Bloomberg Surveillance · Tuesday, July 14, 2026
While Bitcoin remains a foundational crypto asset, the broader crypto ecosystem presents opportunities for profit, particularly in cash-flowing companies like Bitcoin miners. These companies are leveraging excess electricity to mine Bitcoin and repurpose facilities for AI services, offering significant returns.
“Well, so our actively managed ETF node has outperformed the bitcoin price by something like one hundred percentage points since inception over the last thirteen months or so, and we've been focusing on cash flowing companies.”
“Now those companies happen to be bitcoin miners at the moment because they are flush with electricity and power contracts, and they've been repurposing some of those data centers to serve the AI market.”
“So one of our holdings, clean Spark, is up fifteen percent today. They just signed a six billion dollar lease in Georgia to repurpose some of these bitcoin facilities to AI.”