Episode Details

We react to a rare green day across Bitcoin and AI infrastructure names, then dig into what the SpaceX IPO could do to liquidity, valuations, and capital rotation across the market. We also share fresh deal and forecast updates from Keel, Hive BuzzHPC, White Fiber, and Soluna, including a step-by-step valuation model tied to a 100MW AI buildout. 

• Bitcoin bounce and why sentiment flips fast 
• SpaceX IPO structure, demand versus supply and potential knock-on selling 
• SpaceX business units, Starlink profitability and AI infrastructure losses 
• Why miners keep mining while preparing the GPU switch to HPC 
• Heat map performance, profit taking and rotation between Bitcoin and AI stocks 
• Keel interview highlight and what “more confident” implies for deal timing 
• Labour constraints by region and why Pennsylvania looks advantaged 
• Hive BuzzHPC ARR ramp and the mix of CSP versus co-location growth 
• WhiteFiber’s new contracts, project finance structure and monetizing existing H200 GPUs 
• Hyperscaler versus enterprise customers, revenue per megawatt versus financing ease 
• Soluna CODI 2 RFP launch, MetroBlocks joint venture and a 100MW valuation framework 
• Sensitivity analysis on revenue per megawatt, EBITDA margin and implied share price impact 

Let us know in the comment section below if you're currently holding any of the companies mentioned and your thoughts on SpaceX IPO tomorrow!

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