Vaneck: The current AI infrastructure situation is not bubble, the agency is disappointed with L1

Matthew Sigel, Head of the Vaneck Digital Asset Research, noted that the Node takeover of almost 100 per cent bitcoin over the past 15 months had resulted from the early transition of miners to the AI data centre. The market, which had been driven by “high capital expenditures” in May, had been penalized since June, and soft assets such as bitcoin had been under pressure. The AI Foundation is not a bubble, supported by private long-term leases and data centre Backlog to support the emergence of the business chain, and the L1 win-win family is weakened. If Clarity Act achieves disclosure, there may be a huge rebound。