About this episode

The episode discusses the current Bitcoin cycle, the impact of hyperscalers, and the decline of AI infrastructure stocks amidst rising demand.

Red markets set the tone as we map the current Bitcoin cycle, the growing influence of hyperscalers, and why AI infrastructure stocks are dropping even while demand explodes. We dig into treasury-company mechanics, data center valuation per megawatt, and the execution milestones that could re-rate names like IREN and Hut 8. • Bitcoin cycle context, drawdowns, and why patience matters • Strategy and Michael Saylor updates, cash reserves, preferred shares, dividends, and mNAV ...

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