AI Lease Deals Are Repricing Bitcoin Miners HUT, CIFR, WULF – But A $50B Challenge Remains
VanEck reports Bitcoin miners pursuing AI opportunities face a $50B near-term funding gap. Companies like Cipher (CIFR), Hut 8 (HUT), and TeraWulf (WULF) trade at premiums based on energized power. Marathon (MARA) and CleanSpark (CLSK) trade at lower multiples. VanEck highlights HIVE, Bit Digital (BTBT), and others for potential upside.
