SpaceX Takes Off, HUT, CRWV & AIBZ!

SpaceX starts trading in a historic debut, and we unpack what the first day move signals for investor demand, index inclusion, and the broader tech cycle. We also weigh a bold Bitcoin path to 250K and connect it to the accelerating race for AI compute, power, and data center capacity. • Bitcoin’s pullback to the mid-60K range and what it says about the current cycle • Mike Alfred’s 250K Bitcoin target and why timing matters • Miner stocks decoupling from Bitcoin and the market’s shifting attention to HPC • Anthropic’s push for gigawatt-scale data center leases and Google-backed payment guarantees • How market cap thresholds relate to Nasdaq 100 inclusion and sector visibility • BitZero leadership and board changes and what they enable operationally • HUT 8’s chair transition and why capital markets experience matters • Soluna’s behind-the-meter wind strategy and the Dorothy and Katy buildout roadmap • Iren’s Australia campus as a counterexample to NIMBY resistance • Why big IPOs often pull back and how lockups shape post-IPO supply Let us know in the comment section below if you got involved in the SpaceX IPO personally and your thoughts on the sector moving forward!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]