Episode Details

Bitcoin rips back toward $78,000 and the miners and HPC AI names surge with it, pushing us to ask whether the bear phase is finally breaking. We dig into the data behind the move, from ETF inflows and corporate treasuries to mining profitability and the shift toward AI compute revenue. 

• bitcoin price momentum and what a weekend hold would signal 
• shifting tone from large technical accounts and why cycle lows matter 
• Michael Saylor and Strategy turning profitable on average cost 
• altcoin strength alongside bitcoin and what broader participation suggests 
• public companies adding bitcoin to treasury and how the top-100 bar is rising 
• spot bitcoin ETF demand led by BlackRock and what inflows imply 
• miners rebounding as bitcoin rises and difficulty eases 
• HPC and AI data centre revenue mix expanding across miners 
• hodl percent of market cap table and why Bit Digital stands out 
• BitFuFu hosted mining launch and S21 XP unit economics 
• Hive’s upsized private offering and why capital access matters 
• Riot Q1 setup and early AMD revenue expectations 

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