Episode Details
Back to EpisodesNVDA, DMG & ABTC Earnings + Jane Street Drama!
Description
We break down why Bitcoin’s price lags demand despite ETF buying, dig into the Jane Street allegations and lawsuit, and map how policy clarity could reset the playing field. Then we unpack NVIDIA’s monster quarter, miner pivots into AI data centers, and the real costs and returns of building 50MW of HPC.
• ETF demand and miner production not reflected in spot price
• Alleged synthetic pressure and timing patterns in Bitcoin markets
• Policy tailwinds from the Clarity Act and state actions
• NVIDIA results, margins, and full-stack data center economics
• ABTC hashrate growth, reserve strategy, and efficiency
• DMG’s HPC pivot, capex per MW, and revenue potential
• Valuation lenses: assets, forward earnings, and financing paths
• Market volatility context across five-day, one-month, one-year views
• Upcoming earnings from leading miners and what to watch
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