Bitcoin rallies toward $73K as miners close the week strong and the market starts to feel like it is shifting from bear to bull. We break down the supply math behind Stretch’s buying spree, then connect the dots between AI data center contracts and how mining stocks get valued. 

• Bitcoin holding above $70K and what to watch into the weekend 
• Stretch accumulating 7,641 BTC and why that equals 17 days of issuance 
• Supply and demand pressure as miners choose whether to sell 
• CoreWeave momentum with Meta and Anthropic and spillover to Core Scientific 
• Why power assets matter as miners transition to HPC and AI infrastructure 
• Portfolio tactics like limit buys and why timing the bottom is hard 
• Miner heat map moves and the impact of ATM share sales 
• WhiteFiber NC1 build progress and execution speed as a catalyst 
• Bit Digital valuation discount via ETH treasury and WhiteFiber stake 
• BitFufu March production, cloud mining model, and treasury management 
• When the HPC multiple re-rate starts and why contracts lead the way 

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