Episode Details

Bitcoin pushes toward 98k as miners rotate into AI and HPC, reframing the constraint from chips to power and infrastructure. We unpack leadership shifts, GPU roadmaps, land grabs, retrofits, and why owning megawatts beats chasing headlines.

• BTC rally and altcoin lift across majors
• Miner heat map movement versus BTC strength
• Bitfarms’ U.S. pivot and new chair
• Vera Rubin-first facility design strategy
• Power and infrastructure as true bottleneck
• Bitdeer’s GB200 deployments and scale plan
• Bitzero, CBRE, Finland low-carbon capacity
• Cipher’s skyscraper-scale financing reality
• CleanSpark’s ERCOT land and transmission wins
• WhiteFiber’s rapid brownfield retrofits
• M&A, treasuries, and consolidation signals
• Hashprice up, difficulty down dynamics

Let us know in the comments section below your top pick in the sector and how you’re feeling entering 2026!

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