- Morgan Stanley urges CIOs to explore Bitcoin mining stocks as new energy mandates could boost investments through innovative power generation models
- Policymakers are requiring data centers to source their own power, potentially driving demand for energy-intensive industries like Bitcoin mining
- The growing institutional interest in mining, coupled with these energy mandates, could lift the value of Bitcoin mining stocks as more data centers adopt power-generation models
Morgan Stanley recently released a briefing urging chief investment officers (CIOs) of major asset management firms to consider adding Bitcoin (BTC) mining stocks to their portfolios. The recommendation comes as new opportunities emerge in energy infrastructure that could benefit the energy-intensive mining industry.
New mandates requiring power generation
The briefing highlighted how new mandates for data centers to incorporate additional power generation could drive demand for energy-intensive industries like Bitcoin mining.
These mandates are expected to spread across multiple regions, expanding the scope for new investments in natural gas-fired plants and nuclear power. The briefing specifically noted that policymakers increasingly require data centers to source their own power to meet rising energy demands from emerging technologies like artificial intelligence (AI) and crypto mining.
Bitcoin mining to gain from additional power requirements
By coupling data centers with dedicated power generation, the report projected a surge in the value of repurposed industrial sites and energy-driven facilities. As policymakers emphasize strict power additionality, Bitcoin mining operations stand to gain significantly from the large-scale energy consumption needed to maintain blockchain integrity.
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.
Infrastructure for AI and mining aligns with energy efficiency goals
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 are shaping a landscape where Bitcoin mining becomes a viable and profitable investment option by requiring new power generation for data centers. It added that investors should consider adjusting their portfolios to capitalize on these energy policies and their implications.
Conclusion
The push for CIOs to explore Bitcoin mining comes as the sector shows resilience despite regulatory scrutiny, with expectations of continued institutional investment in renewable energy projects and digital currencies driving market optimism.
