Episode Details
Back to EpisodesDMG Signs Co-Lo Deal plus KEEL & RIOT Valuation Analysis!
Description
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
X:
https://twitter.com/cazenove_uk
Patreon:
https://www.patreon.com/Cazenove_UK
Bryce's Info:
X:
Patreon:
https://www.patreon.com/McNallieMoney
Merch:
https://shop.mcnalliemoney.com/
Website:
Business Inquiries:
Email - powermininganalysis@gmail.com