Incoming Catalysts: Latest BTDR & SLNH Deal, IREN & DMGI Earnings Incoming!

Bitcoin pushes back toward 80k and we zoom out to the four-year cycle, ETF inflows, and the policy tailwinds that could shape the next phase of adoption. We also track how AI infrastructure deals and GPU pricing are changing the playbook for miners, with IREN, DMG, Soluna, and Bitdeer front and centre. 

• Bitcoin’s recent rally and why we prefer a steady climb 
• Four-year cycle overlays, resistance turning into support, and long-range price targets 
• Bitcoin ETF net inflows as a demand signal and what might be driving them 
• Regulatory momentum and why the Clarity Act matters for broader adoption 
• Conference takeaways from Hong Kong and the mining infrastructure meets AI theme 
• AI infrastructure stock heat map, 52-week ranges, and how we approach profit taking 
• NVIDIA earnings expectations and why data center revenue sets the tone 
• IREN’s CSP strategy, commissioning timelines, and bridging the ARR gap 
• GPU spot pricing, hyperscalers vs neo-clouds, and what that means for future contracts 
• DMG earnings watchlist, LOI conversion timing, and Christina Lake upside scenarios 
• Soluna and BitDeer’s Caty One co-mining deal and why revenue share structures matter 
• Mining viability in 2026, ASIC efficiency, and why joules per terahash decides margins 

Let us know in the comment section below how you’re feeling about the sector and your top pick in the space currently!

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