Episode Details

We recap day two from Bitcoin Conference Las Vegas and the biggest conversations we have on the floor, from networking with familiar names to spotting how fast the space is changing. We also connect the dots between Bitcoin volatility and the AI infrastructure buildout, including major data center updates from BitZero, Soluna, Galaxy and Hut 8. 

• Highlights from the BitGo area and the Satoshi Action Party 
• What we notice on the conference floor including media interviews and key personalities 
• Bitcoin pulling back during conference week and why long-term framing still matters 
• AI and HPC stocks selling off despite CEOs flagging GPU capacity constraints 
• BitZero’s Finland and Norway engineering and energisation roadmap 
• Why community support can make or break data center projects 
• Soluna’s hosted mining growth plus behind-the-meter wind farm optionality 
• Galaxy Digital moving capacity from Helios and broader data center execution signals 
• Hut 8’s Riverbend campus project financing details and what it implies for digital infrastructure 

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