We walk through the week’s biggest AI infrastructure and crypto market signals, then zoom in on why megawatts, utility relationships, and permitting are becoming the true competitive edge. We also unpack TeraWulf’s Muskogee power expansion and what it suggests about the next wave of hyperscale AI data center leasing.

• Bitcoin price check and what quarter close means for reported digital asset gains
• Preferred share mechanics and how they shape Bitcoin buying capacity
• Market heat map read-through and why volatility can mask execution
• Amazon’s data center community spend and the political risk of moratoriums
• Token2049 preview and Bit Digital’s Ethereum-focused treasury strategy
• White House AI Tsar announcement and what a superintelligence task force signals
• Core Scientific’s local site visit and the on-the-ground reality of modern facilities
• Bitdeer production trends and using mining cashflows to fund AI plans
• Hive Buzz HPC scaling and the economics of large GPU deployments
• TeraWulf Muskogee update with 1 GW contracted power and potential path to 2 GW

Let us know in the comments section below if you're currently holding shares of TerraWolf and what you thought about today's update!

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