Episode Details

We break down fresh analyst targets for leading Bitcoin miners, the macro crosswinds hitting price and hash, and why AI‑driven compute demand is reshaping power markets. We share how we’re positioning, where revenue will actually come from, and what to watch as earnings land.

• weekend Bitcoin softness and long‑term conviction
• potential policy shift with a pro‑Bitcoin Fed chair
• AI infrastructure spend and Azure–Perplexity deal
• miner stock sell‑off, short interest, and liquidity
• curtailment, grid support, and flexible load economics
• Soluna, BitFuFu, Hive, ABTC analyst targets overview
• Bitdeer scale, SEAL miners, and HPC roadmap
• MARA’s Exion stake and communication gap
• Core Scientific’s silence versus CoreWeave activity
• Hut 8 pipeline, margins, and broad coverage
• IREN’s buildout, consensus spread, and metrics
• hash price compression and difficulty reduction
• Miner Madness leaderboard highlights

Let us know in the comment section below your price target for the companies mentioned and your top pick in the space!

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