Bitcoin pulls back hard and miners feel the strain as hash price hits all-time lows. We unpack why the sector sold off, how HPC AI changes the playbook, and what to watch in balance sheets, power costs, and timelines.

• price slide pressures miner margins and sentiment
• AI co-location deals create revenue delays and interest costs
• miners with low-cost power and solid financing stand out
• HODL value versus market cap raises NAV questions
• DATs whipsaw without operating engines
• hash price at record lows reshapes cost thresholds
• power access beats chips in the AI buildout
• disciplined timelines and counterparties drive durable value

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