Episode Details

We track a red morning that follows all-time highs, then dig into why energy-first miners are morphing into AI infrastructure operators. Contracts, payback math, and PUE assumptions reveal how power access and execution speed define winners in this cycle.

• Bitcoin pullback and miner beta shaping intraday moves
• Soluna’s NASDAQ compliance, NIDIG settlements, and capacity updates
• Dorothy and Project Kati energization timelines and hosting scale
• HUT 8’s Vega build and 1.5 GW expansion roadmap
• IREN’s CSP pivot, multi‑year contracts, and $500m ARR target
• Two‑year GPU payback assumptions versus realistic utilization
• 100,000 GPU roadmap across BC and Texas sites
• PUE efficiency, build cost per MW, and competitive edge
• Hiring ramp at Childress and the execution bandwidth
• Flexibility to switch between Bitcoin mining and AI workloads

Let us know in the comments section below what's your price target or where would you sell your IREN shares? How do you think they're gonna make out with this CSP strategy?”

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