Crypto stocks ranked among Monday's top gainers as the broader market sold off and capital rotated out of chip and AI infrastructure names. The session's advance did not extend to $BTC miners, which lagged the rest of the crypto equity category.
The rotation
Selling concentrated in chip and AI infrastructure names on Monday. Crypto stocks absorbed part of that exit flow and finished among the session's top performers, an unusual position on a day when the broader market declined. The directional gain for crypto equities traced to the AI infrastructure exit.
$BTC miners: the category exception
$BTC miners did not participate in Monday's crypto stock rally. The split inside the crypto equity category was clean: broad crypto-adjacent names advanced while mining stocks trailed. On a session that otherwise favored the category, miners sat on the wrong side of the divide.
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