A violent Bitcoin selloff to 60K reversed to a sharp rally while miners whipsawed, setting the stage for a hard look at market structure, derivatives, and the sector’s pivot to AI and HPC. We unpack earnings from CleanSpark and Iris Energy, ERCOT’s batching shift, and why cheap capital follows power and customers.

• Bitcoin volatility drivers, derivative overhang, ETF mechanics
• Why retail supply looks sticky and liquidations drive moves
• Mega cap AI CapEx and implications for compute demand
• Miner rebounds, drawdown math, heat map standouts
• Bitfarms rebrand to Keel, financing reset, U.S. alignment
• Bit Digital’s ETH pivot, staking yields, balance sheet use
• CleanSpark’s strategy shift to AI data centers and margins
• Compensation scrutiny versus recurring HPC revenues
• IREN’s Oklahoma expansion, 4.5 GW secured power
• The three Cs: capacity, customers, capital flywheel
• ERCOT batch studies, interconnect timing, execution risk
• GPU ramp in British Columbia and Sweetwater timelines

Hit the like button. Feel free to subscribe. Let us know what you thought of earnings last night, and have a great weekend!

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We confront earnings night with clear eyes: AI capex is booming while hash price hits new lows and miners bleed red. We weigh the odds of Iron and CleanSpark landing contracts, unpack GPU lifespan signals from AWS, and track who survives the squeeze with efficiency, power, and better financing.

• IREN deal speculation, timeline, and market expectations
• sweetwater energization, power pricing, and client need
• google revenue strength and hyperscaler capex surge
• aws a100 longevity and csp model implications
• bitcoin price slide, hash price low, difficulty outlook
• fear and greed at 11 and miner margin stress
• HIVE growth, pledge strategy, and fleet efficiency
• BitFuFu hosting resilience and efficiency gains
• debt financing trends and secured notes appetite
• hpc ai focus and how miners shift from exahash to power

Let us know in the comment section below how you're feeling about this widespread pullback and what you expect in terms of a deal tonight from Iron or Clean Spark!

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Markets sell off hard as Bitcoin breaks support, AI leaders stumble despite strong numbers, and miners wear double-digit declines. We weigh fear against fundamentals, from Nvidia’s software stance to miner financing, and set the stage for earnings and potential AI power deals.

• Bitcoin slide and cycle vs super-cycle debate
• Retail capitulation vs institutional accumulation
• AI circular revenue fears and software resilience
• AMD strength vs share price drop
• Nvidia CEO view that software remains essential
• Mag 7 softness and smart money questions
• Miner heat map and valuation vs HODL metrics
• Cipher secured notes and financing benchmarks
• CleanSpark curtailment, production, and HODL moves
• Earnings watch for CleanSpark and Iron
• Power pipeline and HPC allocation outlook

Take a second, smash a like button, guys. If you're not already subscribed, McNallie Money, feel free to join. Let us know in the comment section below what you think is leading to this major sell-off we're seeing in the market!

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We walk through our new 12 MW Soluna & Cormint agreement, how modular containers accelerate CADI 1, and why this blueprint lets us scale Bitcoin hosting now and pivot into AI with speed. We explain grid flexibility, IPP value, and why OEM demand for hosting is surging.

• Cormint partnership and 12 MW container supply at KATI 1
• Plug-and-play design with integrated power, cooling, and monitoring
• Faster energization, lower on-site labor, reduced commissioning risk
• Maestro OS integration for control and efficiency
• ERCOT strategies and TSP-level pathways for speed
• Modular deployment as bridge from Bitcoin hosting to AI
• Hosting demand from OEMs and structured profitability
• Self-mining upgrades at D1B and focus on hosting scale
• Co-locating Bitcoin and AI to preserve grid flexibility
• Stronger IPP value via curtailment relief and higher-yield AI
• Team upgrades and Soluna 2.0 scaling plan toward 2026

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We welcome British HODL to unpack why volatility is a feature, how institutional absorption is changing the signal, and why liquidity cycles matter more than headlines. We frame price through halvings, weigh ETFs against self-custody, and share a simple portfolio structure for staying solvent and aggressive.

• origin story from real estate and gold to Bitcoin
• reading cycles with ISM, metals, and liquidity
• volatility as opportunity, not flaw
• one Bitcoin goal and shrinking accessibility
• institutional absorption vs retail hype
• store of value focus, taxes, and lending
• regulation clarity as the next catalyst
• ETFs, treasury companies, and premiums
• three-bucket portfolio framework and hurdle rates
• halving-to-halving price range and timing
• nation-state mining and strategic reserves
• hashrate geography and security perspective
• personal responsibility and multi‑generation stacking

Hit the like button. Feel free to subscribe. Let us know in the comments how you're feeling about Bitcoin currently and your price target for the end of 2026!

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We welcome TeraWulf CFO Patrick Fleury to break down two site acquisitions that more than double company scale. We explore fast-track capacity in Kentucky and a long-horizon, self-generation plan in Maryland that aligns with grid realities and policy momentum.

