[CoinDesk] Bitcoin miners are oversold following 35% October rout, VanEck says

VanEck said bitcoin miners are oversold after the group fell 35% in October, a rout it attributes to investors lumping AI infrastructure providers into a single trade regardless of their underlying businesses. The firm's assessment follows a month in which miners and AI-focused infrastructure names sold off together, pressuring a sector already sensitive to bitcoin's price and hashrate economics. VanEck's call implies the selloff may have been driven more by indiscriminate positioning than by company-specific fundamentals. The key question is whether miners can decouple from AI infrastructure names in the coming weeks as earnings and bitcoin price action provide clearer differentiation.