Markets snap back as miners rally, and we line up the catalysts shaping upcoming earnings from IREN, RIOT, and MARA. We dig into Core Scientific’s vote math, FASB effects on HODLers, and whether HPC deals now outrun pure Bitcoin mining.
• green day for miners after macro optimism
• core scientific and coreweave vote expectations
• IREN setup and HPC runway
• GPU ownership versus co-location risk
• RIOT’s cleaner results and dual HPC paths
• texas tour updates with riot, bitdeer, soluna
• marathon’s control, power strategy, and consistency gap
• fasb fair value uplift for hodl-heavy miners
• rising network difficulty, softer hash price, margin pressure
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