• 480 MW energized Kentucky site near major metros
• Morgantown Maryland vision for 1,500 MW new generation
• 200 MW existing generation producing free cash flow
• Brownfield protections and community engagement
• Bring-your-own-power strategy for data centers
• Lease economics, PUE targets, and EBITDA margins
• Financing tools beyond converts and project debt
• Disciplined growth pace of 250–500 MW per year
• Geographic diversity across NYISO, MISO, SPP, PJM
• Avoiding grid parasitism and building firm capacity

Take a second, smash the like button, guys. If you're not already subscribed, McNallie Money, feel free to join. Let us know in the comment section below if you're currently holding shares of TerraWolf and what you thought about yesterday's deal!

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Bitcoin slides under 75k as risk assets wobble, yet AI and HPC demand accelerate with fresh power openings, site approvals, and hyperscaler CapEx commitments. We unpack why miners may decouple by shifting revenue from hash to compute and what to watch in upcoming earnings.

• BTC drawdown context and long-term scarcity case
• Cross-asset selloff and sentiment shifts
• Saylor’s accumulation and supply dynamics
• Super cycle narratives and ETF inflows
• Insider selling optics among miners
• Big Tech CapEx and the AI buildout
• Power access: BC Hydro, Texas off-grid gas
• Site pipelines: Oklahoma signals, Google interest
• MARA’s Nebraska expansion and EDF-linked deal
• Bitfarms’ Moses Lake GPU conversion
• 123GW projected US HPC shortfall by 2035
• Earnings watch: IREN and CleanSpark timing
• Portfolio leaderboard and near-term recovery hints

Hit the like button. Feel free to subscribe. Let us know in the comments: do you think the bottom is in for Bitcoin and the miners!

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We break down fresh analyst targets for leading Bitcoin miners, the macro crosswinds hitting price and hash, and why AI‑driven compute demand is reshaping power markets. We share how we’re positioning, where revenue will actually come from, and what to watch as earnings land.

• weekend Bitcoin softness and long‑term conviction
• potential policy shift with a pro‑Bitcoin Fed chair
• AI infrastructure spend and Azure–Perplexity deal
• miner stock sell‑off, short interest, and liquidity
• curtailment, grid support, and flexible load economics
• Soluna, BitFuFu, Hive, ABTC analyst targets overview
• Bitdeer scale, SEAL miners, and HPC roadmap
• MARA’s Exion stake and communication gap
• Core Scientific’s silence versus CoreWeave activity
• Hut 8 pipeline, margins, and broad coverage
• IREN’s buildout, consensus spread, and metrics
• hash price compression and difficulty reduction
• Miner Madness leaderboard highlights

Let us know in the comment section below your price target for the companies mentioned and your top pick in the space!

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Two forces collide: a soft Bitcoin tape and a roaring AI buildout. We explain why Bit Digital exits BTC mining, doubles down on an Ethereum treasury, and leans on WhiteFiber’s HPC contracts to create durable revenue and upside.

• Macro check on Bitcoin price, equities and metals
• Hyperscaler CapEx growth and multi‑year GPU leases
• Tesla’s BTC hold and market read‑through
• Shareholder voting at Hive and why small votes count
• Miner heat map and the value of HPC contracts
• Bit Digital’s shift from BTC mining to ETH treasury
• Staking yield mechanics and monthly transparency
• DAT plus model with 71% ownership of WhiteFiber
• NScale 40 MW, 10‑year, $865m contract economics
• Brownfield conversions, cost per MW and speed
• Portfolio, pipeline to 1.6 GW and partnerships
• Financing flywheel and predictable lease revenue
• Lockups, float dynamics and potential catalysts
• Why execution and team experience now matter most

Smash the like button, feel free to subscribe to McNallie Money, and let us know in the comments if you’re holding Bit Digital or WhiteFiber and your outlook for 2026!

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We map the AI HPC land grab as Bitcoin miners race to convert power pipelines into revenue. Deals, financing, and timelines separate real execution from wishful thinking while megawatts emerge as the true bottleneck.

• Bitcoin price momentum and state-level adoption
• Regulated dollar stablecoin impact and centralization tradeoffs
• Hyperscaler CapEx, Anthropic’s funding and revenue growth
• Pipeline vs pipe dream economics and depreciation math
• Bitfarms’ Washington build and Quebec potential
• BitDeer’s global sites with near-term energization
• BitZero’s Norway conversions and US bunker site
• Cipher’s Texas rollout and staged interconnects
• CleanSpark’s ERCOT land, awaiting first AI deal
• Core Scientific’s CoreWeave anchor and expansion sites
• DMG’s Oregon entry near AWS clusters
• Hive’s tiered data centers and 11,000 GPUs
• Hut 8’s multi-gigawatt pipeline and disciplined phasing
• IREN’s builds and earnings speculation
• MARA’s owned capacity and M&A flexibility
• Riot’s Corsicana and Rockdale re-rate setup
• Soluna’s project finance model and cascading paybacks
• Bit Digital’s N-Scale win and 2026 ramp
• TeraWulf’s funded template and Google-backed partners
• Power as the constraint, financing as the filter

Let us know in the comments section below which company you expect to hear a deal from next and your top pick in the space!

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