Bitcoin’s jump above $81K sparks a broad green day across the miners and the AI data center names we track, but we keep the focus on fundamentals rather than hype. We also connect the local politics of data centers, the IPO wave in neo-cloud compute, and the revenue math that is pulling mining companies toward HPC.
• Bitcoin price strength and what support and resistance means for sentiment • Why data center “NIMBY” pushback is shifting as communities see jobs and funding • Pennsylvania project offering $10,000 resident payments tied to occupancy • Portfolio heat map moves and why many names are still red on the month • NScale and Anthropic IPO expectations and what big contract backlogs imply • Bitdeer Rockdale land expansion and the path from mining to co-location • Cipher’s lateral natural gas pipeline plan and the open questions on cost and intent • HUT 8 comments on longer GPU lifespans and the need for new capital mechanisms • Keel institutional ownership via Bank of New York Mellon and the HPC pivot • Galaxy’s expanding bank partnerships as mainstream crypto adoption accelerates • Iren analyst price targets and the ramp toward multi-billion annualized revenue
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