Season 1 Episode 417
We explore why power scarcity now drives the mining sector’s strategy, how AI demand is reshaping business models, and what TerraWolf’s Google-backed JV signals for valuation. Analyst upgrades, Core Scientific’s vote dynamics, and our Texas site tour round out a fast-moving day.
• bitcoin price holding near highs and hash economics improving
• power scarcity as the core bottleneck for AI and mining
• global data center energy demand set to double by 2030
• nuclear timelines versus near-term capacity needs
• S&P rating of a digital asset treasury and volatility context
• heat map read on miners and market caps shifting
• analyst upgrades for Hut 8 and others
• core scientific vote implications and valuation signals
• terawulf’s fluidstack JV, Google backstop, 25-year hosting
• revenue models, margins, and inflation escalators
• texas tour with HC Wainwright analyst Kevin Dede and site visits
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Published on 2 months ago
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