How Do Institutional Investors Typically Adjust Their Exposure to Bitcoin Mining Stocks Post-Halving?

Institutional investors often view the Halving as a catalyst for sector consolidation. They typically reduce exposure to less efficient, high-cost miners that are likely to struggle post-Halving.

Conversely, they may increase exposure to well-capitalized, low-cost miners with newer, more efficient hardware, anticipating that these companies will gain market share. The focus shifts from high revenue to operational efficiency and balance sheet strength.