We count down our top CEO moments of 2025 and trace how Bitcoin miners pivot into AI infrastructure while policy and markets reshape the risk. Deals, power math, and patience emerge as the levers that will define 2026.
• Bitcoin price context and miner sentiment
• Soluna’s Project Caddy and HPC power planning
• How large AI contracts get negotiated and priced
• Political tailwinds, ETFs, and institutional adoption
• CSP versus colocation strategies for miners
• Microsoft Childress deal structure and GPU scaling
• Valuation frameworks for growth without earnings
• Cipher’s risk profile and power contracts
• Why infrastructure is not a bubble
• NVIDIA preferred status and financing dynamics
• Pennsylvania site strategy and timing for better terms
• Senate crypto bill roadblock and Coinbase response
• Links to all featured interviews for deeper dives
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