DMG Signs Co-Lo Deal plus KEEL & RIOT Valuation Analysis!

We track the latest “when deal” signals across Bitcoin miners turning into AI infrastructure plays, using fresh company updates and a tighter valuation framework. We also break down why small proof points like DMG’s first prefab co-location tenant can matter as much as headline megawatts. 

• Bitcoin price context and why macro still leaks into crypto markets 
• Miner and AI infra stock heat map moves and what’s driving green days 
• BitZero’s momentum plus liquidity impact from a Nasdaq listing 
• DMG’s first prefabricated data center co-location contract at Christina Lake 
• SCIF-ready capacity and the “sovereign AI” angle for secure compute demand 
• Updated DMG valuation sensitivity using revenue per megawatt, EBITDA margin, and multiples 
• DMG monthly mining ops update including production, efficiency, Bitcoin sold, and HODL value 
• How HODL-to-market-cap shifts as AI narratives lift equity valuations 
• VanEck’s enterprise value per power approach and why leased capacity changes the comps 
• Keel deal timing expectations and how much of the upside looks priced in 
• Riot’s modular nuclear strategy with Terrestrial Energy and what it could unlock 
• Corsicana valuation math and what a hyperscaler-scale lease could mean for Riot shares 

Let us know in the comment section below your top pick in the space and how you're feeling from a macro position!

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