We watch a brutal sell-off slam Bitcoin, miners, and traditional assets at the same time, then zoom out to the cycle context and why profit-taking keeps you in the game. We also dig into why BitZero stays green, how major infrastructure financing is evolving for Hut 8 and Keel, and what these deals signal for AI data centers and HPC demand. 

• broad risk-off sell-off across Bitcoin, crypto equities, gold, and oil 
• Bitcoin below $60K, drawdowns, and the four-year cycle framing 
• why taking profits in volatile names creates optionality 
• miner heat map reality check and how Bitcoin can lag miners 
• BitZero momentum, IPO context, and why the Nasdaq uplist matters 
• BitZero data center footprint in North America and Scandinavia 
• Norway AI lease details, power scale, revenue potential, and margin targets 
• Hut 8 Beacon Point senior notes, non-recourse structure, and pass-through costs 
• Keel convertible raise, conversion terms, and funding a multi-site pipeline

Let us know in the comment section below how you're feeling today!

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