TechFlow News, July 08, according to BIT analysis, recently AI-related stocks such as semiconductors and memory chips have undergone a round of valuation repricing, and stock prices have corrected somewhat. But in comparison, Bitcoin mining companies have significantly outperformed Bitcoin.
In fact, since the beginning of 2025, Bitcoin mining company stocks have risen 167%, while Bitcoin fell 35% over the same period. This divergence began to appear in the third quarter, and now appears more like a structural change rather than short-term volatility. As mining companies gradually transform into AI infrastructure providers, the market is also beginning to look at these companies again with different valuation logic.
If this round of AI sector correction stabilizes, some Bitcoin mining companies may still be worth continuing to follow.
