Episode Details

MARA & CLSK Earnings, More IREN News & BTDR Production Update!

Season 1 Episode 572 Published 4 weeks, 1 day ago

Description

We sort through a brutal red day and explain how to survive Bitcoin miner volatility by zooming out, doing the work, and setting sell targets you can actually follow. Then we break down the latest updates from Bitdeer, Mara, CleanSpark, and IREN, showing how AI HPC deals and power capacity are starting to drive valuations more than pure mining growth.

• How we think about daily volatility in Bitcoin and miner equities
• Why disciplined price targets beat reactive trading
• Strategy’s rapid Bitcoin accumulation and what it signals
• The market re-rate effect when miners sign AI data center deals
• BitDeer’s April update: hash rate growth, fleet efficiency and a $69M AI ARR run rate
• Mara earnings highlights: power assets, Starwood JV structure, mining as load balancing, HODL changes
• CleanSpark earnings highlights: Texas power expansion, balance sheet notes and “lead prospective tenant” language
• IREN’s upsized convertible note, capped call protection and why the NVIDIA partnership matters
• Why we built poweranalysis.io to track public AI deals and metrics
• Riot CEO planned share sale and how we interpret insider selling

Let us know in the comment section below what you thought of earnings from Mara and CleanSpark and if you're currently holding shares of any of the companies discussed!

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