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We walk through a market pullback, Bitcoin holding near $74K, and why mining stocks can swing even when BTC barely moves. We also track the industry’s rapid pivot toward AI data centers and HPC revenue, using fresh updates from TeraWulf, BitDeer, and Riot.
• Bitcoin price momentum near $74K and what a small pullback signals
• Strategy’s accelerating Bitcoin treasury accumulation and the race toward one million BTC
• Why hosted mining and cloud hash rate models change miner sensitivity to BTC price
• Community engagement by miners and the backlash against AI data centers in Missouri
• Mining stock performance heat map and the shift from pure mining to HPC monetisation
• The capital requirements of HPC buildouts including PUE and per-megawatt cost math
• TeraWulf’s $900M offering, credit facility, liquidity position, and Q1 2026 guidance
• BitDeer’s March production, BTC sales strategy, contracted power capacity, and AI cloud ARR jump
• Riot executive departure details from SEC filings and how to frame key-person risk
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