DMG Earnings Analysis, Top CORZ & IREN News!

Bitcoin pushes above 80K while miners and AI infrastructure names turn the heat map green, and we connect the move to real catalysts in data center contracting and financing. We share conference notes from Hong Kong, run the numbers on a massive AI compute deal, break down Core Scientific’s credit facility, and dig into DMG’s earnings and what still needs to happen next.

• Bitcoin’s trend and why short-term volatility matters less than long-term positioning
• What we see and hear at Bitcoin Asia in Hong Kong and why Asian infrastructure demand is growing
• Preferred shares returning to par value and what consistent buying signals to investors
• Daily movers and what the heat map says about sentiment across miners and HPC names
• Quincy, Washington as a counterpoint to NIMBY narratives around data centers
• Anthropic and NScale’s $45B contract and what rising $ per megawatt implies for GPU hosting rates
• Core Scientific’s $600M senior secured facility and why SOFR + 1.75% stands out
• DMG Blockchain’s quarterly results, cost controls, balance sheet context, and the LOI still not converted
• IREN’s upcoming earnings, the debate around a director’s paid subscription, and a skeptical JP Morgan price target

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