Season 1 Episode 430
A wild market selloff flips to a late-session rebound as we unpack miner volatility, policy catalysts, and a megadeal that could reshape crypto infrastructure. We compare treasury strategies, grid choices, and how AI contracts change the revenue math for miners.
• macro jitters and Bitcoin’s sharp intraday swings
• Kazakhstan’s $1bn crypto reserve and Dubai’s Bitcoin payments
• ABTC growing HODL and focusing on Satoshis per share
• HUT 8 diversifying grids and posting solid earnings
• Canaan’s $72m raise and retail momentum
• Bit Digital’s ETH treasury, staking yields and White Fiber value
• IREN’s record quarter, Microsoft GPU contract and capped calls
• hash price compression, fees, and miner break-even risks
• Texas site visits and what to watch next
Hit the like button, feel free to subscribe. Let us know in the comments if you were buying the dip today and your outlook on IREN and the sector.
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Published on 4 days, 7 hours ago
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