AI HPC Hype Meets Bitcoin’s Pullback: What's Next For Miners?
Description
Markets open deep red as Bitcoin snaps support and miner stocks slide. We dig into AI HPC doubts, delivery risk, regulation tailwinds, Bitdeer’s operational surge, and why treasury strategy now decides who survives the next 24 months.
• Bitcoin breaks support and volumes stay thin
• Miner heat map turns red despite no new contract news
• AI HPC timelines, utilization risk, and build-to-spec challenges
• Core Scientific delivery cadence and implications for peers
• US crypto market structure bill as an institutional unlock
• Saylor’s accumulation and treasury concentration dynamics
• ABTC’s Bitcoin-per-share push and DAT premiums compress
• Yield on Bitcoin treasuries via hedging and financing tools
• Bitdeer’s hashrate growth, SEAL miner roadmap, and efficiency
• Power costs, hashprice pressure, and global hashrate shifts
• Bitdeer’s HPC conversions and POC utilization above 90%
• Miner Madness 5.0 contest details and newsletter entry
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