Season 1 Episode 429
Markets slide as Bitcoin dips near 100k and miners turn red while we refocus on what drives value: power, contracts, and execution. We weigh Iron’s earnings setup, Cipher’s financing, ERCOT constraints, and Soluna’s steady build toward HPC revenues.
• Bitcoin softness and miner correlation on a red tape day
• Year‑to‑date strength for HPC‑oriented miners despite volatility
• Iron earnings expectations and WhiteFiber timing
• MARA’s strategy on GPUs and CSP versus colocation risks
• Power market nuance across ERCOT, SPP, and PJM
• Queue congestion, interconnect timing, and curtailment realities
• Hyperscaler contracts unlocking debt at scale and the interest math
• Soluna’s hosted hash growth and multi‑site execution
• Pipeline quality, PPAs, and energized megawatts as leading indicators
• CleanSpark’s pivot toward AI and GPU supply
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Published on 5 days, 6 hours ago
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