Episode Details

We’re on the ground in Las Vegas for the Bitcoin conference and we open with a real-time read on Bitcoin’s pullback from the high 70,000s and what that volatility means for positioning. Then we zoom out to the bigger shift in crypto equities as miners lean harder into power, hosting, and HPC AI deals ahead of a packed earnings calendar. 

• Bitcoin’s dip during conference week and why the market still looks constructive 
• Strategy’s latest Bitcoin buy and what weekly supply math implies 
• What we see on the conference floor and why face-to-face miner access matters 
• Hive’s operational strength and the push to scale HPC AI revenue 
• Miner heat map takeaways plus why TerraWulf stands out 
• Core Scientific’s Texas expansion and what 1.5GW development really costs 
• Why contract execution risk and penalties may show up in earnings 
• Cipher’s site pipeline including Black Pearl and the Stingray chatter 
• Iren’s Microsoft-driven buildout plus how cheap capital changes the game 
• Riot’s AMD deal at Rockdale and what we want to hear on the earnings call 

Smash the like button, subscribe to McNallie Money, and let us know in the comments how you’re feeling about the market and your top pick in the space!

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