Episode Details
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Description
We break down a brutal market sell-off and what it reveals about volatility in Bitcoin and crypto mining stocks, then zoom in on the companies using power strategy and long-term HPC contracts to build more predictable revenue. We also share why miners are racing away from thin mining margins toward AI data centers, GPU deployments, and financed infrastructure deals.
• bitcoin price action and stock volatility, why we keep cash ready
• profit-taking discipline and the case for non-correlated assets
• BitFuFu’s hybrid model, cloud mining margins and a jump in self-mining output
• Cipher’s Stingray momentum, AWS as client and 6% financing implications
• Hive’s GPU expansion plan, ARR targets through 2026 to 2028 and what it takes to reach them
• Core Scientific build-out progress and why mining profitability keeps getting squeezed by difficulty
• Soluna’s vertical integration, site pipeline and the Metrobloks JV for a 350MW AI/HPC campus
• Soluna monthly production metrics, hosted hash growth and what matters as HPC ramps
Let us know in the comment section below how you're feeling about the market in general and your top pick in the space currently!
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