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Macquarie: Slowing US Economy Could Boost Crypto Prices

Macquarie analysts highlight that a weaker US economy may lead to lower interest rates, supporting crypto prices. Bitcoin miners show strong Q4 performance.
Published on 2025-03-19

Macquarie Highlights Crypto's Resilience Amid Economic Slowdown

Macquarie analysts suggest that concerns over a slowing U.S. economy could ultimately benefit crypto prices by driving interest rates lower. This outlook comes as Bitcoin miners under their coverage delivered stronger-than-expected Q4 2024 results, supported by Bitcoin's resilience during the period.

Miners Expand into AI and High-Performance Computing

Several miners are leveraging their infrastructure to explore opportunities in artificial intelligence (AI) and high-performance computing (HPC). For instance:

  • Core Scientific has 70 MW of additional IT capacity and is engaging with potential hyperscaler and enterprise clients.
  • Cipher Mining and Riot Platforms are actively pursuing HPC and AI initiatives. Riot has paused its Corsicana Phase II mining expansion to focus on these emerging sectors, with 600 MW of idle capacity available.

Optimism Persists Despite Bitcoin Price Weakness

Despite recent declines in Bitcoin prices, Macquarie remains upbeat on the sector. Analysts emphasize that miners' cost discipline and progress in HPC and AI adjacencies continue to strengthen their outlook. This has led to maintained "outperform" ratings for miners under coverage.

Macquarie's analysis underscores the potential for crypto and Bitcoin miners to thrive amid macroeconomic volatility and technological innovation.

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