Episode Details

Bitcoin breaks above $75,000 and the miners finally catch a bid, turning a red tape week into deep green days. We lay out the catalysts we are watching and the data that shapes our top picks across Bitcoin, ETFs, and mining stocks. 

• Five-day Bitcoin move and the push through $75K 
• Why steady growth matters more than daily spikes 
• Strategy’s stretch buying and the math behind a million BTC 
• HODL 15 leaderboard and SpaceX joining the list 
• IBIT versus Strategy and how ETF flows change the story 
• Dividend liability questions and where payouts could come from 
• Clarity Act timeline and why regulation boosts confidence 
• AI data center demand and the power shortage narrative 
• Miner leaders and why small caps can re-rate fast 
• US re-domicile benefits and how index inclusion drives buying 
• Bitzero overview with power pipeline and HPC potential 
• Heat map performance and why we focus on buy and hold 
• ABTC shareholder vote plus reverse split risk 
• Satoshis per $1 invested chart and what it reveals 
• Power Analysis website tools including the data center map 
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