Season 1 Episode 415
A wild week ends with miners ripping higher while Bitcoin stays flat, as we track a decisive shift toward HPC and AI infrastructure. We unpack Oracle’s $38B data center push, Jane Street’s 13G filings, PJM fast-tracks, and why power-rich miners may be re-rated.
• Miner rally and volume strength across leaders
• Decoupling from Bitcoin price as HPC demand rises
• Oracle’s $38B Stargate build and ecosystem effects
• Jane Street’s 13G stakes in Cypher, Bitfarms, Hut 8
• Terawulf’s $3.2B notes to fund major contracts
• PJM interconnect acceleration as a structural catalyst
• Bitfarms’ Pennsylvania and funding stack advantages
• Hut 8 and Cipher site quality and optionality
• Core Scientific shareholder vote sentiment and targets
• What to watch next across deals, policy, and timelines
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Published on 2 months ago
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