Bitcoin miners HIVE, Bitfarm and Bitdeer downgraded as analyst warns on AI shift

Market Intelligence Analysis

AI-Powered
Why This Matters

KBW analyst Stephen Glagola downgraded Bitcoin miners HIVE, Bitfarm, and Bitdeer due to concerns that their shift towards AI and HPC may take longer to generate returns than expected.

Market Impact

Market impact analysis based on bearish sentiment with 80% confidence.

Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

KBW's Stephen Glagola said that turning business models toward AI and HPC may take longer to pay off than the market expects.

Continue Reading
Full article on CoinDesk
Read Full Article
Original article published by CoinDesk on January 27, 2026.
Analysis and insights provided by AnalystMarkets AI.