Markets braced for a selloff, yet Bitcoin firmed and miners held up as corporate adoption widened and AI data center demand stayed hot. We break down Saylor’s buy, miners’ treasury pivots, oil’s surge, and why Bitfarms, Core Scientific, and IREN are leaning into HPC.

• Bitcoin recovery toward 69k and recent pullback context
• Saylor’s billion-dollar buy and corporate balance sheet growth
• Miners selling BTC to fund opex and capex
• Adoption surpassing gold and ETF-fueled access
• PlanB’s forecast versus bearish prediction markets
• Oil above 100 and rising power costs
• Oracle data center noise, Meta interest, demand still strong
• Bitfarms’ senior hires and HPC buildout
• Core Scientific’s 730 MW capacity expansion and Hunt Campus
• IREN’s ATM clarity, GPU-first CSP strategy, Sweetwater timing

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Policy clarity, bank strategy, and tokenization converge as Bitcoin chops under 70k while miners pivot toward AI and greener power. We track institutional signals, sovereign interest, and how operators like DMG and Bitfufu manage volatility with smarter power and hosting models.

• price whipsaws and miner underperformance on a red day
• regulatory momentum around the market structure bill and passage odds
• banks weighing crypto services against shrinking deposit spreads
• RWA tokenization of treasuries and broader assets becoming standard
• institutional inflow thesis from leading investors and advisors
• Kazakhstan’s reserve allocation plan and timing implications
• AI data center scale versus miner buildouts across gigawatts
• Bitfufu’s global hosting and cloud hashrate stabilizing results
• DMG’s Christina Lake expansion, curtailable power, and RNG backup
• February production metrics, efficiency, and treasury moves at DMG
• HIVE governance votes, comp alignment, and investor expectations
• newsletter updates, data resources, and weekend replay suggestions

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We break down IREN’s 50,000-GPU order, the new $6 billion ATM, and the Dell Canada supply deal, then test the revenue math, payback, and build timelines against today’s volatile mining backdrop. We also scan updates from Bit Digital, BitFuFu, CleanSpark, and Core Scientific to frame the capital landscape.

• bitcoin and miner price moves shaping sentiment
• bit digital’s ethereum treasury and staking yield
• bitfufu’s production mix and cloud margin resilience
• cleanspark efficiency, curtailment and capacity adds
• core scientific’s lower-cost debt facility
• Iren’s b300 order size, cost and arr math
• dilution versus debt trade-offs in the $6b atm
• likely deployment across childress, mackenzie and sweetwater
• payback horizon, utilization risk and pricing durability
• analyst upgrades and community reactions

Let us know in the comment section below what you thought about Iren’s news last night and if you’re buying or selling based on that press release!

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We sit down with Soluna’s CEO to map the fastest path from renewable energy to reliable AI compute. We cover behind-the-meter design, clustering larger campuses, batteries as precision tools, and a pragmatic plan to finance and de-risk growth in ERCOT.

• behind-the-meter interconnects shorten time to power
• clustering nearby wind and solar to build 300 MW+ campuses
• batteries for smoothing, ride-through, and grid services where valuable
• engineered uptime via grid firming, on-site resources, and controls
• standardized design blocks to reduce bespoke risk
• risk focus on execution, supply chain, and tenant credit
• diversification between Bitcoin flexibility and steadier AI margins
• ERCOT upgrades, curtailment realities, and grid citizenship
• capital stack blending project debt, equity, and customer structures
• Maestro OS as a strategic orchestration advantage

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Bitcoin breaks $73K as banks inch toward crypto rails, policy momentum builds, and miners accelerate into higher-margin HPC AI. We map the catalysts, the risks, and the operators best placed to win if liquidity and compute demand surge.

