HUT & CIFR Earnings, Huge BTDR Deal , Top IREN, MARA, WYFI, GLXY & WULF News!

We walk through a packed earnings week where Bitcoin price stability masks major shifts in AI data center deals, grid constraints, and how miners are trying to turn power into predictable cash flow. We break down what Cipher and Hut 8 report, why Texas pausing new data center approvals matters, and how new contracts from names like Bitdeer and IREN reshape valuation.

• Bitcoin price range and why we stay long-term focused
• Clarity Act odds and why regulatory framework matters
• Texas ERCOT pause on new data center approvals and the queue problem
• What the pause could mean for existing powered sites
• Bring your own power and behind-the-meter generation as a strategy
• Bitdeer’s Norway tidal facility lease, PUE, revenue per megawatt, and margin discussion
• Cipher earnings, one-offs, adjusted EBITDA, and the HPC rent timeline
• Cipher pipeline expansion including Apollo and other site progress updates
• Hut 8 earnings, bitcoin treasury mark-to-market impact, and adjusted EBITDA
• Hut 8 project financing, contracted AI capacity, and delivery timelines
• Cantor and Rosenblatt price targets and how analysts frame 2028 style multiples
• ARR per megawatt chart takeaways and why deal structure still matters
• Planned gigawatt portfolios and why diversification beyond Texas can help
• Leadership and board changes at WhiteFiber and MARA
• Terawulf RSUs, tax mechanics, and what insider holding can signal
• IREN closing the Marantis acquisition and building a full-stack AI platform

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