Episode Details

We track a brutal pullback across Bitcoin miners and AI infrastructure stocks while Bitcoin holds steadier, then ask why share prices look disconnected from a stream of bullish contracts and analyst targets. We also break down New York’s hyperscale data center moratorium, what it changes for permitting and grid costs, and why the buildout likely shifts to other states and regions.  

• Bitcoin range check and what it signals for risk appetite 
• Lyn Alden raising $40M for a Bitcoin treasury company and why it matters 
• Miner and HPC stock sell-off, portfolio drawdowns and “deep value” zones 
• New York statewide moratorium on new hyperscale data centers, environmental review and grid implications 
• TeraWulf response on permitted sites, repeatable deal process and Cantor $37 target 
• CleanSpark’s first major AI lease, price per megawatt context and tenant quality trade-offs 
• Keel’s Sherbrooke plan to consolidate power and convert mining capacity to HPC 
• SHAZ AI price target context, plus key executive hires at IREN and Soluna 

Let us know in the comment section below how you're feeling about the sector overall and your top pick in the space!

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