Bitfarms Earnings, MARA Power Strategy + NBIS, IREN, DMGI & CRWV News!

We track a market rebound across Bitcoin, the MAG 7, and miner-linked AI names, then dig into why contracts and power strategy are driving a widening valuation gap. We also break down BitFarms’ shift toward co-location, new AI data center builds in Scandinavia, and Mara’s expanded gas-to-power plan for cheaper mining.• bitcoin move toward 68,000 and the macro backdrop behind the bounce • mega cap tech green day and why it lifts miners and HPC AI plays • valuation gap between miners with signed AI deals and those without • enterprise value per megawatt as a simple re-rating framework • 401k access and Clarity Act timeline as potential crypto catalysts • CoreWeave GPU-backed financing and what it signals for AI infrastructure funding • Scandinavia as a data center cluster with lower PUE and renewable power • GPU hourly rental rates and the risk of relying on spot pricing • Bitfarms earnings highlights, cash and bitcoin on the balance sheet, and the Keel rebrand • Moses Lake strategy shift from GPU-as-a-service toward co-location • pipeline, permitting, and staged buildout logic across future sites • DMG’s defense-oriented angle with secure prefabricated data centers • Mara doubling behind-the-meter gas-to-power and the flared gas opportunity Let us know in the comment section below what you thought of Bitfarm's results and the strategic move by MARA!Anthonys 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]