Across the board, we’re seeing a coordinated move higher in Bitcoin $BTC equities and AI/HPC names. Miners like $MIGI $RIOT are catching a bid as are AI infrastructure companies like $HUT $APLD $WULF $CIFR This broad-based strength across adjacent but distinct parts of the Bitcoin stack point to a positioning resetting where capital is rotating back into these themes with more conviction than we’ve seen in recent weeks. A few things stand out: -> Mawson $MIGI is up +170% in the last week with full board & leadership recently reconstituted -> Bitcoin Miners have displayed relative strength as an asset class while broader indexes $SPY $QQQ were weak -> AI infrastructure narrative is very much intact. The demand for power and compute is very much sandbagged and there's a scarcity in companies that are deploying large scale, grid-connected data centers at speed to power the high-energy demands of tomorrow’s compute. At @OGAdvisors we’ve been tracking this in real-time through our internal market desk monitoring sentiment, price action, and how narratives are forming across both institutional and retail channels. The reality is most people see the move after it happens. The edge is seeing how the conversation shifts before the move shows up on the chart. We’ll be opening this up soon. Until then, days like today are a reminder this market doesn’t move in isolation.