We break down why miners are rising while Bitcoin chops, and how power, contracts, and HPC pivots are reshaping valuations. From the Core Scientific vote to Bitdeer’s ASIC roadmap, we map the capital, capacity, and catalysts driving the re‑rate across the sector.
• ETF accumulation vs muted Bitcoin price action
• Miner decoupling from BTC and why power matters
• Core Scientific–CoreWeave parity math and vote stakes
• Analyst multiples for HPC vs Bitcoin mining
• CapEx plans, ATMs, convertibles, and dilution trade‑offs
• Soluna’s hosting momentum and project finance
• Bitdeer’s production, SEAL Miner roadmap, and ASIC TAM
• HPC pipeline expansions in Ohio, Norway, and Washington
• HUT 8’s underappreciated sites and AI optionality
• Data‑center comps from BlackRock–NVIDIA signaling higher MW valuations
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