Episode Details

We track a volatile start to the week as Bitcoin jumps toward 70k, miners bounce, and safe-haven assets rally. We preview Riot and Core Scientific earnings, unpack hash price pressure, and dig into the AI power race reshaping mining.

• Bitcoin’s flight to safety and price action
• Hash price recovery and miner margin thresholds
• Nation-state mining and supply constraints
• Michael Saylor’s weekly buys and issuance math
• Miners pivoting to HPC and hosting models
• Riot and Core earnings expectations and contract details
• Data center power demand and site requirements
• Market heat map, leaders, and volatility watch

Make sure you guys check out the website as well. Some great new features on there, including HPC AI deals and deal analysis!

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