Bitcoin miners pivot to AI: ROIC ~3x mining, 70-75% revenue expected from AI
bittingthembits · x · 2026-08-12
The post discusses the economic trend of Bitcoin miners pivoting to AI computation. Key points:
- AI ROIC is roughly 3x that of Bitcoin mining.
- Some miners expect 70-75% of revenue to eventually come from AI.
- Bitcoin hash rate has already pulled back about 10% from its peak.
Why? Because the same power, GPUs, networking, and datacenter infrastructure can potentially earn more by producing useful computation than by producing hashes.
This leads to Bittensor ($TAO): Bitcoin asks machines to prove computation spent securing money; Bittensor asks what useful intelligence you can produce and whether the market can verify its value (models, inference, training, compute, data, agents, prediction, etc.).
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