Episode Details

Bitcoin slides under 75k as risk assets wobble, yet AI and HPC demand accelerate with fresh power openings, site approvals, and hyperscaler CapEx commitments. We unpack why miners may decouple by shifting revenue from hash to compute and what to watch in upcoming earnings.

• BTC drawdown context and long-term scarcity case
• Cross-asset selloff and sentiment shifts
• Saylor’s accumulation and supply dynamics
• Super cycle narratives and ETF inflows
• Insider selling optics among miners
• Big Tech CapEx and the AI buildout
• Power access: BC Hydro, Texas off-grid gas
• Site pipelines: Oklahoma signals, Google interest
• MARA’s Nebraska expansion and EDF-linked deal
• Bitfarms’ Moses Lake GPU conversion
• 123GW projected US HPC shortfall by 2035
• Earnings watch: IREN and CleanSpark timing
• Portfolio leaderboard and near-term recovery hints

Hit the like button. Feel free to subscribe. Let us know in the comments: do you think the bottom is in for Bitcoin and the miners!

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