Episode Details
Back to EpisodesIREN & NVDA News, BTDR Deal & Latest KEEL & BTBT News!
Description
We size up Bitcoin’s slide under $60,000 and what “near the bottom” really means when you invest long term. Then we follow the money into preferred dividends, AI data center deals, and NVIDIA-grade infrastructure as miners pivot from hash rate to GPU hours.
• Bitcoin range talk and long-term holder mindset
• Saylor’s monetisation plan, dividend coverage fears, and buyback logic
• Preferred shares trading below par and what daily dividends change
• Why HPC AI looks more predictable than Bitcoin mining
• Bitdeer and the Tidal Norway AI infrastructure signal
• Bit Digital’s Ethereum treasury, staking yield, and WhiteFiber value
• Russell 3000 and Russell 1000 inclusions for Keel and Iren
• Iren’s NVIDIA Exemplar Cloud status and what it implies for enterprise demand
• TeraWulf momentum and Citi’s $36 target
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