About this episode

The episode discusses the impact of Bitcoin's pullback on miners and explores CleanSpark's valuation model and HUT 8's financing moves.

Bitcoin’s pullback puts pressure on miners, but the AI and HPC transition is starting to break the old link between mining stocks and BTC. We walk through HUT 8’s latest financing move and a CleanSpark AI valuation model to show how power, contracts, and capital structure can drive returns. • zooming out on Bitcoin’s cycle and what a 20% monthly drop means for miner earnings • ETF flows, macro stress, and why capital rotates between tech and crypto • why AI data centers and ...

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