paraguay
-
Peru
-
Philippines
-
Poland
-
Portugal
-
Puerto Rico
-
Qatar
-
Reunion
-
Romania
-
Rwanda
-
Saudi Arabia
-
Serbia
-
Singapore
-
Slovakia
-
Slovenia
-
Somalia
-
South Africa
-
Spain
-
Sri Lanka
-
Sweden
-
Switzerland
-
Syria
-
Taiwan
-
Tajikistan
-
Tanzania
-
Thailand
-
Trinidad and Tobago
-
Tunisia
-
Turkey
-
UAE
-
Uganda
-
Ukraine
-
United Kingdom
-
United States
-
Uruguay
-
Uzbekistan
-
Venezuela
-
Vietnam
-
Yemen
-
Zambia
-
Zimbabwe
- Forex
- Crypto
