Bitcoin’s Surge, HODL vs MCAP Analysis & Miner Growth!
Description
Bitcoin strength lifts miners, but the real story is how HPC strategies, policy clarity, and infrastructure scale are rewriting miner valuations beyond simple HODL math. We compare HODL-to-market-cap shifts, rising volumes, and why builders are outpacing pure treasury plays.
• Bitcoin momentum and miner rerating
• Divergence between HODL size and stock performance
• HPC and AI demand as new revenue engines
• Cipher, Hive, Bitfarms, HUT 8 highlights
• Canaan’s ASIC-to-mining hybrid strategy
• HODL-to-market-cap compression explained
• MARA, CAMT exemption, and FASB impacts
• DMG’s Christina Lake and Core Plus stack
• Expansion of top-100 Bitcoin treasuries
• MNAV compression and the DAT dilemma
• Why cost basis and energy control matter
• Audience prompt on miners vs pure HODL
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