Episode Details

We track the fast-moving shift from Bitcoin mining to AI infrastructure, where power capacity and signed leases drive the biggest valuation changes. We break down Keel’s earnings narrative, Iron’s financing move, and the key signals we watch to separate real deal momentum from noisy price action. 

• Bitcoin’s recent price action, volatility, and why fundamentals still matter 
• Strategy’s latest Bitcoin purchases, Stretch mechanics, and dividend obligations 
• The Clarity Act odds, why regulation can unlock sidelined capital, and what that could mean for sentiment 
• Miner stock re-rates as the market prices AI and HPC revenue at higher multiples 
• WhiteFiber’s big move, Bit Digital’s dual exposure, and the discount-to-NAV debate 
• BitZero’s Norway lease headline and why a Nasdaq uplist can change liquidity and attention 
• DMG’s April production update and how 65MW can still be meaningful in AI deal math 
• DigiPower’s Cerebrus-linked contract economics and what improved $ per MW implies for peers 
• Keel Infrastructure’s rebrand, permitting progress, $533m war chest, and the “three leases by year end” target 
• IREN’s $2bn convertible, buildout funding logic, and why power scale can keep them out front 

Let us know in the comment section below what you thought of KEEL earnings and this move by IREN. Make sure you go over to poweranalysis.io and sign up for the newsletter!

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