Huge MARA News, Mike Alfred Buying SLNH & KEEL Gets Approval in PA!

We break down the biggest Vegas headlines, from Tether’s proposed Bitcoin mega merger to hyperscaler CapEx that is reshaping the race for land, power, and permits. We also dig into why Keel’s zoning approval and Mara’s Long Ridge power plant acquisition could change the economics of mining and the transition into HPC AI.

• Tether backed consolidation idea and what an integrated Bitcoin platform could look like
• Elektron’s scale as a private miner and why all in cost matters more than buzzwords
• Hyperscaler CapEx surge and the practical bottlenecks for new data center supply
• Bitcoin’s strong month and why we keep telling people to zoom out
• Keel’s Pennsylvania expansion approval plus the real permitting steps and constraints
• Vera Rubin GPU plans and how location and latency can change pricing power
• Mara’s $1.5B Long Ridge deal and the significance of 505 MW with 600 MW compute potential
• Analyst price targets versus long dated optionality if a major AI client signs
• Soluna’s rally, Mike Alfred’s buy, and how social reach can accelerate attention

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