Recently, I noticed a very interesting market signal. A sizable mineradoras de bitcoin just sold 1,900 BTC, totaling $175 million, with an average price of $92.1k per BTC. This price is significantly higher than the current market price, but what’s even more worth paying attention to is the strategic shift behind this transaction.

Core Scientific, this mineradoras de bitcoin listed on the Nasdaq, is making a major adjustment to its direction. They are no longer clinging to the mining path; instead, they’re turning their focus to AI computing power, the hotter track. The revenue from this sell-off of coins will be used to build a 1.5 GW AI computing power pipeline, with more than $1 billion in contract orders supporting it.

To be honest, this reflects the deeper changes the entire mineradoras de bitcoin industry is going through. The economics of traditional mining are worsening, and profit margins have been severely compressed. Many miners are starting to realize that rather than purely mining, it’s better to shift to providing AI computing power services—there is stronger demand in this market, and profit margins are also healthier.

Core Scientific’s plan is very clear: they plan to clear out most of their remaining BTC (also 2,537 BTC) in the first quarter of 2026. They currently only have 630 BTC left. Moving from accumulating BTC to rapidly cashing out is a very clear signal of this shift. Although their revenue in Q4 last year was only $79.8 million, below expectations, and they posted a loss of $0.42 per share, they are clearly betting that this AI direction can turn things around.

This round of strategic adjustments by mineradoras de bitcoin, to a certain extent, reflects the broader trend in the entire crypto market. When traditional tracks become saturated, capital will look for new growth points. AI computing power is now the new hot spot. Some mineradoras de bitcoin respond quickly and switch early; others are still watching. This kind of differentiation will become more and more obvious in the future.