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StocksMedium•19 May 2026•

2 min read

Wall Street Revalues Crypto Firms as AI and Infrastructure Platforms

Key Facts

1Analysts from Benchmark, TD Cowen, and Mizuho maintain buy ratings on Bitdeer, Strive, DeFi Technologies, and Gemini.

2The pivot toward AI infrastructure and digital capital markets has become a primary driver for valuing crypto mining and financial service firms.

Analysts from Benchmark, TD Cowen, and Mizuho have maintained 'buy' ratings on several crypto-linked firms, including Bitdeer, Strive, DeFi Technologies, and Gemini. This revaluation stems from a strategic shift where these companies are increasingly viewed as diversified infrastructure providers rather than simple digital asset proxies. According to reports, the integration of AI infrastructure and digital capital markets has become the primary driver for valuing mining and financial service firms.

This pivot reflects the convergence of crypto mining power with the escalating cloud computing needs of AI, a trend validated by recent high-profile partnerships involving firms like Core Scientific. Per market data, sector stocks are experiencing varied momentum as investors price in these new revenue streams. Research into recent quarterly performance shows that companies like IREN and BTBT are successfully diversifying their income, leading to what experts describe as an institutional 're-rating' of the entire sector.

Regarding current levels, MSTR closed at $1,650.50 and IREN at $9.15 (close May 18, 2026), with these prices serving as key benchmarks for near-term stability. Investors should watch the upcoming U.S. Producer Price Index (PPI) release on May 13, 2026, as a potential catalyst for broader tech sentiment, which could impact the valuation of these emerging infrastructure platforms.