10x Research: Mining companies' transition to AI infrastructure may reshape the next cycle and the structure of the crypto stock market

DeepFlowTech · 2026-03-06T05:18:34+00:00

10x Research analysis indicates that institutional capital inflows and changes in corporate balance sheets are reshaping the crypto stock market, with Circle and Coinbase stock prices rising. Meanwhile, crypto mining companies are shifting towards AI infrastructure, Bitdeer is liquidating Bitcoin reserves, and structural changes in investments could redefine investors' outlook on future cycles.

DeepFlowTech

2026-03-06 05:18:34

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Deep Tide TechFlow News: On March 6, 10x Research’s latest analysis indicated that institutional capital inflows and changes in corporate balance sheets are quietly reshaping the crypto stock market landscape, driving some crypto concept stocks higher. Circle’s stock price has rebounded by about 60%, and Coinbase has increased by approximately 25%. Meanwhile, mining companies transitioning to AI infrastructure may reshape the next cycle. Bitdeer previously liquidated its Bitcoin reserves; although its equity was diluted after completing convertible bond issuance and stock offerings, the proceeds may be used to accelerate the shift toward high-performance computing and AI infrastructure. This suggests a structural shift in the crypto mining sector, potentially redefining investor perceptions of the next cycle.

Earlier reports indicate that listed Bitcoin mining companies have sold 15,000 Bitcoins since October, worth approximately $1.05 billion.

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