S1E543 - Bitfarms Earnings, MARA Power Strategy + NBIS, IREN, DMGI & CRWV News!

We track a market rebound across Bitcoin, the MAG 7, and miner-linked AI names, then dig into why contracts and power strategy are driving a widening valuation gap. We also break down BitFarms’ shift toward co-location, new AI data center builds in Scandinavia, and Mara’s expanded gas-to-power plan for cheaper mining.

• bitcoin move toward 68,000 and the macro backdrop behind the bounce 
• mega cap tech green day and why it lifts miners and HPC AI plays 
• valuation gap between miners with signed AI deals and those without 
• enterprise value per megawatt as a simple re-rating frame...