Season 1 Episode 385
Bitcoin miners are experiencing a transformative shift toward high-performance computing (HPC) and AI infrastructure, creating massive value for companies that successfully pivot their business models.
• IREN leads the sector with a $9 billion market cap, larger than Marathon and CleanSpark combined
• Companies with HPC strategies show substantial outperformance on the heat map with Iron up 246% YTD while Marathon is down 5%
• Bitdeer continues rapid hash rate expansion to 30.3 EH/s while developing US-based manufacturing for their Seal miners
• Soluna breaks ground on Project Caddy, a 166MW dual-purpose facility serving both Bitcoin hosting and HPC workloads
• IREN's co-CEOs each sold 1 million shares but still hold approximately 14 million shares each
• Global Bitcoin hash rate surges beyond 1,000 EH/s, suggesting this could be the final mining cycle for many established players
• Many miners plan to use the next 2-3 years of Bitcoin mining cash flow to fund their transition to HPC operations
Join us for upcoming interviews with Matt Prusak and Asher Genoot from ABTC, and Eric Jackson discussing Open Door, IREN, and Cipher.
Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter
Anthonys Info:
Website:
https://www.powermininganalysis.com
X:
https://twitter.com/cazenove_uk
Patreon:
https://www.patreon.com/Cazenove_UK
Bryce's Info:
X:
Patreon:
https://www.patreon.com/McNallieMoney
Merch:
https://shop.mcnalliemoney.com/
Website:
Business Inquiries:
Email - powermininganalysis@gmail.com
Published on 3 months, 2 weeks ago
If you like Podbriefly.com, please consider donating to support the ongoing development.
Donate