We walk through a choppy market tape and explain why the biggest edge in this sector is understanding power, contracts, and capital flows rather than reacting to daily price moves. We compare Bitcoin treasury strategies with the accelerating pivot from mining into AI data centers, then break down what recent headlines imply for the next two years. 

• Bitcoin mining viability as public miners shift toward AI and HPC margins 
• Bitcoin price context on a six-month view and why range stability matters 
• Strategy and Strive accumulation updates and what adoption still lacks 
• Sector heat map read-through and why volatility is structural here 
• DMG preview with Christina Lake power, permitting, and expansion path 
• Corvex (MOVE) overview including leadership hires and capacity roadmap 
• PIPE financing mechanics and why dilution can fund speed-to-market 
• IREN earnings misconceptions including depreciation and CSP deal economics 

Let us know in the comment section below how you're feeling about the sector as a whole and your current top pick in the space!


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Bryce's Info:

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https://twitter.com/McnallieM

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https://shop.mcnalliemoney.com/

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