Bitfarms Earnings, MARA Power Strategy + NBIS, IREN, DMGI & CRWV News!

We track a market rebound across Bitcoin, the MAG 7, and miner-linked AI names, then dig into why contracts and power strategy are driving a widening valuation gap. We also break down BitFarms’ shift toward co-location, new AI data center builds in Scandinavia, and Mara’s expanded gas-to-power plan for cheaper mining.

• bitcoin move toward 68,000 and the macro backdrop behind the bounce
• mega cap tech green day and why it lifts miners and HPC AI plays
• valuation gap between miners with signed AI deals and those without
• enterprise value per megawatt as a simple re-rating framework
• 401k access and Clarity Act timeline as potential crypto catalysts
• CoreWeave GPU-backed financing and what it signals for AI infrastructure funding
• Scandinavia as a data center cluster with lower PUE and renewable power
• GPU hourly rental rates and the risk of relying on spot pricing
• Bitfarms earnings highlights, cash and bitcoin on the balance sheet, and the Keel rebrand
• Moses Lake strategy shift from GPU-as-a-service toward co-location
• pipeline, permitting, and staged buildout logic across future sites
• DMG’s defense-oriented angle with secure prefabricated data centers
• Mara doubling behind-the-meter gas-to-power and the flared gas opportunity

Let us know in the comment section below what you thought of Bitfarm's results and the strategic move by MARA!

Anthonys Info:

Website:

https://www.powermininganalysis.com

https://twitter.com/cazenove_uk

Patreon:

https://www.patreon.com/Cazenove_UK

Bryce's Info:

https://twitter.com/McnallieM

Patreon:

https://www.patreon.com/McNallieMoney

Merch: