Episode Details

Core Scientific & ABTC Earnings, SLNH, MARA & Bitzero Deal News!

Season 1 Episode 568 Published 1 month ago

Description

We track the biggest AI infrastructure and Bitcoin mining developments from a volatile week, from a potential crypto market structure catalyst to miners repositioning around power control and hosting. We also break down ABTC and Core Scientific earnings and explain what the numbers say about margins, uptime, and the reality of delivering HPC at scale.

• Bitcoin hovering above $80,000 and what volatility signals
• Clarity Act updates and why a July deadline matters
• Profit taking discipline after fast miner rallies
• BitZero megawatt economics and the Nasdaq uplisting impact
• MARA’s Long Ridge Energy financing and the shift to vertical integration
• Behind-the-meter power as a competitive moat for AI data centers
• Soluna’s hosting growth plus progress on two 300+ MW AI and HPC projects
• ABTC’s low cost to mine Bitcoin and rapid Bitcoin treasury build
• Core Scientific’s co-location revenue growth and multi-gigawatt expansion plans
• Why margins may compress versus headline targets and why uptime is everything

Check out the power play session we just put out today!

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