Bitcoin stays choppy under 60,000 while mining and AI infrastructure stocks swing even harder, so we slow down and focus on what the numbers actually say. We walk through Hive’s latest financing, ABTC’s Nasdaq compliance move, and an updated Bitdeer valuation tied to the Tydal Norway co-location narrative.

• Bitcoin price action and what it signals for sentiment
• Why miner volatility is normal and why we take profits
• Lessons from the 2021 cycle on leverage, debt and survival
• Heat map read on one month vs one year performance
• Hive’s zero coupon senior secured notes and AI HPC capex plans
• Why Scandinavia can improve data centre economics and PUE
• ABTC’s 15 to 1 reverse split to maintain Nasdaq listing compliance
• Bitdeer’s power scale, HPC revenue, SEAL miner efficiency and growth pace
• Tydal Norway assumptions and sensitivity analysis for implied share value

Let us know in the comment section below what you think of Bitdeer's numbers and if you're currently holding shares!

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Bitcoin slides into the high $50Ks and we zoom out on cycle expectations, investor psychology, and why pullbacks can create opportunities. We then track how crypto miners are turning into AI infrastructure companies, where power, HPC contracts, and execution matter more than headlines.

• Bitcoin’s pullback and why we avoid calling a bottom too early
• How investor psychology flips between fear and FOMO
• Miner weakness versus year-to-date strength and the case for taking profits
• The halving business model problem and why the next one could force a washout
• Power strategy as the real differentiator for AI infrastructure and HPC
• Battery storage as a response to grid constraints and PJM backlog
• Russell 2000 and Russell 3000 inclusions as liquidity catalysts
• WhiteFiber’s positioning and why counterparty quality matters
• Bit Digital net asset value math and why a discount can persist
• Q2 earnings season expectations and what happens when milestones slip

Let us know your thoughts in the comment section below, specifically on TeraWulf and that Hawesville, Kentucky site!

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We size up Bitcoin’s slide under $60,000 and what “near the bottom” really means when you invest long term. Then we follow the money into preferred dividends, AI data center deals, and NVIDIA-grade infrastructure as miners pivot from hash rate to GPU hours.

• Bitcoin range talk and long-term holder mindset
• Saylor’s monetisation plan, dividend coverage fears, and buyback logic
• Preferred shares trading below par and what daily dividends change
• Why HPC AI looks more predictable than Bitcoin mining
• Bitdeer and the Tidal Norway AI infrastructure signal
• Bit Digital’s Ethereum treasury, staking yield, and WhiteFiber value
• Russell 3000 and Russell 1000 inclusions for Keel and Iren
• Iren’s NVIDIA Exemplar Cloud status and what it implies for enterprise demand
• TeraWulf momentum and Citi’s $36 target

Before we get into it, take a second, smash the like button, guys. If you're not already subscribed, McNallie Money, feel free to join. So make sure you guys drop your questions!

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We break down a brutal week in markets by zooming out on Bitcoin’s cycle and asking what “near the bottom” really looks like when miners are under real margin pressure. We also dig into why AI infrastructure and HPC conversion is becoming the survival plan, from financing moves to execution signals that hint at the next wave of deals.

• zooming out on Bitcoin’s five-year cycle and where $60K sits versus the last peak
• using hash price and the hash rate index to gauge miner profitability after the halving
• why true mining costs go beyond energy to include fleet, payroll, and overhead
• the shift from pure-play mining toward HPC and AI data center conversion across major miners
• leverage liquidation cascades hitting Bitcoin treasury preferreds and pushing them off par
• how dividend resets and cash coverage fears change the risk profile for preferred structures
• Russell reconstitution effects and why flows can flip AI infra names intraday
• why shareholder votes matter, with Core Scientific as the example
• Hive’s $115M 0% exchangeable notes, cap call structure, and what the funding targets
• a simple valuation framework for GPU colocation deals using $/MW, margins, capex, and multiples
• Bitdeer’s AI platform recognition and why vertical integration matters in mining and AI

Take a second, smash the like button, guys. Big help to myself and the channel. If you're not already subscribed, McNally Money, feel free to join. And let us know in the comment section below how you're feeling about your portfolio and your current top pick or position in the AI infrastructure space. Hit the like button, and we'll see you back here on Monday!

