Episode Details

Markets braced for a selloff, yet Bitcoin firmed and miners held up as corporate adoption widened and AI data center demand stayed hot. We break down Saylor’s buy, miners’ treasury pivots, oil’s surge, and why Bitfarms, Core Scientific, and IREN are leaning into HPC.

• Bitcoin recovery toward 69k and recent pullback context
• Saylor’s billion-dollar buy and corporate balance sheet growth
• Miners selling BTC to fund opex and capex
• Adoption surpassing gold and ETF-fueled access
• PlanB’s forecast versus bearish prediction markets
• Oil above 100 and rising power costs
• Oracle data center noise, Meta interest, demand still strong
• Bitfarms’ senior hires and HPC buildout
• Core Scientific’s 730 MW capacity expansion and Hunt Campus
• IREN’s ATM clarity, GPU-first CSP strategy, Sweetwater timing

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