Bitcoin rips back above 92k as miners wobble, institutions pile in, and IREN unveils a financing stack sized for hyperscale AI compute. We step through Marathon’s power-led strategy, Auradine’s efficiency jump, and why hashprice headwinds are forcing an HPC pivot.• Bitcoin volatility viewed through long-term returns• Miner equity correlation versus power strategy divergence• ABTC slump, lockup dynamics, and political associations• Vanguard enabling Bitcoin ETF buys and inflows• Trump-era policy signals and pro-crypto leadership• Marathon’s treasury, global sites, and power control• Auradine ASIC efficiency and fleet economics• Texas wind farm and MPLX gas buildout• IREN share offering, convertibles, and capex needs• GPU and data center depreciation and revenue math• Hashprice pressure and shift toward contracted HPCSet your reminders: We’re hosting the Bitzero CEO with Kevin O’Leary on Thursday!Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - [email protected]

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