Bitcoin breaks $73K as banks inch toward crypto rails, policy momentum builds, and miners accelerate into higher-margin HPC AI. We map the catalysts, the risks, and the operators best placed to win if liquidity and compute demand surge.

• price breakout context and near-term drivers
• Kraken’s Fed master account and bank convergence
• Clarity Act timing and market structure signals
• institutional adoption risks and opportunities
• miners’ pivot from hash to HPC AI economics
• Riot’s AMD pathway and megawatt math
• ABTC’s treasury growth and efficiency focus
• how heat maps mask deeper drawdowns
• resource hub, miner pages, and HPC comparisons
• newsletter sign-up and AMA announcement

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