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VanEck on AI-focused Bitcoin miners selloff

Story timeline · 2 updates, 4 Nov to 5 Nov 2026

VanEck research found shares of Bitcoin miners moving into AI data centre leasing fell roughly 35% in October, though signed leases remain intact. VanEck attributed the selloff to rising financing costs, macro sentiment and debt worries at GPU lessors such as CoreWeave, saying long-term lease value is underestimated.

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