Miners Pivot to AI - 10.02.2026 Miners dump Bitcoin for AI as institutional positioning stays bearish

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Recorded10 Feb 2026

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Markets are split: traditional stocks are hitting highs while crypto stalls. Large Bitcoin miners are selling holdings and repurposing hardware for AI data centers, creating a structural headwind for crypto prices. The episode examines how institutional flows, CME positioning, and the Fed’s rate path are keeping crypto subdued, and explores Vitalik Buterin’s vision of Ethereum as the governance and payment layer for an AI-driven future. Subscribe to our daily Free Crypto Newsletter: https://crypto.report.

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