Keel Infrastructure Corp is a North American digital infrastructure and energy company that develops and owns data centers and energy infrastructure for high-performance computing workloads, including AI. The group has a pipeline of 2.2 gigawatts and established grid interconnections already in place.
Canonical asset packet first: fundamentals, macro index exposure, entry value, and active narrative alignment. Driver rows link back to the public index that moved the score.
| Index | Driver | Reason | Weight | Condition | Contribution | As Of |
|---|---|---|---|---|---|---|
| CMAI | Crypto Market Activity Index | crypto activity | 27% | crypto activity — headwind Near normal—/100Headwind -0.47σ | -0.156 | 2026-05-29 |
| BTLI | Bitcoin & Crypto Leverage Index | bitcoin leverage | 24% | bitcoin leverage — tailwind Near normal—/100Tailwind +0.36σ | +0.111 | 2026-05-29 |
| MSPM | Macro Surprise Pulse Meter | policy support | 3% | policy support — headwind Moderate signal—/100Headwind -0.85σ | -0.027 | 2026-05-29 |
What would make this thesis wrong, and where the near-term downside sits. Plain reads, not forecasts.
Invalidation analysis is deferred to v2 and will use contribution-weighted headwind thresholds.
