The New Compute Gold Rush: Top Anthropic, IREN, WULF, CORZ, BTDR & HUT News!

We connect the dots between Bitcoin mining, AI data centers, and the deal terms that are reshaping how “power” companies get built and financed. We weigh hype against execution by digging into real contracts, real construction progress, and the narratives driving sentiment across the sector. 

• Bitcoin’s longer-term range and why we avoid day-to-day noise 
• What makes Bitcoin mining viable now, including load balancing and utility partnerships 
• Market heat map pressure across HPC AI names and what insider buying can signal 
• Anthropic’s compute land-grab and how it ties to Hut 8’s Beacon Point economics 
• Bitdeer’s Malaysia capacity sold out and what contracted revenue reveals about demand 
• NIMBYism and data center FUD, plus why responsible development changes the story 
• TeraWulf’s CEO sale explained through a 10b5-1 plan and position sizing context 
• Core Scientific’s Texas buildout as a case study in execution 
• IREN’s funding, GPU financing evolution, and the three-question execution checklist 

Let us know in the comments section below what you thought of today's discussion and if you're currently holding any of these stocks!

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