About this episode

The episode discusses the recent rebound in Bitcoin and its implications for crypto equities, along with an analysis of AI data center deals affecting share prices of Cipher Digital and Keel Infrastructure.

Markets snap back to green as we track Bitcoin’s rebound and why crypto equities can move hard even on modest price changes. We then dig into AI data center deal math, using fresh disclosures to stress test what megawatts could mean for Cipher Digital and Keel Infrastructure share price upside. • Bitcoin recovery, cycle expectations, and why daily swings matter less after multiple cycles • Michael Saylor and Strategy’s headline moves, plus what treasury behaviour signals to the ma...

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