We map the market’s shift from pure Bitcoin mining toward AI data centers and high performance computing, and we explain why many “crypto” stocks are rising even as Bitcoin drifts lower. We also break down fresh analyst price targets and use megawatt-based valuation logic to translate new HPC announcements into potential equity upside. 

• Bitcoin’s pullback, ETF flows, and why long-term conviction still matters 
• Capital rotation into AI infrastructure, memory, and upcoming mega IPOs 
• The decoupling between Bitcoin and HPC-tilted miners 
• Interview takeaways on forward strategy versus weak near-term mining earnings 
• Hive’s upgraded target and a sensitivity table using revenue per megawatt, EBITDA margins, capex, and multiples 
• Iren’s 800MW Australia transmission agreement and what it signals for APAC AI demand 
• Analyst upgrades for TeraWulf and Cipher plus Cipher’s plan to end mining 
• Bitdeer’s Alberta build with behind-the-fence natural gas and future AI flexibility 

Let us know in the comment section below if you're currently holding shares of Iron and what you thought about today's announcement. 

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