Bitcoin holds near 90K as miners rally and hyperscalers chase megawatts. We dig into Meta’s nuclear plans, real power pipelines from miners, capital strategies, and why partnerships and execution decide who wins the HPC shift.

• Meta’s nuclear sourcing plan and its 2035 timing
• Bitdeer’s gigawatt-scale Ohio footprint
• Bitfarms’ North America pivot and pipeline
• Conference takeaways and rising investor interest
• BitFufu’s profitability and cloud hosting traction
• Quantum FUD versus Bitcoin security claims
• MARA’s debt, equity, and Bitcoin funding levers
• Power ownership, gas generation, and ROI choices
• IREN’s Childress and Sweetwater execution
• Siemens and NVIDIA partnerships touching miners
• Year-to-date gains in Miner Madness 5.0

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