SpaceX Takes Off, HUT, CRWV & AIBZ!

SpaceX starts trading in a historic debut, and we unpack what the first day move signals for investor demand, index inclusion, and the broader tech cycle. We also weigh a bold Bitcoin path to 250K and connect it to the accelerating race for AI compute, power, and data center capacity. 

• Bitcoin’s pullback to the mid-60K range and what it says about the current cycle 
• Mike Alfred’s 250K Bitcoin target and why timing matters 
• Miner stocks decoupling from Bitcoin and the market’s shifting attention to HPC 
• Anthropic’s push for gigawatt-scale data center leases and Google-backed payment guarantees 
• How market cap thresholds relate to Nasdaq 100 inclusion and sector visibility 
• BitZero leadership and board changes and what they enable operationally 
• HUT 8’s chair transition and why capital markets experience matters 
• Soluna’s behind-the-meter wind strategy and the Dorothy and Katy buildout roadmap 
• Iren’s Australia campus as a counterexample to NIMBY resistance 
• Why big IPOs often pull back and how lockups shape post-IPO supply 

Let us know in the comment section below if you got involved in the SpaceX IPO personally and your thoughts on the sector moving forward!

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