We break down a sharp market recovery as Bitcoin rallies and crypto-linked equities whip around on fresh ETF flow data and shifting sentiment. We also dig into how financing and politics are reshaping the AI data center and HPC trade, from convertibles to Pennsylvania’s new permitting rules.

• Bitcoin price surge and why ETF inflows matter for momentum
• Miner stock moves versus HPC and AI infrastructure names
• Reading the heat map, 52-week ranges, and what volatility signals
• Bitdeer’s Malaysia AI cloud plan, contract structure, and analyst price target
• Nebius $4.5B convertible and how it funds GPUs and data center build-outs
• WhiteFiber $270M convertible, dilution pressure, and expansion strategy
• Pennsylvania Governor Shapiro executive order and the new local approval leverage
• Keel site-by-site implications in PJM and why analysts see limited impact
• Nebius Pennsylvania site timing risk under the new process
• Hive valuation comparison, US market access strategy, and big GPU revenue potential

Let us know in the comment section below what you thought of today's headlines and if you're taking advantage of this recent dip or adding to any positions!

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