About this episode

The episode discusses the impact of a sell-off on Bitcoin and traditional assets, while exploring infrastructure financing and market cycles.

We watch a brutal sell-off slam Bitcoin, miners, and traditional assets at the same time, then zoom out to the cycle context and why profit-taking keeps you in the game. We also dig into why BitZero stays green, how major infrastructure financing is evolving for Hut 8 and Keel, and what these deals signal for AI data centers and HPC demand. • broad risk-off sell-off across Bitcoin, crypto equities, gold, and oil • Bitcoin below $60K, drawdowns, and the four-year cycle framing&nbsp...

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