We break down why hyperscaler demand is pulling Bitcoin miners into HPC, how analysts are splitting on Iron’s value, and what DMG, Bitfufu, and Canaan signal about the next phase of mining. A quick macro twist from Kazakhstan adds fuel to the adoption story.

• Bitcoin rebound and miner strength
• Riot and Iren positioned for HPC near Texas hubs
• Bottomless AI demand and facility proximity advantages
• Analyst divergence on Iron price targets
• CSP versus colocation risk, margin, and logistics
• DMG’s steady October metrics and HODL build
• DMG’s Oregon entry and expansion path
• Bitfufu’s self-mining, hosting, and cloud mix
• Global portfolios across U.S., Ethiopia, South America
• Canaan’s $72m raise, Avalon line, and vertical integration
• Home mining heaters and ROI dynamics
• Kazakhstan explores rotating gold reserves to Bitcoin

Make sure you guys tune back in for Mara CFO Salman Khan this afternoon!

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