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Could sticking with Bitcoin mining be the contrarian play? Compass Mining’s Karun Mackencherry says as major miners chase AI, those staying with BTC could face less competition. Staying with Bitcoin may have an upside. Full interview. 🔽
31,546 次观看 • 26 天前 •via X (Twitter)
8 条评论

The contrarian case is compelling, but it is not automatic. If miners shift towards AI, Bitcoin operators who remain could benefit from reduced competition and improved margins, provided they have efficient power access, modern equipment and disciplined treasury management. Hash rate may follow the hype, but sustainable economics will decide who remains. ⚡₿ Please read my latest X:

@compass_mining Everyone is chasing AI compute. That could make staying focused on Bitcoin mining the contrarian trade. 👀 Less competition for hashpower, while Bitcoin’s network continues to grow. Sometimes the opportunity is in what the crowd is leaving behind. ⚡️⛏️

@compass_mining Seems like a contrarian bet, sticking with Bitcoin mining while others chase altcoins!.

@compass_mining hes playing the long game here lets see if btc mining rewards actually bounce back

@compass_mining Bro, while AI is out here taking over the world, I’m just low-key mining those sats like a crypto ninja 🥷💰 FOMO is real—don’t sleep on the OG! 🚀💥

@compass_mining everyone chasing ai is the best signal to stay

@compass_mining Ya never know what might happen in the crypto space sticking with BTC mining could be a contrarian play, but it's always gotta be about the benjamins.

@compass_mining Sticking with BTC mining feels like betting on the underdog amid the AI rush.
