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Miner Melt-Up: Latest Miner Price Targets BITF, WULF, CIFR, IREN & CORZ!
Manage episode 513662594 series 3570269
Bitcoin dips, miners rip, and the market rewards real power and execution. We track the HPC pivot across TeraWulf, Bitfarms, IREN, Cipher, Core Scientific, and DMG, and explain why megawatts, land, and cooling now drive valuations more than exahash alone.
• CME gap fill and BTC volatility context
• Miners’ rebound and HPC pivot as a re-rate driver
• Bitfarms CFO change aligning with energy and infrastructure finance
• TeraWulf’s proposed $3.2B financing and contract execution
• Site strategy: Great Lakes water, PUE advantages, and scalability
• AI/HPC power gap expanding toward ~82GW by 2030
• Valuation frameworks, deal timelines, and market optimism
• Price targets for Cipher, Core Scientific, and IREN
• Land banks and optionality across major miners
• DMG–Malahat sovereign compute and defense angle
• Hashrate, difficulty, and economics for mining vs HPC
Please like the video, subscribe to McNallie Money, and tell us in the comments which miner you’re most excited about and why!
Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter
Chapters
1. Welcome from Kazakhstan (00:00:00)
2. Bitcoin Slide and CME Gap (00:01:36)
3. Miners Rebound and HPC Pivot (00:03:16)
4. Heat Map, Timeframes, and Discipline (00:06:58)
5. Bitfarms’ CFO Shift to HPC (00:09:48)
6. TerraWulf’s $3.2B Financing Plan (00:12:25)
7. Lake Mariner, Cayuga, and Cooling Edge (00:15:18)
8. AI Power Gap: 30GW to 82GW (00:17:24)
9. Valuation Math and Deal Premiums (00:20:02)
10. Price Targets: Cipher, Core, IREN (00:22:01)
11. Land Banks and Site Advantage (00:25:12)
12. DMG, Malahat, and Sovereign Compute (00:27:14)
13. Hashrate, Difficulty, and Miner Economics (00:29:30)
422 episodes
Manage episode 513662594 series 3570269
Bitcoin dips, miners rip, and the market rewards real power and execution. We track the HPC pivot across TeraWulf, Bitfarms, IREN, Cipher, Core Scientific, and DMG, and explain why megawatts, land, and cooling now drive valuations more than exahash alone.
• CME gap fill and BTC volatility context
• Miners’ rebound and HPC pivot as a re-rate driver
• Bitfarms CFO change aligning with energy and infrastructure finance
• TeraWulf’s proposed $3.2B financing and contract execution
• Site strategy: Great Lakes water, PUE advantages, and scalability
• AI/HPC power gap expanding toward ~82GW by 2030
• Valuation frameworks, deal timelines, and market optimism
• Price targets for Cipher, Core Scientific, and IREN
• Land banks and optionality across major miners
• DMG–Malahat sovereign compute and defense angle
• Hashrate, difficulty, and economics for mining vs HPC
Please like the video, subscribe to McNallie Money, and tell us in the comments which miner you’re most excited about and why!
Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter
Chapters
1. Welcome from Kazakhstan (00:00:00)
2. Bitcoin Slide and CME Gap (00:01:36)
3. Miners Rebound and HPC Pivot (00:03:16)
4. Heat Map, Timeframes, and Discipline (00:06:58)
5. Bitfarms’ CFO Shift to HPC (00:09:48)
6. TerraWulf’s $3.2B Financing Plan (00:12:25)
7. Lake Mariner, Cayuga, and Cooling Edge (00:15:18)
8. AI Power Gap: 30GW to 82GW (00:17:24)
9. Valuation Math and Deal Premiums (00:20:02)
10. Price Targets: Cipher, Core, IREN (00:22:01)
11. Land Banks and Site Advantage (00:25:12)
12. DMG, Malahat, and Sovereign Compute (00:27:14)
13. Hashrate, Difficulty, and Miner Economics (00:29:30)
422 episodes
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