Bitcoin pushes toward 98k as miners rotate into AI and HPC, reframing the constraint from chips to power and infrastructure. We unpack leadership shifts, GPU roadmaps, land grabs, retrofits, and why owning megawatts beats chasing headlines.

• BTC rally and altcoin lift across majors
• Miner heat map movement versus BTC strength
• Bitfarms’ U.S. pivot and new chair
• Vera Rubin-first facility design strategy
• Power and infrastructure as true bottleneck
• Bitdeer’s GB200 deployments and scale plan
• Bitzero, CBRE, Finland low-carbon capacity
• Cipher’s skyscraper-scale financing reality
• CleanSpark’s ERCOT land and transmission wins
• WhiteFiber’s rapid brownfield retrofits
• M&A, treasuries, and consolidation signals
• Hashprice up, difficulty down dynamics

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Bitcoin pushes back into the 90s as we break down why miner strength now comes from power scale, hardware efficiency, and real customers. Bitdeer surges to 55 EH, Hive seeds AI in Paraguay, and Soluna proves the hosting thesis with wind-cheap power.

• BTC price recovery and miner correlation
• Heat map shift from red to green across one month
• What we learn from Needham and investor Q&A
• Hive’s Paraguay JV and tier III AI strategy
• How renewables and policy stability de-risk HPC growth
• Soluna’s hosting margins and wind-blended power costs
• Project Kati, Grace, and JV economics before and after payback
• Bitdeer’s A2 and A3 rollout driving sub-20 J/TH
• Power math: GW energized versus MW required
• SEAL A4 roadmap and HPC pilots in Singapore and Malaysia
• IREN’s double upgrade, Microsoft AI deal, and runway

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We track how Bitcoin miners became AI and HPC power brokers, why energy access is the new moat, and where the rumor mill meets real contracts and margins. We compare co-lo vs CSP models, decode PUE and per‑MW revenue, and flag the next likely dealmakers.

• volatility in Bitcoin and miner price action
• satoshis per share vs per dollar invested
• pivot from mining to AI and HPC
• power as the bottleneck and location edge
• Goldman forecasts on data center grid demand
• Hut 8 pipeline and Illinois site rumors
• Cipher, Core Scientific, Terawulf deal specifics
• co-location vs CSP economics and risk
• GPU lifespan, obsolescence, and upgrade paths
• analyst targets vs what is priced in
• social media rumors, NDAs, and timing
• Riot and Bitfarms positioned for announcements
• hashprice compression pushing pivots

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Bitcoin holds near 90K as miners rally and hyperscalers chase megawatts. We dig into Meta’s nuclear plans, real power pipelines from miners, capital strategies, and why partnerships and execution decide who wins the HPC shift.

• Meta’s nuclear sourcing plan and its 2035 timing
• Bitdeer’s gigawatt-scale Ohio footprint
• Bitfarms’ North America pivot and pipeline
• Conference takeaways and rising investor interest
• BitFufu’s profitability and cloud hosting traction
• Quantum FUD versus Bitcoin security claims
• MARA’s debt, equity, and Bitcoin funding levers
• Power ownership, gas generation, and ROI choices
• IREN’s Childress and Sweetwater execution
• Siemens and NVIDIA partnerships touching miners
• Year-to-date gains in Miner Madness 5.0

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We track Bitcoin’s bounce, then dive into the numbers that actually decide who survives: liquidity, leverage, and the gap between net assets and market value. Site visits, insider buys, and a wind-powered HPC pilot show where the real edge is forming.

• Bitcoin price momentum and miner beta
• Why current ratios signal real liquidity
• Debt ratios as a map of funding strategy
• NAV vs market cap to spot mispricing
• NAV vs enterprise value for debt-adjusted value
• Soluna’s Siemens pilot for behind-the-meter HPC
• DMG, Bit Digital, MARA as value standouts
• Terawulf’s contracts and funding explained
• Community impact, jobs, and local partnerships
• Hashrate index, difficulty, and margin pressure

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We map how Bitcoin miners are evolving into AI and HPC infrastructure players while parsing MSCI’s guidance on digital asset treasury companies. We share updates onMARA, BitFuFu, Hive, and Bit Digital, and why power access sets the winners apart in 2026.

