We explore why power scarcity now drives the mining sector’s strategy, how AI demand is reshaping business models, and what TerraWolf’s Google-backed JV signals for valuation. Analyst upgrades, Core Scientific’s vote dynamics, and our Texas site tour round out a fast-moving day. • bitcoin price holding near highs and hash economics improving • power scarcity as the core bottleneck for AI and mining • global data center energy demand set to double by 2030 • nuclear timelines versus near-term capacity needs • S&P rating of a digital asset treasury and volatility context • heat map read on miners and market caps shifting • analyst upgrades for Hut 8 and others • core scientific vote implications and valuation signals • terawulf’s fluidstack JV, Google backstop, 25-year hosting • revenue models, margins, and inflation escalators • texas tour with HC Wainwright analyst Kevin Dede and site visits Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email -
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