DMG Signs Co-Lo Deal plus KEEL & RIOT Valuation Analysis!

We track the latest “when deal” signals across Bitcoin miners turning into AI infrastructure plays, using fresh company updates and a tighter valuation framework. We also break down why small proof points like DMG’s first prefab co-location tenant can matter as much as headline megawatts. • Bitcoin price context and why macro still leaks into crypto markets • Miner and AI infra stock heat map moves and what’s driving green days • BitZero’s momentum plus liquidity impact from a Nasdaq listing • DMG’s first prefabricated data center co-location contract at Christina Lake • SCIF-ready capacity and the “sovereign AI” angle for secure compute demand • Updated DMG valuation sensitivity using revenue per megawatt, EBITDA margin, and multiples • DMG monthly mining ops update including production, efficiency, Bitcoin sold, and HODL value • How HODL-to-market-cap shifts as AI narratives lift equity valuations • VanEck’s enterprise value per power approach and why leased capacity changes the comps • Keel deal timing expectations and how much of the upside looks priced in • Riot’s modular nuclear strategy with Terrestrial Energy and what it could unlock • Corsicana valuation math and what a hyperscaler-scale lease could mean for Riot shares Let us know in the comment section below your top pick in the space and how you're feeling from a macro position!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]