Episode Details

Bitcoin steadies above $62K as AI infrastructure names rebound, but the bigger story is how hyperscalers and neo-clouds are redefining the market for compute and power. We unpack Meta selling excess compute, track new international deal flow, and run the numbers on TerraWolf’s massive long-term Anthropic contract. 

• Bitcoin weekend strength and what it means for miner revenue 
• Michael Saylor’s Bitcoin sale to fund dividend obligations and what it signals 
• Meta selling spare AI compute and the competitive impact on AI cloud providers 
• Why AI infrastructure stocks sold off and why volatility cuts both ways 
• ABTC’s 1-for-15 reverse split plus growing Bitcoin treasury and satoshis per share metric 
• Keel’s new president hire and what it suggests about near-term deal execution 
• SATO’s Bhutan renewable AI data center LOI aimed at Indian AI compute demand 
• Nebius entering Spain and accelerating its European expansion with efficiency focus 
• Anthropic Australia capacity rumors plus investor holdings that raise eyebrows 
• TeraWulf’s 20-year 401MW Anthropic deal, implied revenue per megawatt, and PUE implications 
• TeraWulf’s Texas JV stake sale and what geographic focus might look like next 
• Valuation sensitivity framework and Cantor’s updated TeraWulf target 

Let us know in the comment section below what you thought of today's headlines and if you're holding any of the shares discussed!

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