Episode Details

We map how Bitcoin miners are evolving into AI and HPC infrastructure players while parsing MSCI’s guidance on digital asset treasury companies. We share updates onMARA, BitFuFu, Hive, and Bit Digital, and why power access sets the winners apart in 2026.

• AI and HPC framed as the next growth engine for miners
• MSCI’s DAT stance and passive buying implications
• MARA’s operating model vs treasury classification
• Energy supply as the core AI-era bottleneck
• BitFuFu’s December output, curtailment discipline, efficiency
• Hive’s Paraguay expansion, 25 EH, rising HPC ARR
• Bit Digital’s ETH holdings, staking yield, White Fiber stake
• How miners monetize megawatts across workloads
• Analyst leaderboard launch and early sector momentum

If you’re in New York February 9th to 13th and want to meet up at PubKey, we’d be more than happy to meet!

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