Episode Details

We track Bitcoin’s bounce and zoom into how miners are turning megawatts into durable returns through hosting, HPC, and faster time-to-power. Soluna energizes Kati, Bitdeer rockets to 63 EH and primes AI conversions, while Cipher and IREN line up repeatable, capital-smart deals.

• Bitcoin range stabilising after sharp drop
• Miner heat map trends and HPC winners
• Soluna’s Kati Phase 1 energisation and wind-first model
• Modular design, behind-the-meter strategy, speed to power
• Hosting economics as hedge against hashprice swings
• Bitdeer’s self-mining surge and SEAL miner roadmap
• GPU deployments and AI site conversions across regions
• Capex choices: tiered facilities versus hybrid retrofits
• Cipher’s rinse-and-repeat playbook for AI co-location
• IREN’s Sweetwater build, multi-gigawatt optionality, stronger terms
• Hyperscaler capex wave, software FUD rebuttal, demand outlook

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