RAISE Summit Kickoff, GLXY, CLSK, MARA & RIOT News!

We connect the dots between Bitcoin stability and the rough tape in AI infrastructure stocks, then zoom out to the real constraint behind both markets: power. We also unpack how capital, compute, and policy shape who wins the race to build GPU-heavy AI data centers across the US and beyond.

• Bitcoin range action versus miner uncertainty and AI stock weakness 
• Rise AI conference scale and why mining companies are showing up 
• IREN’s sponsorship, branding strategy, and CSP-style buildout plan 
• TeraWulf interview highlights and why ERCOT demand numbers shock 
• Interconnection backlogs, batching reforms, and what policy changes unlock 
• “Bring your own generation” as a moat for AI data center development 
• Demand response and curtailment credits as real business model drivers 
• Community impact from data centers, jobs, taxes, and local investment 
• Bitcoin network transaction volume hitting record highs for adoption 
• Galaxy Helios phase one completion and the mining-to-HPC pathway 
• CleanSpark’s June production, hashrate efficiency, and power under contract 
• NScale’s revolving credit move and what it signals for AI infrastructure capital

Let us know in the comment section below if you're currently holding shares in either Clean Spark or Galaxy and your top pick in the sector currently!

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