S1E558 - The Miner Re-Rating Process: IREN, CIFR, SLNH, CORZ, RIOT Valuation Metrics!

We break down why Bitcoin miners pivoting to AI and HPC are getting re-rated so quickly and why signed contracts matter more than narratives. We compare Soluna’s rapid momentum with Core Scientific’s scaled buildout, then walk through the valuation and balance sheet metrics we use to keep ourselves honest.

• Bitcoin holding around the $75k range and why miner stocks still swing hard 
• Two clear groups forming: miners with executed AI/HPC deals versus miners still waiting 
• Soluna as a “no contract yet” example driven by hosting growth and visible project timelines 
• Core Scientific’s $...