About this episode

The episode discusses the impact of Bitcoin's price on public miners and analyzes recent earnings from key companies in the sector.

We track how Bitcoin holding above $80K sets the baseline, then zoom out to the real story: public miners racing to turn power into contracted AI and HPC data center revenue. We break down the biggest earnings-week moves from TerraWulf and Iron, plus Hive’s infrastructure upgrades, to show why the market is re-rating “power and GPUs” faster than “hashrate and hodl.” • Bitcoin range context and why it still anchors miner cash flows • Earnings-week volatility, profit taking, and how to think ab...

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