We track a whiplash day where Bitcoin pushes higher while miner and AI infrastructure names slide, then zoom out to the real drivers: contracts, megawatts, balance sheets, and valuation gaps. We also add new tickers to the watchlist, pressure-test bullish price targets, and end by sanity-checking how a potential Anthropic mega-IPO could reshape M&A and perceived counterparty risk across the space.

• Bitcoin price action versus red miner tape and what it signals for sentiment
• Why volatility, shorting, and positioning can suppress share prices despite improving fundamentals
• Bit Digital’s NAV discount, Ethereum holdings, staking yield, and WhiteFiber stake dynamics
• Megawatt deal economics and why $2M per MW becomes a key benchmark
• Hive price targets, contracted revenue ramp, and the longer-term Paraguay HPC option
• Corvex (MOVE) earnings, confidential computing angle, and reserve capacity contract structure
• Duos Technologies (DUOT) earnings highlights, liquidity, and the $500M 55MW hosting agreement
• Cantor price target framing and what needs to happen for upside to show up in the stock
• Insider open-market buying at Keel and why deal timing matters less than 15-year duration
• Anthropic IPO scale, what it could validate for large leases, and why M&A math gets weird fast
• IREN’s Mirantis acquisition consideration breakdown and what to watch in upcoming results

Let us know in the comment section below if you’re currently holding any of the stocks discussed and your top pick in the space!

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