KEEL Site Update, IREN Price Target, GLXY, WULF & CIFR News!

We zoom out on Bitcoin to read the longer cycle, then zoom in on what is actually moving crypto and miner stocks right now: policy clarity, signed AI compute contracts, and execution risk. We also run through major company headlines and the coming earnings calendar so you can track catalysts without getting whipsawed by day to day noise. 

• Bitcoin’s multi year chart and why base building can take time 
• Senate attention on crypto conflicts and what the Clarity Act could change 
• Miner performance, green days, and why market caps have compressed 
• How contracts, delivered capacity, and credibility drive valuation versus “power on paper” 
• OpenAI’s massive capex ambition and why talent migration matters in AI infrastructure 
• Earnings season watchlist for Cipher, TeraWulf, and Galaxy 
• Galaxy’s 8-K and the plan to finance a Texas AI data centre campus 
• Hut 8 analyst targets and what expanded coverage signals for HPC pivots 
• IREN’s updated revenue outlook, price target upside, and the Horizon commissioning timeline 
• Keel’s Scrubgrass ordinance, local scrutiny, and long dated 2028 to 2029 build path 
• Jim Cramer’s Keel comments and why we still rely on our own research 

Let us know in the comment section below what you think of today's headlines and your top pick in the space currently!

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