⚡️INSIGHT: Grayscale makes a BIG pivot from Bitcoin mining to AI computing. Last September, the crypto asset manager converted its Bitcoin Miners ETF (MNRS) into the Grayscale AI Compute ETF (GCPU). The AI infra-focused fund includes companies involved in AI data centers, GPU cloud services and high-performance computing. As of October 27, its major holdings include: - DigitalOcean (DOCN) – 8.93% - Nebius (NBIS) – 8.51% - CoreWeave (CRWV) – 8.34% - Hut 8 (HUT) – 7.74% The shift reflects a growing trend of Bitcoin mining companies moving into AI infrastructure, where existing power capacity and data centers can support AI computing.