Bitcoin pops while we break down Hut 8’s earnings, a 9.5 GW power pipeline, and why miners are pivoting from blocks to compute. We weigh NVIDIA’s signal for AI infrastructure, Bitfarms’ Panther Creek progress, and a headline FluidStack deal that changes the margin math.

• hash price near 30 dollars and miner margin pressure
• NVIDIA earnings as bellwether for AI infrastructure
• CoreWeave funding and Core Scientific updates
• mixed miner performance and Saluna above 1 dollar
• Bitfarms permits, US redomicile, and Keel Infrastructure rebrand
• Hut 8’s 1.02 GW under management and 8.5 GW pipeline
• veteran energy hires and delivery capability
• 15‑year FluidStack agreement and 99 percent NOI structure
• Vega design with 180 kW rack density
• Q4 and full‑year numbers and hodl volatility
• why HPC contracts can stabilize cash flows
• what to watch next from ABTC, MARA, Riot, and peers

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