Strategy’s latest Bitcoin buy sets the tone for a strong start to the week as miners trade green despite global tension. We break down Keel’s rebrand mechanics, Riot’s Q1 production and power sales surge, and MARA’s push toward AI HPC with deeper partners and clearer messaging. 

• Strategy buying 4,871 Bitcoin and the supply narrative 
• Bitcoin trading strength through holidays and geopolitical risk 
• Miner stock volatility and why predictability matters 
• How HPC deals trigger a violent re-rate 
• Bitfarms rebrand to Keel Infrastructure and 1-for-1 share conversion 
• Keel day-one price spike and what it says about algos 
• Riot Q1 production drivers including hash rate and difficulty 
• Riot power sales growth and site megawatt capacity 
• Why miners may sell BTC to fund AI and HPC capex 
• MARA’s evolution from asset-light hosting to owned power control 
• MARA’s three-prong strategy: mining, AI, grid sales 
• Starwood and Xeon adding hyperscale and sovereign cloud capability 
• Key Exaion metrics: data centers, GPUs, storage, CPU cores 

Make sure you guys check out some of that HPC data on the website. Obviously, while you're there, you can sign up for the newsletter as well!

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