Bitcoin and Ethereum rip higher as falling long-term yields, ETF inflows, and a massive short squeeze collide. We connect the macro catalysts to the miner and AI infrastructure names we follow, then pull the best execution and strategy nuggets from eight recent CEO interviews.

• Bitcoin and Ethereum momentum and what it means for risk appetite
• Fed minutes context and why rate sensitivity still matters
• Treasury long-bond buybacks and the link to falling yields
• Short liquidations and how squeezes accelerate rallies
• White House crypto meeting and the September 15 procedural vote
• Miners and AI infrastructure stocks reacting to crypto strength
• Hut 8 contracted leases and triple net margin profile
• TeraWulf power demand realities and why PUE changes economics
• MARA dual-track strategy and using downtime intelligently
• ABTC cost to mine metrics and fleet efficiency as survival traits
• Bit Digital’s Ethereum treasury, NAV discount, and NC1 to NC3 catalysts
• Keel permitting readiness and why timeline confidence matters
• Soluna pipeline signals and what we watch for next
• Hive’s GPU scale math and the valuation gap question

Let us know in the comment section below if you're holding any of these stocks and if you've been taking advantage of this most recent dip!

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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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We break down Hive Digital’s blowout quarter and the execution behind its surge in revenue and scale. Then we dig into the $350M enterprise AI deal, why GPU compute changes the unit economics per megawatt, and how geography and regulation shape the roadmap from Paraguay to Canada and Sweden.

• Q1 performance highlights including revenue scale and operating cash flow focus
• Why management believes relative valuation hinges on forward revenue and EBITDA
• How the Paraguay buildout delivers economies of scale in Bitcoin mining
• The $350M investment grade enterprise contract and what made it possible
• The Bell Canada relationship and why ready capacity matters more than hype
• GPU procurement realities across major OEMs and the role of competitive availability
• Progress toward the $200M ARR target plus the longer-term HPC colocation pipeline
• The case for Paraguay as future HPC and AI capacity alongside mining
• Political and regulatory risk in emerging markets versus tax uncertainty in Sweden
• GPU versus ASIC profit density and why residual value changes the equation
• Proof of concept for exporting compute over thousands of miles and why it matters

Let us know in the comment section below if you're currently holding shares of Hive and what you thought about these most recent developments!

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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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We map out a packed week for AI infrastructure stocks, from Bitcoin’s steadier tone to the deals and financing that separate real builders from hopefuls. We dig into Hive’s earnings and a massive AI cloud win, then connect the dots across insider buying, hedge fund filings, and the race to secure power and capital.

• Bitcoin price action and why slower climbs help adoption
• Strategy reserve build and what it signals for balance sheet resilience
• Sector heat map read on miners versus HPC pivot names
• Insider buying at Bitdeer plus Keel leadership buying patterns
• Hive Digital earnings split between Bitcoin mining and HPC revenue
• Sweden VAT provision and how to think about one-off charges
• Hive’s $350M AI cloud contract using NVIDIA Blackwell Ultra GPUs
• Simple NVL72 rack explanation and implied $ per GPU hour math
• Cantor Fitzgerald price target logic and the path to higher ARR
• Paul Tudor Jones buying Mara and Druckenmiller adding Iren, Bitdeer, Riot & Hut 8
• Riot’s Morgan Stanley term loan details and why cost of capital matters
• WhiteFiber’s North Carolina expansion and the retrofit-first data center playbook

Let us know in the comments section below if you’re holding any of these stocks and your current top pick in the sector!

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We close out the week by mapping the biggest AI infrastructure headlines across Iren, Soluna, Core Scientific, and Riot, plus what Bitcoin’s range-bound tape means for miners right now. We also dig into how megawatts, contracts, and financing discipline are driving fresh Wall Street price targets and investor positioning.

• Bitcoin holding the $60K range and what “base building” could signal
• Green close across AI infrastructure names and why volatility attracts shorts and day traders
• Hive earnings timing and upcoming management check-ins
• WhiteFiber’s capital formation playbook, dilution control, and the refinance flywheel
• Keel’s deal confidence, permitting transparency, and why 15-year terms matter more than exact dates
• Soluna’s revenue mix shift, cash position, EBITDA trend, and 6.3GW pipeline context
• Core Scientific’s Polaris acquisition economics and why $/MW matters
• Iren’s Horizon 1 delivery to Microsoft and what Nvidia Exemplar status validates
• Price target updates for WiFi, Hut, TeraWulf, and Riot and the assumptions behind them

Let us know in the comment section below what you thought of this week's interviews and your top pick currently in the space!

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We sit down with Soluna Holdings CEO John Belizaire right after Q2 earnings to unpack what is driving revenue growth, project momentum, and the company’s shift into AI data center infrastructure. We also get specific on why behind-the-meter power in Texas can move faster than traditional grid interconnections and what it takes to finance and execute billion-dollar AI campuses.

• Q2 financial highlights including 145% year-over-year revenue growth and fifth straight quarter of sequential revenue growth
• Operational updates across Briscoe Wind Farm integration and progress toward completing CADI 1
• Pipeline expansion to 6.3GW and the strategy to redesign former Bitcoin sites into full-scale AI projects
• Capital formation realities for AI data centers including project-level partners, joint ventures, and the shift from millions to billions
• Why behind-the-meter load changes interconnection complexity and how ERCOT batch zero buckets affect developers
• Status of D3 and CODI 2 including design, construction planning, LOI negotiations, and long-lead scheduling
• Permitting and county engagement in Texas including tax abatement, infrastructure support, traffic planning, and community relations
• How the MetroBlocks relationship is structured including fees and equity roll-back for alignment
• Why execution talent is the new bottleneck and how leadership hires build in-house process power

Let us know in the comment section below what you thought of Saluna's results and if you're currently holding shares!

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We walk through Keel’s Q2 results and why the reported numbers can look misleading while the company exits Bitcoin mining and builds AI data center infrastructure. We also break down what actually drives lease timing, power value, permitting confidence, and financing discipline as 2027 capacity becomes scarce.

• Q2 highlights framed as proof of transition execution
• Why quarterly earnings can understate long-term contracted value
• Texas, New York, and Pennsylvania compared as three different regulatory and grid stories
• Why we do not treat LOIs like signed deals and what the engineering work really involves
• Moses Lake versus Sharon versus Panther Creek sequencing and permitting status
• How 2027 power scarcity creates tenant tension and better commercial outcomes
• Vertiv partnership scope and why build commitments must match lease commitments
• Cost of capital viewed through levered yield on cost and return on equity
• Load studies, expansion capacity, and what gives confidence at Panther Creek and Scrubgrass
• Training versus inference economics and why geography matters for future demand
• Community support projects used to solve real local problems and build trust

Let us know in the comment section below what you thought of KEEL's results and if you're currently holding shares!

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