Episode Details

We track a market rebound driven by shifting Iran headlines, then pressure test why Bitcoin stays resilient above $70K even as oil and inflation worries flare. We also map the AI infrastructure land grab, from hyperscaler CapEx to miners pivoting into high performance compute as the new battlefield for power and capacity. 

• Iran conflict headlines, oil volatility, and real-world fuel price impact 
• Bitcoin bounce and what the market may be pricing in 
• Strategy’s sustained accumulation and the path toward 1M BTC 
• Public company Bitcoin rankings, miners selling stacks, and treasury trade-offs 
• Concentration across exchanges, ETFs, and government wallets 
• Morgan Stanley’s Bitcoin ETF debut and supply tightening 
• Mag 7 performance check and why AI sentiment is turning 
• Amazon’s $25B Mississippi data center plan and megawatt math 
• Meta’s $21B CoreWeave commitment and why leasing GPU capacity wins 
• Miners’ HPC pivot, funding constraints, and “winners vs strugglers” split 
• CleanSpark Tennessee shutdown and the noise issue in Bitcoin mining 
• Small-site vs large-campus strategy for AI co-location deals 
• TeraWulf campus buildout and why scale matters for hyperscalers 

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