Have We Hit Bottom? IREN, CLSK, BITF, WULF & BTBT News!

A violent Bitcoin selloff to 60K reversed to a sharp rally while miners whipsawed, setting the stage for a hard look at market structure, derivatives, and the sector’s pivot to AI and HPC. We unpack earnings from CleanSpark and Iris Energy, ERCOT’s batching shift, and why cheap capital follows power and customers. • Bitcoin volatility drivers, derivative overhang, ETF mechanics • Why retail supply looks sticky and liquidations drive moves • Mega cap AI CapEx and implications for compute dema...