Episode Details

We weigh the next chapter for Bitcoin miners as price volatility meets a surge in AI and HPC demand. Power, financing, and execution define who wins 2026 while earnings, HODL strategies, and compensation transparency shape investor trust.

• Bitcoin price swings and policy delays shaping sentiment
• Miners’ pivot from pure mining to HPC data centers
• BitZero’s Scandinavian growth and Blackwell GPU rollout
• Hydra partnership and bare-metal AI supply chain signals
• ABTC’s HODL climb and sats-per-share as a metric
• Valuation checks using HODL vs market cap
• WhiteFiber convertible, zero-strike call, and project finance
• Rumored hyperscaler demand and Iron’s earnings timing
• Data center capex realities and construction surge
• CleanSpark compensation debate and alignment with returns
• Q1 competition momentum and watchlist for earnings catalysts

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