• AI and HPC framed as the next growth engine for miners
• MSCI’s DAT stance and passive buying implications
• MARA’s operating model vs treasury classification
• Energy supply as the core AI-era bottleneck
• BitFuFu’s December output, curtailment discipline, efficiency
• Hive’s Paraguay expansion, 25 EH, rising HPC ARR
• Bit Digital’s ETH holdings, staking yield, White Fiber stake
• How miners monetize megawatts across workloads
• Analyst leaderboard launch and early sector momentum

If you’re in New York February 9th to 13th and want to meet up at PubKey, we’d be more than happy to meet!

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We track Bitcoin’s push above 93k, a broad miner rally, and a bigger story: how stock-based compensation is being redesigned to drive the pivot from pure Bitcoin mining to HPC and AI infrastructure. We compare filings from Riot, Terawulf, Cipher, MARA, and IREN to show where incentives align with real performance and where shareholder patience is thinning.

• Two-year performance context for major miners
• Rising stock comp versus revenue benchmarks
• Shareholder voting trends and dilution risk
• Riot CFO shift and HPC-focused incentive metrics
• Terawulf RSUs and PSUs amid site expansion
• Cypher Form 4, tax disposals, and insider ownership
• MARA S-8 filing and lagging HPC strategy
• IREN variable-heavy pay and hard targets
• Hashprice bounce, difficulty outlook, and margins
• Why NOI and data center revenue drive future value

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Let us know in the comments section below how you're feeling about the sector as a whole and your top pick for 2026!

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We mark the new year with a rebrand to power analysis and a clear thesis: miners with cheap power, ready sites, and strong partners will lead the HPC shift while Bitcoin stabilizes near $90k. We cover portfolio moves, capital plans, and long-term contracts that change the game.

• Bitcoin price action, whale buys, and tax dynamics
• Miners’ rally and positioning into 2026
• Bitfarms’ Latin America exit and North America focus
• Hive’s Paraguay growth and low-cost hydro power
• BitFuFu’s cloud hashrate and hosting margins
• Riot’s $500m ATM and HPC buildout runway
• IREN’s early HPC strategy and Microsoft deal
• Compensation alignment and scale ambitions
• TeraWulf’s zoning approval and pipeline strength
• Our Miner Madness picks and sector conviction

Take a second, smash the like button, guys. If you're not already subscribed, McNally Money, feel free to join. And let us know in the comments section below how you're feeling about both Bitcoin and the HPC AI sector as we enter 2026.

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We break down how MARA uses scale, site control, and a deep Bitcoin treasury to pivot from pure mining toward high margin compute. The story centers on power: owning it, pricing it, and routing it to wherever returns are highest, from blocks to inference.

• Bitcoin price holding near 87k and supply dynamics
• 2025 miner returns and why MARA underperformed
• 60+ EH capacity, 18 sites, 19 J/TH efficiency
• Granbury flagship, modular designs, onsite repair
• HODL growth and treasury value vs market cap
• Capital levers: BTC-backed loans and zero-coupon converts
• HPC AI strategy with inference focus and grid limits
• Ownership vs hosting, path to 100% site control
• XAEON stake to enter European Tier III/IV markets
• West Texas energy-to-compute plan with MPLX
• Texas wind farm economics and zero-marginal energy
• Four reasons to watch MARA in 2026

Enter Miner Madness 5.0 before December 31: pick your top three miners and a March 31 Bitcoin price tiebreaker. Visit the Power Mining Analysis website, check the MARA news page, and sign up for our newsletter to get the registration form sent to your inbox!

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