In today’s Thursday edition of Haia Talks, we do a deep dive into the "Great Decoupling" as AI-focused miners (Marathon, IREN, Hut 8) post record profits and sign multi-billion dollar deals, completely ignoring the Bitcoin price crash. We analyze why Wall Street now values them as AI infrastructure. We also cover the fallout from DeFi's "Lehman Moment," as Stream Finance's $93M loss sparks contagion fears. Plus, a new crypto-skeptic mayor wins in New York City, and the market reels from $800M in ETF outflows. 

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