Episode Details

We ask whether Bitcoin’s four‑year cycle still holds in a world of ETFs, corporate treasuries, and AI compute demand. We weigh miner margins, weather shocks, and the shift to HPC as Nvidia, CoreWeave, and Bitfarms reshape the field.

• Bitcoin price context and long‑term trend
• Miner margins under post‑halving pressure
• Institutional buying and treasury adoption
• Gold at highs and the digital gold case
• Cycle debate with fresh predictions to 2030
• Policy momentum and strategic reserve talk
• Nvidia’s $2B CoreWeave stake and capacity gap
• Weather‑driven hashrate drop and curtailments
• CleanSpark scrutiny and reporting nuance
• Bitfarms’ Washington HPC build and timeline
• Miners’ pivot to data center economics

Let us know in the comments section below your response to the question. Is the cycle over?

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