Wall Street giant Morgan Stanley’s global head of research recommended chief investment officers (CIOs) to consider adding Bitcoin (BTC) mining stocks to their portfolios as new opportunities emerge in energy infrastructure, VanEck head of digital assets research Mathew Sigel shared in a social media post on Oct. 14.
The recommendation, included in a recent briefing sent to CIOs of major asset management firms, highlighted how new mandates for data centers to incorporate additional power generation could drive demand for energy-intensive industries like Bitcoin mining.
The report suggested that these mandates could spread across multiple regions, expanding the scope for new investments in natural gas-fired plants and nuclear power.
Policies for new power generation
The briefing specifically noted that policymakers increasingly require data centers to source their own power to meet rising energy demands from emerging technologies such as artificial intelligence (AI) and crypto mining.
By coupling data centers with dedicated power generation, the report projected a surge in the value of repurposed industrial sites and energy-driven facilities. The report explained that as policymakers emphasize “strict power additionality,” Bitcoin mining operations, which require large-scale energy consumption to maintain the blockchain’s integrity, stand to gain significantly.
The growing institutional interest in mining, coupled with these energy mandates, could lift the value of Bitcoin mining stocks as more data centers adopt these power-generation models.
AI infrastructure ties into Bitcoin mining
Morgan Stanley’s research team also stressed that the infrastructure needed to support both AI and crypto mining aligns with a broader global shift toward energy efficiency and technological integration.
According to the report, policymakers a
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Author: Assad Jafri
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