We break down why miners are rising while Bitcoin chops, and how power, contracts, and HPC pivots are reshaping valuations. From the Core Scientific vote to Bitdeer’s ASIC roadmap, we map the capital, capacity, and catalysts driving the re‑rate across the sector.

• ETF accumulation vs muted Bitcoin price action
• Miner decoupling from BTC and why power matters
• Core Scientific–CoreWeave parity math and vote stakes
• Analyst multiples for HPC vs Bitcoin mining
• CapEx plans, ATMs, convertibles, and dilution trade‑offs
• Soluna’s hosting momentum and project finance
• Bitdeer’s production, SEAL Miner roadmap, and ASIC TAM
• HPC pipeline expansions in Ohio, Norway, and Washington
• HUT 8’s underappreciated sites and AI optionality
• Data‑center comps from BlackRock–NVIDIA signaling higher MW valuations

Take a second, smash the like button, guys
If you're not already subscribed, McNally Moneie, feel free to join
Let us know in the comment section below which miner you're most bullish on right now and why?

Anthonys Info:

Website:

https://www.powermininganalysis.com

X:

https://twitter.com/cazenove_uk

Patreon:

https://www.patreon.com/Cazenove_UK

Bryce's Info:

X:

https://twitter.com/McnallieM

Patreon:

https://www.patreon.com/McNallieMoney

Merch:

https://shop.mcnalliemoney.com/

Website:

https://www.mcnalliemoney.com

Business Inquiries:

Email - [email protected]