Power & The New AI Trade: CLSK, HUT, WULF, ABTC, APLD, BTDR & IREN News!

Bitcoin steadies near the mid $60Ks while AI infrastructure demand accelerates, pushing power, build timelines, and cloud backlog to the center of the trade. We connect custody headlines, miner stock volatility, and earnings-season catalysts to one big idea: the bottleneck is deliverable compute powered by real megawatts.• Bitcoin price range context and why we zoom out• Coldcard breach and the renewed custody debate• Michael Saylor’s reserve moves and interest coverage framing• Cloud backlog as the clearest capex demand signal• Why AI needs power and why GPUs still need places to go• Miner stocks rebounding and decoupling from daily Bitcoin moves• Rising build costs per megawatt and talent premiums• Earnings week watchlist across major AI infrastructure names• Bitdeer auditor change as a maturity and scale signal• Wall Street price target updates and what they imply• ABTC earnings positives, FASB fair value impact, and key metrics• Matt Prusek’s departure and ABTC interim CFO update• Iren’s Sweetwater construction progress and open investor questionsLet us know in the comment section below how you’re feeling about the sector as a whole and your top pick in the space currently!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]