Episode Details

Markets wobble while demand signals strengthen. We unpack why miners sell reserves, how ETF inflows reshape supply, and where Core Scientific and Riot are placing big bets on power, co-location, and HPC in 2026 and beyond.

• red day for miners against macro tension 
• ETF inflows hit five-month high 
• MARA signals increased BTC sales 
• ABTC adds next-gen ASICs and boosts efficiency 
• Core Scientific expands co-location and energizes 350 MW 
• CoreWeave contract funding and 590 MW roadmap 
• Riot targets 45 EH and builds HPC capacity 
• AMD lease start with room to scale 
• power assets and interconnects as key moat

Let us know your thoughts on Core Scientific and Riot results, and whether you’re holding shares!

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