JP Morgan Says “Underweight”; The Market Says “Hold My GPU”: IREN, CIFR, SLNH & BTBT News!!

We track how Bitcoin miner valuations are shifting from pure hash to hyperscale compute as Tether buys 8,000 BTC and major financing deals reshape the field. CoreWeave’s Meta agreement, Soluna’s new Canaan hosting, Bit Digital’s ETH convert, Cipher’s capped calls, and the IREN downgrade debate define the week.

• Bitcoin price context and Tether’s 8,000 BTC buy
• DMG volume surge and small-cap momentum
• CoreWeave–Meta impact on CORE Scientific vote math
• Soluna’s 20 MW Canaan hosting at Dorothy site
• Hosting economics, low-cost power and optionality
• Bit Digital’s $135m convert to expand ETH treasury
• NAV discount, staking yields and WhiteFiber exposure
• Cipher’s $1.1b convert and capped call protection
• Capex per MW for AI data centers and funding needs
• IREN downgrade pushback and corrected CapEx
• Hybrid GPU/ASIC buildouts and retrofit realities
• Community satellite tracking and transparency
• Minor Madness standings and next competition tease

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