Markets slide as Bitcoin dips near 100k and miners turn red while we refocus on what drives value: power, contracts, and execution. We weigh Iron’s earnings setup, Cipher’s financing, ERCOT constraints, and Soluna’s steady build toward HPC revenues.• Bitcoin softness and miner correlation on a red tape day• Year‑to‑date strength for HPC‑oriented miners despite volatility• Iron earnings expectations and WhiteFiber timing• MARA’s strategy on GPUs and CSP versus colocation risks• Power market nuance across ERCOT, SPP, and PJM• Queue congestion, interconnect timing, and curtailment realities• Hyperscaler contracts unlocking debt at scale and the interest math• Soluna’s hosted hash growth and multi‑site execution• Pipeline quality, PPAs, and energized megawatts as leading indicators• CleanSpark’s pivot toward AI and GPU supplyGive us a five-star rating!!!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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