
We track how Bitcoin’s recent wobble collides with improving fundamentals across mining and AI infrastructure names we follow. We dig into approvals, power pipelines, contracts, and valuation gaps to figure out where real progress is happening even on red days. • Bitcoin six month view and why the base matters more than daily moves • Miner heat map volatility and how fast weekly gains can vanish • Bitdeer’s Malaysia expansion, ASIC efficiency, and growing AI footprint ...
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