Monday’s market action highlighted a major shift in investor sentiment. While AI stocks sold off, crypto equities rallied, exposing a growing divide between companies with a clear crypto strategy and those caught between crypto and AI. A closer look at Monday’s trading reveals why investors are starting to favor some crypto companies while abandoning others. 

What Happened on Monday

Crypto stocks posted some of the biggest gains on Wall Street on Monday, July 27 — right as the broader market sold off and investors pulled money out of chipmakers and AI infrastructure names.

Bitmine Immersion surged 11% after revealing its crypto treasury had swelled to $11.8 billion, including 5.79 million ETH — roughly 4.8% of the entire Ethereum…