Bitcoin Holds At $74K: Top Stocks to Watch Now!

Bitcoin holds near $74K while corporate buyers that were absorbing thousands of coins per day hit pause due to dividend mechanics and par-value rules. We also dig into miner valuations, the rush toward AI and HPC data centers, and why Bit Digital and Bitfarms sit at the center of the next power-driven cycle.

• Bitcoin price action around the $74,000 level and why momentum cooled
• Geopolitical risk, oil prices, and knock-on inflation effects
• Strategy and Strive products pausing issuance below $100 par value
• Treasury concentration fears versus shareholder ownership reality
• Miner heat map signals and the split between BTC correlation and HPC winners
• HODL market cap discounts for names like MARA and DMG
• Bit Digital’s shift into Ethereum and NAV discount discussion
• WhiteFiber AI and HPC growth with large contract economics
• Real world asset tokenization growth and Ethereum’s role
• Bitfarms earnings timing, KEEL rebrand, and US relocation thesis
• Power infrastructure bottlenecks and phased buildout funding math

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