The Perfect Storm for Bitcoin Miners: Riding Bitcoin ATH's & the HPC/AI Wave!
Description
We track Bitcoin’s surge to new highs, the ETF flywheel that’s soaking up supply, and why miners are pivoting into AI HPC to lock in better margins and smoother cash flow. We share wins, risks, and why late-mover strategies may command higher prices as megawatts grow scarce.
• Bitcoin momentum, supply squeeze, and price action
• Miner performance, efficiency gains, and valuation shifts
• ETF flows from BlackRock and peers driving adoption
• Corporate HODLers, treasury strategies, and market optics
• UK ETPs, KYC, and tax compliance trends
• AI HPC re-rate, contract timing, and power scarcity
• AMD–OpenAI investment and chip vendor dynamics
• Soluna compliance update and capital levers
• Hive Digital’s rapid hashrate expansion and margins
• HODL versus growth trade-offs and profit-taking
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