I noticed CleanSpark's February strategy — they sold almost all of their Bitcoin production. An interesting move because miners usually prefer to hold, but I would ask if I knew someone at the company; they probably need liquidity to invest in AI transformation. It's rare to see miners sell their production so aggressively during this market phase. That suggests the cost of transitioning to AI technology is significant, which is why they've had to deplete their reserves. Since Bitcoin prices are low, they might have timed it even worse, but from a long-term strategic perspective, pivoting from mining to AI indicates where the industry is headed.

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