Episode Details
Back to EpisodesHow Bitdeer Surged To 55 Exahash And Rewrote The Miner Playbook!
Description
Bitcoin pushes back into the 90s as we break down why miner strength now comes from power scale, hardware efficiency, and real customers. Bitdeer surges to 55 EH, Hive seeds AI in Paraguay, and Soluna proves the hosting thesis with wind-cheap power.
• BTC price recovery and miner correlation
• Heat map shift from red to green across one month
• What we learn from Needham and investor Q&A
• Hive’s Paraguay JV and tier III AI strategy
• How renewables and policy stability de-risk HPC growth
• Soluna’s hosting margins and wind-blended power costs
• Project Kati, Grace, and JV economics before and after payback
• Bitdeer’s A2 and A3 rollout driving sub-20 J/TH
• Power math: GW energized versus MW required
• SEAL A4 roadmap and HPC pilots in Singapore and Malaysia
• IREN’s double upgrade, Microsoft AI deal, and runway
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