Power Mining Analysis

Bitcoin pushes back toward 80k and we zoom out to the four-year cycle, ETF inflows, and the policy tailwinds that could shape the next phase of adoption. We also track how AI infrastructure deals and GPU pricing are changing the playbook for miners, with IREN, DMG, Soluna, and Bitdeer front and centre. 

• Bitcoin’s recent rally and why we prefer a steady climb 

Bitcoin pushes toward 80K while we map what that means for miners, treasury holders, and the stocks that still trade like pure crypto beta. We also run through major site and financing updates from TeraWulf, Whitefiber, Soluna, and Keel, with a focus on power, permits, and capital. 

• Bitcoin’s five day rally and why it may still be early to call a full cycle 
• St...

Bitcoin and Ethereum rip higher as falling long-term yields, ETF inflows, and a massive short squeeze collide. We connect the macro catalysts to the miner and AI infrastructure names we follow, then pull the best execution and strategy nuggets from eight recent CEO interviews. 

• Bitcoin and Ethereum momentum and what it means for risk appetite 
• Fed minutes conte...

We break down a sharp market recovery as Bitcoin rallies and crypto-linked equities whip around on fresh ETF flow data and shifting sentiment. We also dig into how financing and politics are reshaping the AI data center and HPC trade, from convertibles to Pennsylvania’s new permitting rules. 

• Bitcoin price surge and why ETF inflows matter for momentum 
• Miner st...

We break down Hive Digital’s blowout quarter and the execution behind its surge in revenue and scale. Then we dig into the $350M enterprise AI deal, why GPU compute changes the unit economics per megawatt, and how geography and regulation shape the roadmap from Paraguay to Canada and Sweden. 

• Q1 performance highlights including revenue scale and operating cash fl...