Bitcoin’s Surge, HODL vs MCAP Analysis & Miner Growth!

Bitcoin strength lifts miners, but the real story is how HPC strategies, policy clarity, and infrastructure scale are rewriting miner valuations beyond simple HODL math. We compare HODL-to-market-cap shifts, rising volumes, and why builders are outpacing pure treasury plays.• Bitcoin momentum and miner rerating• Divergence between HODL size and stock performance• HPC and AI demand as new revenue engines• Cipher, Hive, Bitfarms, HUT 8 highlights• Canaan’s ASIC-to-mining hybrid strategy• HODL-to-market-cap compression explained• MARA, CAMT exemption, and FASB impacts• DMG’s Christina Lake and Core Plus stack• Expansion of top-100 Bitcoin treasuries• MNAV compression and the DAT dilemma• Why cost basis and energy control matter• Audience prompt on miners vs pure HODLTake a second, hit the like button, guys. If you're not already subscribed, McNallie Money, feel free to join. And let us know in the comment section below which of the Bitcoin miners you're feeling most bullish on and whySign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletterAnthonys Info:Website:https://www.powermininganalysis.comX: https://twitter.com/cazenove_ukPatreon:https://www.patreon.com/Cazenove_UKBryce's Info:X:https://twitter.com/McnallieMPatreon:https://www.patreon.com/McNallieMoneyMerch:https://shop.mcnalliemoney.com/Website:https://www.mcnalliemoney.comBusiness Inquiries:Email - [email protected]