Episode Details

Geopolitical risk pushes oil and fuel higher, but Bitcoin holds up better than many would expect, forcing a rethink of how macro shocks translate into crypto pricing. We walk through miner performance, new hardware, and why AI and HPC infrastructure is reshaping what “winning” looks like for public mining companies. 

• Middle East deadline risk and what it does to oil, inflation pressure, and risk appetite 
• Why Bitcoin holding above $68K matters for miners and market psychology 
• Bitcoin conference updates and why hosted mining keeps showing up in the thesis 
• Miner stock heat map takeaways and the AI driven re-rating story 
• Bit Digital’s Ethereum treasury, staking yield, and discount to NAV discussion 
• Bitdeer SEALMINER A4 launch, efficiency claims, and payback math 
• CleanSpark March production, buybacks, BTC treasury growth, and HPC cost reality 
• DMG’s steady mining output, prefab data center units, and AI capacity plans 
• Hut 8 leadership visibility and why policy access matters for infrastructure plays 

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