We break down a brutal two-day sell-off in Bitcoin miners, weigh gold’s run against Bitcoin’s long-term outperformance, and map the financing levers that decide who scales and who stalls. From Terawulf’s debt to Bitfarms’ capped call to IREN’s war chest, strategy beats fear.

• drivers of the miner sell-off and Bitcoin price breaks
• gold surge versus Bitcoin cycles and positioning
• ETF flows, liquidations and short-term volatility
• debt trade-offs and Terawulf interest coverage
• convertible notes, premiums and capped call mechanics
• timing ATMs to compress dilution
• IREN’s capital raise and multi-gigawatt roadmap
• Bitdeer’s vertical integration and repair center scale
• co-location versus self-deploy risk in GPUs
• Core Scientific vote, valuation scenarios and shareholder calculus

Before we do, take a second, smash the like button, guys. If we're not already subscribed, McNallie Money, feel free to join and let us know in the comments section below what you're doing in light of this sell-off, if you're adding, panicking, or holding, and your favorite pick in the sector.

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