• price breakout context and near-term drivers
• Kraken’s Fed master account and bank convergence
• Clarity Act timing and market structure signals
• institutional adoption risks and opportunities
• miners’ pivot from hash to HPC AI economics
• Riot’s AMD pathway and megawatt math
• ABTC’s treasury growth and efficiency focus
• how heat maps mask deeper drawdowns
• resource hub, miner pages, and HPC comparisons
• newsletter sign-up and AMA announcement

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We break down DMG's Q1 results, why we’re keeping cash and BTC, and how market softness creates chances to buy efficient hardware and cheap power. Then we map our pivot: a 50 MW AI build at Christina Lake, Core+ software revenue, and a Malahat partnership to scale without heavy dilution.

• Q1 revenue and profits with 68.5 BTC mined
• Cash, BTC, and short-term investments strengthening liquidity
• Outlook for miner economics amid price dips and ETF flows
• Secondary market for machines and efficiency targets near 10 J/TH
• Wholesale power costs, hydro cooling, and $1.5m incentive
• Helm, Reactor, and Terrapool as Core+ revenue drivers
• Reporting milestones to validate software revenues
• U.S. site diligence delays and focus on Christina Lake
• Tier 3 design, backup power, and off-taker requirements
• Funding paths that avoid ATM dilution and use partnerships
• Malahat JV progress across AI and utility planning
• Capital allocation between hashrate growth and AI build
• Heat reuse explored but deferred to post-AI build
• Adding general compute to increase utilization and jobs
• 50 MW AI target as the definition of near-term success

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We share how Riot moves from Bitcoin mining to a scaled digital infrastructure platform by leasing data centers, highlighted by a fast-tracked AMD deal and a 1.7 GW power base in Texas. We explain the power optionality model, funding strategy, and why co-location beats buying GPUs for risk-adjusted returns.

• transformation from miner to data center landlord
• AMD lease delivery, scale mechanisms, and timeline
• low-cost mining margins and power credits
• ERCOT approvals as competitive moat
• Corsicana substation growth to one gigawatt
• ESS Metron advantages in speed and cost
• funding via Bitcoin treasury to limit dilution
• co-location focus over GPU ownership
• Kentucky’s path from mining to future leasing
• success metrics focused on leased megawatts and execution

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Markets wobble while demand signals strengthen. We unpack why miners sell reserves, how ETF inflows reshape supply, and where Core Scientific and Riot are placing big bets on power, co-location, and HPC in 2026 and beyond.

• red day for miners against macro tension 
• ETF inflows hit five-month high 
• MARA signals increased BTC sales 
• ABTC adds next-gen ASICs and boosts efficiency 
• Core Scientific expands co-location and energizes 350 MW 
• CoreWeave contract funding and 590 MW roadmap 
• Riot targets 45 EH and builds HPC capacity 
• AMD lease start with room to scale 
• power assets and interconnects as key moat

Let us know your thoughts on Core Scientific and Riot results, and whether you’re holding shares!

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We track a volatile start to the week as Bitcoin jumps toward 70k, miners bounce, and safe-haven assets rally. We preview Riot and Core Scientific earnings, unpack hash price pressure, and dig into the AI power race reshaping mining.

• Bitcoin’s flight to safety and price action
• Hash price recovery and miner margin thresholds
• Nation-state mining and supply constraints
• Michael Saylor’s weekly buys and issuance math
• Miners pivoting to HPC and hosting models
• Riot and Core earnings expectations and contract details
• Data center power demand and site requirements
• Market heat map, leaders, and volatility watch

Make sure you guys check out the website as well. Some great new features on there, including HPC AI deals and deal analysis!

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We unpack a tough Bitcoin quarter and the miners who refuse to stand still. MARAand TeraWulf step hard into AI HPC, while CoreWeave’s scale reframes what “growth” looks like for power-rich operators.

• Bitcoin softness and miner volatility
• CoreWeave’s data center scale, power and backlog
• Delays resolved and deployment back on track
• Core Scientific and Riot earnings on deck
• Mara’s JV with Starwood and 2.5 GW pathway
• Liquidity, FASB impacts and depreciation
• Europe entry via Exaion and EDF access
• Can Bitcoin mining coexist with AI load
• TeraWulf’s 522 MW contracted HPC platform
• Serial delivery, PUE gains and NOI targets
• Hawesville and Chesapeake on-site power strategy
• Policy pressure to protect retail power prices

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