Bitcoin dips, miners rip, and the market rewards real power and execution. We track the HPC pivot across TeraWulf, Bitfarms, IREN, Cipher, Core Scientific, and DMG, and explain why megawatts, land, and cooling now drive valuations more than exahash alone.• CME gap fill and BTC volatility context• Miners’ rebound and HPC pivot as a re-rate driver• Bitfarms CFO change aligning with energy and infrastructure finance• TeraWulf’s proposed $3.2B financing and contract execution• Site strategy: Great Lakes water, PUE advantages, and scalability• AI/HPC power gap expanding toward ~82GW by 2030• Valuation frameworks, deal timelines, and market optimism• Price targets for Cipher, Core Scientific, and IREN• Land banks and optionality across major miners• DMG–Malahat sovereign compute and defense angle• Hashrate, difficulty, and economics for mining vs HPCPlease like the video, subscribe to McNallie Money, and tell us in the comments which miner you’re most excited about and why!Sign 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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