Episode Details

Huge MARA & BDTR Site News, META Expanding Compute & IREN Shareholder Letter!

Season 1 Episode 621 Published 2 weeks, 4 days ago

Description

We zoom out on Bitcoin’s five year chart to make sense of the cycle, the pullbacks, and why returns may keep shrinking while the upside can still be huge. Then we walk through the week’s biggest AI and mining stock headlines and what they signal about power, compute demand, and long term execution.

• Bitcoin cycle phases and the case for zooming out
• Diminishing returns across cycles and realistic bull market targets
• Dollar cost averaging habits and why patience matters
• Miner stock moves and what can drive rallies beyond BTC price
• Meta’s Alberta data center and why it pushes back on compute FUD
• Why Alberta is becoming a data center and AI magnet
• Bitdeer’s SEAL miner US manufacturing plan and tariff risk
• Fox Creek vertical integration with on site power plus grid flexibility
• MARA’s 2GW Texas land deal and the Starwood partnership angle
• IREN’s RSU letter highlights and what lockups mean for shareholders

Let us know in the comments section below what you make of today's headlines and your top pick in the space currently!

Anthonys Info:

Website:

https://www.powermininganalysis.com

https://twitter.com/cazenove_uk

Patreon:

https://www.patreon.com/Cazenove_UK

Bryce's Info:

https://twitter.com/McnallieM

Patreon:

https://www.patreon.com/McNallieMoney

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