Season 1 Episode 406
A fast, volatile week ends with tariffs rattling risk assets while miners showcase real HPC momentum, fresh financing, and stronger balance sheet plays. We break down Bitfarms’ Panther Creek funding, Cipher’s Google‑backed catalyst, Core Scientific’s vote setup, and why power is now the product.
• weekly market recap and tariff shock
• Bitcoin slide against miner strength
• heat map of winners and monthly moves
• MARA’s path toward HPC and power strategy
• Core Scientific’s CoreWeave‑linked vote and pricing
• Riot’s campuses and HPC potential
• Bitfarms’ $300m project financing and Panther Creek build
• US focus, fiber routes, and site map
• Cipher–FluidStack–Google as sector catalyst
• multi‑year timelines and CapEx realities
• Bit Digital’s staked ETH treasury and yield
• IREN convertible notes and capped call structure
• Texas site tour plans and coverage
• Luxor Energy platform and smarter power markets
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Published on 2 months, 2 weeks ago
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