A wild week ends with miners ripping higher while Bitcoin stays flat, as we track a decisive shift toward HPC and AI infrastructure. We unpack Oracle’s $38B data center push, Jane Street’s 13G filings, PJM fast-tracks, and why power-rich miners may be re-rated.• Miner rally and volume strength across leaders• Decoupling from Bitcoin price as HPC demand rises• Oracle’s $38B Stargate build and ecosystem effects• Jane Street’s 13G stakes in Cypher, Bitfarms, Hut 8• Terawulf’s $3.2B notes to fund major contracts• PJM interconnect acceleration as a structural catalyst• Bitfarms’ Pennsylvania and funding stack advantages• Hut 8 and Cipher site quality and optionality• Core Scientific shareholder vote sentiment and targets• What to watch next across deals, policy, and timelinesSign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletterAnthonys 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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