Huge IREN Update, WULF Earnings & HIVE News!

We track how Bitcoin holding above $80K sets the baseline, then zoom out to the real story: public miners racing to turn power into contracted AI and HPC data center revenue. We break down the biggest earnings-week moves from TerraWulf and Iron, plus Hive’s infrastructure upgrades, to show why the market is re-rating “power and GPUs” faster than “hashrate and hodl.”• Bitcoin range context and why it still anchors miner cash flows• Earnings-week volatility, profit taking, and how to think about position sizing• Heat map momentum across the AI infrastructure basket, including BitZero and Soluna• Hive TSX uplisting impact on liquidity and investor access• Hive ATM usage, timing discipline, and what it signals about growth strategy• Fiber buildout and why latency matters for Tier 3 AI data centers• Why quarterly miner numbers can look weak, including balance sheet and fair value effects• TeraWulf Q1 delivery, guidance reaffirmation, and the mix shift toward HPC lease revenue• TeraWulf funding capacity, site pipeline expansion, and expectations for the next contract• IREN’s rapid sequence of updates: Sweetwater energization, Mirantis, NVIDIA alignment, GPU deployment• NVIDIA option structure and what strategic alignment can mean for valuation• IREN’s Spain expansion and the strategic value of a global power pipeline• Wall Street price targets, why some lag the tape, and how HPC multiples differ from mining• Updated HPC deal tracker on our website and why apples-to-apples comparisons mattertake a second, smash a like button, guys. If you want to see our personal trades, check out the PowerPlay!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]