Bitcoin steadies above $62K as AI infrastructure names rebound, but the bigger story is how hyperscalers and neo-clouds are redefining the market for compute and power. We unpack Meta selling excess compute, track new international deal flow, and run the numbers on TerraWolf’s massive long-term Anthropic contract.
• Bitcoin weekend strength and what it means for miner revenue • Michael Saylor’s Bitcoin sale to fund dividend obligations and what it signals • Meta selling spare AI compute and the competitive impact on AI cloud providers • Why AI infrastructure stocks sold off and why volatility cuts both ways • ABTC’s 1-for-15 reverse split plus growing Bitcoin treasury and satoshis per share metric • Keel’s new president hire and what it suggests about near-term deal execution • SATO’s Bhutan renewable AI data center LOI aimed at Indian AI compute demand • Nebius entering Spain and accelerating its European expansion with efficiency focus • Anthropic Australia capacity rumors plus investor holdings that raise eyebrows • TeraWulf’s 20-year 401MW Anthropic deal, implied revenue per megawatt, and PUE implications • TeraWulf’s Texas JV stake sale and what geographic focus might look like next • Valuation sensitivity framework and Cantor’s updated TeraWulf target
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