Fed Hold Sparks AI Stock Panic: IREN, KEEL, HUT, DMGI & CORZ!

We react to the Fed holding rates and unpack why Bitcoin volatility and future rate expectations still trigger a brutal sell-off across AI infrastructure and miner-adjacent stocks. We then dig into what actually matters next: inflation drivers, staffing up with real HPC talent, contract economics, valuation methods, and what earnings could look like with FASB and big Bitcoin treasuries. 

• Fed decision context and why markets sell off anyway 
• Bitcoin volatility and how it feeds into equity fear 
• Inflation pressure from data center build bottlenecks and energy costs 
• Why power remains the core bottleneck for HPC demand 
• Core Scientific board appointment and what it signals about scaling 
• Hut 8 contract economics through NOI multiples and implied valuation ranges 
• How Bitcoin HODL positions can swing earnings under FASB 
• Keel timeline clues from job postings and the pace of deal-making 
• IREN investor relations hire and the broader talent land-grab 
• What makes an HPC deal attractive: revenue per MW, cost pass-through, WACC 
• Institutional interest and how we think about DMG-style upside scenarios 

Let us know in the comment section below what you thought of today's headlines and your top pick in the sector currently!

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