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AI contracts, not bitcoin, now drive miner valuations, and Cipher and TeraWulf look cheap https://www.coindesk.com/marke....ts/2026/07/09/cipher #kripto #crypto #coindesk

AI contracts, not bitcoin, now drive miner valuations, and Cipher and TeraWulf look cheap

Compass Point analysts Michael Donovan and Ed Engel said markets are giving little credit to future AI data center pipelines despite billions of dollars in signed leases.
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