About this episode

The episode discusses the impact of AI infrastructure on the compute market, Bitcoin's performance, and significant deals involving Meta and TerraWolf.

Bitcoin steadies above $62K as AI infrastructure names rebound, but the bigger story is how hyperscalers and neo-clouds are redefining the market for compute and power. We unpack Meta selling excess compute, track new international deal flow, and run the numbers on TerraWolf’s massive long-term Anthropic contract. • Bitcoin weekend strength and what it means for miner revenue • Michael Saylor’s Bitcoin sale to fund dividend obligations and what it signals • Meta selling spa...

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