Episode Details

Markets get hit by rising energy stress while oil disruptions ripple from refineries to household bills and supply chains. We connect that macro squeeze to Bitcoin, big tech drawdowns, and the real bottleneck behind AI growth: power that can be delivered right now.

• Valero Port Arthur refinery fire and why timing matters for oil supply
• Fuel price spikes and the knock-on effects on heating, transport, and consumer prices
• Mag 7 weakness as supply chains and energy costs bite
• AI compute demand outpacing grid investment and the long nuclear timeline
• Why miners sit in the “energy window” as near-term AI infrastructure
• Bitcoin’s short-term drawdowns versus a long-term holding mindset
• Miner stock performance and how HPC contracts change margin quality
• TerraWulf’s strategy, long-duration co-location deals, and execution credibility
• ABTC’s “build more power” thesis and the impact of high-profile advisors
• MARA’s stance on keeping Bitcoin mining while expanding into inference services
• IREN comments from GTC about nonstop GPU demand and “time to compute”
• Bitdeer SEALMINER A2 order and why efficiency and manufacturing scale still win

Let us know your thoughts on the oil situation, energy, and Bitcoin discussed in today's podcast. Hit the like button, feel free to subscribe.

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