Season 1 Episode 424
We track a turning point as leading Bitcoin miners pivot into high-performance compute, landing hyperscaler deals and redefining how power, GPUs, and data centers drive value. Hive, Iren, and Cipher set the pace while we compare risk, contracts, and value per megawatt.
• Bitcoin price softness contrasted with strong miner equity performance
• Hive scaling to 25 exahash while expanding Tier III HPC sites
• Cold climate efficiencies and sovereign compute advantages
• Iren’s five-year Microsoft deal and CSP risk-reward trade-offs
• Financing levers: advances, convertibles, cost of capital
• Cipher’s 15-year AWS co-location and site repurposing
• Valuation by megawatt framework for apples-to-apples comparisons
• Core Scientific’s independence and re-rating potential
• What contracts mean for cash flow, uptime, and PUE
• Community questions on holdings and deal quality
Check earnings week coverage and upcoming meetings at powermininganalysis.com. If you have questions for the teams, drop them in the comments. If you’re still watching, hit the like button. Feel free to subscribe.
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Published on 1 week, 1 day ago
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