Episode Details

Markets sell off hard as Bitcoin breaks support, AI leaders stumble despite strong numbers, and miners wear double-digit declines. We weigh fear against fundamentals, from Nvidia’s software stance to miner financing, and set the stage for earnings and potential AI power deals.

• Bitcoin slide and cycle vs super-cycle debate
• Retail capitulation vs institutional accumulation
• AI circular revenue fears and software resilience
• AMD strength vs share price drop
• Nvidia CEO view that software remains essential
• Mag 7 softness and smart money questions
• Miner heat map and valuation vs HODL metrics
• Cipher secured notes and financing benchmarks
• CleanSpark curtailment, production, and HODL moves
• Earnings watch for CleanSpark and Iron
• Power pipeline and HPC allocation outlook

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