Season 1 Episode 470
We track a steady Bitcoin price and light holiday volumes while spotlighting the bigger shift: how AI and HPC demand, new tariff rules, and efficiency gains are reshaping mining strategy. Bitdeer moves manufacturing to Nevada and Cipher secures 200 MW in PJM as policy momentum builds.
• Bitcoin price hovering high‑80k with muted tape
• Miner board mixed while HPC‑linked names hold interest
• Bitdeer leases Reno facility to assemble SEAL miners
• SEAL A4 efficiency targets, iteration, and margin math
• Power costs versus fleet efficiency and payback windows
• Cipher expands beyond Texas with 200 MW in Ohio
• PJM policy shifts and FERC tariff directives
• ERCOT bottlenecks, diversification across grids, timelines
• Predictions for 2026 and strategy around energized MW
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Published on 5 days, 12 hours ago
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