DMG Signs Co-Lo Deal plus KEEL & RIOT Valuation Analysis!

We track the latest “when deal” signals across Bitcoin miners turning into AI infrastructure plays, using fresh company updates and a tighter valuation framework. We also break down why small proof points like DMG’s first prefab co-location tenant can matter as much as headline megawatts.

• Bitcoin price context and why macro still leaks into crypto markets
• Miner and AI infra stock heat map moves and what’s driving green days
• BitZero’s momentum plus liquidity impact from a Nasdaq listing
• DMG’s first prefabricated data center co-location contract at Christina Lake
• SCIF-ready capacity and the “sovereign AI” angle for secure compute demand
• Updated DMG valuation sensitivity using revenue per megawatt, EBITDA margin, and multiples
• DMG monthly mining ops update including production, efficiency, Bitcoin sold, and HODL value
• How HODL-to-market-cap shifts as AI narratives lift equity valuations
• VanEck’s enterprise value per power approach and why leased capacity changes the comps
• Keel deal timing expectations and how much of the upside looks priced in
• Riot’s modular nuclear strategy with Terrestrial Energy and what it could unlock
• Corsicana valuation math and what a hyperscaler-scale lease could mean for Riot shares

Let us know in the comment section below your top pick in the space and how you're feeling from a macro position!

Anthonys Info:

Website:

https://www.powermininganalysis.com

https://twitter.com/cazenove_uk

Patreon:

https://www.patreon.com/Cazenove_UK

Bryce's Info:

https://twitter.com/McnallieM

Patreon:

https://www.patreon.com/McNallieMoney

Merch:

https://shop.mcnalliemoney.com/