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We break down why Bitcoin at roughly $59K makes mining margins brutal and why difficulty and hash rate shifts can change the picture fast. We also connect new AI infrastructure price targets and earnings signals to the deal-making reality behind megawatts, GPUs, and brand strategy.

• Bitcoin price pressure and why miners may switch off when margins collapse
• Why difficulty and hash rate matter as much as BTC price
• CoreWeave’s new analyst targets and what EV to revenue implies for valuation
• Micron’s blowout quarter as a read-through for AI data center demand and DRAM pricing power
• Sector heat map pullback and how sentiment can flip on a single announcement
• Keel retail momentum and the mid-to-late summer window for multiple deals
• Sphere 3D and Bitdeer co-mining as a clue for crypto to AI conversion planning
• Hive’s Sweden LOI for up to 10,000 NVIDIA GB300 GPUs and what 25MW of IT load can mean
• Hive’s $100M 0% senior note and why funding follows announcements
• IREN and the Golden State Warriors partnership plus the debate over timing and spend
• Why sports and conference sponsorships can be a talent and customer strategy in AI cloud

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We react to Bitcoin breaking below $59K, then zoom out to the bigger power story driving AI data centers and miner conversions. We also unpack fresh analyst price targets, a key delay at IREN’s Oklahoma site, and why execution speed is becoming the edge in HPC.

• Bitcoin weakness and what it does to miner and AI infra stocks
• Why nuclear timelines make existing miner power more valuable today
• CoreWeave’s Europe expansion and the global race for AI compute
• Heat map context, year-to-date gains, and why price alone is not a signal
• IREN Oklahoma tax abatement delay and what community process can change
• Real-world noise levels from ASIC mining versus GPU data centers
• WhiteFiber’s retrofit strategy, contract economics, and revenue ramp
• Citizens price targets, EV/EBITDA multiples, and what assumptions matter most
Let us know in the comment section below what you think of today's price targets and your outlook for Iren moving forward!

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We break down why AI data center buildouts are now a race against permitting, power access, and delivery timelines rather than hype. We also connect market volatility and Bitcoin miner fundamentals to what matters most for HPC colocation deals: megawatts, PUE, location, and execution.

• Bitcoin weakness and why miner-linked AI names stay volatile
• One-year heat map performance and why Keel earns a premium
• TeraWulf Kentucky campus timelines plus phase expansion potential
• Benefits of expanding existing sites, from learning curves to staffing
• Bitdeer scale, machine efficiency, and why it supports an HPC pivot
• Community involvement, permits, and water cooling concerns
• Soluna behind-the-meter strategy and why interconnection queues matter
• BitZero Nordic land reservation and Europe’s hyperscale demand
• Keel PUE advantage, de-risking to NTP, and inference-driven economics
• Analyst price targets for Cipher, IREN, and Hut 8

Let us know in the comment section below what you think of today's discussion on Keel and TeraWulf!

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We break down why AI infrastructure stocks and Bitcoin miners swing so violently at the start of the week, then map the catalysts that could actually justify today’s valuations. We walk through Bitcoin near $65K, treasury accumulation, and how miners like Keel, Hive, Hut 8, and Galaxy are trying to turn power into contracted HPC revenue.

• Bitcoin price momentum and why $65K matters for accumulation
• Strategy and Strive treasury moves, reserves, and balance sheet signalling
• SATA volatility explained through leverage and unwind mechanics
• Miner heat map read-through and what the market rewards right now
• Keel’s HPC pivot, transparency on permitting, and the risk of priced-in deals
• Russell 3000 and Russell 2000 reconstitution effects on passive flows
• BitFuFu share repurchase programme as an anti-dilution signal
• Hive’s HPC revenue run-rate targets, GPU buildout, and training versus inference location limits
• Hut 8 valuation assumptions tied to a potential 400MW project and power pipeline
• Galaxy Helios origin story, phased capacity, PUE, and multi-gigawatt upside

Let us know in the comment section below if you're holding shares in either Hive or Kiel and your current top pick in the sector. Let us know in the comments, you guys, if you want to hear more about Galaxy, if you're holding shares, so on and so forth.

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