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Smart Money Rotates Into Mining Stocks: Bitcoin Trend BROKEN?
Recent discussions highlight a significant shift in investment strategies, with smart money moving from Bitcoin to mining stocks. This trend suggests a potential end to the long-standing Bitcoin bull market, as investors seek opportunities in junior miners and other commodities.
According to insights shared during the PDAC 2026 update, there is a growing belief that a new mining bull market may be emerging after a 17-year bear market. The focus is shifting towards copper, which is anticipated to approach $6, alongside silver and exploration opportunities.
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“A new mining bull market may be starting after a 17-year bear market.”
Key Takeaway: The rotation from crypto to mining stocks indicates a changing landscape in investment preferences, with a focus on commodities like copper and silver.
Core Scientific: Colocation Revenue Surges by 268%
Core Scientific has reported a remarkable 268% increase in colocation revenue, reaching $31.3 million in Q4 2025, compared to $8.5 million in the same quarter of the previous year. However, the overall revenue of the company fell to $79.8 million, down from $94.9 million a year prior, missing expectations of $122.1 million.
The company faced challenges with its digital mining operations, which saw revenues drop to $42.2 million due to a 57% decrease in mined Bitcoin. Despite these setbacks, Core Scientific's gross profit rose to $20.8 million, up from $4.8 million in 2024.
| Metric | Q4 2025 | Q4 2024 |
|---|---|---|
| Total Revenue | $79.8 million | $94.9 million |
| Colocation Revenue | $31.3 million | $8.5 million |
| Digital Mining Revenue | $42.2 million | Not specified |
| Gross Profit | $20.8 million | $4.8 million |
Key Takeaway: Core Scientific's pivot towards colocation services reflects a strategic shift in response to the challenges faced in the Bitcoin mining sector.
UAE's Bitcoin Mining Activities and Goldman Sachs CEO's Shift
The United Arab Emirates (UAE) has reportedly mined over $453 million worth of Bitcoin, showcasing a strong long-term commitment to the cryptocurrency. The UAE Royal Group holds 6,782 BTC, all generated from mining operations, with no sales recorded, indicating a bullish outlook on Bitcoin's future value.
In a notable development, Goldman Sachs CEO David Solomon has publicly acknowledged his personal investment in Bitcoin, marking a shift from his previous skepticism. He expressed interest in Bitcoin for Goldman Sachs, contingent on regulatory changes that would allow the bank to engage with cryptocurrencies directly.
“I am an observer and not a ‘big Bitcoin prognosticator.’”
Key Takeaway: The UAE's substantial Bitcoin holdings and Solomon's change of heart signal a growing acceptance of Bitcoin among institutional players, despite ongoing market volatility.
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