CoinShares reports $1.65B crypto inflows this week; Bitcoin miners expected to derive 70% of revenue from AI services by year-end as data-center constraints boost infrastructure value.
AI & Agents ·
Digital asset investment products recorded $1.65 billion in inflows over the first three trading days of this week, stepping back from the prior week's $2.94 billion—the largest weekly total for the year. Bitcoin captured $976 million of that flow while Ethereum drew $478 million. Crypto exchange-traded product holdings have expanded to roughly $155 billion, with year-to-date net flows now sitting at a positive $3.4 billion.
The inflow backdrop reflects expectations that power constraints across U.S. data centers will reshape revenue streams for listed Bitcoin miners. Artificial intelligence services are forecast to grow from about 30% of these firms' revenue today to approximately 70% by year-end, as existing infrastructure equipped with power capacity becomes increasingly valuable amid broader grid limitations.
What remains unspecified is whether this AI revenue share projection applies uniformly across miners or reflects variation by firm size and data center access. The timeline for when these constraints will meaningfully bind the market and the specific AI services miners plan to offer are also not detailed in the available assessment.