About this episode

The episode analyzes the challenges facing miners during Q2 earnings season and discusses the shift towards HPC and AI infrastructure.

We break down why Q2 earnings season could be rough for miners even with Bitcoin showing strength, and what to watch as the industry shifts from mining revenue toward HPC and AI infrastructure. We also unpack ABTC’s first earnings date, new valuation metrics like satoshis per dollar, BitFuFu’s production decline, and WhiteFiber’s big networking breakthrough for cross data center AI. • Bitcoin price context and why it matters for miner margins heading into earnings • Miner stock volatility, he...

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