Episode Details
Back to EpisodesBulls In Full Control: IREN, ABTC, HIVE & KEEL News!!!
Description
Bitcoin pushes back toward the high-$70Ks and the mining stocks snap higher with it, setting up a fresh look at what efficiency and power cost really mean after the halving. We break down ABTC’s fleet upgrade math, then zoom out to why Hive and Keel are treating AI and HPC data centers as the long-game.
• Bitcoin’s daily move and why miners react faster than BTC
• How 24/7 trading and macro headlines shape risk appetite
• Why power becomes the real product as miners add HPC
• ABTC’s hash rate jump and elite joules-per-terahash efficiency
• Simple profitability math using hash rate, power draw, and energy cost
• Hive’s 0% coupon note and why it matters for AI buildout
• Hive’s GPU roots and the push toward larger annualised HPC revenue
• Keel’s Paraguay sale repriced by mining economics and difficulty
• US focus, permitting steps, and why Panther Creek keeps coming up
• How funding follows signed clients in data center deals
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