Matrixport： Some Bitcoin mining companies invest in AI data centers to reduce dependence on Bitcoin production

Matrixport stated that listed Bitcoin mining companies regularly disclose their production status and Bitcoin holdings. The data shows that these companies usually maintain low inventory before the Bitcoin halving, but after the halving, they switch to continuous increase in holdings. At present, mining companies hold a total of 92473 bitcoins on their balance sheets, which gradually brings them closer to Bitcoin asset representative institutions such as MicroStrategy. Despite the continuous rise in Bitcoin prices, the stock prices of most mining companies have lagged behind. However, some mining companies have obtained additional sources of income and reduced their dependence on Bitcoin production by investing in diversified businesses such as artificial intelligence data centers. This layout provides a more stable development path for enterprises in the fluctuation of Bitcoin prices.